Legacy Private Trust Co. Salesforce, Inc. Transaction History

Legacy Private Trust Co.

$1.52 Billion
Q2 2025

A detailed history of Legacy Private Trust Co. transactions in Salesforce, Inc. stock. As of the latest transaction made, Legacy Private Trust Co. holds 2,552 shares of CRM stock, worth $613,398. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,552

Previous 3,730 31.58%

Holding current value

$613,398

Previous $1 Million 30.5%

% of portfolio

0.05%

Previous 0.07%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	SELL	$236.26 - $291.15 $278,314 - $342,974	-1,178 Reduced 31.58%	2,552 $695,000
Q1 2025 Apr 04, 2025	SELL	$268.36 - $359.95 $317,469 - $425,820	-1,183 Reduced 24.08%	3,730 $1 Million
Q4 2024 Jan 08, 2025	SELL	$270.87 - $367.87 $127,850 - $173,634	-472 Reduced 8.77%	4,913 $1.64 Million
Q3 2024 Oct 07, 2024	SELL	$238.42 - $276.53 $1.03 Million - $1.2 Million	-4,328 Reduced 44.56%	5,385 $1.47 Million
Q2 2024 Jul 12, 2024	BUY	$218.01 - $304.74 $162,417 - $227,031	745 Added 8.31%	9,713 $2.5 Million
Q1 2024 Apr 10, 2024	BUY	$251.12 - $316.88 $17,076 - $21,547	68 Added 0.76%	8,968 $2.7 Million
Q4 2023 Jan 10, 2024	SELL	$196.25 - $267.25 $356,586 - $485,593	-1,817 Reduced 16.95%	8,900 $2.34 Million
Q3 2023 Oct 11, 2023	BUY	$202.49 - $234.37 $68,036 - $78,748	336 Added 3.24%	10,717 $2.17 Million
Q2 2023 Jul 07, 2023	BUY	$188.89 - $223.38 $319,979 - $378,405	1,694 Added 19.5%	10,381 $2.19 Million
Q1 2023 Apr 12, 2023	SELL	$134.8 - $199.78 $24,398 - $36,160	-181 Reduced 2.04%	8,687 $1.74 Million
Q4 2022 Jan 06, 2023	SELL	$128.21 - $165.27 $469,248 - $604,888	-3,660 Reduced 29.21%	8,868 $1.18 Million
Q3 2022 Oct 06, 2022	SELL	$143.84 - $191.27 $124,421 - $165,448	-865 Reduced 6.46%	12,528 $1.8 Million
Q2 2022 Jul 07, 2022	BUY	$155.6 - $218.85 $509,278 - $716,296	3,273 Added 32.34%	13,393 $2.21 Million
Q1 2022 Apr 11, 2022	BUY	$190.54 - $255.46 $519,221 - $696,128	2,725 Added 36.85%	10,120 $2.15 Million
Q4 2021 Jan 12, 2022	BUY	$247.21 - $309.96 $786,127 - $985,672	3,180 Added 75.44%	7,395 $1.88 Million
Q3 2021 Oct 12, 2021	BUY	$237.55 - $285.63 $1 Million - $1.2 Million	4,215 New	4,215 $1.14 Million

Others Institutions Holding CRM

# of Institutions

3,419

Shares Held

777M

Call Options Held

18.9M

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 $240B
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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Legacy Private Trust Co. Salesforce, Inc. Transaction History