West Paces Advisors Inc. Salesforce, Inc. Transaction History

West Paces Advisors Inc.

$470 Billion
Q2 2025

A detailed history of West Paces Advisors Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, West Paces Advisors Inc. holds 791 shares of CRM stock, worth $195,764. This represents 0.05% of its overall portfolio holdings.

Number of Shares

791

Previous 726 8.95%

Holding current value

$195,764

Previous $195 Million 10.71%

% of portfolio

0.05%

Previous 0.04%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$236.26 - $291.15 $15,356 - $18,924	65 Added 8.95%	791 $216 Million
Q4 2024 Feb 14, 2025	SELL	$270.87 - $367.87 $12,189 - $16,554	-45 Reduced 5.84%	726 $243 Million
Q2 2024 Jul 16, 2024	BUY	$218.01 - $304.74 $8,066 - $11,275	37 Added 5.04%	771 $198 Million
Q4 2023 Jan 30, 2024	BUY	$196.25 - $267.25 $1,570 - $2,138	8 Added 1.1%	734 $193 Million
Q2 2023 Dec 18, 2023	SELL	$188.89 - $223.38 $13,788 - $16,306	-73 Reduced 9.14%	726 $153 Million
Q1 2023 Dec 18, 2023	BUY	$134.8 - $199.78 $3,235 - $4,794	24 Added 3.1%	799 $160 Million
Q4 2022 Dec 18, 2023	BUY	$128.21 - $165.27 $99,362 - $128,084	775 New	775 $103 Million
Q3 2022 Dec 18, 2023	SELL	$143.84 - $191.27 $8,774 - $11,667	-61 Reduced 6.68%	852 $123 Million
Q2 2022 Dec 18, 2023	SELL	$155.6 - $218.85 $2,645 - $3,720	-17 Reduced 1.83%	913 $151 Million
Q1 2022 Dec 18, 2023	BUY	$190.54 - $255.46 $38,870 - $52,113	204 Added 28.1%	930 $197 Million
Q4 2021 Dec 19, 2023	BUY	$247.21 - $309.96 $16,068 - $20,147	65 Added 12.75%	575 $146 Million
Q3 2021 Dec 19, 2023	BUY	$237.55 - $285.63 $45,372 - $54,555	191 Added 59.87%	510 $138 Million
Q2 2021 Dec 19, 2023	SELL	$210.54 - $246.26 $14,316 - $16,745	-68 Reduced 17.57%	319 $77.9 Million
Q1 2021 Dec 19, 2023	SELL	$205.33 - $248.59 $17,658 - $21,378	-86 Reduced 18.18%	387 $82 Million
Q2 2020 Dec 19, 2023	SELL	$134.06 - $191.65 $33,917 - $48,487	-253 Reduced 34.85%	473 $88.6 Million
Q1 2020 Dec 20, 2023	BUY	$124.3 - $193.36 $14,791 - $23,009	119 Added 33.62%	473 $68.1 Million
Q3 2019 Dec 21, 2023	BUY	$139.72 - $159.97 $15,508 - $17,756	111 Added 31.36%	465 $69 Million
Q3 2018 Dec 20, 2023	SELL	$137.15 - $160.43 $51,019 - $59,679	-372 Reduced 51.24%	354 $56.3 Million
Q2 2018 Dec 21, 2023	BUY	$115.3 - $139.8 $1,498 - $1,817	13 Added 3.81%	354 $48.3 Million
Q3 2017 Dec 21, 2023	SELL	$87.63 - $97.71 $194,100 - $216,427	-2,215 Reduced 86.66%	341 $31.9 Million
Q1 2017 Dec 21, 2023	BUY	N/A	2 Added 0.08%	2,556 $211 Million
Q4 2016 Dec 21, 2023	BUY	N/A	1,828	2,554 $175 Million

Others Institutions Holding CRM

# of Institutions

3,398

Shares Held

764M

Call Options Held

20.1M

Put Options Held

16.6M

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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West Paces Advisors Inc. Salesforce, Inc. Transaction History