Global Retirement Partners, LLC Salesforce, Inc. Transaction History

Global Retirement Partners, LLC

$4.24 Billion
Q3 2025

A detailed history of Global Retirement Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Global Retirement Partners, LLC holds 19,592 shares of CRM stock, worth $5.16 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

19,592

Previous 16,459 19.04%

Holding current value

$5.16 Million

Previous $4.49 Million 3.45%

% of portfolio

0.11%

Previous 0.12%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$231.66 - $273.65 $725,790 - $857,345	3,133 Added 19.04%	19,592 $4.64 Million
Q2 2025 Aug 12, 2025	BUY	$236.26 - $291.15 $258,232 - $318,226	1,093 Added 7.11%	16,459 $4.49 Million
Q4 2024 Jan 31, 2025	BUY	$270.87 - $367.87 $363,236 - $493,313	1,341 Added 9.56%	15,366 $5.14 Million
Q3 2024 Oct 16, 2024	SELL	$238.42 - $276.53 $953 - $1,106	-4 Reduced 0.03%	14,025 $3.84 Million
Q2 2024 Jul 23, 2024	BUY	$218.01 - $304.74 $1.14 Million - $1.6 Million	5,235 Added 59.53%	14,029 $3.61 Million
Q1 2024 Apr 23, 2024	BUY	$251.12 - $316.88 $274,976 - $346,983	1,095 Added 14.22%	8,794 $2.65 Million
Q4 2023 Jan 18, 2024	BUY	$196.25 - $267.25 $107,545 - $146,453	548 Added 7.66%	7,699 $2.03 Million
Q3 2023 Oct 13, 2023	BUY	$202.49 - $234.37 $32,600 - $37,733	161 Added 2.3%	7,151 $1.45 Million
Q2 2023 Jul 20, 2023	BUY	$188.89 - $223.38 $60,255 - $71,258	319 Added 4.78%	6,990 $1.48 Million
Q1 2023 May 05, 2023	BUY	$134.8 - $199.78 $200,986 - $297,871	1,491 Added 28.78%	6,671 $1.33 Million
Q4 2022 Feb 13, 2023	SELL	$128.21 - $165.27 $100,260 - $129,241	-782 Reduced 13.12%	5,180 $686,000
Q3 2022 Nov 03, 2022	BUY	$143.84 - $191.27 $543,283 - $722,426	3,777 Added 172.86%	5,962 $969,000
Q2 2022 Jul 15, 2022	BUY	$155.6 - $218.85 $16,182 - $22,760	104 Added 5.0%	2,185 $361,000
Q1 2022 Jul 14, 2022	BUY	$190.54 - $255.46 $396,513 - $531,612	2,081 New	2,081 $327,000
Q4 2021 Jan 21, 2022	SELL	$247.21 - $309.96 $607,889 - $762,191	-2,459 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$237.55 - $285.63 $3,563 - $4,284	15 Added 0.61%	2,459 $667,000
Q2 2021 Jul 15, 2021	SELL	$210.54 - $246.26 $2.19 Million - $2.57 Million	-10,417 Reduced 81.0%	2,444 $597,000
Q1 2021 Apr 14, 2021	BUY	$205.33 - $248.59 $1.97 Million - $2.39 Million	9,601 Added 294.51%	12,861 $2.73 Million
Q4 2020 Jan 13, 2021	BUY	$220.15 - $267.07 $131,429 - $159,440	597 Added 22.42%	3,260 $725,000
Q3 2020 Oct 09, 2020	SELL	$185.51 - $281.25 $126,888 - $192,375	-684 Reduced 20.44%	2,663 $669,000
Q2 2020 Jul 13, 2020	SELL	$134.06 - $191.65 $90,490 - $129,363	-675 Reduced 16.78%	3,347 $627,000
Q1 2020 Apr 28, 2020	SELL	$124.3 - $193.36 $100,683 - $156,621	-810 Reduced 16.76%	4,022 $579,000
Q4 2019 Jan 23, 2020	SELL	$142.33 - $164.98 $1.27 Million - $1.47 Million	-8,940 Reduced 64.91%	4,832 $786,000
Q3 2019 Nov 19, 2019	BUY	$139.72 - $159.97 $860,535 - $985,255	6,159 Added 80.9%	13,772 $2.04 Million
Q2 2019 Nov 19, 2019	BUY	$145.1 - $165.96 $230,999 - $264,208	1,592 Added 26.44%	7,613 $1.16 Million
Q1 2019 May 07, 2019	SELL	$130.4 - $166.95 $26,210 - $33,556	-201 Reduced 3.23%	6,021 $954,000
Q4 2018 Feb 22, 2019	BUY	$120.67 - $159.86 $689,025 - $912,800	5,710 Added 1115.23%	6,222 $852,000
Q3 2018 Oct 17, 2018	BUY	$137.15 - $160.43 $49,922 - $58,396	364 Added 245.95%	512 $81,000
Q2 2018 Aug 13, 2018	BUY	$115.3 - $139.8 $11,299 - $13,700	98 Added 196.0%	148 $20,000
Q4 2017 Aug 13, 2018	SELL	$93.94 - $108.8 $281 - $326	-3 Reduced 5.66%	50 $5,000
Q2 2017 Aug 10, 2018	SELL	N/A	-11 Reduced 17.19%	53 $4,000
Q1 2017 Aug 10, 2018	BUY	N/A	64	64 $5,000

Others Institutions Holding CRM

# of Institutions

3,383

Shares Held

777M

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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Global Retirement Partners, LLC Salesforce, Inc. Transaction History