Bordeaux Wealth Advisors LLC Salesforce, Inc. Transaction History

Bordeaux Wealth Advisors LLC

$777 Million
Q2 2025

A detailed history of Bordeaux Wealth Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 3,607 shares of CRM stock, worth $867,519. This represents 0.13% of its overall portfolio holdings.

Number of Shares

3,607

Previous 4,518 20.16%

Holding current value

$867,519

Previous $1.21 Million 18.89%

% of portfolio

0.13%

Previous 0.23%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$236.26 - $291.15 $215,232 - $265,237	-911 Reduced 20.16%	3,607 $983,000
Q1 2025 Apr 24, 2025	SELL	$268.36 - $359.95 $39,180 - $52,552	-146 Reduced 3.13%	4,518 $1.21 Million
Q4 2024 Jan 30, 2025	BUY	$270.87 - $367.87 $70,697 - $96,014	261 Added 5.93%	4,664 $1.56 Million
Q3 2024 Nov 04, 2024	SELL	$238.42 - $276.53 $498,774 - $578,500	-2,092 Reduced 32.21%	4,403 $1.21 Million
Q2 2024 Aug 02, 2024	BUY	$218.01 - $304.74 $518,209 - $724,366	2,377 Added 57.72%	6,495 $1.67 Million
Q1 2024 Apr 29, 2024	SELL	$251.12 - $316.88 $99,443 - $125,484	-396 Reduced 8.77%	4,118 $1.24 Million
Q4 2023 Feb 06, 2024	BUY	$196.25 - $267.25 $221,762 - $301,992	1,130 Added 33.39%	4,514 $1.19 Million
Q3 2023 Oct 27, 2023	SELL	$202.49 - $234.37 $43,130 - $49,920	-213 Reduced 5.92%	3,384 $686,000
Q2 2023 Aug 09, 2023	SELL	$188.89 - $223.38 $13,600 - $16,083	-72 Reduced 1.96%	3,597 $759,000
Q1 2023 May 04, 2023	BUY	$134.8 - $199.78 $22,107 - $32,763	164 Added 4.68%	3,669 $732,000
Q4 2022 Feb 13, 2023	SELL	$128.21 - $165.27 $22,821 - $29,418	-178 Reduced 4.83%	3,505 $464,000
Q3 2022 Nov 04, 2022	SELL	$143.84 - $191.27 $29,343 - $39,019	-204 Reduced 5.25%	3,683 $530,000
Q2 2022 Jul 28, 2022	SELL	$155.6 - $218.85 $20,228 - $28,450	-130 Reduced 3.24%	3,887 $642,000
Q1 2022 May 03, 2022	BUY	$190.54 - $255.46 $54,303 - $72,806	285 Added 7.64%	4,017 $853,000
Q4 2021 Jan 27, 2022	BUY	$247.21 - $309.96 $16,563 - $20,767	67 Added 1.83%	3,732 $948,000
Q3 2021 Nov 08, 2021	BUY	$237.55 - $285.63 $14,253 - $17,137	60 Added 1.66%	3,665 $994,000
Q4 2020 Feb 04, 2021	BUY	$220.15 - $267.07 $793,640 - $962,787	3,605 New	3,605 $802,000

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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Bordeaux Wealth Advisors LLC Salesforce, Inc. Transaction History