Larson Financial Group LLC Salesforce, Inc. Transaction History

Larson Financial Group LLC

$2.12 Billion
Q1 2025

A detailed history of Larson Financial Group LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Larson Financial Group LLC holds 3,736 shares of CRM stock, worth $991,422. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,736

Previous 3,749 0.35%

Holding current value

$991,422

Previous $1.25 Million 20.03%

% of portfolio

0.05%

Previous 0.07%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$268.36 - $359.95 $3,488 - $4,679	-13 Reduced 0.35%	3,736 $1 Million
Q4 2024 Feb 07, 2025	SELL	$270.87 - $367.87 $140,852 - $191,292	-520 Reduced 12.18%	3,749 $1.25 Million
Q3 2024 Nov 12, 2024	BUY	$238.42 - $276.53 $283,242 - $328,517	1,188 Added 38.56%	4,269 $1.17 Million
Q2 2024 Aug 02, 2024	BUY	$218.01 - $304.74 $449,754 - $628,678	2,063 Added 202.65%	3,081 $792,000
Q1 2024 May 03, 2024	SELL	$251.12 - $316.88 $26,367 - $33,272	-105 Reduced 9.35%	1,018 $306,000
Q4 2023 Feb 01, 2024	SELL	$196.25 - $267.25 $14,915 - $20,311	-76 Reduced 6.34%	1,123 $295,000
Q3 2023 Nov 03, 2023	SELL	$202.49 - $234.37 $36,043 - $41,717	-178 Reduced 12.93%	1,199 $243,000
Q2 2023 Aug 03, 2023	SELL	$188.89 - $223.38 $250,279 - $295,978	-1,325 Reduced 49.04%	1,377 $290,000
Q1 2023 May 04, 2023	SELL	$134.8 - $199.78 $12,536 - $18,579	-93 Reduced 3.33%	2,702 $539,000
Q4 2022 Feb 03, 2023	BUY	$128.21 - $165.27 $186,032 - $239,806	1,451 Added 107.96%	2,795 $370,000
Q3 2022 Nov 03, 2022	BUY	$143.84 - $191.27 $103,133 - $137,140	717 Added 114.35%	1,344 $193,000
Q2 2022 Aug 04, 2022	SELL	$155.6 - $218.85 $17,582 - $24,730	-113 Reduced 15.27%	627 $103,000
Q1 2022 May 05, 2022	SELL	$190.54 - $255.46 $32,772 - $43,939	-172 Reduced 18.86%	740 $157,000
Q4 2021 Feb 03, 2022	BUY	$247.21 - $309.96 $187,385 - $234,949	758 Added 492.21%	912 $232,000
Q3 2021 Nov 04, 2021	BUY	$237.55 - $285.63 $4,038 - $4,855	17 Added 12.41%	154 $42,000
Q2 2021 Aug 10, 2021	SELL	$210.54 - $246.26 $15,158 - $17,730	-72 Reduced 34.45%	137 $33,000
Q1 2021 May 06, 2021	BUY	$205.33 - $248.59 $12,730 - $15,412	62 Added 42.18%	209 $44,000
Q4 2020 Jan 14, 2021	BUY	$220.15 - $267.07 $15,630 - $18,961	71 Added 93.42%	147 $33,000
Q2 2020 Jul 10, 2020	BUY	$134.06 - $191.65 $3,351 - $4,791	25 Added 49.02%	76 $14,000
Q1 2020 Apr 09, 2020	SELL	$124.3 - $193.36 $40,646 - $63,228	-327 Reduced 86.51%	51 $7,000
Q4 2019 Jan 10, 2020	BUY	$142.33 - $164.98 $4,127 - $4,784	29 Added 8.31%	378 $61,000
Q3 2019 Oct 11, 2019	BUY	$139.72 - $159.97 $24,171 - $27,674	173 Added 98.3%	349 $52,000
Q2 2019 Jul 16, 2019	BUY	$145.1 - $165.96 $2,902 - $3,319	20 Added 12.82%	176 $27,000
Q1 2019 Apr 05, 2019	SELL	$130.4 - $166.95 $652 - $834	-5 Reduced 3.11%	156 $25,000
Q4 2018 Feb 07, 2019	BUY	$120.67 - $159.86 $19,427 - $25,737	161 New	161 $22,000

Others Institutions Holding CRM

# of Institutions

3,354

Shares Held

768M

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 $265B
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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Larson Financial Group LLC Salesforce, Inc. Transaction History