Evolution Wealth Advisors, LLC Salesforce, Inc. Transaction History

Evolution Wealth Advisors, LLC

$660 Million
Q2 2025

A detailed history of Evolution Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 12,587 shares of CRM stock, worth $3.32 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

12,587

Previous 12,410 1.43%

Holding current value

$3.32 Million

Previous $3.33 Million 3.06%

% of portfolio

0.52%

Previous 0.57%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$236.26 - $291.15 $41,818 - $51,533	177 Added 1.43%	12,587 $3.43 Million
Q1 2025 May 09, 2025	BUY	$268.36 - $359.95 $3.33 Million - $4.47 Million	12,410 New	12,410 $3.33 Million
Q2 2022 Aug 02, 2022	SELL	$155.6 - $218.85 $15,248 - $21,447	-98 Reduced 4.74%	1,968 $334,000
Q1 2022 Apr 29, 2022	SELL	$190.54 - $255.46 $42,490 - $56,967	-223 Reduced 9.74%	2,066 $443,000
Q4 2021 Jan 28, 2022	SELL	$247.21 - $309.96 $11,371 - $14,258	-46 Reduced 1.97%	2,289 $581,000
Q3 2021 Nov 09, 2021	BUY	$237.55 - $285.63 $529,261 - $636,383	2,228 Added 2082.24%	2,335 $633,000
Q2 2021 Jul 22, 2021	SELL	$210.54 - $246.26 $24,633 - $28,812	-117 Reduced 52.23%	107 $26,000
Q1 2021 Apr 20, 2021	BUY	$205.33 - $248.59 $30,799 - $37,288	150 Added 202.7%	224 $47,000
Q4 2020 Feb 02, 2021	SELL	$220.15 - $267.07 $199,455 - $241,965	-906 Reduced 92.45%	74 $16,000
Q3 2020 Oct 15, 2020	BUY	$185.51 - $281.25 $168,072 - $254,812	906 Added 1224.32%	980 $246,000
Q2 2020 Jul 27, 2020	SELL	$134.06 - $191.65 $100,008 - $142,970	-746 Reduced 90.98%	74 $14,000
Q1 2020 Apr 22, 2020	SELL	$124.3 - $193.36 $173,274 - $269,543	-1,394 Reduced 62.96%	820 $118,000
Q4 2019 Feb 03, 2020	BUY	$142.33 - $164.98 $306,863 - $355,696	2,156 Added 3717.24%	2,214 $360,000
Q3 2019 Nov 12, 2019	SELL	$139.72 - $159.97 $6,427 - $7,358	-46 Reduced 44.23%	58 $9,000
Q2 2019 Jul 12, 2019	SELL	$145.1 - $165.96 $98,813 - $113,018	-681 Reduced 86.75%	104 $16,000
Q1 2019 May 09, 2019	SELL	$130.4 - $166.95 $93,366 - $119,536	-716 Reduced 47.7%	785 $124,000
Q4 2018 Jan 29, 2019	BUY	$120.67 - $159.86 $181,125 - $239,949	1,501 New	1,501 $206,000

Others Institutions Holding CRM

# of Institutions

3,383

Shares Held

778M

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 $263B
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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Evolution Wealth Advisors, LLC Salesforce, Inc. Transaction History