Northern Oak Wealth Management Inc Salesforce, Inc. Transaction History

Northern Oak Wealth Management Inc

$787 Million
Q2 2025

A detailed history of Northern Oak Wealth Management Inc transactions in Salesforce, Inc. stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 3,122 shares of CRM stock, worth $750,872. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,122

Previous 3,115 0.22%

Holding current value

$750,872

Previous $835,000 1.92%

% of portfolio

0.11%

Previous 0.11%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$236.26 - $291.15 $1,653 - $2,038	7 Added 0.22%	3,122 $851,000
Q1 2025 May 09, 2025	BUY	$268.36 - $359.95 $84,533 - $113,384	315 Added 11.25%	3,115 $835,000
Q4 2024 Jan 21, 2025	SELL	$270.87 - $367.87 $60,945 - $82,770	-225 Reduced 7.44%	2,800 $936,000
Q3 2024 Oct 30, 2024	SELL	$238.42 - $276.53 $65,327 - $75,769	-274 Reduced 8.31%	3,025 $827,000
Q2 2024 Jul 26, 2024	BUY	$218.01 - $304.74 $290,607 - $406,218	1,333 Added 67.8%	3,299 $848,000
Q1 2024 May 01, 2024	BUY	$251.12 - $316.88 $25,363 - $32,004	101 Added 5.42%	1,966 $592,000
Q4 2023 Jan 11, 2024	SELL	$196.25 - $267.25 $433,712 - $590,622	-2,210 Reduced 54.23%	1,865 $490,000
Q3 2023 Oct 24, 2023	BUY	$202.49 - $234.37 $89,095 - $103,122	440 Added 12.1%	4,075 $826,000
Q2 2023 Jul 31, 2023	BUY	$188.89 - $223.38 $181,901 - $215,114	963 Added 36.04%	3,635 $767,000
Q1 2023 May 09, 2023	SELL	$134.8 - $199.78 $345,357 - $511,836	-2,562 Reduced 48.95%	2,672 $533,000
Q4 2022 Feb 13, 2023	SELL	$128.21 - $165.27 $208,469 - $268,729	-1,626 Reduced 23.7%	5,234 $694,000
Q3 2022 Nov 14, 2022	SELL	$143.84 - $191.27 $353,127 - $469,567	-2,455 Reduced 26.36%	6,860 $987,000
Q2 2022 Aug 16, 2022	SELL	$155.6 - $218.85 $642,939 - $904,288	-4,132 Reduced 30.73%	9,315 $1.54 Million
Q1 2022 May 24, 2022	SELL	$190.54 - $255.46 $48,968 - $65,653	-257 Reduced 1.88%	13,447 $2.86 Million
Q4 2021 Feb 16, 2022	SELL	$247.21 - $309.96 $127,560 - $159,939	-516 Reduced 3.63%	13,704 $3.48 Million
Q3 2021 Nov 15, 2021	BUY	$237.55 - $285.63 $4,988 - $5,998	21 Added 0.15%	14,220 $3.86 Million
Q2 2021 Aug 17, 2021	BUY	$210.54 - $246.26 $477,083 - $558,025	2,266 Added 18.99%	14,199 $3.47 Million
Q1 2021 May 14, 2021	BUY	$205.33 - $248.59 $2.36 Million - $2.86 Million	11,516 Added 2761.63%	11,933 $2.53 Million
Q4 2020 Feb 16, 2021	BUY	$220.15 - $267.07 $11,007 - $13,353	50 Added 13.62%	417 $93,000
Q3 2020 Nov 16, 2020	SELL	$185.51 - $281.25 $52,499 - $79,593	-283 Reduced 43.54%	367 $92,000
Q1 2020 May 15, 2020	SELL	$124.3 - $193.36 $37,290 - $58,008	-300 Reduced 31.58%	650 $94,000
Q2 2019 Jul 30, 2019	SELL	$145.1 - $165.96 $72,550 - $82,980	-500 Reduced 34.48%	950 $0
Q4 2018 Feb 14, 2019	BUY	$120.67 - $159.86 $174,971 - $231,797	1,450 New	1,450 $198,000

Others Institutions Holding CRM

# of Institutions

3,390

Shares Held

759M

Call Options Held

20.1M

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 $241B
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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Northern Oak Wealth Management Inc Salesforce, Inc. Transaction History