Golden State Equity Partners Salesforce, Inc. Transaction History

Golden State Equity Partners

$522 Million
Q2 2025

A detailed history of Golden State Equity Partners transactions in Salesforce, Inc. stock. As of the latest transaction made, Golden State Equity Partners holds 22,528 shares of CRM stock, worth $5.22 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

22,528

Previous 20,860 8.0%

Holding current value

$5.22 Million

Previous $5.6 Million 9.76%

% of portfolio

1.18%

Previous 1.14%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$236.26 - $291.15 $394,081 - $485,638	1,668 Added 8.0%	22,528 $6.14 Million
Q1 2025 Apr 23, 2025	BUY	$268.36 - $359.95 $20,932 - $28,076	78 Added 0.38%	20,860 $5.6 Million
Q4 2024 Jan 24, 2025	BUY	$270.87 - $367.87 $5.06 Million - $6.87 Million	18,670 Added 884.0%	20,782 $6.95 Million
Q3 2024 Oct 29, 2024	SELL	$238.42 - $276.53 $4.28 Million - $4.97 Million	-17,969 Reduced 89.48%	2,112 $578,000
Q3 2024 Oct 25, 2024	SELL	$238.42 - $276.53 $490,429 - $568,822	-2,057 Reduced 9.29%	20,081 $5.5 Million
Q2 2024 Jul 29, 2024	BUY	$218.01 - $304.74 $38,369 - $53,634	176 Added 0.8%	22,138 $5.69 Million
Q4 2023 Feb 02, 2024	SELL	$196.25 - $267.25 $39,838 - $54,251	-203 Reduced 0.92%	21,962 $5.78 Million
Q3 2023 Oct 20, 2023	BUY	$202.49 - $234.37 $33,613 - $38,905	166 Added 0.75%	22,165 $4.49 Million
Q2 2023 Jul 19, 2023	BUY	$188.89 - $223.38 $3.9 Million - $4.61 Million	20,621 Added 1496.44%	21,999 $4.65 Million
Q1 2023 Jun 01, 2023	SELL	$134.8 - $199.78 $84,384 - $125,062	-626 Reduced 31.24%	1,378 $275 Million
Q1 2022 May 18, 2022	BUY	$190.54 - $255.46 $381,842 - $511,941	2,004 New	2,004 $425,000
Q1 2022 May 16, 2022	SELL	$190.54 - $255.46 $254,561 - $341,294	-1,336 Closed	0 $0
Q4 2021 Feb 11, 2022	SELL	$247.21 - $309.96 $138,437 - $173,577	-560 Reduced 29.54%	1,336 $340,000
Q3 2021 Nov 15, 2021	BUY	$237.55 - $285.63 $450,394 - $541,554	1,896 New	1,896 $515,000

Others Institutions Holding CRM

# of Institutions

3,395

Shares Held

762M

Call Options Held

20M

Put Options Held

16.5M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $232B
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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Golden State Equity Partners Salesforce, Inc. Transaction History