Kingsview Wealth Management, LLC Salesforce, Inc. Transaction History

Kingsview Wealth Management, LLC

$5.28 Billion
Q2 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 165,489 shares of CRM stock, worth $39.2 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares

165,489

Previous 152,467 8.54%

Holding current value

$39.2 Million

Previous $40.9 Million 10.29%

% of portfolio

0.86%

Previous 0.87%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$236.26 - $291.15 $3.08 Million - $3.79 Million	13,022 Added 8.54%	165,489 $45.1 Million
Q1 2025 May 02, 2025	BUY	$268.36 - $359.95 $4.92 Million - $6.61 Million	18,350 Added 13.68%	152,467 $40.9 Million
Q4 2024 Jan 28, 2025	BUY	$270.87 - $367.87 $783,356 - $1.06 Million	2,892 Added 2.2%	134,117 $44.8 Million
Q3 2024 Nov 12, 2024	BUY	$238.42 - $276.53 $3.7 Million - $4.29 Million	15,517 Added 13.41%	131,225 $35.9 Million
Q2 2024 Aug 14, 2024	BUY	$218.01 - $304.74 $4.91 Million - $6.86 Million	22,504 Added 24.14%	115,708 $29.7 Million
Q1 2024 May 09, 2024	BUY	$251.12 - $316.88 $2.13 Million - $2.68 Million	8,472 Added 10.0%	93,204 $28.1 Million
Q4 2023 Feb 08, 2024	BUY	$196.25 - $267.25 $2.61 Million - $3.56 Million	13,322 Added 18.66%	84,732 $22.3 Million
Q3 2023 Nov 07, 2023	BUY	$202.49 - $234.37 $1.71 Million - $1.97 Million	8,426 Added 13.38%	71,410 $14.5 Million
Q2 2023 Aug 10, 2023	BUY	$188.89 - $223.38 $410,080 - $484,957	2,171 Added 3.57%	62,984 $13.3 Million
Q1 2023 May 15, 2023	SELL	$134.8 - $199.78 $1.16 Million - $1.71 Million	-8,578 Reduced 12.36%	60,813 $12.1 Million
Q4 2022 Feb 13, 2023	BUY	$128.21 - $165.27 $5.64 Million - $7.28 Million	44,027 Added 173.58%	69,391 $9.2 Million
Q3 2022 Nov 14, 2022	SELL	$143.84 - $191.27 $3.91 Million - $5.2 Million	-27,209 Reduced 51.75%	25,364 $3.65 Million
Q2 2022 Aug 16, 2022	BUY	$155.6 - $218.85 $5.17 Million - $7.28 Million	33,243 Added 171.98%	52,573 $8.68 Million
Q1 2022 Feb 08, 2024	SELL	$190.54 - $255.46 $5.71 Million - $7.65 Million	-29,957 Reduced 35.36%	54,775 $11.6 Million
Q4 2021 Feb 17, 2022	BUY	$247.21 - $309.96 $246,221 - $308,720	996 Added 5.43%	19,330 $4.91 Million
Q3 2021 Dec 03, 2021	BUY	$237.55 - $285.63 $277,695 - $333,901	1,169 Added 6.81%	18,334 $4.97 Million
Q2 2021 Aug 17, 2021	BUY	$210.54 - $246.26 $852,897 - $997,599	4,051 Added 30.89%	17,165 $4.21 Million
Q1 2021 May 24, 2021	BUY	$205.33 - $248.59 $368,978 - $446,716	1,797 Added 15.88%	13,114 $2.87 Million
Q4 2020 Feb 16, 2021	BUY	$220.15 - $267.07 $553,457 - $671,413	2,514 Added 28.56%	11,317 $2.52 Million
Q3 2020 Nov 19, 2020	SELL	$185.51 - $281.25 $111,120 - $168,468	-599 Reduced 6.37%	8,803 $2.21 Million
Q2 2020 Aug 14, 2020	BUY	$134.06 - $191.65 $152,560 - $218,097	1,138 Added 13.77%	9,402 $1.76 Million
Q1 2020 May 11, 2020	BUY	$124.3 - $193.36 $57,550 - $89,525	463 Added 5.94%	8,264 $1.19 Million
Q4 2019 Jan 31, 2020	BUY	$142.33 - $164.98 $1.11 Million - $1.29 Million	7,801 New	7,801 $1.27 Million
Q4 2019 Jan 30, 2020	SELL	$142.33 - $164.98 $819,109 - $949,459	-5,755 Closed	0 $0
Q3 2019 Jan 29, 2020	BUY	$139.72 - $159.97 $68,742 - $78,705	492 Added 9.35%	5,755 $854,000
Q2 2019 Jan 29, 2020	SELL	$145.1 - $165.96 $238,109 - $272,340	-1,641 Reduced 23.77%	5,263 $799,000
Q1 2019 Jan 29, 2020	BUY	$130.4 - $166.95 $343,473 - $439,746	2,634 Added 61.69%	6,904 $1.09 Million
Q4 2018 Jan 29, 2020	SELL	$120.67 - $159.86 $260,285 - $344,818	-2,157 Reduced 33.56%	4,270 $585,000
Q3 2018 Jan 29, 2020	BUY	$137.15 - $160.43 $503,477 - $588,938	3,671 Added 133.2%	6,427 $1.02 Million
Q2 2018 Jan 29, 2020	BUY	$115.3 - $139.8 $317,766 - $385,288	2,756 New	2,756 $376,000

Others Institutions Holding CRM

# of Institutions

3,402

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 $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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Kingsview Wealth Management, LLC Salesforce, Inc. Transaction History