Atria Wealth Solutions, Inc. Salesforce, Inc. Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 20,770 shares of CRM stock, worth $5 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

20,770

Previous 45,840 54.69%

Holding current value

$5 Million

Previous $12.3 Million 53.96%

% of portfolio

0.14%

Previous 0.16%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$236.26 - $291.15 $5.92 Million - $7.3 Million	-25,070 Reduced 54.69%	20,770 $5.66 Million
Q1 2025 May 09, 2025	BUY	$268.36 - $359.95 $27,909 - $37,434	104 Added 0.23%	45,840 $12.3 Million
Q4 2024 Jan 31, 2025	BUY	$270.87 - $367.87 $221,571 - $300,917	818 Added 1.82%	45,736 $15.3 Million
Q3 2024 Nov 08, 2024	SELL	$238.42 - $276.53 $1.62 Million - $1.87 Million	-6,776 Reduced 13.11%	44,918 $12.3 Million
Q2 2024 Jul 22, 2024	SELL	$218.01 - $304.74 $398,304 - $556,759	-1,827 Reduced 3.41%	51,694 $13.3 Million
Q1 2024 May 13, 2024	SELL	$251.12 - $316.88 $540,661 - $682,242	-2,153 Reduced 3.87%	53,521 $16.1 Million
Q4 2023 Feb 02, 2024	SELL	$196.25 - $267.25 $1.19 Million - $1.62 Million	-6,067 Reduced 9.83%	55,674 $14.7 Million
Q3 2023 Nov 08, 2023	SELL	$202.49 - $234.37 $402,347 - $465,693	-1,987 Reduced 3.12%	61,741 $12.5 Million
Q2 2023 Aug 03, 2023	BUY	$188.89 - $223.38 $1.32 Million - $1.56 Million	6,997 Added 12.33%	63,728 $13.5 Million
Q1 2023 Aug 22, 2023	SELL	$134.8 - $199.78 $1.01 Million - $1.5 Million	-7,495 Reduced 11.76%	56,233 $11.2 Million
Q1 2023 Jun 14, 2023	BUY	$134.8 - $199.78 $67,130 - $99,490	498 Added 0.89%	56,731 $11.3 Million
Q1 2023 May 10, 2023	SELL	$134.8 - $199.78 $258,950 - $383,777	-1,921 Reduced 3.3%	56,233 $11.2 Million
Q4 2022 Aug 30, 2023	SELL	$128.21 - $165.27 $897,085 - $1.16 Million	-6,997 Reduced 10.98%	56,731 $7.52 Million
Q4 2022 Feb 13, 2023	SELL	$128.21 - $165.27 $474,248 - $611,333	-3,699 Reduced 5.98%	58,154 $7.71 Million
Q3 2022 Feb 13, 2023	BUY	$143.84 - $191.27 $268,405 - $356,909	1,866 Added 3.11%	61,853 $8.9 Million
Q3 2022 Nov 14, 2022	BUY	$143.84 - $191.27 $3.54 Million - $4.7 Million	24,585 Added 69.45%	59,987 $8.79 Million
Q2 2022 Aug 15, 2022	SELL	$155.6 - $218.85 $575,253 - $809,088	-3,697 Reduced 9.46%	35,402 $5.84 Million
Q1 2022 May 16, 2022	BUY	$190.54 - $255.46 $7.45 Million - $9.99 Million	39,099 New	39,099 $8.3 Million

Others Institutions Holding CRM

# of Institutions

3,390

Shares Held

759M

Call Options Held

20.1M

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 $241B
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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Atria Wealth Solutions, Inc. Salesforce, Inc. Transaction History