Quattro Financial Advisors LLC Salesforce, Inc. Transaction History

Quattro Financial Advisors LLC

$270 Million
Q2 2025

A detailed history of Quattro Financial Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Quattro Financial Advisors LLC holds 25,000 shares of CRM stock, worth $6.01 Million. This represents 2.52% of its overall portfolio holdings.

Number of Shares

25,000

Previous 35,000 28.57%

Holding current value

$6.01 Million

Previous $9.39 Million 27.42%

% of portfolio

2.52%

Previous 3.36%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	$236.26 - $291.15 $2.36 Million - $2.91 Million	-10,000 Reduced 28.57%	25,000 $6.82 Million
Q1 2025 Apr 29, 2025	SELL	$268.36 - $359.95 $10.7 Million - $14.4 Million	-40,000 Reduced 53.33%	35,000 $9.39 Million
Q4 2024 Jan 28, 2025	BUY	$270.87 - $367.87 $2.71 Million - $3.68 Million	10,000 Added 15.38%	75,000 $25.1 Million
Q4 2024 Jan 27, 2025	BUY	$270.87 - $367.87 $11,105 - $15,082	41 Added 14.19%	330 $110,000
Q3 2024 Jan 28, 2025	BUY	$238.42 - $276.53 $15.4 Million - $17.9 Million	64,670 Added 19596.97%	65,000 $17.8 Million
Q3 2024 Oct 16, 2024	SELL	$238.42 - $276.53 $17.8 Million - $20.7 Million	-74,711 Reduced 99.61%	289 $79,000
Q2 2024 Jul 30, 2024	BUY	$218.01 - $304.74 $5.45 Million - $7.62 Million	25,000 Added 50.0%	75,000 $19.3 Million
Q1 2024 Apr 18, 2024	BUY	$251.12 - $316.88 $12.5 Million - $15.8 Million	49,737 Added 18911.41%	50,000 $15.1 Million
Q4 2023 Jan 30, 2024	SELL	$196.25 - $267.25 $6.92 Million - $9.42 Million	-35,237 Reduced 99.26%	263 $69,000
Q3 2023 Oct 20, 2023	BUY	$202.49 - $234.37 $2.97 Million - $3.43 Million	14,649 Added 70.26%	35,500 $7.2 Million
Q2 2023 Jul 25, 2023	BUY	$188.89 - $223.38 $1.92 Million - $2.27 Million	10,161 Added 95.05%	20,851 $4.4 Million
Q1 2023 Apr 25, 2023	SELL	$134.8 - $199.78 $564,812 - $837,078	-4,190 Reduced 28.16%	10,690 $2.14 Million
Q4 2022 Jan 20, 2023	SELL	$128.21 - $165.27 $912,855 - $1.18 Million	-7,120 Reduced 32.36%	14,880 $0
Q2 2022 Aug 01, 2022	BUY	$155.6 - $218.85 $2.66 Million - $3.74 Million	17,100 Added 348.98%	22,000 $3.63 Million
Q1 2022 Apr 22, 2022	BUY	$190.54 - $255.46 $362,026 - $485,374	1,900 Added 63.33%	4,900 $1.04 Million
Q4 2021 Jan 27, 2022	SELL	$247.21 - $309.96 $37,081 - $46,494	-150 Reduced 4.76%	3,000 $762,000
Q3 2021 Oct 22, 2021	BUY	$237.55 - $285.63 $35,632 - $42,844	150 Added 5.0%	3,150 $916,000
Q2 2021 Jul 23, 2021	BUY	$210.54 - $246.26 $631,620 - $738,780	3,000 New	3,000 $720,000

Others Institutions Holding CRM

# of Institutions

3,390

Shares Held

759M

Call Options Held

20.1M

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 $241B
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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Quattro Financial Advisors LLC Salesforce, Inc. Transaction History