Simon Quick Advisors, LLC Salesforce, Inc. Transaction History

Simon Quick Advisors, LLC

$2.45 Billion
Q2 2025

A detailed history of Simon Quick Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Simon Quick Advisors, LLC holds 6,100 shares of CRM stock, worth $1.47 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

6,100

Previous 4,941 23.46%

Holding current value

$1.47 Million

Previous $1.33 Million 25.51%

% of portfolio

0.07%

Previous 0.08%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$236.26 - $291.15 $273,825 - $337,442	1,159 Added 23.46%	6,100 $1.66 Million
Q1 2025 Apr 15, 2025	BUY	$268.36 - $359.95 $191,877 - $257,364	715 Added 16.92%	4,941 $1.33 Million
Q4 2024 Jan 17, 2025	BUY	$270.87 - $367.87 $244,595 - $332,186	903 Added 27.17%	4,226 $1.41 Million
Q3 2024 Oct 15, 2024	BUY	$238.42 - $276.53 $52,690 - $61,113	221 Added 7.12%	3,323 $909,000
Q2 2024 Aug 02, 2024	SELL	$218.01 - $304.74 $250,275 - $349,841	-1,148 Reduced 27.01%	3,102 $797,000
Q1 2024 Apr 19, 2024	BUY	$251.12 - $316.88 $311,891 - $393,564	1,242 Added 41.29%	4,250 $1.28 Million
Q4 2023 Jan 16, 2024	BUY	$196.25 - $267.25 $24,138 - $32,871	123 Added 4.26%	3,008 $791,000
Q3 2023 Oct 24, 2023	BUY	$202.49 - $234.37 $53,659 - $62,108	265 Added 10.11%	2,885 $585,000
Q2 2023 Aug 01, 2023	BUY	$188.89 - $223.38 $25,877 - $30,603	137 Added 5.52%	2,620 $553,000
Q1 2023 May 15, 2023	SELL	$134.8 - $199.78 $8,088 - $11,986	-60 Reduced 2.36%	2,483 $496,000
Q4 2022 Jan 30, 2023	BUY	$128.21 - $165.27 $103,465 - $133,372	807 Added 46.49%	2,543 $337,000
Q3 2022 Nov 07, 2022	BUY	$143.84 - $191.27 $65,591 - $87,219	456 Added 35.63%	1,736 $250,000
Q2 2022 Aug 08, 2022	SELL	$155.6 - $218.85 $107,675 - $151,444	-692 Closed	0 $0
Q1 2022 May 05, 2022	SELL	$190.54 - $255.46 $67,070 - $89,921	-352 Reduced 33.72%	692 $147,000
Q4 2021 Feb 08, 2022	SELL	$247.21 - $309.96 $139,179 - $174,507	-563 Reduced 35.03%	1,044 $265,000
Q3 2021 Oct 27, 2021	BUY	$237.55 - $285.63 $14,728 - $17,709	62 Added 4.01%	1,607 $435,000
Q2 2021 Jul 21, 2021	BUY	$210.54 - $246.26 $44,423 - $51,960	211 Added 15.82%	1,545 $377,000
Q3 2020 Oct 26, 2020	SELL	$185.51 - $281.25 $4,452 - $6,750	-24 Reduced 1.77%	1,334 $335,000
Q2 2020 Aug 04, 2020	BUY	$134.06 - $191.65 $7,507 - $10,732	56 Added 4.3%	1,358 $254,000
Q1 2020 Apr 09, 2020	BUY	$124.3 - $193.36 $120,322 - $187,172	968 Added 289.82%	1,302 $187,000
Q4 2019 Jan 06, 2020	BUY	$142.33 - $164.98 $47,538 - $55,103	334 New	334 $54,000
Q3 2019 Oct 16, 2019	SELL	$139.72 - $159.97 $23,752 - $27,194	-170 Closed	0 $0
Q2 2019 Aug 05, 2019	BUY	$145.1 - $165.96 $24,667 - $28,213	170 New	170 $0
Q1 2018 May 07, 2018	SELL	$104.03 - $127.99 $14,460 - $17,790	-139 Closed	0 $0
Q3 2017 Nov 06, 2017	BUY	$87.63 - $97.71 $12,180 - $13,581	139	139 $13,000

Others Institutions Holding CRM

# of Institutions

3,419

Shares Held

777M

Call Options Held

18.9M

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 $240B
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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Simon Quick Advisors, LLC Salesforce, Inc. Transaction History