Quantum Private Wealth, LLC Salesforce, Inc. Transaction History

Quantum Private Wealth, LLC

$295 Million
Q2 2025

A detailed history of Quantum Private Wealth, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Quantum Private Wealth, LLC holds 4,373 shares of CRM stock, worth $1.12 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

4,373

Previous 4,565 4.21%

Holding current value

$1.12 Million

Previous $1.23 Million 2.69%

% of portfolio

0.4%

Previous 0.48%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$236.26 - $291.15 $45,361 - $55,900	-192 Reduced 4.21%	4,373 $1.19 Million
Q1 2025 May 13, 2025	SELL	$268.36 - $359.95 $13,954 - $18,717	-52 Reduced 1.13%	4,565 $1.23 Million
Q4 2024 Jan 30, 2025	SELL	$270.87 - $367.87 $13,001 - $17,657	-48 Reduced 1.03%	4,617 $1.54 Million
Q3 2024 Oct 31, 2024	SELL	$238.42 - $276.53 $229,121 - $265,745	-961 Reduced 17.08%	4,665 $1.28 Million
Q2 2024 Jul 17, 2024	SELL	$218.01 - $304.74 $85,895 - $120,067	-394 Reduced 6.54%	5,626 $1.45 Million
Q1 2024 May 07, 2024	SELL	$251.12 - $316.88 $82,367 - $103,936	-328 Reduced 5.17%	6,020 $1.81 Million
Q4 2023 Jan 30, 2024	SELL	$196.25 - $267.25 $26,690 - $36,346	-136 Reduced 2.1%	6,348 $1.67 Million
Q3 2023 Nov 02, 2023	SELL	$202.49 - $234.37 $612,127 - $708,500	-3,023 Reduced 31.8%	6,484 $1.31 Million
Q2 2023 Jul 27, 2023	SELL	$188.89 - $223.38 $30,033 - $35,517	-159 Reduced 1.64%	9,507 $2.01 Million
Q1 2023 Apr 19, 2023	SELL	$134.8 - $199.78 $14,154 - $20,976	-105 Reduced 1.07%	9,666 $1.93 Million
Q4 2022 Jan 20, 2023	BUY	$128.21 - $165.27 $10,513 - $13,552	82 Added 0.85%	9,771 $0
Q3 2022 Nov 01, 2022	BUY	$143.84 - $191.27 $75,516 - $100,416	525 Added 5.73%	9,689 $1.39 Million
Q2 2022 Aug 17, 2022	SELL	$155.6 - $218.85 $155 - $218	-1 Reduced 0.01%	9,164 $1.51 Million
Q1 2022 May 27, 2022	BUY	$190.54 - $255.46 $2,477 - $3,320	13 Added 0.14%	9,165 $1.95 Million
Q4 2021 May 26, 2022	BUY	$247.21 - $309.96 $2.26 Million - $2.84 Million	9,152 New	9,152 $2.33 Million

Others Institutions Holding CRM

# of Institutions

3,382

Shares Held

776M

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 $257B
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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Quantum Private Wealth, LLC Salesforce, Inc. Transaction History