Eads & Heald Wealth Management Salesforce, Inc. Transaction History

Eads & Heald Wealth Management

$202 Million
Q2 2025

A detailed history of Eads & Heald Wealth Management transactions in Salesforce, Inc. stock. As of the latest transaction made, Eads & Heald Wealth Management holds 3,342 shares of CRM stock, worth $822,132. This represents 0.45% of its overall portfolio holdings.

Number of Shares

3,342

Previous 3,110 7.46%

Holding current value

$822,132

Previous $835,000 9.1%

% of portfolio

0.45%

Previous 0.42%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$236.26 - $291.15 $54,812 - $67,546	232 Added 7.46%	3,342 $911,000
Q1 2025 Apr 25, 2025	BUY	$268.36 - $359.95 $66,821 - $89,627	249 Added 8.7%	3,110 $835,000
Q4 2024 Jan 17, 2025	BUY	$270.87 - $367.87 $5,417 - $7,357	20 Added 0.7%	2,861 $957,000
Q3 2024 Oct 28, 2024	BUY	$238.42 - $276.53 $49,352 - $57,241	207 Added 7.86%	2,841 $778,000
Q2 2024 Jul 23, 2024	BUY	$218.01 - $304.74 $43,602 - $60,948	200 Added 8.22%	2,634 $677,000
Q1 2024 Apr 23, 2024	BUY	$251.12 - $316.88 $138,869 - $175,234	553 Added 29.4%	2,434 $733,000
Q4 2023 Jan 30, 2024	SELL	$196.25 - $267.25 $21,587 - $29,397	-110 Reduced 5.52%	1,881 $495,000
Q3 2023 Oct 27, 2023	SELL	$202.49 - $234.37 $20,249 - $23,437	-100 Reduced 4.78%	1,991 $404,000
Q2 2023 Jul 25, 2023	SELL	$188.89 - $223.38 $62,333 - $73,715	-330 Reduced 13.63%	2,091 $442,000
Q1 2023 Apr 21, 2023	SELL	$134.8 - $199.78 $27,634 - $40,954	-205 Reduced 7.81%	2,421 $484,000
Q4 2022 Jan 27, 2023	SELL	$128.21 - $165.27 $209,879 - $270,546	-1,637 Reduced 38.4%	2,626 $348,000
Q3 2022 Oct 27, 2022	BUY	$143.84 - $191.27 $318,893 - $424,045	2,217 Added 108.36%	4,263 $613,000
Q2 2022 Jul 26, 2022	SELL	$155.6 - $218.85 $128,370 - $180,551	-825 Reduced 28.74%	2,046 $337,000
Q1 2022 Apr 27, 2022	SELL	$190.54 - $255.46 $330,967 - $443,734	-1,737 Reduced 37.7%	2,871 $609,000
Q4 2021 Jan 31, 2022	BUY	$247.21 - $309.96 $4,944 - $6,199	20 Added 0.44%	4,608 $1.17 Million
Q3 2021 Oct 27, 2021	BUY	$237.55 - $285.63 $27,080 - $32,561	114 Added 2.55%	4,588 $1.24 Million
Q2 2021 Jul 30, 2021	SELL	$210.54 - $246.26 $20,001 - $23,394	-95 Reduced 2.08%	4,474 $1.09 Million
Q1 2021 Apr 29, 2021	BUY	$205.33 - $248.59 $24,639 - $29,830	120 Added 2.7%	4,569 $968,000
Q4 2020 Feb 02, 2021	BUY	$220.15 - $267.07 $979,447 - $1.19 Million	4,449 New	4,449 $990,000

Others Institutions Holding CRM

# of Institutions

3,398

Shares Held

776M

Call Options Held

18.8M

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 $246B
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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Eads & Heald Wealth Management Salesforce, Inc. Transaction History