Roberts Wealth Advisors, LLC Salesforce, Inc. Transaction History

Roberts Wealth Advisors, LLC

$325 Million
Q2 2025

A detailed history of Roberts Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 16,475 shares of CRM stock, worth $3.96 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

16,475

Previous 16,106 2.29%

Holding current value

$3.96 Million

Previous $4.32 Million 3.93%

% of portfolio

1.38%

Previous 1.45%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$236.26 - $291.15 $87,179 - $107,434	369 Added 2.29%	16,475 $4.49 Million
Q1 2025 Apr 21, 2025	BUY	$268.36 - $359.95 $1.35 Million - $1.81 Million	5,027 Added 45.37%	16,106 $4.32 Million
Q4 2024 Jan 16, 2025	BUY	$270.87 - $367.87 $20,315 - $27,590	75 Added 0.68%	11,079 $3.7 Million
Q3 2024 Oct 15, 2024	BUY	$238.42 - $276.53 $74,387 - $86,277	312 Added 2.92%	11,004 $3.01 Million
Q2 2024 Aug 13, 2024	BUY	$218.01 - $304.74 $52,758 - $73,747	242 Added 2.32%	10,692 $2.75 Million
Q1 2024 Apr 17, 2024	SELL	$251.12 - $316.88 $6,529 - $8,238	-26 Reduced 0.25%	10,450 $3.15 Million
Q4 2023 Jan 17, 2024	SELL	$196.25 - $267.25 $9,027 - $12,293	-46 Reduced 0.44%	10,476 $8.53 Million
Q3 2023 Oct 17, 2023	BUY	$202.49 - $234.37 $18,426 - $21,327	91 Added 0.87%	10,522 $2.13 Million
Q2 2023 Jul 12, 2023	SELL	$188.89 - $223.38 $62,144 - $73,492	-329 Reduced 3.06%	10,431 $2.2 Million
Q1 2023 Apr 11, 2023	SELL	$134.8 - $199.78 $728,459 - $1.08 Million	-5,404 Reduced 33.43%	10,760 $2.15 Million
Q4 2022 Jan 10, 2023	SELL	$128.21 - $165.27 $112,440 - $144,941	-877 Reduced 5.15%	16,164 $0
Q3 2022 Oct 13, 2022	BUY	$143.84 - $191.27 $108,599 - $144,408	755 Added 4.64%	17,041 $2.65 Million
Q2 2022 Jul 11, 2022	BUY	$155.6 - $218.85 $112,810 - $158,666	725 Added 4.66%	16,286 $2.86 Million
Q1 2022 Apr 12, 2022	BUY	$190.54 - $255.46 $169,771 - $227,614	891 Added 6.07%	15,561 $3.3 Million
Q4 2021 Jan 12, 2022	BUY	$247.21 - $309.96 $337,936 - $423,715	1,367 Added 10.28%	14,670 $3.75 Million
Q3 2021 Oct 12, 2021	BUY	$237.55 - $285.63 $3.16 Million - $3.8 Million	13,303 New	13,303 $3.61 Million

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...

More about CRM

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Roberts Wealth Advisors, LLC Salesforce, Inc. Transaction History