Triangle Securities Wealth Management Salesforce, Inc. Transaction History

Triangle Securities Wealth Management

$372 Million
Q1 2025

A detailed history of Triangle Securities Wealth Management transactions in Salesforce, Inc. stock. As of the latest transaction made, Triangle Securities Wealth Management holds 8,719 shares of CRM stock, worth $2.16 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

8,719

Previous 8,772 0.6%

Holding current value

$2.16 Million

Previous $2.93 Million 20.23%

% of portfolio

0.63%

Previous 0.78%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$268.36 - $359.95 $14,223 - $19,077	-53 Reduced 0.6%	8,719 $2.34 Million
Q4 2024 Jan 15, 2025	SELL	$270.87 - $367.87 $47,402 - $64,377	-175 Reduced 1.96%	8,772 $2.93 Million
Q3 2024 Nov 14, 2024	SELL	$238.42 - $276.53 $19,312 - $22,398	-81 Reduced 0.9%	8,947 $2.45 Million
Q2 2024 Jul 10, 2024	BUY	$218.01 - $304.74 $9,374 - $13,103	43 Added 0.48%	9,028 $2.32 Million
Q1 2024 Apr 10, 2024	SELL	$251.12 - $316.88 $24,860 - $31,371	-99 Reduced 1.09%	8,985 $2.71 Million
Q4 2023 Jan 10, 2024	SELL	$196.25 - $267.25 $11,775 - $16,035	-60 Reduced 0.66%	9,084 $2.39 Million
Q3 2023 Oct 10, 2023	BUY	$202.49 - $234.37 $2,429 - $2,812	12 Added 0.13%	9,144 $1.85 Million
Q2 2023 Jul 13, 2023	SELL	$188.89 - $223.38 $39,289 - $46,463	-208 Reduced 2.23%	9,132 $1.93 Million
Q1 2023 Apr 20, 2023	SELL	$134.8 - $199.78 $156,233 - $231,545	-1,159 Reduced 11.04%	9,340 $1.87 Million
Q4 2022 Jan 11, 2023	SELL	$128.21 - $165.27 $64,617 - $83,296	-504 Reduced 4.58%	10,499 $0
Q3 2022 Oct 19, 2022	BUY	$143.84 - $191.27 $26,610 - $35,384	185 Added 1.71%	11,003 $1.58 Million
Q2 2022 Jul 11, 2022	BUY	$155.6 - $218.85 $57,572 - $80,974	370 Added 3.54%	10,818 $1.79 Million
Q1 2022 Apr 13, 2022	SELL	$190.54 - $255.46 $3,239 - $4,342	-17 Reduced 0.16%	10,448 $2.22 Million
Q4 2021 Jan 14, 2022	SELL	$247.21 - $309.96 $2,472 - $3,099	-10 Reduced 0.1%	10,465 $2.66 Million
Q3 2021 Oct 14, 2021	BUY	$237.55 - $285.63 $26,843 - $32,276	113 Added 1.09%	10,475 $2.84 Million
Q2 2021 Jul 12, 2021	BUY	$210.54 - $246.26 $76,215 - $89,146	362 Added 3.62%	10,362 $2.53 Million
Q1 2021 Apr 12, 2021	BUY	$205.33 - $248.59 $96,915 - $117,334	472 Added 4.95%	10,000 $2.12 Million
Q4 2020 Jan 11, 2021	SELL	$220.15 - $267.07 $13,429 - $16,291	-61 Reduced 0.64%	9,528 $2.12 Million
Q3 2020 Oct 09, 2020	SELL	$185.51 - $281.25 $12,058 - $18,281	-65 Reduced 0.67%	9,589 $2.41 Million
Q2 2020 Jul 08, 2020	BUY	$134.06 - $191.65 $12,333 - $17,631	92 Added 0.96%	9,654 $1.81 Million
Q1 2020 Apr 06, 2020	SELL	$124.3 - $193.36 $1,243 - $1,933	-10 Reduced 0.1%	9,562 $1.38 Million
Q4 2019 Jan 09, 2020	BUY	$142.33 - $164.98 $21,064 - $24,417	148 Added 1.57%	9,572 $1.56 Million
Q3 2019 Oct 15, 2019	SELL	$139.72 - $159.97 $461,076 - $527,901	-3,300 Reduced 25.94%	9,424 $1.4 Million
Q2 2019 Jul 10, 2019	BUY	$145.1 - $165.96 $53,687 - $61,405	370 Added 2.99%	12,724 $1.94 Million
Q1 2019 Apr 08, 2019	BUY	$130.4 - $166.95 $6,780 - $8,681	52 Added 0.42%	12,354 $1.96 Million
Q4 2018 Jan 17, 2019	BUY	$120.67 - $159.86 $47,664 - $63,144	395 Added 3.32%	12,302 $1.69 Million
Q3 2018 Oct 04, 2018	SELL	$137.15 - $160.43 $20,572 - $24,064	-150 Reduced 1.24%	11,907 $1.89 Million
Q2 2018 Jul 12, 2018	BUY	$115.3 - $139.8 $7,494 - $9,087	65 Added 0.54%	12,057 $1.65 Million
Q1 2018 Apr 11, 2018	SELL	$104.03 - $127.99 $1,872 - $2,303	-18 Reduced 0.15%	11,992 $1.4 Million
Q4 2017 Jan 10, 2018	BUY	$93.94 - $108.8 $469 - $544	5 Added 0.04%	12,010 $1.23 Million
Q3 2017 Oct 11, 2017	BUY	$87.63 - $97.71 $1.05 Million - $1.17 Million	12,005	12,005 $1.12 Million

Others Institutions Holding CRM

# of Institutions

3,410

Shares Held

752M

Call Options Held

18.7M

Put Options Held

19.3M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $247B
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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Triangle Securities Wealth Management Salesforce, Inc. Transaction History