Wiley Bros. Aintree Capital, LLC Salesforce, Inc. Transaction History

Wiley Bros. Aintree Capital, LLC

$12.5 Billion
Q2 2025

A detailed history of Wiley Bros. Aintree Capital, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Wiley Bros. Aintree Capital, LLC holds 77,073 shares of CRM stock, worth $20.1 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

77,073

Previous 51,001 51.12%

Holding current value

$20.1 Million

Previous $13.7 Million 53.57%

% of portfolio

0.17%

Previous 0.15%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$236.26 - $291.15 $6.16 Million - $7.59 Million	26,072 Added 51.12%	77,073 $21 Million
Q1 2025 May 15, 2025	BUY	$268.36 - $359.95 $1.86 Million - $2.49 Million	6,922 Added 15.7%	51,001 $13.7 Million
Q4 2024 Feb 14, 2025	BUY	$270.87 - $367.87 $5.06 Million - $6.87 Million	18,670 Added 73.48%	44,079 $14.7 Million
Q3 2024 Nov 14, 2024	BUY	$238.42 - $276.53 $3.32 Million - $3.85 Million	13,926 Added 121.27%	25,409 $6.95 Million
Q2 2024 Jul 23, 2024	BUY	$218.01 - $304.74 $1.56 Million - $2.18 Million	7,153 Added 165.2%	11,483 $2.95 Million
Q1 2024 Apr 11, 2024	BUY	$251.12 - $316.88 $757,126 - $955,393	3,015 Added 229.28%	4,330 $1.3 Million
Q4 2023 Jan 08, 2024	BUY	$196.25 - $267.25 $56,520 - $76,968	288 Added 28.04%	1,315 $346,000
Q3 2023 Oct 06, 2023	BUY	$202.49 - $234.37 $1,822 - $2,109	9 Added 0.88%	1,027 $208,000
Q1 2023 Apr 05, 2023	BUY	$134.8 - $199.78 $137,226 - $203,376	1,018 New	1,018 $203,000
Q3 2022 Oct 11, 2022	BUY	$143.84 - $191.27 $17,836 - $23,717	124 Added 7.75%	1,725 $248,000
Q2 2022 Jul 06, 2022	BUY	$155.6 - $218.85 $15,093 - $21,228	97 Added 6.45%	1,601 $264,000
Q1 2022 Apr 26, 2022	BUY	$190.54 - $255.46 $98,318 - $131,817	516 Added 52.23%	1,504 $319,000
Q1 2022 Apr 11, 2022	SELL	$190.54 - $255.46 $62,116 - $83,279	-326 Reduced 24.81%	988 $210,000
Q3 2021 Oct 07, 2021	BUY	$237.55 - $285.63 $29,693 - $35,703	125 Added 10.51%	1,314 $356,000
Q2 2021 Jul 12, 2021	SELL	$210.54 - $246.26 $1,263 - $1,477	-6 Reduced 0.5%	1,189 $290,000
Q1 2021 Apr 09, 2021	BUY	$205.33 - $248.59 $245,369 - $297,065	1,195 New	1,195 $253,000
Q4 2020 Jan 11, 2021	SELL	$220.15 - $267.07 $416,083 - $504,762	-1,890 Closed	0 $0
Q3 2020 Oct 05, 2020	SELL	$185.51 - $281.25 $37,102 - $56,250	-200 Reduced 9.57%	1,890 $475,000
Q2 2020 Jul 07, 2020	SELL	$134.06 - $191.65 $4,289 - $6,132	-32 Reduced 1.51%	2,090 $392,000
Q3 2019 Oct 10, 2019	BUY	$139.72 - $159.97 $296,485 - $339,456	2,122 New	2,122 $315,000
Q3 2019 Oct 04, 2019	SELL	$139.72 - $159.97 $300,118 - $343,615	-2,148 Closed	0 $0
Q1 2019 Apr 08, 2019	BUY	$130.4 - $166.95 $59,462 - $76,129	456 Added 26.95%	2,148 $340,000
Q4 2018 Feb 06, 2019	BUY	$120.67 - $159.86 $204,173 - $270,483	1,692 New	1,692 $232,000

Others Institutions Holding CRM

# of Institutions

3,377

Shares Held

775M

Call Options Held

18.8M

Put Options Held

18.2M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $260B
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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Wiley Bros. Aintree Capital, LLC Salesforce, Inc. Transaction History