Loring Wolcott & Coolidge Fiduciary Advisors LLP Salesforce, Inc. Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $11.2 Billion
  • Q3 2025

A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Salesforce, Inc. stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 204,136 shares of CRM stock, worth $48.4 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
204,136
Previous 318,101 35.83%
Holding current value
$48.4 Million
Previous $86.7 Million 44.23%
% of portfolio
0.43%
Previous 0.78%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$231.66 - $273.65 $26.4 Million - $31.2 Million
-113,965 Reduced 35.83%
204,136 $48.4 Million
Q2 2025

Jul 30, 2025
SELL
$236.26 - $291.15 $43,235 - $53,280
-183 Reduced 0.06%
318,101 $86.7 Million
Q1 2025

Apr 24, 2025
SELL
$268.36 - $359.95 $283,388 - $380,107
-1,056 Reduced 0.33%
318,284 $85.4 Million
Q4 2024

Jan 28, 2025
SELL
$270.87 - $367.87 $1.26 Million - $1.71 Million
-4,652 Reduced 1.44%
319,340 $107 Million
Q3 2024

Oct 25, 2024
SELL
$238.42 - $276.53 $30 Million - $34.8 Million
-125,851 Reduced 27.98%
323,992 $88.7 Million
Q2 2024

Jul 17, 2024
SELL
$218.01 - $304.74 $1.09 Million - $1.53 Million
-5,010 Reduced 1.1%
449,843 $116 Million
Q1 2024

Apr 23, 2024
SELL
$251.12 - $316.88 $3.77 Million - $4.75 Million
-15,000 Reduced 3.19%
454,853 $137 Million
Q4 2023

Feb 01, 2024
SELL
$196.25 - $267.25 $877,826 - $1.2 Million
-4,473 Reduced 0.94%
469,853 $124 Million
Q3 2023

Nov 03, 2023
SELL
$202.49 - $234.37 $5.33 Million - $6.17 Million
-26,326 Reduced 5.26%
474,326 $96.2 Million
Q2 2023

Aug 01, 2023
SELL
$188.89 - $223.38 $8.29 Million - $9.8 Million
-43,876 Reduced 8.06%
500,652 $106 Million
Q1 2023

May 02, 2023
SELL
$134.8 - $199.78 $2.81 Million - $4.17 Million
-20,855 Reduced 3.69%
544,528 $109 Million
Q4 2022

Mar 02, 2023
BUY
$128.21 - $165.27 $773,619 - $997,239
6,034 Added 1.08%
565,383 $75 Million
Q4 2022

Feb 14, 2023
SELL
$128.21 - $165.27 $11.6 Million - $15 Million
-90,855 Reduced 13.97%
559,349 $87.2 Million
Q3 2022

Oct 25, 2022
SELL
$143.84 - $191.27 $5.48 Million - $7.28 Million
-38,067 Reduced 5.53%
650,204 $93.5 Million
Q2 2022

Jul 26, 2022
SELL
$155.6 - $218.85 $94,760 - $133,279
-609 Reduced 0.09%
688,271 $114 Million
Q1 2022

Apr 13, 2022
BUY
$190.54 - $255.46 $982,233 - $1.32 Million
5,155 Added 0.75%
688,880 $146 Million
Q4 2021

Feb 14, 2022
BUY
$247.21 - $309.96 $1.14 Million - $1.43 Million
4,601 Added 0.68%
683,725 $174 Million
Q3 2021

Nov 12, 2021
BUY
$237.55 - $285.63 $1.47 Million - $1.76 Million
6,168 Added 0.92%
679,124 $184 Million
Q2 2021

Aug 13, 2021
BUY
$210.54 - $246.26 $1.82 Million - $2.12 Million
8,621 Added 1.3%
672,956 $164 Million
Q1 2021

Apr 14, 2021
BUY
$205.33 - $248.59 $2.82 Million - $3.42 Million
13,743 Added 2.11%
664,335 $141 Million
Q4 2020

Jan 14, 2021
SELL
$220.15 - $267.07 $177,440 - $215,258
-806 Reduced 0.12%
650,592 $145 Million
Q3 2020

Oct 15, 2020
BUY
$185.51 - $281.25 $3.56 Million - $5.4 Million
19,191 Added 3.04%
651,398 $164 Million
Q2 2020

Jul 30, 2020
BUY
$134.06 - $191.65 $1.65 Million - $2.37 Million
12,343 Added 1.99%
632,207 $118 Million
Q1 2020

Apr 15, 2020
BUY
$124.3 - $193.36 $5.7 Million - $8.87 Million
45,897 Added 8.0%
619,864 $89.2 Million
Q4 2019

Jan 22, 2020
BUY
$142.33 - $164.98 $7.79 Million - $9.03 Million
54,736 Added 10.54%
573,967 $93.4 Million
Q3 2019

Nov 05, 2019
BUY
$139.72 - $159.97 $17.3 Million - $19.8 Million
123,548 Added 31.22%
519,231 $77.1 Million
Q2 2019

Aug 09, 2019
BUY
$145.1 - $165.96 $12.3 Million - $14.1 Million
84,836 Added 27.29%
395,683 $60 Million
Q1 2019

Apr 08, 2019
BUY
$130.4 - $166.95 $2.9 Million - $3.72 Million
22,270 Added 7.72%
310,847 $49.2 Million
Q4 2018

Feb 13, 2019
BUY
$120.67 - $159.86 $20.9 Million - $27.7 Million
173,003 Added 149.69%
288,577 $39.5 Million
Q3 2018

Oct 31, 2018
BUY
$137.15 - $160.43 $14.2 Million - $16.6 Million
103,521 Added 858.88%
115,574 $18.4 Million
Q2 2018

Aug 07, 2018
BUY
$115.3 - $139.8 $1.22 Million - $1.48 Million
10,558 Added 706.22%
12,053 $1.64 Million
Q1 2018

Apr 20, 2018
BUY
$104.03 - $127.99 $12,483 - $15,358
120 Added 8.73%
1,495 $174,000
Q2 2017

Aug 07, 2017
BUY
N/A
1,375
1,375 $0

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.

CRM Quotes by TradingView
  • 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...
More about CRM
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