Capital Impact Advisors, LLC Salesforce, Inc. Transaction History

Capital Impact Advisors, LLC

$332 Billion
Q2 2025

A detailed history of Capital Impact Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Capital Impact Advisors, LLC holds 44,517 shares of CRM stock, worth $10.8 Million. This represents 3.65% of its overall portfolio holdings.

Number of Shares

44,517

Previous 39,924 11.5%

Holding current value

$10.8 Million

Previous $10.7 Billion 13.3%

% of portfolio

3.65%

Previous 4.11%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	BUY	$236.26 - $291.15 $1.09 Million - $1.34 Million	4,593 Added 11.5%	44,517 $12.1 Billion
Q1 2025 May 20, 2025	BUY	$268.36 - $359.95 $10.7 Million - $14.4 Million	39,924 New	39,924 $10.7 Billion
Q4 2022 Feb 14, 2023	BUY	$128.21 - $165.27 $92,567 - $119,324	722 Added 20.71%	4,209 $558,000
Q3 2022 Nov 21, 2022	SELL	$143.84 - $191.27 $126,291 - $167,935	-878 Reduced 20.11%	3,487 $502,000
Q2 2022 Aug 15, 2022	BUY	$155.6 - $218.85 $249,271 - $350,597	1,602 Added 57.98%	4,365 $720,000
Q1 2022 May 16, 2022	BUY	$190.54 - $255.46 $526,462 - $705,835	2,763 New	2,763 $587,000
Q4 2021 Feb 14, 2022	SELL	$247.21 - $309.96 $2.6 Million - $3.26 Million	-10,517 Closed	0 $0
Q2 2021 Aug 17, 2021	BUY	$210.54 - $246.26 $704,045 - $823,493	3,344 Added 46.62%	10,517 $2.57 Million
Q1 2021 May 18, 2021	SELL	$205.33 - $248.59 $1.2 Million - $1.45 Million	-5,827 Reduced 44.82%	7,173 $1.52 Million
Q4 2020 Feb 12, 2021	SELL	$220.15 - $267.07 $220,150 - $267,070	-1,000 Reduced 7.14%	13,000 $2.89 Million
Q2 2020 Aug 17, 2020	SELL	$134.06 - $191.65 $826,479 - $1.18 Million	-6,165 Reduced 30.57%	14,000 $2.62 Million
Q3 2019 Nov 14, 2019	SELL	$139.72 - $159.97 $1.49 Million - $1.71 Million	-10,670 Reduced 34.6%	20,165 $2.99 Million
Q1 2018 Apr 11, 2018	BUY	$104.03 - $127.99 $523,062 - $643,533	5,028 Added 19.48%	30,835 $3.59 Million
Q3 2017 Jan 16, 2018	BUY	$87.63 - $97.71 $2.26 Million - $2.52 Million	25,807	25,807 $2.41 Million

Others Institutions Holding CRM

# of Institutions

3,407

Shares Held

777M

Call Options Held

18.9M

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 $242B
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

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Capital Impact Advisors, LLC Salesforce, Inc. Transaction History