Peloton Wealth Strategists Salesforce, Inc. Transaction History

Peloton Wealth Strategists

$233 Million
Q1 2025

A detailed history of Peloton Wealth Strategists transactions in Salesforce, Inc. stock. As of the latest transaction made, Peloton Wealth Strategists holds 23,465 shares of CRM stock, worth $6.5 Million. This represents 2.7% of its overall portfolio holdings.

Number of Shares

23,465

Previous 24,905 5.78%

Holding current value

$6.5 Million

Previous $8.33 Million 24.37%

% of portfolio

2.7%

Previous 3.44%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 16, 2025	SELL	$268.36 - $359.95 $386,438 - $518,328	-1,440 Reduced 5.78%	23,465 $6.3 Million
Q4 2024 Feb 05, 2025	BUY	$270.87 - $367.87 $21,127 - $28,693	78 Added 0.31%	24,905 $8.33 Million
Q3 2024 Nov 15, 2024	BUY	$238.42 - $276.53 $404,121 - $468,718	1,695 Added 7.33%	24,827 $6.8 Million
Q2 2024 Aug 15, 2024	SELL	$218.01 - $304.74 $134,076 - $187,415	-615 Reduced 2.59%	23,132 $5.95 Million
Q1 2024 May 14, 2024	SELL	$251.12 - $316.88 $402,545 - $507,958	-1,603 Reduced 6.32%	23,747 $7.15 Million
Q4 2023 Feb 15, 2024	SELL	$196.25 - $267.25 $103,031 - $140,306	-525 Reduced 2.03%	25,350 $6.67 Million
Q3 2023 Nov 13, 2023	SELL	$202.49 - $234.37 $137,693 - $159,371	-680 Reduced 2.56%	25,875 $5.25 Million
Q2 2023 Aug 10, 2023	SELL	$188.89 - $223.38 $21,722 - $25,688	-115 Reduced 0.43%	26,555 $5.61 Million
Q1 2023 May 11, 2023	BUY	$134.8 - $199.78 $73,466 - $108,880	545 Added 2.09%	26,670 $5.33 Million
Q4 2022 Feb 13, 2023	BUY	$128.21 - $165.27 $97,439 - $125,605	760 Added 3.0%	26,125 $3.46 Million
Q3 2022 Nov 14, 2022	SELL	$143.84 - $191.27 $8,630 - $11,476	-60 Reduced 0.24%	25,365 $3.65 Million
Q2 2022 Aug 12, 2022	BUY	$155.6 - $218.85 $27,230 - $38,298	175 Added 0.69%	25,425 $4.2 Million
Q1 2022 May 09, 2022	BUY	$190.54 - $255.46 $204,830 - $274,619	1,075 Added 4.45%	25,250 $5.36 Million
Q4 2021 Feb 10, 2022	SELL	$247.21 - $309.96 $396,772 - $497,485	-1,605 Reduced 6.23%	24,175 $6.14 Million
Q3 2021 Nov 15, 2021	SELL	$237.55 - $285.63 $47,510 - $57,126	-200 Reduced 0.77%	25,780 $6.99 Million
Q2 2021 Aug 16, 2021	SELL	$210.54 - $246.26 $193,696 - $226,559	-920 Reduced 3.42%	25,980 $6.35 Million
Q1 2021 Jun 23, 2021	BUY	$205.33 - $248.59 $58,519 - $70,848	285 Added 1.07%	26,900 $5.7 Million
Q4 2020 Feb 17, 2021	SELL	$220.15 - $267.07 $172,157 - $208,848	-782 Reduced 2.85%	26,615 $5.92 Million
Q3 2020 Nov 17, 2020	SELL	$185.51 - $281.25 $84,036 - $127,406	-453 Reduced 1.63%	27,397 $6.89 Million
Q2 2020 Aug 13, 2020	BUY	$134.06 - $191.65 $221,199 - $316,222	1,650 Added 6.3%	27,850 $5.22 Million
Q1 2020 May 15, 2020	SELL	$124.3 - $193.36 $236,170 - $367,384	-1,900 Reduced 6.76%	26,200 $3.77 Million
Q4 2019 Feb 14, 2020	SELL	$142.33 - $164.98 $142,330 - $164,980	-1,000 Reduced 3.44%	28,100 $4.57 Million
Q3 2019 Nov 13, 2019	BUY	$139.72 - $159.97 $62,874 - $71,986	450 Added 1.57%	29,100 $4.32 Million
Q2 2019 Aug 12, 2019	SELL	$145.1 - $165.96 $195,885 - $224,046	-1,350 Reduced 4.5%	28,650 $4.35 Million
Q1 2019 May 15, 2019	SELL	$130.4 - $166.95 $39,120 - $50,085	-300 Reduced 0.99%	30,000 $4.75 Million
Q4 2018 Feb 14, 2019	BUY	$120.67 - $159.86 $36,201 - $47,958	300 Added 1.0%	30,300 $4.15 Million
Q3 2018 Nov 14, 2018	SELL	$137.15 - $160.43 $68,575 - $80,215	-500 Reduced 1.64%	30,000 $4.77 Million
Q1 2018 May 07, 2018	BUY	$104.03 - $127.99 $72,821 - $89,593	700 Added 2.35%	30,500 $3.55 Million
Q4 2017 Feb 15, 2018	SELL	$93.94 - $108.8 $56,364 - $65,280	-600 Reduced 1.97%	29,800 $3.05 Million
Q3 2017 Nov 09, 2017	BUY	$87.63 - $97.71 $2.66 Million - $2.97 Million	30,400	30,400 $2.84 Million

Others Institutions Holding CRM

# of Institutions

3,354

Shares Held

768M

Call Options Held

20M

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 $277B
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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Peloton Wealth Strategists Salesforce, Inc. Transaction History