Big Sur Wealth Management LLC Salesforce, Inc. Transaction History

Big Sur Wealth Management LLC

$378 Million
Q3 2025

A detailed history of Big Sur Wealth Management LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 11,000 shares of CRM stock, worth $2.82 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

11,000

Previous 12,400 11.29%

Holding current value

$2.82 Million

Previous $3.38 Million 22.89%

% of portfolio

0.69%

Previous 0.9%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$231.66 - $273.65 $324,324 - $383,109	-1,400 Reduced 11.29%	11,000 $2.61 Million
Q2 2025 Jul 15, 2025	BUY	$236.26 - $291.15 $165,382 - $203,804	700 Added 5.98%	12,400 $3.38 Million
Q1 2025 Apr 16, 2025	BUY	$268.36 - $359.95 $456,212 - $611,915	1,700 Added 17.0%	11,700 $3.14 Million
Q4 2024 Jan 16, 2025	BUY	$270.87 - $367.87 $13,543 - $18,393	50 Added 0.5%	10,000 $3.34 Million
Q3 2024 Oct 16, 2024	BUY	$238.42 - $276.53 $4,768 - $5,530	20 Added 0.2%	9,950 $2.72 Million
Q2 2024 Jul 22, 2024	BUY	$218.01 - $304.74 $141,706 - $198,081	650 Added 7.0%	9,930 $2.55 Million
Q1 2024 May 21, 2024	BUY	$251.12 - $316.88 $1.32 Million - $1.66 Million	5,250 Added 130.27%	9,280 $2.79 Million
Q3 2023 Nov 13, 2023	BUY	$202.49 - $234.37 $46,572 - $53,905	230 Added 6.05%	4,030 $817,000
Q2 2023 Aug 14, 2023	SELL	$188.89 - $223.38 $113,333 - $134,028	-600 Reduced 13.64%	3,800 $802,000
Q1 2023 May 12, 2023	SELL	$134.8 - $199.78 $80,880 - $119,868	-600 Reduced 12.0%	4,400 $879,000
Q4 2022 Feb 09, 2023	SELL	$128.21 - $165.27 $76,926 - $99,162	-600 Reduced 10.71%	5,000 $663,000
Q3 2021 Nov 01, 2021	BUY	$237.55 - $285.63 $285,060 - $342,756	1,200 Added 27.27%	5,600 $1.52 Million
Q2 2021 Jul 29, 2021	SELL	$210.54 - $246.26 $347,391 - $406,329	-1,650 Reduced 27.27%	4,400 $1.08 Million
Q1 2021 May 06, 2021	BUY	$205.33 - $248.59 $153,997 - $186,442	750 Added 14.15%	6,050 $1.28 Million
Q4 2020 Jan 22, 2021	SELL	$220.15 - $267.07 $44,030 - $53,414	-200 Reduced 3.64%	5,300 $1.18 Million
Q3 2020 Oct 30, 2020	BUY	$185.51 - $281.25 $83,479 - $126,562	450 Added 8.91%	5,500 $1.38 Million
Q2 2020 Jul 31, 2020	SELL	$134.06 - $191.65 $20,109 - $28,747	-150 Reduced 2.88%	5,050 $946,000
Q2 2019 Jul 05, 2019	SELL	$145.1 - $165.96 $203,140 - $232,344	-1,400 Reduced 21.21%	5,200 $801,000
Q1 2019 Apr 05, 2019	SELL	$130.4 - $166.95 $286,880 - $367,290	-2,200 Reduced 25.0%	6,600 $1.05 Million
Q4 2018 Feb 01, 2019	BUY	$120.67 - $159.86 $90,502 - $119,895	750 Added 9.32%	8,800 $1.21 Million
Q3 2018 Oct 23, 2018	BUY	$137.15 - $160.43 $1.1 Million - $1.29 Million	8,050 New	8,050 $1.28 Million

Others Institutions Holding CRM

# of Institutions

3,382

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 $257B
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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Big Sur Wealth Management LLC Salesforce, Inc. Transaction History