Meridian Wealth Advisors, LLC Salesforce, Inc. Transaction History

Meridian Wealth Advisors, LLC

$536 Million
Q3 2024

A detailed history of Meridian Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Meridian Wealth Advisors, LLC holds 19,818 shares of CRM stock, worth $5.77 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

19,818

Previous 19,369 2.32%

Holding current value

$5.77 Million

Previous $4.98 Million 8.94%

% of portfolio

1.01%

Previous 0.99%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$238.42 - $276.53 $107,050 - $124,161	449 Added 2.32%	19,818 $5.42 Million
Q2 2024 Aug 02, 2024	BUY	$218.01 - $304.74 $32,701 - $45,711	150 Added 0.78%	19,369 $4.98 Million
Q1 2024 May 10, 2024	BUY	$251.12 - $316.88 $134,851 - $170,164	537 Added 2.87%	19,219 $5.79 Million
Q4 2023 Feb 06, 2024	BUY	$196.25 - $267.25 $27,671 - $37,682	141 Added 0.76%	18,682 $4.92 Million
Q3 2023 Nov 13, 2023	BUY	$202.49 - $234.37 $28,956 - $33,514	143 Added 0.78%	18,541 $3.76 Million
Q2 2023 Aug 02, 2023	BUY	$188.89 - $223.38 $160,745 - $190,096	851 Added 4.85%	18,398 $3.89 Million
Q1 2023 May 01, 2023	BUY	$134.8 - $199.78 $329,181 - $487,862	2,442 Added 16.17%	17,547 $3.51 Million
Q4 2022 Jan 23, 2023	BUY	$128.21 - $165.27 $334,756 - $431,519	2,611 Added 20.9%	15,105 $0
Q3 2022 Oct 19, 2022	SELL	$143.84 - $191.27 $198,643 - $264,143	-1,381 Reduced 9.95%	12,494 $1.8 Million
Q2 2022 Jul 26, 2022	BUY	$155.6 - $218.85 $95,071 - $133,717	611 Added 4.61%	13,875 $2.29 Million
Q1 2022 May 12, 2022	BUY	$190.54 - $255.46 $320,297 - $429,428	1,681 Added 14.51%	13,264 $2.82 Million
Q4 2021 Feb 02, 2022	BUY	$247.21 - $309.96 $126,077 - $158,079	510 Added 4.61%	11,583 $2.94 Million
Q3 2021 Nov 12, 2021	BUY	$237.55 - $285.63 $61,050 - $73,406	257 Added 2.38%	11,073 $3 Million
Q2 2021 Aug 10, 2021	BUY	$210.54 - $246.26 $193,907 - $226,805	921 Added 9.31%	10,816 $2.64 Million
Q1 2021 May 07, 2021	BUY	$205.33 - $248.59 $134,901 - $163,323	657 Added 7.11%	9,895 $2.1 Million
Q4 2020 May 07, 2021	BUY	$220.15 - $267.07 $2.03 Million - $2.47 Million	9,238 New	9,238 $2.06 Million
Q4 2020 Feb 16, 2021	SELL	$220.15 - $267.07 $1.87 Million - $2.27 Million	-8,488 Closed	0 $0
Q3 2020 Nov 16, 2020	SELL	$185.51 - $281.25 $3,524 - $5,343	-19 Reduced 0.22%	8,488 $2.13 Million
Q2 2020 Aug 14, 2020	BUY	$134.06 - $191.65 $301,903 - $431,595	2,252 Added 36.0%	8,507 $1.59 Million
Q1 2020 May 15, 2020	SELL	$124.3 - $193.36 $64,138 - $99,773	-516 Reduced 7.62%	6,255 $901,000
Q4 2019 Feb 12, 2020	BUY	$142.33 - $164.98 $33,447 - $38,770	235 Added 3.6%	6,771 $1.1 Million
Q3 2019 Nov 08, 2019	BUY	$139.72 - $159.97 $6,846 - $7,838	49 Added 0.76%	6,536 $970,000
Q2 2019 Aug 08, 2019	SELL	$145.1 - $165.96 $1,886 - $2,157	-13 Reduced 0.2%	6,487 $987,000
Q1 2019 May 07, 2019	BUY	$130.4 - $166.95 $44,336 - $56,762	340 Added 5.52%	6,500 $1.03 Million
Q4 2018 Feb 14, 2019	BUY	$120.67 - $159.86 $743,327 - $984,737	6,160 New	6,160 $844,000

Others Institutions Holding CRM

# of Institutions

2,913

Shares Held

750M

Call Options Held

15.7M

Put Options Held

16M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $291B
Description
Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...

More about CRM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Advisors, LLC with notifications on news.

Account

Meridian Wealth Advisors, LLC Salesforce, Inc. Transaction History