Teamwork Financial Advisors, LLC Salesforce, Inc. Transaction History

Teamwork Financial Advisors, LLC

$869 Million
Q3 2025

A detailed history of Teamwork Financial Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Teamwork Financial Advisors, LLC holds 7,378 shares of CRM stock, worth $1.88 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

7,378

Previous 4,801 53.68%

Holding current value

$1.88 Million

Previous $1.31 Million 33.54%

% of portfolio

0.2%

Previous 0.17%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 08, 2025	BUY	$231.66 - $273.65 $596,987 - $705,196	2,577 Added 53.68%	7,378 $1.75 Million
Q2 2025 Jul 07, 2025	BUY	$236.26 - $291.15 $2,598 - $3,202	11 Added 0.23%	4,801 $1.31 Million
Q1 2025 Apr 10, 2025	BUY	$268.36 - $359.95 $961,265 - $1.29 Million	3,582 Added 296.52%	4,790 $1.29 Million
Q4 2024 Jan 17, 2025	SELL	$270.87 - $367.87 $37,650 - $51,133	-139 Reduced 10.32%	1,208 $403,000
Q3 2024 Oct 16, 2024	SELL	$238.42 - $276.53 $1.91 Million - $2.22 Million	-8,027 Reduced 85.63%	1,347 $368,000
Q2 2024 Aug 06, 2024	BUY	$218.01 - $304.74 $826,039 - $1.15 Million	3,789 Added 67.84%	9,374 $2.41 Million
Q1 2024 Apr 19, 2024	BUY	$251.12 - $316.88 $248,859 - $314,028	991 Added 21.57%	5,585 $1.68 Million
Q4 2023 Jan 19, 2024	SELL	$196.25 - $267.25 $549,892 - $748,834	-2,802 Reduced 37.89%	4,594 $1.21 Million
Q3 2023 Oct 31, 2023	BUY	$202.49 - $234.37 $1.5 Million - $1.73 Million	7,396 New	7,396 $1.5 Million
Q2 2022 Jul 22, 2022	SELL	$155.6 - $218.85 $447,505 - $629,412	-2,876 Closed	0 $0
Q1 2022 Apr 18, 2022	SELL	$190.54 - $255.46 $329,443 - $441,690	-1,729 Reduced 37.55%	2,876 $611,000
Q4 2021 Jan 31, 2022	SELL	$247.21 - $309.96 $3,460 - $4,339	-14 Reduced 0.3%	4,605 $1.17 Million
Q3 2021 Oct 13, 2021	BUY	$237.55 - $285.63 $35,157 - $42,273	148 Added 3.31%	4,619 $1.25 Million
Q2 2021 Jul 13, 2021	SELL	$210.54 - $246.26 $293,703 - $343,532	-1,395 Reduced 23.78%	4,471 $1.09 Million
Q1 2021 Apr 12, 2021	SELL	$205.33 - $248.59 $146,810 - $177,741	-715 Reduced 10.86%	5,866 $1.24 Million
Q4 2020 Feb 08, 2021	BUY	$220.15 - $267.07 $225,653 - $273,746	1,025 Added 18.45%	6,581 $1.46 Million
Q3 2020 Oct 15, 2020	SELL	$185.51 - $281.25 $506,813 - $768,375	-2,732 Reduced 32.96%	5,556 $1.4 Million
Q2 2020 Jul 13, 2020	BUY	$134.06 - $191.65 $730,761 - $1.04 Million	5,451 Added 192.14%	8,288 $1.55 Million
Q1 2020 May 04, 2020	BUY	$124.3 - $193.36 $113,610 - $176,731	914 Added 47.53%	2,837 $408,000
Q4 2019 Feb 13, 2020	BUY	$142.33 - $164.98 $273,700 - $317,256	1,923 New	1,923 $313,000

Others Institutions Holding CRM

# of Institutions

3,396

Shares Held

776M

Call Options Held

18.8M

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 $254B
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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Teamwork Financial Advisors, LLC Salesforce, Inc. Transaction History