Soa Wealth Advisors, Llc. Salesforce, Inc. Transaction History

Soa Wealth Advisors, Llc.

  • $960 Million
  • Q3 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 854 shares of CRM stock, worth $224,952. This represents 0.02% of its overall portfolio holdings.

Number of Shares
854
Previous 1,109 22.99%
Holding current value
$224,952
Previous $302,000 33.11%
% of portfolio
0.02%
Previous 0.03%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$231.66 - $273.65 $59,073 - $69,780
-255 Reduced 22.99%
854 $202,000
Q2 2025

Jul 18, 2025
SELL
$236.26 - $291.15 $32,603 - $40,178
-138 Reduced 11.07%
1,109 $302,000
Q1 2025

Apr 14, 2025
SELL
$268.36 - $359.95 $15,564 - $20,877
-58 Reduced 4.44%
1,247 $334,000
Q4 2024

Jan 28, 2025
SELL
$270.87 - $367.87 $8,126 - $11,036
-30 Reduced 2.25%
1,305 $436,000
Q3 2024

Oct 08, 2024
SELL
$238.42 - $276.53 $30,040 - $34,842
-126 Reduced 8.62%
1,335 $365,000
Q2 2024

Jul 17, 2024
SELL
$218.01 - $304.74 $99,412 - $138,961
-456 Reduced 23.79%
1,461 $375,000
Q1 2024

Apr 10, 2024
BUY
$251.12 - $316.88 $1,506 - $1,901
6 Added 0.31%
1,917 $577,000
Q3 2023

Oct 10, 2023
SELL
$202.49 - $234.37 $5,669 - $6,562
-28 Reduced 1.44%
1,911 $387,000
Q2 2023

Jul 07, 2023
SELL
$188.89 - $223.38 $40,611 - $48,026
-215 Reduced 9.98%
1,939 $409,000
Q1 2023

Apr 28, 2023
SELL
$134.8 - $199.78 $14,828 - $21,975
-110 Reduced 4.86%
2,154 $430,000
Q4 2022

Jan 10, 2023
SELL
$128.21 - $165.27 $3,974 - $5,123
-31 Reduced 1.35%
2,264 $0
Q3 2022

Oct 07, 2022
BUY
$143.84 - $191.27 $9,205 - $12,241
64 Added 2.87%
2,295 $330,000
Q2 2022

Jul 13, 2022
SELL
$155.6 - $218.85 $25,518 - $35,891
-164 Reduced 6.85%
2,231 $368,000
Q1 2022

Apr 07, 2022
SELL
$190.54 - $255.46 $16,576 - $22,225
-87 Reduced 3.51%
2,395 $508,000
Q4 2021

Jan 13, 2022
SELL
$247.21 - $309.96 $36,834 - $46,184
-149 Reduced 5.66%
2,482 $633,000
Q3 2021

Oct 12, 2021
BUY
$237.55 - $285.63 $237 - $285
1 Added 0.04%
2,631 $713,000
Q2 2021

Jul 14, 2021
SELL
$210.54 - $246.26 $171,590 - $200,701
-815 Reduced 23.66%
2,630 $642,000
Q1 2021

Apr 26, 2021
BUY
$205.33 - $248.59 $16,426 - $19,887
80 Added 2.38%
3,445 $729,000
Q4 2020

Mar 10, 2021
BUY
$220.15 - $267.07 $740,804 - $898,690
3,365 New
3,365 $796,000

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.

CRM Quotes by TradingView
  • 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...
More about CRM
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