True North Advisors, LLC Salesforce, Inc. Transaction History

True North Advisors, LLC

$616 Million
Q3 2025

A detailed history of True North Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, True North Advisors, LLC holds 10,452 shares of CRM stock, worth $2.68 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

10,452

Previous 10,663 1.98%

Holding current value

$2.68 Million

Previous $2.91 Million 14.79%

% of portfolio

0.4%

Previous 0.57%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$231.66 - $273.65 $48,880 - $57,740	-211 Reduced 1.98%	10,452 $2.48 Million
Q2 2025 Jul 16, 2025	SELL	$236.26 - $291.15 $210,743 - $259,705	-892 Reduced 7.72%	10,663 $2.91 Million
Q1 2025 May 12, 2025	SELL	$268.36 - $359.95 $642,453 - $861,720	-2,394 Reduced 17.16%	11,555 $3.1 Million
Q4 2024 Jan 17, 2025	BUY	$270.87 - $367.87 $3.29 Million - $4.47 Million	12,146 Added 673.66%	13,949 $4.66 Million
Q3 2024 Oct 08, 2024	SELL	$238.42 - $276.53 $4,291 - $4,977	-18 Reduced 0.99%	1,803 $493,000
Q2 2024 Aug 12, 2024	SELL	$218.01 - $304.74 $14,606 - $20,417	-67 Reduced 3.55%	1,821 $468,000
Q1 2024 Apr 12, 2024	SELL	$251.12 - $316.88 $52,232 - $65,911	-208 Reduced 9.92%	1,888 $568,000
Q4 2023 Jan 22, 2024	BUY	$196.25 - $267.25 $81,051 - $110,374	413 Added 24.54%	2,096 $551,000
Q3 2023 Nov 14, 2023	BUY	$202.49 - $234.37 $1,822 - $2,109	9 Added 0.54%	1,683 $341,000
Q2 2023 Aug 10, 2023	BUY	$188.89 - $223.38 $45,144 - $53,387	239 Added 16.66%	1,674 $353,000
Q1 2023 May 15, 2023	BUY	$134.8 - $199.78 $193,438 - $286,684	1,435 New	1,435 $286,000
Q3 2022 Nov 10, 2022	SELL	$143.84 - $191.27 $53,076 - $70,578	-369 Reduced 20.47%	1,434 $206,000
Q2 2022 Jul 28, 2022	BUY	$155.6 - $218.85 $18,983 - $26,699	122 Added 7.26%	1,803 $297,000
Q1 2022 May 12, 2022	SELL	$190.54 - $255.46 $133,568 - $179,077	-701 Reduced 29.43%	1,681 $356,000
Q4 2021 Feb 11, 2022	BUY	$247.21 - $309.96 $24,721 - $30,995	100 Added 4.38%	2,382 $605,000
Q3 2021 Jun 07, 2022	BUY	$237.55 - $285.63 $159,871 - $192,228	673 Added 41.83%	2,282 $618,000
Q2 2021 Jun 07, 2022	BUY	$210.54 - $246.26 $21,054 - $24,626	100 Added 6.63%	1,609 $393,000
Q1 2021 Jun 07, 2022	SELL	$205.33 - $248.59 $67,142 - $81,288	-327 Reduced 17.81%	1,509 $319,000
Q4 2020 May 20, 2022	BUY	$220.15 - $267.07 $4,182 - $5,074	19 Added 1.05%	1,836 $408,000
Q3 2020 May 20, 2022	BUY	$185.51 - $281.25 $34,690 - $52,593	187 Added 11.47%	1,817 $456,000
Q2 2020 May 20, 2022	SELL	$134.06 - $191.65 $4,692 - $6,707	-35 Reduced 2.1%	1,630 $305,000
Q1 2020 May 12, 2022	BUY	$124.3 - $193.36 $6,215 - $9,668	50 Added 3.1%	1,665 $239,000
Q4 2019 May 12, 2022	BUY	$142.33 - $164.98 $229,862 - $266,442	1,615 New	1,615 $262,000

Others Institutions Holding CRM

# of Institutions

3,382

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 $257B
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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True North Advisors, LLC Salesforce, Inc. Transaction History