Boston Family Office LLC Salesforce, Inc. Transaction History

Boston Family Office LLC

$1.51 Billion
Q2 2025

A detailed history of Boston Family Office LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Boston Family Office LLC holds 89,910 shares of CRM stock, worth $20.8 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares

89,910

Previous 90,032 0.14%

Holding current value

$20.8 Million

Previous $24.2 Million 1.48%

% of portfolio

1.63%

Previous 1.71%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$236.26 - $291.15 $28,823 - $35,520	-122 Reduced 0.14%	89,910 $24.5 Million
Q1 2025 May 13, 2025	SELL	$268.36 - $359.95 $342,964 - $460,016	-1,278 Reduced 1.4%	90,032 $24.2 Million
Q4 2024 Feb 12, 2025	SELL	$270.87 - $367.87 $90,470 - $122,868	-334 Reduced 0.36%	91,310 $30.5 Million
Q3 2024 Nov 13, 2024	BUY	$238.42 - $276.53 $154,973 - $179,744	650 Added 0.71%	91,644 $25.1 Million
Q2 2024 Aug 12, 2024	SELL	$218.01 - $304.74 $78,701 - $110,011	-361 Reduced 0.4%	90,994 $23.4 Million
Q1 2024 May 13, 2024	BUY	$251.12 - $316.88 $48,717 - $61,474	194 Added 0.21%	91,355 $27.5 Million
Q4 2023 Feb 12, 2024	SELL	$196.25 - $267.25 $44,548 - $60,665	-227 Reduced 0.25%	91,161 $24 Million
Q3 2023 Nov 13, 2023	BUY	$202.49 - $234.37 $1.61 Million - $1.86 Million	7,955 Added 9.53%	91,388 $18.5 Million
Q2 2023 Aug 14, 2023	BUY	$188.89 - $223.38 $88,400 - $104,541	468 Added 0.56%	83,433 $17.6 Million
Q1 2023 May 10, 2023	SELL	$134.8 - $199.78 $1.23 Million - $1.82 Million	-9,123 Reduced 9.91%	82,965 $16.6 Million
Q4 2022 Feb 07, 2023	SELL	$128.21 - $165.27 $1.07 Million - $1.38 Million	-8,339 Reduced 8.3%	92,088 $12.2 Million
Q3 2022 Nov 08, 2022	BUY	$143.84 - $191.27 $1.58 Million - $2.1 Million	10,997 Added 12.3%	100,427 $14.4 Million
Q2 2022 Aug 11, 2022	BUY	$155.6 - $218.85 $1.45 Million - $2.04 Million	9,304 Added 11.61%	89,430 $14.8 Million
Q1 2022 May 11, 2022	BUY	$190.54 - $255.46 $2.57 Million - $3.45 Million	13,492 Added 20.25%	80,126 $17 Million
Q4 2021 Feb 14, 2022	BUY	$247.21 - $309.96 $403,446 - $505,854	1,632 Added 2.51%	66,634 $16.9 Million
Q3 2021 Nov 15, 2021	BUY	$237.55 - $285.63 $194,553 - $233,930	819 Added 1.28%	65,002 $17.6 Million
Q2 2021 Aug 12, 2021	BUY	$210.54 - $246.26 $388,025 - $453,857	1,843 Added 2.96%	64,183 $15.7 Million
Q1 2021 May 07, 2021	BUY	$205.33 - $248.59 $664,242 - $804,188	3,235 Added 5.47%	62,340 $13.1 Million
Q4 2020 Feb 16, 2021	SELL	$220.15 - $267.07 $10.7 Million - $12.9 Million	-48,401 Closed	0 $0
Q3 2020 Nov 10, 2020	BUY	$185.51 - $281.25 $557,272 - $844,875	3,004 Added 6.62%	48,401 $12.2 Million
Q2 2020 Aug 06, 2020	BUY	$134.06 - $191.65 $2 Million - $2.85 Million	14,896 Added 48.84%	45,397 $8.5 Million
Q1 2020 May 11, 2020	BUY	$124.3 - $193.36 $118,457 - $184,272	953 Added 3.23%	30,501 $4.39 Million
Q4 2019 Feb 05, 2020	BUY	$142.33 - $164.98 $304,728 - $353,222	2,141 Added 7.81%	29,548 $4.81 Million
Q3 2019 Nov 12, 2019	BUY	$139.72 - $159.97 $108,562 - $124,296	777 Added 2.92%	27,407 $4.07 Million
Q2 2019 Jul 30, 2019	BUY	$145.1 - $165.96 $255,230 - $291,923	1,759 Added 7.07%	26,630 $4.04 Million
Q1 2019 May 09, 2019	BUY	$130.4 - $166.95 $196,252 - $251,259	1,505 Added 6.44%	24,871 $3.94 Million
Q4 2018 Feb 12, 2019	BUY	$120.67 - $159.86 $23,289 - $30,852	193 Added 0.83%	23,366 $3.2 Million
Q3 2018 Nov 01, 2018	BUY	$137.15 - $160.43 $443,405 - $518,670	3,233 Added 16.21%	23,173 $3.69 Million
Q2 2018 Jul 26, 2018	BUY	$115.3 - $139.8 $159,459 - $193,343	1,383 Added 7.45%	19,940 $2.72 Million
Q1 2018 Apr 30, 2018	BUY	$104.03 - $127.99 $618,562 - $761,028	5,946 Added 47.15%	18,557 $2.16 Million
Q4 2017 Feb 06, 2018	BUY	$93.94 - $108.8 $863,402 - $999,980	9,191 Added 268.74%	12,611 $1.29 Million
Q3 2017 Nov 13, 2017	BUY	$87.63 - $97.71 $299,694 - $334,168	3,420	3,420 $319,000

Others Institutions Holding CRM

# of Institutions

3,409

Shares Held

770M

Call Options Held

20M

Put Options Held

17.1M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $232B
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...

More about CRM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Boston Family Office LLC, based on Form 13F filings with the SEC.

News

Stay updated on Boston Family Office LLC with notifications on news.

Account

Boston Family Office LLC Salesforce, Inc. Transaction History