Arkadios Wealth Advisors Salesforce, Inc. Transaction History

Arkadios Wealth Advisors

$2.49 Billion
Q1 2025

A detailed history of Arkadios Wealth Advisors transactions in Salesforce, Inc. stock. As of the latest transaction made, Arkadios Wealth Advisors holds 60,810 shares of CRM stock, worth $16.2 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

60,810

Previous 42,050 44.61%

Holding current value

$16.2 Million

Previous $14.1 Million 16.08%

% of portfolio

0.66%

Previous 0.82%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$268.36 - $359.95 $5.03 Million - $6.75 Million	18,760 Added 44.61%	60,810 $16.3 Million
Q4 2024 Jan 15, 2025	BUY	$270.87 - $367.87 $1.14 Million - $1.55 Million	4,212 Added 11.13%	42,050 $14.1 Million
Q3 2024 Oct 24, 2024	BUY	$238.42 - $276.53 $857,835 - $994,954	3,598 Added 10.51%	37,838 $10.4 Million
Q2 2024 Jul 29, 2024	BUY	$218.01 - $304.74 $495,318 - $692,369	2,272 Added 7.11%	34,240 $8.8 Million
Q1 2024 Apr 30, 2024	BUY	$251.12 - $316.88 $115,264 - $145,447	459 Added 1.46%	31,968 $9.63 Million
Q4 2023 Jan 24, 2024	SELL	$196.25 - $267.25 $13,933 - $18,974	-71 Reduced 0.22%	31,509 $8.29 Million
Q3 2023 Oct 13, 2023	BUY	$202.49 - $234.37 $1.07 Million - $1.24 Million	5,281 Added 20.08%	31,580 $6.4 Million
Q2 2023 Jul 26, 2023	BUY	$188.89 - $223.38 $110,122 - $130,230	583 Added 2.27%	26,299 $5.56 Million
Q1 2023 May 02, 2023	BUY	$134.8 - $199.78 $409,252 - $606,532	3,036 Added 13.39%	25,716 $5.14 Million
Q4 2022 Jan 11, 2023	BUY	$128.21 - $165.27 $241,804 - $311,699	1,886 Added 9.07%	22,680 $0
Q3 2022 Oct 21, 2022	BUY	$143.84 - $191.27 $130,894 - $174,055	910 Added 4.58%	20,794 $2.99 Million
Q2 2022 Jul 14, 2022	BUY	$155.6 - $218.85 $1.4 Million - $1.97 Million	9,024 Added 83.09%	19,884 $3.28 Million
Q1 2022 May 02, 2022	BUY	$190.54 - $255.46 $956,510 - $1.28 Million	5,020 Added 85.96%	10,860 $2.31 Million
Q4 2021 Feb 03, 2022	BUY	$247.21 - $309.96 $47,958 - $60,132	194 Added 3.44%	5,840 $1.48 Million
Q3 2021 Oct 19, 2021	SELL	$237.55 - $285.63 $672,028 - $808,047	-2,829 Reduced 33.38%	5,646 $1.53 Million
Q2 2021 Jul 28, 2021	BUY	$210.54 - $246.26 $368,234 - $430,708	1,749 Added 26.0%	8,475 $2.07 Million
Q1 2021 Apr 26, 2021	BUY	$205.33 - $248.59 $176,583 - $213,787	860 Added 14.66%	6,726 $1.43 Million
Q4 2020 Feb 09, 2021	BUY	$220.15 - $267.07 $999,701 - $1.21 Million	4,541 Added 342.72%	5,866 $1.31 Million
Q3 2020 Nov 10, 2020	SELL	$185.51 - $281.25 $6,863 - $10,406	-37 Reduced 2.72%	1,325 $343 Million
Q2 2020 Aug 10, 2020	BUY	$134.06 - $191.65 $14,746 - $21,081	110 Added 8.79%	1,362 $258 Million
Q1 2020 May 14, 2020	BUY	$124.3 - $193.36 $3,977 - $6,187	32 Added 2.62%	1,252 $180 Million
Q4 2019 Feb 14, 2020	BUY	$142.33 - $164.98 $173,642 - $201,275	1,220 New	1,220 $198,000

Others Institutions Holding CRM

# of Institutions

3,355

Shares Held

768M

Call Options Held

20M

Put Options Held

16.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $267B
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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Arkadios Wealth Advisors Salesforce, Inc. Transaction History