Stratos Wealth Partners, Ltd. Salesforce, Inc. Transaction History

Stratos Wealth Partners, Ltd.

  • $7.06 Billion
  • Q2 2025

A detailed history of Stratos Wealth Partners, Ltd. transactions in Salesforce, Inc. stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 32,371 shares of CRM stock, worth $8.07 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
32,371
Previous 32,287 0.26%
Holding current value
$8.07 Million
Previous $8.66 Million 1.88%
% of portfolio
0.12%
Previous 0.14%

Shares

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

Jul 29, 2025
BUY
$236.26 - $291.15 $19,845 - $24,456
84 Added 0.26%
32,371 $8.83 Million
Q1 2025

Apr 30, 2025
SELL
$268.36 - $359.95 $1.32 Million - $1.78 Million
-4,933 Reduced 13.25%
32,287 $8.66 Million
Q4 2024

Jan 27, 2025
BUY
$270.87 - $367.87 $259,222 - $352,051
957 Added 2.64%
37,220 $12.4 Million
Q3 2024

Oct 17, 2024
SELL
$238.42 - $276.53 $800,137 - $928,034
-3,356 Reduced 8.47%
36,263 $9.93 Million
Q2 2024

Jul 24, 2024
SELL
$218.01 - $304.74 $486,598 - $680,179
-2,232 Reduced 5.33%
39,619 $10.2 Million
Q1 2024

Apr 16, 2024
BUY
$251.12 - $316.88 $424,895 - $536,160
1,692 Added 4.21%
41,851 $12.6 Million
Q4 2023

Jan 24, 2024
BUY
$196.25 - $267.25 $824,053 - $1.12 Million
4,199 Added 11.68%
40,159 $10.6 Million
Q3 2023

Oct 24, 2023
BUY
$202.49 - $234.37 $873,339 - $1.01 Million
4,313 Added 13.63%
35,960 $7.29 Million
Q2 2023

Jul 18, 2023
BUY
$188.89 - $223.38 $823,749 - $974,160
4,361 Added 15.98%
31,647 $6.69 Million
Q1 2023

Apr 27, 2023
SELL
$134.8 - $199.78 $190,068 - $281,689
-1,410 Reduced 4.91%
27,286 $5.45 Million
Q4 2022

Jan 19, 2023
SELL
$128.21 - $165.27 $87,695 - $113,044
-684 Reduced 2.33%
28,696 $0
Q3 2022

Oct 24, 2022
SELL
$143.84 - $191.27 $170,018 - $226,081
-1,182 Reduced 3.87%
29,380 $4.23 Million
Q2 2022

Jul 22, 2022
SELL
$155.6 - $218.85 $131,326 - $184,709
-844 Reduced 2.69%
30,562 $5.04 Million
Q1 2022

Apr 26, 2022
SELL
$190.54 - $255.46 $141,571 - $189,806
-743 Reduced 2.31%
31,406 $6.67 Million
Q4 2021

Jan 14, 2022
BUY
$247.21 - $309.96 $205,925 - $258,196
833 Added 2.66%
32,149 $8.17 Million
Q3 2021

Oct 19, 2021
BUY
$237.55 - $285.63 $18,766 - $22,564
79 Added 0.25%
31,316 $8.49 Million
Q2 2021

Jul 19, 2021
SELL
$210.54 - $246.26 $682,570 - $798,374
-3,242 Reduced 9.4%
31,237 $7.63 Million
Q1 2021

Apr 27, 2021
SELL
$205.33 - $248.59 $1.05 Million - $1.27 Million
-5,128 Reduced 12.95%
34,479 $7.31 Million
Q4 2020

Jan 29, 2021
BUY
$220.15 - $267.07 $464,296 - $563,250
2,109 Added 5.62%
39,607 $8.81 Million
Q3 2020

Oct 29, 2020
BUY
$185.51 - $281.25 $145,996 - $221,343
787 Added 2.14%
37,498 $9.42 Million
Q2 2020

Jul 28, 2020
BUY
$134.06 - $191.65 $344,668 - $492,732
2,571 Added 7.53%
36,711 $6.88 Million
Q1 2020

May 04, 2020
BUY
$124.3 - $193.36 $1.91 Million - $2.97 Million
15,367 Added 81.86%
34,140 $4.92 Million
Q4 2019

Jan 29, 2020
BUY
$142.33 - $164.98 $78,423 - $90,903
551 Added 3.02%
18,773 $3.05 Million
Q3 2019

Nov 12, 2019
SELL
$139.72 - $159.97 $2.15 Million - $2.46 Million
-15,397 Reduced 97.28%
431 $4.64 Million
Q3 2019

Nov 12, 2019
BUY
$139.72 - $159.97 $2.49 Million - $2.85 Million
17,791 Added 4127.84%
18,222 $2.71 Million
Q2 2019

Aug 06, 2019
BUY
$145.1 - $165.96 $472,590 - $540,531
3,257 Added 25.91%
15,828 $2.4 Million
Q1 2019

May 07, 2019
BUY
$130.4 - $166.95 $935,359 - $1.2 Million
7,173 Added 132.88%
12,571 $1.99 Million
Q4 2018

Feb 08, 2019
SELL
$120.67 - $159.86 $103,052 - $136,520
-854 Reduced 13.66%
5,398 $739,000
Q3 2018

Nov 02, 2018
BUY
$137.15 - $160.43 $181,038 - $211,767
1,320 Added 26.76%
6,252 $994,000
Q2 2018

Aug 13, 2018
BUY
$115.3 - $139.8 $56,381 - $68,362
489 Added 11.01%
4,932 $673,000
Q1 2018

May 10, 2018
SELL
$104.03 - $127.99 $4,057 - $4,991
-39 Reduced 0.87%
4,443 $517,000
Q4 2017

Feb 09, 2018
SELL
$93.94 - $108.8 $16,909 - $19,584
-180 Reduced 3.86%
4,482 $458,000
Q3 2017

Nov 07, 2017
BUY
$87.63 - $97.71 $408,531 - $455,524
4,662
4,662 $436,000

Others Institutions Holding CRM

# of Institutions
3,395
Shares Held
765M
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 $249B
  • 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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