Soltis Investment Advisors LLC Salesforce, Inc. Transaction History

Soltis Investment Advisors LLC

  • $1.23 Billion
  • Q2 2025

A detailed history of Soltis Investment Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 3,528 shares of CRM stock, worth $848,519. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,528
Previous 2,796 26.18%
Holding current value
$848,519
Previous $750,000 28.27%
% of portfolio
0.08%
Previous 0.07%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$236.26 - $291.15 $172,942 - $213,121
732 Added 26.18%
3,528 $962,000
Q1 2025

May 13, 2025
BUY
$268.36 - $359.95 $81,313 - $109,064
303 Added 12.15%
2,796 $750,000
Q4 2024

Jan 29, 2025
SELL
$270.87 - $367.87 $117,557 - $159,655
-434 Reduced 14.83%
2,493 $833,000
Q3 2024

Nov 18, 2024
SELL
$238.42 - $276.53 $44,584 - $51,711
-187 Reduced 6.01%
2,927 $801,000
Q2 2024

Aug 12, 2024
SELL
$218.01 - $304.74 $4.43 Million - $6.19 Million
-20,326 Reduced 86.72%
3,114 $800,000
Q1 2024

Apr 29, 2024
SELL
$251.12 - $316.88 $199,138 - $251,285
-793 Reduced 3.27%
23,440 $7.06 Million
Q4 2023

Jan 26, 2024
BUY
$196.25 - $267.25 $4.24 Million - $5.78 Million
21,612 Added 824.57%
24,233 $6.38 Million
Q3 2023

Nov 08, 2023
BUY
$202.49 - $234.37 $42,927 - $49,686
212 Added 8.8%
2,621 $531,000
Q2 2023

Aug 08, 2023
BUY
$188.89 - $223.38 $130,522 - $154,355
691 Added 40.22%
2,409 $508,000
Q1 2023

May 03, 2023
SELL
$134.8 - $199.78 $5,931 - $8,790
-44 Reduced 2.5%
1,718 $343,000
Q4 2022

Feb 09, 2023
BUY
$128.21 - $165.27 $225,906 - $291,205
1,762 New
1,762 $233,000
Q2 2022

Aug 11, 2022
SELL
$155.6 - $218.85 $176,294 - $247,957
-1,133 Closed
0 $0
Q1 2022

May 06, 2022
BUY
$190.54 - $255.46 $12,575 - $16,860
66 Added 6.19%
1,133 $240,000
Q4 2021

Feb 09, 2022
BUY
$247.21 - $309.96 $741 - $929
3 Added 0.28%
1,067 $271,000
Q3 2021

Nov 09, 2021
BUY
$237.55 - $285.63 $12,352 - $14,852
52 Added 5.14%
1,064 $289,000
Q2 2021

Aug 04, 2021
BUY
$210.54 - $246.26 $6,105 - $7,141
29 Added 2.95%
1,012 $247,000
Q1 2021

May 11, 2021
SELL
$205.33 - $248.59 $248,859 - $301,291
-1,212 Reduced 55.22%
983 $208,000
Q4 2020

Feb 10, 2021
BUY
$220.15 - $267.07 $483,229 - $586,218
2,195 New
2,195 $488,000
Q3 2020

Oct 28, 2020
SELL
$185.51 - $281.25 $635,371 - $963,281
-3,425 Closed
0 $0
Q2 2020

Aug 12, 2020
BUY
$134.06 - $191.65 $459,155 - $656,401
3,425 New
3,425 $642,000

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.

CRM Quotes by TradingView
  • 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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