First Trust Advisors LP Salesforce, Inc. Transaction History

First Trust Advisors LP

$108 Billion
Q1 2025

A detailed history of First Trust Advisors LP transactions in Salesforce, Inc. stock. As of the latest transaction made, First Trust Advisors LP holds 2,621,438 shares of CRM stock, worth $700 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

2,621,438

Previous 1,816,051 44.35%

Holding current value

$700 Million

Previous $607 Million 15.87%

% of portfolio

0.65%

Previous 0.56%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$268.36 - $359.95 $216 Million - $290 Million	805,387 Added 44.35%	2,621,438 $703 Million
Q4 2024 Feb 13, 2025	SELL	$270.87 - $367.87 $4.06 Million - $5.52 Million	-14,999 Reduced 0.82%	1,816,051 $607 Million
Q3 2024 Nov 13, 2024	BUY	$238.42 - $276.53 $44.5 Million - $51.6 Million	186,599 Added 11.35%	1,831,050 $501 Million
Q2 2024 Aug 13, 2024	BUY	$218.01 - $304.74 $31.5 Million - $44 Million	144,360 Added 9.62%	1,644,451 $423 Million
Q1 2024 May 13, 2024	BUY	$251.12 - $316.88 $3.32 Million - $4.19 Million	13,237 Added 0.89%	1,500,091 $452 Million
Q4 2023 Feb 13, 2024	SELL	$196.25 - $267.25 $47.5 Million - $64.7 Million	-242,075 Reduced 14.0%	1,486,854 $391 Million
Q3 2023 Nov 13, 2023	BUY	$202.49 - $234.37 $13 Million - $15.1 Million	64,350 Added 3.87%	1,728,929 $351 Million
Q2 2023 Aug 14, 2023	BUY	$188.89 - $223.38 $29.3 Million - $34.7 Million	155,185 Added 10.28%	1,664,579 $352 Million
Q1 2023 May 15, 2023	SELL	$134.8 - $199.78 $25.5 Million - $37.8 Million	-189,170 Reduced 11.14%	1,509,394 $302 Million
Q4 2022 Feb 09, 2023	SELL	$128.21 - $165.27 $18.3 Million - $23.6 Million	-142,703 Reduced 7.75%	1,698,564 $225 Million
Q3 2022 Nov 14, 2022	SELL	$143.84 - $191.27 $1.31 Million - $1.74 Million	-9,086 Reduced 0.49%	1,841,267 $265 Million
Q2 2022 Aug 12, 2022	SELL	$155.6 - $218.85 $29.9 Million - $42.1 Million	-192,371 Reduced 9.42%	1,850,353 $305 Million
Q1 2022 May 13, 2022	SELL	$190.54 - $255.46 $64.6 Million - $86.6 Million	-338,937 Reduced 14.23%	2,042,724 $434 Million
Q4 2021 Feb 08, 2022	SELL	$247.21 - $309.96 $40.6 Million - $51 Million	-164,416 Reduced 6.46%	2,381,661 $605 Million
Q3 2021 Nov 15, 2021	SELL	$237.55 - $285.63 $10.9 Million - $13.1 Million	-45,820 Reduced 1.77%	2,546,077 $691 Million
Q2 2021 Oct 12, 2021	SELL	$210.54 - $246.26 $459,819 - $537,831	-2,184 Reduced 0.08%	2,591,897 $633 Million
Q2 2021 Aug 16, 2021	SELL	$210.54 - $246.26 $11.4 Million - $13.3 Million	-54,015 Reduced 2.04%	2,594,081 $634 Million
Q1 2021 May 14, 2021	SELL	$205.33 - $248.59 $66.7 Million - $80.8 Million	-324,840 Reduced 10.93%	2,648,096 $561 Million
Q4 2020 Feb 02, 2021	BUY	$220.15 - $267.07 $80.3 Million - $97.4 Million	364,865 Added 13.99%	2,972,936 $662 Million
Q3 2020 Nov 05, 2020	SELL	$185.51 - $281.25 $70.7 Million - $107 Million	-380,893 Reduced 12.74%	2,608,071 $655 Million
Q2 2020 Jul 22, 2020	BUY	$134.06 - $191.65 $59.1 Million - $84.4 Million	440,570 Added 17.29%	2,988,964 $560 Million
Q1 2020 May 06, 2020	SELL	$124.3 - $193.36 $17.1 Million - $26.6 Million	-137,645 Reduced 5.12%	2,548,394 $367 Million
Q4 2019 Feb 03, 2020	SELL	$142.33 - $164.98 $27.4 Million - $31.7 Million	-192,417 Reduced 6.68%	2,686,039 $437 Million
Q3 2019 Nov 04, 2019	SELL	$139.72 - $159.97 $76.3 Million - $87.4 Million	-546,050 Reduced 15.95%	2,878,456 $427 Million
Q2 2019 Jul 30, 2019	SELL	$145.1 - $165.96 $48.4 Million - $55.3 Million	-333,331 Reduced 8.87%	3,424,506 $520 Million
Q1 2019 May 09, 2019	SELL	$130.4 - $166.95 $4.77 Million - $6.11 Million	-36,607 Reduced 0.96%	3,757,837 $595 Million
Q4 2018 Feb 07, 2019	SELL	$120.67 - $159.86 $41.7 Million - $55.2 Million	-345,293 Reduced 8.34%	3,794,444 $520 Million
Q3 2018 Oct 25, 2018	SELL	$137.15 - $160.43 $4.55 Million - $5.33 Million	-33,194 Reduced 0.8%	4,139,737 $658 Million
Q2 2018 Aug 02, 2018	BUY	$115.3 - $139.8 $45.4 Million - $55 Million	393,682 Added 10.42%	4,172,931 $569 Million
Q1 2018 Apr 23, 2018	BUY	$104.03 - $127.99 $41.1 Million - $50.6 Million	395,338 Added 11.68%	3,779,249 $440 Million
Q4 2017 Feb 08, 2018	BUY	$93.94 - $108.8 $32.4 Million - $37.6 Million	345,199 Added 11.36%	3,383,911 $346 Million
Q3 2017 Oct 24, 2017	BUY	$87.63 - $97.71 $266 Million - $297 Million	3,038,712	3,038,712 $284 Million

Others Institutions Holding CRM

# of Institutions

3,355

Shares Held

768M

Call Options Held

20M

Put Options Held

16.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $267B
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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First Trust Advisors LP Salesforce, Inc. Transaction History