Northwest & Ethical Investments L.P. Salesforce, Inc. Transaction History

Northwest & Ethical Investments L.P.

$4.24 Trillion
Q3 2025

A detailed history of Northwest & Ethical Investments L.P. transactions in Salesforce, Inc. stock. As of the latest transaction made, Northwest & Ethical Investments L.P. holds 66,685 shares of CRM stock, worth $15.8 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

66,685

Previous 75,147 11.26%

Holding current value

$15.8 Million

Previous $20.5 Billion 22.87%

% of portfolio

0.37%

Previous 0.51%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$231.66 - $273.65 $1.96 Million - $2.32 Million	-8,462 Reduced 11.26%	66,685 $15.8 Billion
Q2 2025 Aug 12, 2025	BUY	$236.26 - $291.15 $4.24 Million - $5.22 Million	17,930 Added 31.34%	75,147 $20.5 Billion
Q1 2025 May 13, 2025	BUY	$268.36 - $359.95 $4.74 Million - $6.35 Million	17,653 Added 44.62%	57,217 $15.4 Billion
Q4 2024 Feb 11, 2025	BUY	$270.87 - $367.87 $10.3 Million - $13.9 Million	37,854 Added 2213.68%	39,564 $13.2 Billion
Q3 2024 Nov 13, 2024	BUY	$238.42 - $276.53 $192,404 - $223,159	807 Added 89.37%	1,710 $468 Million

Q2 2024 Aug 14, 2024	BUY	$218.01 - $304.74 $196,863 - $275,180	903 New	903 $232 Million
Q1 2023 Jul 09, 2025	SELL	$134.8 - $199.78 $795,724 - $1.18 Million	-5,903 Closed	0 $0
Q3 2022 Jul 09, 2025	SELL	$143.84 - $191.27 $508,618 - $676,330	-3,536 Reduced 37.46%	5,903 $849 Million
Q2 2022 Jul 09, 2025	SELL	$155.6 - $218.85 $386,821 - $544,061	-2,486 Reduced 20.85%	9,439 $1.56 Billion
Q1 2022 Jul 09, 2025	SELL	$190.54 - $255.46 $8.63 Million - $11.6 Million	-45,292 Reduced 79.16%	11,925 $2.53 Billion
Q4 2021 Jul 09, 2025	BUY	$247.21 - $309.96 $1.11 Million - $1.39 Million	4,485 Added 19.86%	27,066 $6.88 Billion
Q3 2021 Jul 09, 2025	BUY	$237.55 - $285.63 $2.74 Million - $3.29 Million	11,528 Added 104.3%	22,581 $6.12 Billion
Q2 2021 Jul 09, 2025	SELL	$210.54 - $246.26 $1.56 Million - $1.82 Million	-7,400 Reduced 40.1%	11,053 $2.7 Billion
Q1 2021 Jul 09, 2025	SELL	$205.33 - $248.59 $7.96 Million - $9.64 Million	-38,764 Reduced 67.75%	18,453 $3.91 Billion
Q3 2020 Jul 08, 2025	SELL	$185.51 - $281.25 $2.27 Million - $3.44 Million	-12,234 Reduced 32.53%	25,377 $6.38 Billion
Q2 2020 Jul 08, 2025	BUY	$134.06 - $191.65 $1.73 Million - $2.48 Million	12,915 Added 52.3%	37,611 $7.05 Billion
Q1 2020 Jul 08, 2025	SELL	$124.3 - $193.36 $10,441 - $16,242	-84 Reduced 0.34%	24,696 $3.56 Billion
Q4 2019 Jul 08, 2025	SELL	$142.33 - $164.98 $1.44 Million - $1.67 Million	-10,130 Reduced 29.02%	24,780 $4.03 Billion
Q3 2019 Jul 08, 2025	BUY	$139.72 - $159.97 $83,273 - $95,342	596 Added 1.74%	34,910 $5.18 Billion
Q2 2019 Jul 08, 2025	BUY	$145.1 - $165.96 $154,676 - $176,913	1,066 Added 3.21%	34,314 $5.21 Billion
Q1 2019 Jul 08, 2025	BUY	$130.4 - $166.95 $84,238 - $107,849	646 Added 1.98%	33,248 $5.27 Billion
Q4 2018 Jul 08, 2025	SELL	$120.67 - $159.86 $2.97 Million - $3.93 Million	-24,615 Reduced 43.02%	32,602 $4.47 Billion
Q3 2018 Jul 08, 2025	SELL	$137.15 - $160.43 $666,274 - $779,368	-4,858 Reduced 18.74%	21,065 $3.35 Billion
Q2 2018 Jul 08, 2025	BUY	$115.3 - $139.8 $2.99 Million - $3.62 Million	25,923 New	25,923 $3.54 Billion
Q3 2016 Jul 08, 2025	SELL	N/A	-12,696 Closed	0 $0
Q2 2016 Jul 08, 2025	SELL	N/A	-44,521	12,696 $1.01 Billion

Others Institutions Holding CRM

# of Institutions

3,313

Shares Held

765M

Call Options Held

24.6M

Put Options Held

22.1M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $237B
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...

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Northwest & Ethical Investments L.P. Salesforce, Inc. Transaction History