Forvis Wealth Advisors, LLC Salesforce, Inc. Transaction History

Forvis Wealth Advisors, LLC

$4 Billion
Q1 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 1,405 shares of CRM stock, worth $367,576. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,405

Previous 2,700 47.96%

Holding current value

$367,576

Previous $902,000 58.2%

% of portfolio

0.01%

Previous 0.02%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$268.36 - $359.95 $347,526 - $466,135	-1,295 Reduced 47.96%	1,405 $377,000
Q4 2024 Feb 03, 2025	BUY	$270.87 - $367.87 $4,063 - $5,518	15 Added 0.56%	2,700 $902,000
Q3 2024 Nov 14, 2024	BUY	$238.42 - $276.53 $311,138 - $360,871	1,305 Added 94.57%	2,685 $734,000
Q2 2024 Aug 09, 2024	SELL	$218.01 - $304.74 $58,862 - $82,279	-270 Reduced 16.36%	1,380 $354,000
Q1 2024 Apr 19, 2024	BUY	$251.12 - $316.88 $64,537 - $81,438	257 Added 18.45%	1,650 $496,000
Q4 2023 Jan 11, 2024	SELL	$196.25 - $267.25 $67,902 - $92,468	-346 Reduced 19.9%	1,393 $366,000
Q3 2023 Oct 25, 2023	SELL	$202.49 - $234.37 $275,588 - $318,977	-1,361 Reduced 43.9%	1,739 $352,000
Q2 2023 Aug 08, 2023	BUY	$188.89 - $223.38 $17,377 - $20,550	92 Added 3.06%	3,100 $654,000
Q1 2023 Apr 26, 2023	SELL	$134.8 - $199.78 $2,022 - $2,996	-15 Reduced 0.5%	3,008 $600,000
Q4 2022 Feb 02, 2023	SELL	$128.21 - $165.27 $9,231 - $11,899	-72 Reduced 2.33%	3,023 $400,000
Q3 2022 Oct 13, 2022	SELL	$143.84 - $191.27 $47,611 - $63,310	-331 Reduced 9.66%	3,095 $445,000
Q2 2022 Jul 22, 2022	BUY	$155.6 - $218.85 $171,004 - $240,516	1,099 Added 47.23%	3,426 $565,000
Q1 2022 May 10, 2022	BUY	$190.54 - $255.46 $26,485 - $35,508	139 Added 6.35%	2,327 $494,000
Q4 2021 Jan 14, 2022	BUY	$247.21 - $309.96 $340,902 - $427,434	1,379 Added 170.46%	2,188 $556,000
Q3 2021 Oct 14, 2021	BUY	$237.55 - $285.63 $192,177 - $231,074	809 New	809 $219,000
Q1 2021 Apr 23, 2021	SELL	$205.33 - $248.59 $463,429 - $561,067	-2,257 Closed	0 $0
Q4 2020 Jan 22, 2021	SELL	$220.15 - $267.07 $35,664 - $43,265	-162 Reduced 6.7%	2,257 $502,000
Q3 2020 Nov 05, 2020	BUY	$185.51 - $281.25 $35,061 - $53,156	189 Added 8.48%	2,419 $608,000
Q2 2020 Jul 15, 2020	BUY	$134.06 - $191.65 $298,953 - $427,379	2,230 New	2,230 $418,000
Q1 2020 Apr 10, 2020	SELL	$124.3 - $193.36 $193,286 - $300,674	-1,555 Closed	0 $0
Q4 2019 Jan 13, 2020	BUY	$142.33 - $164.98 $221,323 - $256,543	1,555 New	1,555 $253,000
Q2 2019 Jul 10, 2019	SELL	$145.1 - $165.96 $203,140 - $232,344	-1,400 Closed	0 $0
Q1 2019 Apr 10, 2019	BUY	$130.4 - $166.95 $182,560 - $233,729	1,400 New	1,400 $222,000

Others Institutions Holding CRM

# of Institutions

3,354

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 $262B
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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Forvis Wealth Advisors, LLC Salesforce, Inc. Transaction History