Oppenheimer Asset Management Inc. Salesforce, Inc. Transaction History

Oppenheimer Asset Management Inc.

$8.4 Billion
Q2 2025

A detailed history of Oppenheimer Asset Management Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Oppenheimer Asset Management Inc. holds 77,195 shares of CRM stock, worth $19.7 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

77,195

Previous 123,489 37.49%

Holding current value

$19.7 Million

Previous $33.1 Million 36.48%

% of portfolio

0.25%

Previous 0.43%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	SELL	$236.26 - $291.15 $10.9 Million - $13.5 Million	-46,294 Reduced 37.49%	77,195 $21.1 Million
Q1 2025 Apr 22, 2025	SELL	$268.36 - $359.95 $7,782 - $10,438	-29 Reduced 0.02%	123,489 $33.1 Million
Q4 2024 Feb 04, 2025	BUY	$270.87 - $367.87 $798,524 - $1.08 Million	2,948 Added 2.45%	123,518 $41.3 Million
Q3 2024 Nov 05, 2024	SELL	$238.42 - $276.53 $21 Million - $24.4 Million	-88,139 Reduced 42.23%	120,570 $33 Million
Q2 2024 Aug 08, 2024	BUY	$218.01 - $304.74 $4.21 Million - $5.88 Million	19,302 Added 10.19%	208,709 $53.7 Million
Q1 2024 May 06, 2024	SELL	$251.12 - $316.88 $1.85 Million - $2.34 Million	-7,375 Reduced 3.75%	189,407 $57 Million
Q4 2023 Feb 13, 2024	SELL	$196.25 - $267.25 $1.52 Million - $2.07 Million	-7,748 Reduced 3.79%	196,782 $51.8 Million
Q3 2023 Nov 07, 2023	SELL	$202.49 - $234.37 $1.14 Million - $1.32 Million	-5,646 Reduced 2.69%	204,530 $41.5 Million
Q2 2023 Aug 02, 2023	SELL	$188.89 - $223.38 $6.46 Million - $7.64 Million	-34,218 Reduced 14.0%	210,176 $44.4 Million
Q1 2023 May 10, 2023	BUY	$134.8 - $199.78 $1.58 Million - $2.34 Million	11,693 Added 5.02%	244,394 $48.8 Million
Q4 2022 Feb 06, 2023	SELL	$128.21 - $165.27 $4.39 Million - $5.66 Million	-34,263 Reduced 12.83%	232,701 $30.9 Million
Q3 2022 Nov 14, 2022	BUY	$143.84 - $191.27 $2 Million - $2.66 Million	13,882 Added 5.49%	266,964 $38.4 Million
Q2 2022 Aug 08, 2022	SELL	$155.6 - $218.85 $1.35 Million - $1.89 Million	-8,653 Reduced 3.31%	253,082 $41.8 Million
Q1 2022 May 12, 2022	BUY	$190.54 - $255.46 $885,629 - $1.19 Million	4,648 Added 1.81%	261,735 $55.6 Million
Q4 2021 Feb 02, 2022	BUY	$247.21 - $309.96 $2.77 Million - $3.47 Million	11,185 Added 4.55%	257,087 $65.3 Million
Q3 2021 Nov 12, 2021	BUY	$237.55 - $285.63 $751,370 - $903,447	3,163 Added 1.3%	245,902 $66.7 Million
Q2 2021 Aug 03, 2021	BUY	$210.54 - $246.26 $1.1 Million - $1.28 Million	5,212 Added 2.19%	242,739 $59.3 Million
Q1 2021 May 17, 2021	BUY	$205.33 - $248.59 $6.21 Million - $7.52 Million	30,254 Added 14.6%	237,527 $50.3 Million
Q4 2020 Feb 11, 2021	SELL	$220.15 - $267.07 $4.93 Million - $5.98 Million	-22,407 Reduced 9.76%	207,273 $46.1 Million
Q3 2020 Nov 13, 2020	BUY	$185.51 - $281.25 $654,108 - $991,687	3,526 Added 1.56%	229,680 $57.7 Million
Q2 2020 Aug 11, 2020	BUY	$134.06 - $191.65 $1.25 Million - $1.79 Million	9,338 Added 4.31%	226,154 $42.4 Million
Q1 2020 May 08, 2020	BUY	$124.3 - $193.36 $11 Million - $17.1 Million	88,367 Added 68.8%	216,816 $31.2 Million
Q4 2019 Feb 07, 2020	BUY	$142.33 - $164.98 $792,208 - $918,278	5,566 Added 4.53%	128,449 $20.9 Million
Q3 2019 Oct 31, 2019	SELL	$139.72 - $159.97 $834,128 - $955,020	-5,970 Reduced 4.63%	122,883 $18.2 Million
Q2 2019 Aug 09, 2019	BUY	$145.1 - $165.96 $99,103 - $113,350	683 Added 0.53%	128,853 $19.6 Million
Q1 2019 Apr 24, 2019	BUY	$130.4 - $166.95 $369,684 - $473,303	2,835 Added 2.26%	128,170 $20.3 Million
Q4 2018 Jan 30, 2019	BUY	$120.67 - $159.86 $770,598 - $1.02 Million	6,386 Added 5.37%	125,335 $17.2 Million
Q3 2018 Oct 26, 2018	SELL	$137.15 - $160.43 $212,308 - $248,345	-1,548 Reduced 1.28%	118,949 $18.9 Million
Q2 2018 Aug 10, 2018	BUY	$115.3 - $139.8 $310,964 - $377,040	2,697 Added 2.29%	120,497 $16.4 Million
Q1 2018 May 09, 2018	SELL	$104.03 - $127.99 $117,970 - $145,140	-1,134 Reduced 0.95%	117,800 $13.7 Million
Q3 2017 Nov 14, 2017	BUY	$87.63 - $97.71 $10.4 Million - $11.6 Million	118,934	118,934 $11.1 Million

Others Institutions Holding CRM

# of Institutions

3,385

Shares Held

777M

Call Options Held

18.8M

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 $255B
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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Oppenheimer Asset Management Inc. Salesforce, Inc. Transaction History