Visionary Wealth Advisors Salesforce, Inc. Transaction History

Visionary Wealth Advisors

  • $1.82 Billion
  • Q2 2025

A detailed history of Visionary Wealth Advisors transactions in Salesforce, Inc. stock. As of the latest transaction made, Visionary Wealth Advisors holds 5,342 shares of CRM stock, worth $1.37 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,342
Previous 4,205 27.04%
Holding current value
$1.37 Million
Previous $1.13 Million 29.08%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Aug 13, 2025
BUY
$236.26 - $291.15 $268,627 - $331,037
1,137 Added 27.04%
5,342 $1.46 Million
Q1 2025

May 14, 2025
BUY
$268.36 - $359.95 $144,646 - $194,013
539 Added 14.7%
4,205 $1.13 Million
Q4 2024

Feb 13, 2025
BUY
$270.87 - $367.87 $115,661 - $157,080
427 Added 13.18%
3,666 $1.23 Million
Q3 2024

Nov 12, 2024
BUY
$238.42 - $276.53 $20,504 - $23,781
86 Added 2.73%
3,239 $886,000
Q2 2024

Aug 13, 2024
SELL
$218.01 - $304.74 $10,464 - $14,627
-48 Reduced 1.5%
3,153 $810,000
Q1 2024

May 15, 2024
SELL
$251.12 - $316.88 $19,838 - $25,033
-79 Reduced 2.41%
3,201 $964,000
Q4 2023

Feb 14, 2024
BUY
$196.25 - $267.25 $20,017 - $27,259
102 Added 3.21%
3,280 $863,000
Q3 2023

Nov 13, 2023
SELL
$202.49 - $234.37 $11,946 - $13,827
-59 Reduced 1.82%
3,178 $644,000
Q2 2023

Aug 11, 2023
SELL
$188.89 - $223.38 $11,522 - $13,626
-61 Reduced 1.85%
3,237 $683,000
Q1 2023

May 15, 2023
BUY
$134.8 - $199.78 $40,574 - $60,133
301 Added 10.04%
3,298 $658,000
Q4 2022

Feb 13, 2023
BUY
$128.21 - $165.27 $53,335 - $68,752
416 Added 16.12%
2,997 $397,000
Q3 2022

Nov 14, 2022
SELL
$143.84 - $191.27 $52,357 - $69,622
-364 Reduced 12.36%
2,581 $371,000
Q2 2022

Aug 12, 2022
SELL
$155.6 - $218.85 $36,877 - $51,867
-237 Reduced 7.45%
2,945 $486,000
Q1 2022

May 12, 2022
BUY
$190.54 - $255.46 $103,463 - $138,714
543 Added 20.58%
3,182 $676,000
Q4 2021

Feb 14, 2022
BUY
$247.21 - $309.96 $177,249 - $222,241
717 Added 37.3%
2,639 $671,000
Q3 2021

Nov 12, 2021
SELL
$237.55 - $285.63 $146,330 - $175,948
-616 Reduced 24.27%
1,922 $521,000
Q2 2021

Aug 13, 2021
SELL
$210.54 - $246.26 $17,685 - $20,685
-84 Reduced 3.2%
2,538 $620,000
Q1 2021

May 18, 2021
BUY
$205.33 - $248.59 $230,380 - $278,917
1,122 Added 74.8%
2,622 $556,000
Q4 2020

Feb 16, 2021
BUY
$220.15 - $267.07 $94,884 - $115,107
431 Added 40.32%
1,500 $334,000
Q3 2020

Nov 16, 2020
BUY
$185.51 - $281.25 $198,310 - $300,656
1,069 New
1,069 $269,000

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.

CRM Quotes by TradingView
  • 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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