West End Advisors, LLC Salesforce, Inc. Transaction History

West End Advisors, LLC

$3.76 Billion
Q1 2025

A detailed history of West End Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, West End Advisors, LLC holds 141,542 shares of CRM stock, worth $39.1 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

141,542

Previous 149,462 5.3%

Holding current value

$39.1 Million

Previous $50 Million 23.98%

% of portfolio

1.01%

Previous 1.27%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$268.36 - $359.95 $2.13 Million - $2.85 Million	-7,920 Reduced 5.3%	141,542 $38 Million
Q4 2024 Jan 28, 2025	BUY	$270.87 - $367.87 $651,984 - $885,463	2,407 Added 1.64%	149,462 $50 Million
Q3 2024 Oct 25, 2024	SELL	$238.42 - $276.53 $41,485 - $48,116	-174 Reduced 0.12%	147,055 $40.3 Million
Q2 2024 Jul 29, 2024	SELL	$218.01 - $304.74 $2.1 Million - $2.93 Million	-9,629 Reduced 6.14%	147,229 $37.9 Million
Q1 2024 May 07, 2024	SELL	$251.12 - $316.88 $651,656 - $822,303	-2,595 Reduced 1.63%	156,858 $47.2 Million
Q4 2023 Jan 18, 2024	SELL	$196.25 - $267.25 $682,165 - $928,961	-3,476 Reduced 2.13%	159,453 $42 Million
Q3 2023 Oct 19, 2023	SELL	$202.49 - $234.37 $3.84 Million - $4.44 Million	-18,946 Reduced 10.42%	162,929 $33 Million
Q2 2023 Jul 21, 2023	BUY	$188.89 - $223.38 $356,057 - $421,071	1,885 Added 1.05%	181,875 $38.4 Million
Q1 2023 Apr 28, 2023	BUY	$134.8 - $199.78 $1.23 Million - $1.82 Million	9,119 Added 5.34%	179,990 $36 Million
Q4 2022 Jan 31, 2023	SELL	$128.21 - $165.27 $4.61 Million - $5.94 Million	-35,952 Reduced 17.38%	170,871 $22.7 Million
Q3 2022 Oct 27, 2022	BUY	$143.84 - $191.27 $1.07 Million - $1.43 Million	7,463 Added 3.74%	206,823 $29.7 Million
Q2 2022 Jul 28, 2022	BUY	$155.6 - $218.85 $510,523 - $718,046	3,281 Added 1.67%	199,360 $32.9 Billion
Q1 2022 Apr 26, 2022	BUY	$190.54 - $255.46 $1.9 Million - $2.55 Million	9,983 Added 5.36%	196,079 $41.6 Billion
Q4 2021 Jan 14, 2022	SELL	$247.21 - $309.96 $135,223 - $169,548	-547 Reduced 0.29%	186,096 $47.3 Billion
Q3 2021 Oct 26, 2021	SELL	$237.55 - $285.63 $4,751 - $5,712	-20 Reduced 0.01%	186,643 $50.6 Billion
Q2 2021 Jul 15, 2021	BUY	$210.54 - $246.26 $39.3 Million - $46 Million	186,663 New	186,663 $45.6 Billion

Others Institutions Holding CRM

# of Institutions

3,353

Shares Held

768M

Call Options Held

20M

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 $276B
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 End Advisors, LLC Salesforce, Inc. Transaction History