Advisors Asset Management, Inc. Salesforce, Inc. Transaction History

Advisors Asset Management, Inc.

$5.34 Billion
Q2 2025

A detailed history of Advisors Asset Management, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Advisors Asset Management, Inc. holds 27,584 shares of CRM stock, worth $6.79 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

27,584

Previous 27,790 0.74%

Holding current value

$6.79 Million

Previous $7.46 Million 0.86%

% of portfolio

0.14%

Previous 0.15%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$236.26 - $291.15 $48,669 - $59,976	-206 Reduced 0.74%	27,584 $7.52 Million
Q1 2025 May 15, 2025	BUY	$268.36 - $359.95 $744,430 - $998,501	2,774 Added 11.09%	27,790 $7.46 Million
Q4 2024 Feb 10, 2025	BUY	$270.87 - $367.87 $794,461 - $1.08 Million	2,933 Added 13.28%	25,016 $8.36 Million
Q3 2024 Nov 08, 2024	BUY	$238.42 - $276.53 $635,389 - $736,952	2,665 Added 13.72%	22,083 $6.04 Million
Q2 2024 Aug 14, 2024	BUY	$218.01 - $304.74 $695,669 - $972,425	3,191 Added 19.66%	19,418 $4.99 Million
Q1 2024 May 14, 2024	BUY	$251.12 - $316.88 $835,476 - $1.05 Million	3,327 Added 25.79%	16,227 $4.89 Million
Q4 2023 Feb 14, 2024	BUY	$196.25 - $267.25 $289,861 - $394,728	1,477 Added 12.93%	12,900 $3.39 Million
Q2 2023 Aug 14, 2023	SELL	$188.89 - $223.38 $405,169 - $479,150	-2,145 Reduced 15.81%	11,423 $2.41 Million
Q1 2023 May 12, 2023	SELL	$134.8 - $199.78 $134,126 - $198,781	-995 Reduced 6.83%	13,568 $2.71 Million
Q4 2022 Feb 13, 2023	SELL	$128.21 - $165.27 $173,339 - $223,445	-1,352 Reduced 8.5%	14,563 $1.93 Million
Q3 2022 Nov 08, 2022	SELL	$143.84 - $191.27 $275,597 - $366,473	-1,916 Reduced 10.75%	15,915 $2.29 Million
Q2 2022 Aug 08, 2022	SELL	$155.6 - $218.85 $288,793 - $406,185	-1,856 Reduced 9.43%	17,831 $2.94 Million
Q1 2022 May 17, 2022	SELL	$190.54 - $255.46 $11,622 - $15,583	-61 Reduced 0.31%	19,687 $4.18 Million
Q4 2021 Feb 15, 2022	SELL	$247.21 - $309.96 $1.17 Million - $1.47 Million	-4,732 Reduced 19.33%	19,748 $5.02 Million
Q3 2021 Nov 12, 2021	SELL	$237.55 - $285.63 $1.72 Million - $2.07 Million	-7,260 Reduced 22.87%	24,480 $6.64 Million
Q2 2021 Jul 30, 2021	BUY	$210.54 - $246.26 $45,266 - $52,945	215 Added 0.68%	31,740 $7.75 Million
Q1 2021 May 07, 2021	BUY	$205.33 - $248.59 $132,848 - $160,837	647 Added 2.1%	31,525 $6.68 Million
Q4 2020 Feb 12, 2021	BUY	$220.15 - $267.07 $104,130 - $126,324	473 Added 1.56%	30,878 $6.87 Million
Q3 2020 Nov 16, 2020	BUY	$185.51 - $281.25 $1.36 Million - $2.06 Million	7,328 Added 31.75%	30,405 $7.64 Million
Q2 2020 Aug 12, 2020	BUY	$134.06 - $191.65 $26,812 - $38,330	200 Added 0.87%	23,077 $4.32 Million
Q1 2020 May 15, 2020	SELL	$124.3 - $193.36 $287,133 - $446,661	-2,310 Reduced 9.17%	22,877 $3.29 Million
Q4 2019 Feb 14, 2020	SELL	$142.33 - $164.98 $416,172 - $482,401	-2,924 Reduced 10.4%	25,187 $4.1 Million
Q3 2019 Nov 14, 2019	SELL	$139.72 - $159.97 $464,010 - $531,260	-3,321 Reduced 10.57%	28,111 $4.17 Million
Q2 2019 Aug 14, 2019	SELL	$145.1 - $165.96 $370,585 - $423,861	-2,554 Reduced 7.51%	31,432 $4.77 Million
Q1 2019 May 15, 2019	SELL	$130.4 - $166.95 $212,682 - $272,295	-1,631 Reduced 4.58%	33,986 $5.38 Million
Q4 2018 Jan 31, 2019	SELL	$120.67 - $159.86 $295,762 - $391,816	-2,451 Reduced 6.44%	35,617 $4.88 Million
Q3 2018 Nov 15, 2018	BUY	$137.15 - $160.43 $30,995 - $36,257	226 Added 0.6%	38,068 $6.05 Million
Q2 2018 Aug 22, 2018	BUY	$115.3 - $139.8 $2.97 Million - $3.6 Million	25,771 Added 213.5%	37,842 $5.16 Million
Q2 2018 Aug 15, 2018	SELL	$115.3 - $139.8 $2.14 Million - $2.59 Million	-18,543 Reduced 60.57%	12,071 $5.16 Million
Q1 2018 May 15, 2018	SELL	$104.03 - $127.99 $95,291 - $117,238	-916 Reduced 2.91%	30,614 $3.56 Million
Q4 2017 Feb 13, 2018	SELL	$93.94 - $108.8 $32,972 - $38,188	-351 Reduced 1.1%	31,530 $3.22 Million
Q3 2017 Nov 07, 2017	BUY	$87.63 - $97.71 $2.79 Million - $3.12 Million	31,881	31,881 $2.98 Million

Others Institutions Holding CRM

# of Institutions

3,398

Shares Held

776M

Call Options Held

18.8M

Put Options Held

18.3M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $246B
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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Advisors Asset Management, Inc. Salesforce, Inc. Transaction History