Hbw Advisory Services LLC Salesforce, Inc. Transaction History

Hbw Advisory Services LLC

$634 Million
Q1 2025

A detailed history of Hbw Advisory Services LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Hbw Advisory Services LLC holds 14,125 shares of CRM stock, worth $3.72 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

14,125

Previous 14,770 4.37%

Holding current value

$3.72 Million

Previous $4.94 Million 23.25%

% of portfolio

0.6%

Previous 0.76%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$268.36 - $359.95 $173,092 - $232,167	-645 Reduced 4.37%	14,125 $3.79 Million
Q4 2024 Jan 10, 2025	SELL	$270.87 - $367.87 $379,759 - $515,753	-1,402 Reduced 8.67%	14,770 $4.94 Million
Q3 2024 Oct 04, 2024	SELL	$238.42 - $276.53 $595,573 - $690,771	-2,498 Reduced 13.38%	16,172 $4.43 Million
Q2 2024 Jul 05, 2024	SELL	$218.01 - $304.74 $314,152 - $439,130	-1,441 Reduced 7.17%	18,670 $4.8 Million
Q4 2023 Jan 16, 2024	SELL	$196.25 - $267.25 $127,758 - $173,979	-651 Reduced 3.14%	20,111 $5.29 Million
Q3 2023 Oct 11, 2023	SELL	$202.49 - $234.37 $637,236 - $737,562	-3,147 Reduced 13.16%	20,762 $4.21 Million
Q2 2023 Jul 05, 2023	BUY	$188.89 - $223.38 $48,166 - $56,961	255 Added 1.08%	23,909 $5.05 Million
Q1 2023 Apr 07, 2023	SELL	$134.8 - $199.78 $116,062 - $172,010	-861 Reduced 3.51%	23,654 $4.73 Million
Q3 2022 Oct 05, 2022	BUY	$143.84 - $191.27 $81,557 - $108,450	567 Added 2.37%	24,515 $3.53 Million
Q2 2022 Jul 13, 2022	BUY	$155.6 - $218.85 $2.03 Million - $2.86 Million	13,053 Added 119.81%	23,948 $3.95 Million
Q1 2022 Apr 18, 2022	SELL	$190.54 - $255.46 $1.67 Million - $2.24 Million	-8,767 Reduced 44.59%	10,895 $2.31 Million
Q4 2021 Jan 11, 2022	BUY	$247.21 - $309.96 $71,690 - $89,888	290 Added 1.5%	19,662 $5 Million
Q3 2021 Oct 08, 2021	BUY	$237.55 - $285.63 $55,824 - $67,123	235 Added 1.23%	19,372 $5.25 Million
Q2 2021 Jul 15, 2021	BUY	$210.54 - $246.26 $350,549 - $410,022	1,665 Added 9.53%	19,137 $4.68 Million
Q1 2021 Apr 13, 2021	BUY	$205.33 - $248.59 $501,210 - $606,808	2,441 Added 16.24%	17,472 $3.7 Million
Q4 2020 Jan 12, 2021	BUY	$220.15 - $267.07 $201,657 - $244,636	916 Added 6.49%	15,031 $3.35 Million
Q3 2020 Oct 14, 2020	BUY	$185.51 - $281.25 $13,727 - $20,812	74 Added 0.53%	14,115 $3.55 Million
Q2 2020 Jul 08, 2020	BUY	$134.06 - $191.65 $41,424 - $59,219	309 Added 2.25%	14,041 $2.63 Million
Q1 2020 Apr 30, 2020	BUY	$124.3 - $193.36 $87,258 - $135,738	702 Added 5.39%	13,732 $2 Million
Q4 2019 Jan 16, 2020	BUY	$142.33 - $164.98 $91,660 - $106,247	644 Added 5.2%	13,030 $2.15 Million
Q3 2019 Oct 11, 2019	BUY	$139.72 - $159.97 $1.73 Million - $1.98 Million	12,386 New	12,386 $1.84 Million

Others Institutions Holding CRM

# of Institutions

3,356

Shares Held

767M

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 $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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Hbw Advisory Services LLC Salesforce, Inc. Transaction History