Avidian Wealth Solutions, LLC Salesforce, Inc. Transaction History

Avidian Wealth Solutions, LLC

$2.37 Billion
Q2 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 2,225 shares of CRM stock, worth $535,134. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,225

Previous 2,288 2.75%

Holding current value

$535,134

Previous $614,000 1.3%

% of portfolio

0.03%

Previous 0.03%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$236.26 - $291.15 $14,884 - $18,342	-63 Reduced 2.75%	2,225 $606,000
Q1 2025 Apr 25, 2025	SELL	$268.36 - $359.95 $65,479 - $87,827	-244 Reduced 9.64%	2,288 $614,000
Q4 2024 Jan 29, 2025	BUY	$270.87 - $367.87 $89,387 - $121,397	330 Added 14.99%	2,532 $846,000
Q3 2024 Oct 30, 2024	BUY	$238.42 - $276.53 $160,456 - $186,104	673 Added 44.02%	2,202 $602,000
Q2 2024 Aug 06, 2024	BUY	$218.01 - $304.74 $46,436 - $64,909	213 Added 16.19%	1,529 $393,000
Q1 2024 May 03, 2024	BUY	$251.12 - $316.88 $330,473 - $417,014	1,316 New	1,316 $396,000
Q3 2023 Oct 13, 2023	SELL	$202.49 - $234.37 $7.9 Million - $9.15 Million	-39,026 Reduced 96.32%	1,489 $301,000
Q2 2023 Aug 03, 2023	BUY	$188.89 - $223.38 $7.02 Million - $8.31 Million	37,190 Added 1118.5%	40,515 $8.56 Million
Q1 2023 May 08, 2023	SELL	$134.8 - $199.78 $61,738 - $91,499	-458 Reduced 12.11%	3,325 $664,000
Q4 2022 Feb 06, 2023	BUY	$128.21 - $165.27 $234,111 - $301,783	1,826 Added 93.31%	3,783 $501,000
Q3 2022 Nov 03, 2022	BUY	$143.84 - $191.27 $33,227 - $44,183	231 Added 13.38%	1,957 $281,000
Q2 2022 Jul 29, 2022	SELL	$155.6 - $218.85 $28,786 - $40,487	-185 Reduced 9.68%	1,726 $285,000
Q1 2022 May 10, 2022	SELL	$190.54 - $255.46 $444,148 - $595,477	-2,331 Reduced 54.95%	1,911 $406,000
Q4 2021 Feb 14, 2022	BUY	$247.21 - $309.96 $641,262 - $804,036	2,594 Added 157.4%	4,242 $1.08 Million
Q3 2021 Nov 10, 2021	BUY	$237.55 - $285.63 $22,092 - $26,563	93 Added 5.98%	1,648 $447,000
Q2 2021 Aug 09, 2021	BUY	$210.54 - $246.26 $49,897 - $58,363	237 Added 17.98%	1,555 $380,000
Q1 2021 May 05, 2021	SELL	$205.33 - $248.59 $30,388 - $36,791	-148 Reduced 10.1%	1,318 $279,000
Q4 2020 Feb 09, 2021	BUY	$220.15 - $267.07 $142,657 - $173,061	648 Added 79.22%	1,466 $326,000
Q3 2020 Nov 06, 2020	BUY	$185.51 - $281.25 $151,747 - $230,062	818 New	818 $206,000

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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Avidian Wealth Solutions, LLC Salesforce, Inc. Transaction History