Personal Cfo Solutions, LLC Salesforce, Inc. Transaction History

Personal Cfo Solutions, LLC

$482 Million
Q1 2025

A detailed history of Personal Cfo Solutions, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 3,644 shares of CRM stock, worth $961,578. This represents 0.2% of its overall portfolio holdings.

Number of Shares

3,644

Previous 4,586 20.54%

Holding current value

$961,578

Previous $1.53 Million 36.27%

% of portfolio

0.2%

Previous 0.31%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$268.36 - $359.95 $252,795 - $339,072	-942 Reduced 20.54%	3,644 $977,000
Q4 2024 Feb 07, 2025	BUY	$270.87 - $367.87 $79,094 - $107,418	292 Added 6.8%	4,586 $1.53 Million
Q3 2024 Nov 14, 2024	SELL	$238.42 - $276.53 $879,292 - $1.02 Million	-3,688 Reduced 46.2%	4,294 $1.18 Million
Q2 2024 Aug 09, 2024	SELL	$218.01 - $304.74 $44,910 - $62,776	-206 Reduced 2.52%	7,982 $2.05 Million
Q1 2024 May 13, 2024	BUY	$251.12 - $316.88 $117,273 - $147,982	467 Added 6.05%	8,188 $2.47 Million
Q4 2023 Feb 13, 2024	SELL	$196.25 - $267.25 $112,647 - $153,401	-574 Reduced 6.92%	7,721 $2.03 Million
Q3 2023 Nov 13, 2023	BUY	$202.49 - $234.37 $160,574 - $185,855	793 Added 10.57%	8,295 $1.68 Million
Q2 2023 Aug 10, 2023	SELL	$188.89 - $223.38 $294,290 - $348,026	-1,558 Reduced 17.2%	7,502 $1.58 Million
Q1 2023 May 09, 2023	BUY	$134.8 - $199.78 $63,221 - $93,696	469 Added 5.46%	9,060 $1.81 Million
Q4 2022 Feb 14, 2023	SELL	$128.21 - $165.27 $73,592 - $94,864	-574 Reduced 6.26%	8,591 $1.14 Million
Q3 2022 Nov 01, 2022	BUY	$143.84 - $191.27 $205,547 - $273,324	1,429 Added 18.47%	9,165 $1.32 Million
Q2 2022 Aug 05, 2022	BUY	$155.6 - $218.85 $37,032 - $52,086	238 Added 3.17%	7,736 $1.28 Million
Q1 2022 May 02, 2022	BUY	$190.54 - $255.46 $53,160 - $71,273	279 Added 3.86%	7,498 $1.59 Million
Q4 2021 Feb 11, 2022	BUY	$247.21 - $309.96 $44,250 - $55,482	179 Added 2.54%	7,219 $1.84 Million
Q3 2021 Nov 18, 2021	SELL	$237.55 - $285.63 $2,850 - $3,427	-12 Reduced 0.17%	7,040 $1.91 Million
Q2 2021 Jul 22, 2021	SELL	$210.54 - $246.26 $148,641 - $173,859	-706 Reduced 9.1%	7,052 $1.72 Million
Q1 2021 Apr 21, 2021	BUY	$205.33 - $248.59 $280,480 - $339,573	1,366 Added 21.37%	7,758 $1.64 Million
Q4 2020 Feb 09, 2021	SELL	$220.15 - $267.07 $9,906 - $12,018	-45 Reduced 0.7%	6,392 $1.42 Million
Q3 2020 Nov 02, 2020	SELL	$185.51 - $281.25 $31,165 - $47,250	-168 Reduced 2.54%	6,437 $2,000
Q2 2020 Aug 03, 2020	SELL	$134.06 - $191.65 $8,982 - $12,840	-67 Reduced 1.0%	6,605 $1.24 Million
Q1 2020 Apr 30, 2020	BUY	$124.3 - $193.36 $304,659 - $473,925	2,451 Added 58.07%	6,672 $961,000
Q4 2019 Feb 13, 2020	BUY	$142.33 - $164.98 $600,774 - $696,380	4,221 New	4,221 $685,000

Others Institutions Holding CRM

# of Institutions

3,356

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 $264B
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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Personal Cfo Solutions, LLC Salesforce, Inc. Transaction History