Caldwell Trust CO Salesforce, Inc. Transaction History

Caldwell Trust CO

$1.07 Trillion
Q3 2025

A detailed history of Caldwell Trust CO transactions in Salesforce, Inc. stock. As of the latest transaction made, Caldwell Trust CO holds 17,003 shares of CRM stock, worth $4.08 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

17,003

Previous 18,047 5.78%

Holding current value

$4.08 Million

Previous $4.92 Billion 18.12%

% of portfolio

0.38%

Previous 0.49%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$231.66 - $273.65 $241,853 - $285,690	-1,044 Reduced 5.78%	17,003 $4.03 Billion
Q2 2025 Sep 22, 2025	BUY	$236.26 - $291.15 $4.26 Million - $5.25 Million	18,047 New	18,047 $4.92 Billion
Q1 2025 Sep 23, 2025	BUY	$268.36 - $359.95 $44,547 - $59,751	166 Added 0.92%	18,213 $4.89 Billion
Q4 2024 Sep 24, 2025	BUY	$270.87 - $367.87 $18,690 - $25,383	69 Added 0.39%	17,910 $5.99 Billion
Q3 2024 Sep 24, 2025	SELL	$238.42 - $276.53 $121,832 - $141,306	-511 Reduced 2.78%	17,841 $4.88 Billion
Q2 2024 Sep 24, 2025	SELL	$218.01 - $304.74 $213,867 - $298,949	-981 Reduced 5.07%	18,352 $4.72 Billion
Q1 2024 Sep 24, 2025	BUY	$251.12 - $316.88 $322,940 - $407,507	1,286 Added 7.13%	19,333 $5.82 Billion
Q4 2023 Oct 01, 2025	SELL	$196.25 - $267.25 $29,633 - $40,354	-151 Reduced 0.8%	18,693 $4.92 Billion
Q3 2023 Oct 01, 2025	SELL	$202.49 - $234.37 $136,275 - $157,731	-673 Reduced 3.45%	18,844 $3.82 Billion
Q2 2023 Oct 01, 2025	SELL	$188.89 - $223.38 $195,123 - $230,751	-1,033 Reduced 5.03%	19,517 $4.12 Billion
Q1 2023 Oct 01, 2025	BUY	$134.8 - $199.78 $337,404 - $500,049	2,503 Added 13.87%	20,550 $4.11 Billion
Q4 2022 Oct 01, 2025	SELL	$128.21 - $165.27 $166,929 - $215,181	-1,302 Reduced 5.6%	21,953 $2.91 Billion
Q3 2022 Oct 01, 2025	BUY	$143.84 - $191.27 $749,118 - $996,134	5,208 Added 28.86%	23,255 $3.34 Billion
Q2 2022 Oct 01, 2025	SELL	$155.6 - $218.85 $20,383 - $28,669	-131 Reduced 0.55%	23,496 $3.88 Billion
Q1 2022 Oct 01, 2025	BUY	$190.54 - $255.46 $1.06 Million - $1.43 Million	5,580 Added 30.92%	23,627 $5.02 Billion
Q4 2021 Oct 02, 2025	BUY	$247.21 - $309.96 $141,898 - $177,917	574 Added 2.52%	23,325 $5.93 Billion
Q3 2021 Oct 02, 2025	BUY	$237.55 - $285.63 $301,450 - $362,464	1,269 Added 5.91%	22,751 $6.17 Billion
Q2 2021 Oct 02, 2025	SELL	$210.54 - $246.26 $84,847 - $99,242	-403 Reduced 1.84%	21,482 $5.25 Billion
Q1 2021 Oct 02, 2025	BUY	$205.33 - $248.59 $788,056 - $954,088	3,838 Added 21.27%	21,885 $4.64 Billion
Q4 2020 Oct 02, 2025	BUY	$220.15 - $267.07 $632,490 - $767,292	2,873 Added 15.92%	20,920 $4.66 Billion
Q3 2020 Oct 02, 2025	SELL	$185.51 - $281.25 $174,564 - $264,656	-941 Reduced 4.31%	20,885 $5.25 Billion
Q2 2020 Oct 02, 2025	SELL	$134.06 - $191.65 $18,634 - $26,639	-139 Reduced 0.63%	21,826 $4.09 Billion
Q1 2020 Oct 02, 2025	BUY	$124.3 - $193.36 $487,007 - $757,584	3,918 Added 21.71%	21,965 $3.16 Billion
Q4 2019 Oct 06, 2025	BUY	$142.33 - $164.98 $449,193 - $520,676	3,156 Added 17.49%	21,203 $3.45 Billion

Others Institutions Holding CRM

# of Institutions

3,351

Shares Held

768M

Call Options Held

18.8M

Put Options Held

18.2M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $240B
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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Caldwell Trust CO Salesforce, Inc. Transaction History