Occidental Asset Management, LLC Salesforce, Inc. Transaction History

Occidental Asset Management, LLC

$717 Million
Q2 2025

A detailed history of Occidental Asset Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Occidental Asset Management, LLC holds 14,246 shares of CRM stock, worth $3.43 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

14,246

Previous 11,851 20.21%

Holding current value

$3.43 Million

Previous $3.18 Million 22.14%

% of portfolio

0.54%

Previous 0.48%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$236.26 - $291.15 $565,842 - $697,304	2,395 Added 20.21%	14,246 $3.88 Million
Q1 2025 May 15, 2025	BUY	$268.36 - $359.95 $185,436 - $248,725	691 Added 6.19%	11,851 $3.18 Million
Q4 2024 Jan 14, 2025	BUY	$270.87 - $367.87 $1.8 Million - $2.44 Million	6,638 Added 146.79%	11,160 $3.73 Million
Q3 2024 Oct 11, 2024	SELL	$238.42 - $276.53 $103,712 - $120,290	-435 Reduced 8.78%	4,522 $1.24 Million
Q2 2024 Jul 15, 2024	BUY	$218.01 - $304.74 $98,758 - $138,047	453 Added 10.06%	4,957 $1.27 Million
Q1 2024 Apr 16, 2024	SELL	$251.12 - $316.88 $88,645 - $111,858	-353 Reduced 7.27%	4,504 $1.36 Million
Q4 2023 Jan 18, 2024	BUY	$196.25 - $267.25 $785 - $1,069	4 Added 0.08%	4,857 $1.28 Million
Q3 2023 Oct 18, 2023	SELL	$202.49 - $234.37 $323,984 - $374,992	-1,600 Reduced 24.79%	4,853 $984,000
Q1 2023 May 10, 2023	BUY	$134.8 - $199.78 $115,388 - $171,011	856 Added 15.29%	6,453 $1.29 Million
Q4 2022 Jan 23, 2023	BUY	$128.21 - $165.27 $223,085 - $287,569	1,740 Added 45.11%	5,597 $0
Q3 2022 Nov 07, 2022	SELL	$143.84 - $191.27 $58,399 - $77,655	-406 Reduced 9.52%	3,857 $555,000
Q2 2022 Jul 18, 2022	BUY	$155.6 - $218.85 $14,004 - $19,696	90 Added 2.16%	4,263 $704,000
Q1 2022 May 04, 2022	BUY	$190.54 - $255.46 $26,294 - $35,253	138 Added 3.42%	4,173 $886,000
Q4 2021 Feb 01, 2022	BUY	$247.21 - $309.96 $287,999 - $361,103	1,165 Added 40.59%	4,035 $1.03 Million
Q3 2021 Nov 03, 2021	BUY	$237.55 - $285.63 $192,890 - $231,931	812 Added 39.46%	2,870 $778,000
Q1 2021 May 06, 2021	BUY	$205.33 - $248.59 $821 - $994	4 Added 0.19%	2,058 $436,000
Q4 2020 Jan 28, 2021	BUY	$220.15 - $267.07 $9,906 - $12,018	45 Added 2.24%	2,054 $457,000
Q2 2020 Jul 17, 2020	SELL	$134.06 - $191.65 $57,243 - $81,834	-427 Reduced 17.53%	2,009 $376,000
Q4 2019 Jan 16, 2020	SELL	$142.33 - $164.98 $401,655 - $465,573	-2,822 Reduced 53.67%	2,436 $396,000
Q3 2019 Oct 17, 2019	BUY	$139.72 - $159.97 $734,647 - $841,122	5,258 New	5,258 $780,000

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...

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Occidental Asset Management, LLC Salesforce, Inc. Transaction History