Dakota Wealth Management Salesforce, Inc. Transaction History

Dakota Wealth Management

$4.2 Billion
Q1 2025

A detailed history of Dakota Wealth Management transactions in Salesforce, Inc. stock. As of the latest transaction made, Dakota Wealth Management holds 7,240 shares of CRM stock, worth $1.97 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,240

Previous 55,745 87.01%

Holding current value

$1.97 Million

Previous $18.6 Million 89.58%

% of portfolio

0.05%

Previous 0.44%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$268.36 - $359.95 $13 Million - $17.5 Million	-48,505 Reduced 87.01%	7,240 $1.94 Million
Q4 2024 Jan 17, 2025	BUY	$270.87 - $367.87 $13.1 Million - $17.8 Million	48,456 Added 664.78%	55,745 $18.6 Million
Q3 2024 Oct 23, 2024	SELL	$238.42 - $276.53 $604,156 - $700,727	-2,534 Reduced 25.8%	7,289 $2 Million
Q2 2024 Jul 19, 2024	SELL	$218.01 - $304.74 $3.76 Million - $5.26 Million	-17,253 Reduced 63.72%	9,823 $2.53 Million
Q1 2024 Apr 24, 2024	BUY	$251.12 - $316.88 $1.47 Million - $1.85 Million	5,853 Added 27.58%	27,076 $8.15 Million
Q4 2023 Jan 30, 2024	SELL	$196.25 - $267.25 $3.59 Million - $4.89 Million	-18,292 Reduced 46.29%	21,223 $5.58 Million
Q3 2023 Oct 23, 2023	SELL	$202.49 - $234.37 $944,818 - $1.09 Million	-4,666 Reduced 10.56%	39,515 $8.01 Million
Q2 2023 Jul 31, 2023	BUY	$188.89 - $223.38 $7.3 Million - $8.64 Million	38,673 Added 702.12%	44,181 $9.33 Million
Q1 2023 Apr 14, 2023	SELL	$134.8 - $199.78 $3,100 - $4,594	-23 Reduced 0.42%	5,508 $1.1 Million
Q4 2022 Feb 07, 2023	BUY	$128.21 - $165.27 $129,492 - $166,922	1,010 Added 22.34%	5,531 $733,000
Q3 2022 Nov 10, 2022	BUY	$143.84 - $191.27 $3,308 - $4,399	23 Added 0.51%	4,521 $650,000
Q2 2022 Aug 05, 2022	BUY	$155.6 - $218.85 $1,400 - $1,969	9 Added 0.2%	4,498 $742,000
Q1 2022 May 13, 2022	SELL	$190.54 - $255.46 $268,089 - $359,432	-1,407 Reduced 23.86%	4,489 $954,000
Q4 2021 Feb 10, 2022	SELL	$247.21 - $309.96 $1.38 Million - $1.73 Million	-5,579 Reduced 48.62%	5,896 $1.5 Million
Q3 2021 Nov 15, 2021	SELL	$237.55 - $285.63 $27,555 - $33,133	-116 Reduced 1.0%	11,475 $3.11 Million
Q2 2021 Aug 02, 2021	BUY	$210.54 - $246.26 $878,372 - $1.03 Million	4,172 Added 56.23%	11,591 $2.83 Million
Q1 2021 May 10, 2021	SELL	$205.33 - $248.59 $40,450 - $48,972	-197 Reduced 2.59%	7,419 $1.57 Million
Q4 2020 Feb 12, 2021	BUY	$220.15 - $267.07 $1.22 Million - $1.48 Million	5,546 Added 267.92%	7,616 $1.7 Million
Q3 2020 Nov 04, 2020	BUY	$185.51 - $281.25 $4,452 - $6,750	24 Added 1.17%	2,070 $521,000
Q2 2020 Aug 07, 2020	SELL	$134.06 - $191.65 $1,474 - $2,108	-11 Reduced 0.53%	2,046 $383,000
Q1 2020 Apr 29, 2020	BUY	$124.3 - $193.36 $74,455 - $115,822	599 Added 41.08%	2,057 $296,000
Q4 2019 Feb 06, 2020	BUY	$142.33 - $164.98 $207,517 - $240,540	1,458 New	1,458 $237,000
Q3 2019 Nov 14, 2019	SELL	$139.72 - $159.97 $4.17 Million - $4.77 Million	-29,842 Closed	0 $0
Q2 2019 Aug 07, 2019	BUY	$145.1 - $165.96 $305,290 - $349,179	2,104 Added 7.59%	29,842 $4.53 Million
Q1 2019 Apr 18, 2019	BUY	$130.4 - $166.95 $978,130 - $1.25 Million	7,501 Added 37.07%	27,738 $363,000
Q4 2018 Jan 22, 2019	SELL	$120.67 - $159.86 $89,899 - $119,095	-745 Reduced 3.55%	20,237 $3.22 Million
Q3 2018 Nov 07, 2018	BUY	$137.15 - $160.43 $212,719 - $248,826	1,551 Added 7.98%	20,982 $3.34 Million
Q2 2018 Aug 09, 2018	BUY	$115.3 - $139.8 $82,324 - $99,817	714 Added 3.81%	19,431 $2.65 Million
Q1 2018 Apr 10, 2018	BUY	$104.03 - $127.99 $41,612 - $51,196	400 Added 2.18%	18,717 $2.18 Million
Q4 2017 Jan 16, 2018	SELL	$93.94 - $108.8 $105,964 - $122,726	-1,128 Reduced 5.8%	18,317 $1.87 Million
Q3 2017 Oct 16, 2017	BUY	$87.63 - $97.71 $1.7 Million - $1.9 Million	19,445	19,445 $1.82 Million

Others Institutions Holding CRM

# of Institutions

3,386

Shares Held

755M

Call Options Held

18.7M

Put Options Held

19.3M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $273B
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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Dakota Wealth Management Salesforce, Inc. Transaction History