U.S. Capital Wealth Advisors, LLC Salesforce, Inc. Transaction History

U.S. Capital Wealth Advisors, LLC

$3.44 Billion
Q3 2025

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 11,195 shares of CRM stock, worth $2.95 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

11,195

Previous 13,063 14.3%

Holding current value

$2.95 Million

Previous $3.56 Million 25.52%

% of portfolio

0.08%

Previous 0.11%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	SELL	$231.66 - $273.65 $432,740 - $511,178	-1,868 Reduced 14.3%	11,195 $2.65 Million
Q2 2025 Jul 14, 2025	SELL	$236.26 - $291.15 $1.23 Million - $1.52 Million	-5,213 Reduced 28.52%	13,063 $3.56 Million
Q1 2025 Apr 29, 2025	BUY	$268.36 - $359.95 $307,540 - $412,502	1,146 Added 6.69%	18,276 $4.9 Million
Q4 2024 Jan 24, 2025	BUY	$270.87 - $367.87 $1.27 Million - $1.73 Million	4,706 Added 37.88%	17,130 $5.73 Million
Q3 2024 Oct 22, 2024	BUY	$238.42 - $276.53 $1.26 Million - $1.47 Million	5,299 Added 74.37%	12,424 $3.4 Million
Q2 2024 Jul 11, 2024	BUY	$218.01 - $304.74 $20,492 - $28,645	94 Added 1.34%	7,125 $1.83 Million
Q1 2024 May 10, 2024	SELL	$251.12 - $316.88 $21,596 - $27,251	-86 Reduced 1.21%	7,031 $2.12 Million
Q4 2023 Feb 06, 2024	SELL	$196.25 - $267.25 $256,891 - $349,830	-1,309 Reduced 15.54%	7,117 $1.87 Million
Q3 2023 Oct 19, 2023	BUY	$202.49 - $234.37 $234,888 - $271,869	1,160 Added 15.96%	8,426 $1.71 Million
Q2 2023 Aug 04, 2023	SELL	$188.89 - $223.38 $165,656 - $195,904	-877 Reduced 10.77%	7,266 $1.54 Million
Q1 2023 May 11, 2023	BUY	$134.8 - $199.78 $121,589 - $180,201	902 Added 12.46%	8,143 $1.63 Million
Q4 2022 Feb 03, 2023	SELL	$128.21 - $165.27 $65,002 - $83,791	-507 Reduced 6.54%	7,241 $960,000
Q3 2022 Nov 01, 2022	SELL	$143.84 - $191.27 $161,820 - $215,178	-1,125 Reduced 12.68%	7,748 $1.11 Million
Q2 2022 Aug 12, 2022	SELL	$155.6 - $218.85 $339,052 - $476,874	-2,179 Reduced 19.72%	8,873 $1.46 Million
Q1 2022 May 12, 2022	SELL	$190.54 - $255.46 $47,253 - $63,354	-248 Reduced 2.19%	11,052 $2.35 Million
Q4 2021 Jan 21, 2022	BUY	$247.21 - $309.96 $94,434 - $118,404	382 Added 3.5%	11,300 $2.87 Million
Q3 2021 Nov 01, 2021	BUY	$237.55 - $285.63 $2.59 Million - $3.12 Million	10,918 New	10,918 $2.96 Million

Others Institutions Holding CRM

# of Institutions

3,394

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 $263B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of U.S. Capital Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on U.S. Capital Wealth Advisors, LLC with notifications on news.

Account

U.S. Capital Wealth Advisors, LLC Salesforce, Inc. Transaction History