Advisor Group Holdings, Inc. Salesforce, Inc. Transaction History

Advisor Group Holdings, Inc.

$52.6 Billion
Q2 2025

A detailed history of Advisor Group Holdings, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 286,074 shares of CRM stock, worth $72.8 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

286,074

Previous 228,476 25.21%

Holding current value

$72.8 Million

Previous $62.3 Million 25.21%

% of portfolio

0.15%

Previous 0.14%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Sep 04, 2025	BUY	$236.26 - $291.15 $13.6 Million - $16.8 Million	57,598 Added 25.21%	286,074 $78 Million
Q2 2025 Aug 13, 2025	SELL	$236.26 - $291.15 $4.97 Million - $6.12 Million	-21,028 Reduced 8.43%	228,476 $62.3 Million
Q1 2025 May 12, 2025	BUY	$268.36 - $359.95 $894,175 - $1.2 Million	3,332 Added 1.35%	249,504 $67 Million
Q4 2024 Jun 06, 2025	BUY	$270.87 - $367.87 $3.09 Million - $4.19 Million	11,402 Added 4.57%	260,906 $87.2 Million
Q4 2024 Feb 07, 2025	BUY	$270.87 - $367.87 $1.47 Million - $2 Million	5,431 Added 2.26%	246,172 $82.3 Million
Q3 2024 Nov 13, 2024	BUY	$238.42 - $276.53 $1.84 Million - $2.14 Million	7,737 Added 3.32%	240,741 $65.9 Million
Q2 2024 Aug 13, 2024	SELL	$218.01 - $304.74 $4.31 Million - $6.03 Million	-19,782 Reduced 7.83%	233,004 $59.9 Million
Q1 2024 May 10, 2024	SELL	$251.12 - $316.88 $15.7 Million - $19.8 Million	-62,524 Reduced 19.83%	252,786 $76.1 Million
Q4 2023 Feb 12, 2024	SELL	$196.25 - $267.25 $15.7 Million - $21.4 Million	-80,063 Reduced 20.25%	315,310 $83 Million
Q3 2023 Nov 13, 2023	BUY	$202.49 - $234.37 $20.3 Million - $23.5 Million	100,257 Added 33.97%	395,373 $80.2 Million
Q2 2023 Aug 21, 2023	SELL	$188.89 - $223.38 $24.9 Million - $29.4 Million	-131,622 Reduced 30.84%	295,116 $62.3 Million
Q2 2023 Aug 10, 2023	BUY	$188.89 - $223.38 $23.9 Million - $28.3 Million	126,547 Added 42.16%	426,738 $90.2 Million
Q1 2023 May 12, 2023	BUY	$134.8 - $199.78 $436,212 - $646,488	3,236 Added 1.09%	300,191 $60 Million
Q4 2022 Feb 10, 2023	BUY	$128.21 - $165.27 $2.49 Million - $3.21 Million	19,400 Added 6.99%	296,955 $39.4 Million
Q3 2022 Nov 14, 2022	BUY	$143.84 - $191.27 $401,313 - $533,643	2,790 Added 1.02%	277,555 $39.9 Million
Q2 2022 Aug 10, 2022	SELL	$155.6 - $218.85 $2.53 Million - $3.55 Million	-16,237 Reduced 5.58%	274,765 $45.4 Million
Q1 2022 May 04, 2022	BUY	$190.54 - $255.46 $4.19 Million - $5.62 Million	22,002 Added 8.18%	291,002 $58.4 Million
Q3 2021 Nov 05, 2021	BUY	$237.55 - $285.63 $6.56 Million - $7.88 Million	27,603 Added 11.43%	269,000 $73 Million
Q2 2021 Aug 02, 2021	SELL	$210.54 - $246.26 $2.01 Million - $2.35 Million	-9,561 Reduced 3.81%	241,397 $59 Million
Q1 2021 May 13, 2021	SELL	$205.33 - $248.59 $302,451 - $366,173	-1,473 Reduced 0.58%	250,958 $53.2 Million
Q4 2020 Feb 10, 2021	BUY	$220.15 - $267.07 $6.17 Million - $7.48 Million	28,008 Added 12.48%	252,431 $56.2 Million
Q3 2020 Nov 12, 2020	BUY	$185.51 - $281.25 $1.13 Million - $1.71 Million	6,080 Added 2.78%	224,423 $55.9 Million
Q2 2020 Aug 14, 2020	SELL	$134.06 - $191.65 $121 Million - $173 Million	-904,352 Reduced 80.55%	218,343 $40.9 Million
Q1 2020 May 18, 2020	BUY	$124.3 - $193.36 $140 Million - $217 Million	1,122,695 New	1,122,695 $26.9 Million

Others Institutions Holding CRM

# of Institutions

3,364

Shares Held

777M

Call Options Held

18.8M

Put Options Held

18.2M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $254B
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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Advisor Group Holdings, Inc. Salesforce, Inc. Transaction History