Captrust Financial Advisors Salesforce, Inc. Transaction History

Captrust Financial Advisors

$43.1 Billion
Q2 2025

A detailed history of Captrust Financial Advisors transactions in Salesforce, Inc. stock. As of the latest transaction made, Captrust Financial Advisors holds 120,548 shares of CRM stock, worth $30.7 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

120,548

Previous 303,401 60.27%

Holding current value

$30.7 Million

Previous $81.4 Million 59.63%

% of portfolio

0.08%

Previous 0.21%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$236.26 - $291.15 $43.2 Million - $53.2 Million	-182,853 Reduced 60.27%	120,548 $32.9 Million
Q1 2025 May 14, 2025	BUY	$268.36 - $359.95 $15.8 Million - $21.2 Million	58,806 Added 24.04%	303,401 $81.4 Million
Q4 2024 Feb 14, 2025	BUY	$270.87 - $367.87 $52.1 Million - $70.8 Million	192,526 Added 369.75%	244,595 $81.8 Million
Q3 2024 Nov 14, 2024	BUY	$238.42 - $276.53 $138,760 - $160,940	582 Added 1.13%	52,069 $14.3 Million
Q2 2024 Aug 14, 2024	SELL	$218.01 - $304.74 $121,213 - $169,435	-556 Reduced 1.07%	51,487 $13.2 Million
Q1 2024 May 15, 2024	SELL	$251.12 - $316.88 $4.61 Million - $5.81 Million	-18,346 Reduced 26.06%	52,043 $15.7 Million
Q4 2023 Feb 14, 2024	BUY	$196.25 - $267.25 $1.42 Million - $1.93 Million	7,214 Added 11.42%	70,389 $18.5 Million
Q3 2023 Nov 14, 2023	BUY	$202.49 - $234.37 $1.02 Million - $1.18 Million	5,023 Added 8.64%	63,175 $12.8 Million
Q2 2023 Aug 14, 2023	BUY	$188.89 - $223.38 $1.08 Million - $1.28 Million	5,730 Added 10.93%	58,152 $12.3 Million
Q1 2023 May 15, 2023	BUY	$134.8 - $199.78 $4,313 - $6,392	32 Added 0.06%	52,422 $10.5 Million
Q4 2022 Feb 15, 2023	SELL	$128.21 - $165.27 $101,798 - $131,224	-794 Reduced 1.49%	52,390 $6.95 Million
Q3 2022 Nov 16, 2022	BUY	$143.84 - $191.27 $1.17 Million - $1.56 Million	8,144 Added 18.08%	53,184 $7.65 Million
Q2 2022 Aug 23, 2022	SELL	$155.6 - $218.85 $560,160 - $787,860	-3,600 Reduced 7.4%	45,040 $7.43 Million
Q2 2022 Aug 16, 2022	BUY	$155.6 - $218.85 $2.07 Million - $2.91 Million	13,282 Added 37.56%	48,640 $8.03 Million
Q1 2022 May 16, 2022	BUY	$190.54 - $255.46 $671,081 - $899,730	3,522 Added 11.06%	35,358 $7.51 Million
Q4 2021 Feb 14, 2022	BUY	$247.21 - $309.96 $1.15 Million - $1.44 Million	4,658 Added 17.14%	31,836 $8.09 Million
Q3 2021 Nov 16, 2021	BUY	$237.55 - $285.63 $1.22 Million - $1.47 Million	5,141 Added 23.33%	27,178 $7.37 Million
Q2 2021 Aug 16, 2021	SELL	$210.54 - $246.26 $164,431 - $192,329	-781 Reduced 3.42%	22,037 $5.38 Million
Q1 2021 May 17, 2021	BUY	$205.33 - $248.59 $75,150 - $90,983	366 Added 1.63%	22,818 $4.83 Million
Q4 2020 Feb 16, 2021	BUY	$220.15 - $267.07 $124,825 - $151,428	567 Added 2.59%	22,452 $5 Million
Q3 2020 Nov 17, 2020	SELL	$185.51 - $281.25 $161,393 - $244,687	-870 Reduced 3.82%	21,885 $5.55 Million
Q2 2020 Aug 14, 2020	SELL	$134.06 - $191.65 $18.1 Million - $25.9 Million	-135,231 Reduced 85.6%	22,755 $4.37 Million
Q1 2020 May 15, 2020	SELL	$124.3 - $193.36 $592,538 - $921,747	-4,767 Reduced 2.93%	157,986 $21.2 Million
Q4 2019 Feb 14, 2020	BUY	$142.33 - $164.98 $21.8 Million - $25.3 Million	153,360 Added 1632.71%	162,753 $27.2 Million
Q3 2019 Nov 14, 2019	BUY	$139.72 - $159.97 $106,047 - $121,417	759 Added 8.79%	9,393 $1.39 Million
Q2 2019 Aug 13, 2019	BUY	$145.1 - $165.96 $67,036 - $76,673	462 Added 5.65%	8,634 $1.31 Million
Q1 2019 May 15, 2019	BUY	$130.4 - $166.95 $104,450 - $133,726	801 Added 10.87%	8,172 $1.29 Million
Q4 2018 Feb 13, 2019	BUY	$120.67 - $159.86 $79,521 - $105,347	659 Added 9.82%	7,371 $1.01 Million
Q3 2018 Nov 15, 2018	BUY	$137.15 - $160.43 $29,212 - $34,171	213 Added 3.28%	6,712 $1.07 Million
Q2 2018 Aug 13, 2018	BUY	$115.3 - $139.8 $179,752 - $217,948	1,559 Added 31.56%	6,499 $886,000
Q1 2018 May 15, 2018	BUY	$104.03 - $127.99 $13,211 - $16,254	127 Added 2.64%	4,940 $570,000
Q4 2017 Feb 14, 2018	BUY	$93.94 - $108.8 $452,133 - $523,654	4,813	4,813 $492,000

Others Institutions Holding CRM

# of Institutions

3,364

Shares Held

777M

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 $254B
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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Captrust Financial Advisors Salesforce, Inc. Transaction History