Private Wealth Partners, LLC Salesforce, Inc. Transaction History

Private Wealth Partners, LLC

$1.28 Billion
Q2 2025

A detailed history of Private Wealth Partners, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Private Wealth Partners, LLC holds 19,535 shares of CRM stock, worth $5.15 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

19,535

Previous 20,010 2.37%

Holding current value

$5.15 Million

Previous $5.37 Million 0.8%

% of portfolio

0.42%

Previous 0.45%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 01, 2025	SELL	$236.26 - $291.15 $112,223 - $138,296	-475 Reduced 2.37%	19,535 $5.33 Million
Q1 2025 Apr 21, 2025	BUY	$268.36 - $359.95 $1.09 Million - $1.46 Million	4,069 Added 25.53%	20,010 $5.37 Million
Q4 2024 Jan 31, 2025	BUY	$270.87 - $367.87 $331,274 - $449,905	1,223 Added 8.31%	15,941 $5.33 Million
Q3 2024 Oct 29, 2024	SELL	$238.42 - $276.53 $144,005 - $167,024	-604 Reduced 3.94%	14,718 $4.03 Million
Q2 2024 Aug 07, 2024	SELL	$218.01 - $304.74 $98,540 - $137,742	-452 Reduced 2.87%	15,322 $3.94 Million
Q1 2024 May 08, 2024	BUY	$251.12 - $316.88 $54,241 - $68,446	216 Added 1.39%	15,774 $4.75 Million
Q4 2023 Feb 02, 2024	BUY	$196.25 - $267.25 $38,465 - $52,381	196 Added 1.28%	15,558 $4.09 Million
Q3 2023 Nov 06, 2023	SELL	$202.49 - $234.37 $22,273 - $25,780	-110 Reduced 0.71%	15,362 $3.12 Million
Q2 2023 Aug 03, 2023	BUY	$188.89 - $223.38 $371,168 - $438,941	1,965 Added 14.55%	15,472 $3.27 Million
Q1 2023 May 03, 2023	BUY	$134.8 - $199.78 $74,140 - $109,879	550 Added 4.24%	13,507 $2.7 Million
Q4 2022 Jan 25, 2023	SELL	$128.21 - $165.27 $380,527 - $490,521	-2,968 Reduced 18.64%	12,957 $0
Q3 2022 Oct 26, 2022	BUY	$143.84 - $191.27 $27,617 - $36,723	192 Added 1.22%	15,925 $2.29 Million
Q2 2022 Aug 02, 2022	SELL	$155.6 - $218.85 $673,436 - $947,182	-4,328 Reduced 21.57%	15,733 $2.6 Million
Q1 2022 May 02, 2022	SELL	$190.54 - $255.46 $65,164 - $87,367	-342 Reduced 1.68%	20,061 $4.26 Million
Q4 2021 Feb 07, 2022	BUY	$247.21 - $309.96 $460,305 - $577,145	1,862 Added 10.04%	20,403 $5.19 Million
Q3 2021 Nov 12, 2021	BUY	$237.55 - $285.63 $23,755 - $28,563	100 Added 0.54%	18,541 $5.03 Million
Q2 2021 Aug 12, 2021	BUY	$210.54 - $246.26 $11,369 - $13,298	54 Added 0.29%	18,441 $4.51 Million
Q1 2021 May 04, 2021	SELL	$205.33 - $248.59 $13,757 - $16,655	-67 Reduced 0.36%	18,387 $3.9 Million
Q4 2020 Feb 03, 2021	BUY	$220.15 - $267.07 $13,649 - $16,558	62 Added 0.34%	18,454 $4.11 Million
Q3 2020 Oct 29, 2020	BUY	$185.51 - $281.25 $83,479 - $126,562	450 Added 2.51%	18,392 $4.62 Million
Q1 2020 Apr 24, 2020	SELL	$124.3 - $193.36 $43,505 - $67,676	-350 Reduced 1.91%	17,942 $2.58 Million
Q4 2019 Jan 29, 2020	SELL	$142.33 - $164.98 $1.65 Million - $1.91 Million	-11,599 Reduced 38.8%	18,292 $2.98 Million
Q3 2019 Nov 12, 2019	BUY	$139.72 - $159.97 $29,900 - $34,233	214 Added 0.72%	29,891 $4.44 Million
Q2 2019 Aug 06, 2019	SELL	$145.1 - $165.96 $43,384 - $49,622	-299 Reduced 1.0%	29,677 $4.5 Million
Q1 2019 May 02, 2019	SELL	$130.4 - $166.95 $715,244 - $915,720	-5,485 Reduced 15.47%	29,976 $4.75 Million
Q4 2018 Feb 13, 2019	BUY	$120.67 - $159.86 $611,796 - $810,490	5,070 Added 16.68%	35,461 $4.86 Million
Q3 2018 Oct 25, 2018	BUY	$137.15 - $160.43 $92,713 - $108,450	676 Added 2.27%	30,391 $4.83 Million
Q2 2018 Aug 10, 2018	BUY	$115.3 - $139.8 $1.17 Million - $1.42 Million	10,153 Added 51.9%	29,715 $4.05 Million
Q1 2018 May 15, 2018	BUY	$104.03 - $127.99 $155,420 - $191,217	1,494 Added 8.27%	19,562 $2.28 Million
Q4 2017 Feb 01, 2018	BUY	$93.94 - $108.8 $1.01 Million - $1.17 Million	10,752 Added 146.97%	18,068 $1.85 Million
Q3 2017 Nov 06, 2017	BUY	$87.63 - $97.71 $641,101 - $714,846	7,316	7,316 $683,000

Others Institutions Holding CRM

# of Institutions

3,383

Shares Held

778M

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 $263B
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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Private Wealth Partners, LLC Salesforce, Inc. Transaction History