Bsw Wealth Partners Salesforce, Inc. Transaction History

Bsw Wealth Partners

$719 Million
Q2 2025

A detailed history of Bsw Wealth Partners transactions in Salesforce, Inc. stock. As of the latest transaction made, Bsw Wealth Partners holds 4,078 shares of CRM stock, worth $980,799. This represents 0.15% of its overall portfolio holdings.

Number of Shares

4,078

Previous 3,908 4.35%

Holding current value

$980,799

Previous $1.05 Million 6.11%

% of portfolio

0.15%

Previous 0.16%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$236.26 - $291.15 $40,164 - $49,495	170 Added 4.35%	4,078 $1.11 Million
Q1 2025 Apr 24, 2025	SELL	$268.36 - $359.95 $24,957 - $33,475	-93 Reduced 2.32%	3,908 $1.05 Million
Q4 2024 Jan 22, 2025	BUY	$270.87 - $367.87 $86,949 - $118,086	321 Added 8.72%	4,001 $1.34 Million
Q3 2024 Oct 29, 2024	BUY	$238.42 - $276.53 $121,832 - $141,306	511 Added 16.12%	3,680 $1.01 Million
Q2 2024 Jul 16, 2024	SELL	$218.01 - $304.74 $8,938 - $12,494	-41 Reduced 1.28%	3,169 $814,000
Q1 2024 Apr 23, 2024	BUY	$251.12 - $316.88 $21,094 - $26,617	84 Added 2.69%	3,210 $966,000
Q4 2023 Jan 25, 2024	BUY	$196.25 - $267.25 $15,111 - $20,578	77 Added 2.53%	3,126 $822,000
Q3 2023 Oct 27, 2023	BUY	$202.49 - $234.37 $123,518 - $142,965	610 Added 25.01%	3,049 $618,000
Q2 2023 Aug 11, 2023	BUY	$188.89 - $223.38 $2,455 - $2,903	13 Added 0.54%	2,439 $515,000
Q1 2023 May 15, 2023	SELL	$134.8 - $199.78 $395,503 - $586,154	-2,934 Reduced 54.74%	2,426 $484,000
Q4 2022 Feb 13, 2023	SELL	$128.21 - $165.27 $164,749 - $212,371	-1,285 Reduced 19.34%	5,360 $710,000
Q3 2022 Nov 14, 2022	BUY	$143.84 - $191.27 $33,370 - $44,374	232 Added 3.62%	6,645 $956,000
Q2 2022 Aug 15, 2022	BUY	$155.6 - $218.85 $89,781 - $126,276	577 Added 9.89%	6,413 $1.06 Million
Q1 2022 May 16, 2022	BUY	$190.54 - $255.46 $209,975 - $281,516	1,102 Added 23.28%	5,836 $1.24 Million
Q4 2021 Feb 14, 2022	BUY	$247.21 - $309.96 $87,017 - $109,105	352 Added 8.03%	4,734 $1.2 Million
Q3 2021 Nov 15, 2021	BUY	$237.55 - $285.63 $92,169 - $110,824	388 Added 9.71%	4,382 $1.19 Million
Q2 2021 Aug 16, 2021	BUY	$210.54 - $246.26 $176,432 - $206,365	838 Added 26.55%	3,994 $976,000
Q1 2021 May 17, 2021	BUY	$205.33 - $248.59 $93,835 - $113,605	457 Added 16.93%	3,156 $669,000
Q4 2020 Feb 16, 2021	BUY	$220.15 - $267.07 $139,354 - $169,055	633 Added 30.64%	2,699 $601,000
Q3 2020 Nov 13, 2020	BUY	$185.51 - $281.25 $106,111 - $160,875	572 Added 38.29%	2,066 $519,000
Q2 2020 Aug 13, 2020	BUY	$134.06 - $191.65 $200,285 - $286,325	1,494 New	1,494 $280,000
Q4 2018 Feb 13, 2019	SELL	$120.67 - $159.86 $201,760 - $267,285	-1,672 Closed	0 $0
Q3 2018 Nov 09, 2018	BUY	$137.15 - $160.43 $229,314 - $268,238	1,672 New	1,672 $266,000

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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Bsw Wealth Partners Salesforce, Inc. Transaction History