Hcr Wealth Advisors Salesforce, Inc. Transaction History

Hcr Wealth Advisors

$940 Million
Q3 2025

A detailed history of Hcr Wealth Advisors transactions in Salesforce, Inc. stock. As of the latest transaction made, Hcr Wealth Advisors holds 1,546 shares of CRM stock, worth $366,448. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,546

Previous 1,681 8.03%

Holding current value

$366,448

Previous $458,000 20.09%

% of portfolio

0.04%

Previous 0.05%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 03, 2025	SELL	$231.66 - $273.65 $31,274 - $36,942	-135 Reduced 8.03%	1,546 $366,000
Q2 2025 Jul 17, 2025	SELL	$236.26 - $291.15 $2,362 - $2,911	-10 Reduced 0.59%	1,681 $458,000
Q1 2025 Apr 21, 2025	BUY	$268.36 - $359.95 $93,389 - $125,262	348 Added 25.91%	1,691 $453,000
Q4 2024 Jan 14, 2025	SELL	$270.87 - $367.87 $4,063 - $5,518	-15 Reduced 1.1%	1,343 $449,000
Q3 2024 Oct 10, 2024	BUY	$238.42 - $276.53 $28,610 - $33,183	120 Added 9.69%	1,358 $371,000
Q2 2024 Aug 06, 2024	BUY	$218.01 - $304.74 $12,862 - $17,979	59 Added 5.0%	1,238 $318,000
Q4 2023 Feb 09, 2024	BUY	$196.25 - $267.25 $231,378 - $315,087	1,179 New	1,179 $310,000
Q2 2022 Aug 12, 2022	SELL	$155.6 - $218.85 $181,585 - $255,397	-1,167 Closed	0 $0
Q1 2022 May 05, 2022	BUY	$190.54 - $255.46 $12,956 - $17,371	68 Added 6.19%	1,167 $248,000
Q4 2021 Feb 04, 2022	SELL	$247.21 - $309.96 $12,360 - $15,497	-50 Reduced 4.35%	1,099 $279,000
Q3 2021 Nov 02, 2021	SELL	$237.55 - $285.63 $3,325 - $3,998	-14 Reduced 1.2%	1,149 $312,000
Q2 2021 Jul 21, 2021	BUY	$210.54 - $246.26 $9,263 - $10,835	44 Added 3.93%	1,163 $284,000
Q1 2021 May 13, 2021	SELL	$205.33 - $248.59 $478,418 - $579,214	-2,330 Reduced 67.56%	1,119 $237,000
Q4 2020 Feb 04, 2021	BUY	$220.15 - $267.07 $157,847 - $191,489	717 Added 26.24%	3,449 $768,000
Q3 2020 Nov 05, 2020	BUY	$185.51 - $281.25 $20,406 - $30,937	110 Added 4.2%	2,732 $687,000
Q2 2020 Jul 30, 2020	BUY	$134.06 - $191.65 $8,713 - $12,457	65 Added 2.54%	2,622 $503,000
Q1 2020 May 08, 2020	SELL	$124.3 - $193.36 $8,701 - $13,535	-70 Reduced 2.66%	2,557 $368,000
Q4 2019 Feb 07, 2020	BUY	$142.33 - $164.98 $9,963 - $11,548	70 Added 2.74%	2,627 $427,000
Q2 2019 Jul 25, 2019	SELL	$145.1 - $165.96 $992,629 - $1.14 Million	-6,841 Reduced 72.79%	2,557 $388,000
Q1 2019 May 10, 2019	BUY	$130.4 - $166.95 $897,282 - $1.15 Million	6,881 Added 273.38%	9,398 $865,000
Q4 2018 Jan 31, 2019	SELL	$120.67 - $159.86 $11,704 - $15,506	-97 Reduced 3.71%	2,517 $345,000
Q3 2018 Nov 09, 2018	SELL	$137.15 - $160.43 $63,774 - $74,599	-465 Reduced 15.1%	2,614 $369,000
Q2 2018 Aug 14, 2018	SELL	$115.3 - $139.8 $46,120 - $55,920	-400 Reduced 11.5%	3,079 $420,000
Q1 2018 May 15, 2018	BUY	$104.03 - $127.99 $15,292 - $18,814	147 Added 4.41%	3,479 $405,000
Q4 2017 Feb 13, 2018	SELL	$93.94 - $108.8 $23,485 - $27,200	-250 Reduced 6.98%	3,332 $341,000
Q3 2017 Nov 13, 2017	BUY	$87.63 - $97.71 $36,979 - $41,233	422 Added 13.35%	3,582 $335,000
Q2 2017 Aug 16, 2017	BUY	N/A	3,160	3,160 $274,000

Others Institutions Holding CRM

# of Institutions

3,310

Shares Held

766M

Call Options Held

24.6M

Put Options Held

22.1M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $237B
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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Hcr Wealth Advisors Salesforce, Inc. Transaction History