Winthrop Advisory Group LLC Salesforce, Inc. Transaction History

Winthrop Advisory Group LLC

$1.14 Billion
Q3 2025

A detailed history of Winthrop Advisory Group LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Winthrop Advisory Group LLC holds 2,320 shares of CRM stock, worth $549,909. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,320

Previous 2,045 13.45%

Holding current value

$549,909

Previous $557,000 1.44%

% of portfolio

0.05%

Previous 0.05%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$231.66 - $273.65 $63,706 - $75,253	275 Added 13.45%	2,320 $549,000
Q2 2025 Jul 23, 2025	BUY	$236.26 - $291.15 $10,631 - $13,101	45 Added 2.25%	2,045 $557,000
Q1 2025 Apr 08, 2025	BUY	$268.36 - $359.95 $13,418 - $17,997	50 Added 2.56%	2,000 $536,000
Q4 2024 Jan 13, 2025	BUY	$270.87 - $367.87 $13,814 - $18,761	51 Added 2.69%	1,950 $651,000
Q3 2024 Oct 31, 2024	BUY	$238.42 - $276.53 $238 - $276	1 Added 0.05%	1,899 $519,000

Q2 2024 Jul 18, 2024	SELL	$218.01 - $304.74 $11,990 - $16,760	-55 Reduced 2.82%	1,898 $487,000
Q1 2024 Apr 17, 2024	BUY	$251.12 - $316.88 $12,556 - $15,844	50 Added 2.63%	1,953 $588,000
Q4 2023 Jan 10, 2024	BUY	$196.25 - $267.25 $1,373 - $1,870	7 Added 0.37%	1,903 $500,000
Q3 2023 Nov 03, 2023	SELL	$202.49 - $234.37 $37,055 - $42,889	-183 Reduced 8.8%	1,896 $384,000
Q2 2023 Aug 02, 2023	BUY	$188.89 - $223.38 $34,566 - $40,878	183 Added 9.65%	2,079 $439,000
Q1 2023 Apr 17, 2023	SELL	$134.8 - $199.78 $50,550 - $74,917	-375 Reduced 16.51%	1,896 $378,000
Q4 2022 Aug 03, 2023	BUY	$128.21 - $165.27 $24,616 - $31,731	192 Added 9.24%	2,271 $301,000
Q4 2022 Jan 18, 2023	SELL	$128.21 - $165.27 $8,974 - $11,568	-70 Reduced 2.99%	2,271 $301,000
Q3 2022 Nov 04, 2022	SELL	$143.84 - $191.27 $719 - $956	-5 Reduced 0.21%	2,341 $337,000
Q2 2022 Jul 21, 2022	BUY	$155.6 - $218.85 $84,024 - $118,179	540 Added 29.9%	2,346 $387,000
Q1 2022 Apr 13, 2022	BUY	$190.54 - $255.46 $69,547 - $93,242	365 Added 25.33%	1,806 $383,000
Q4 2021 Jan 12, 2022	BUY	$247.21 - $309.96 $2,472 - $3,099	10 Added 0.7%	1,441 $366,000
Q3 2021 Oct 14, 2021	BUY	$237.55 - $285.63 $4,038 - $4,855	17 Added 1.2%	1,431 $388,000
Q1 2021 Apr 23, 2021	BUY	$205.33 - $248.59 $30,799 - $37,288	150 Added 11.87%	1,414 $300,000
Q4 2020 Jan 25, 2021	BUY	$220.15 - $267.07 $67,365 - $81,723	306 Added 31.94%	1,264 $281,000
Q3 2020 Oct 20, 2020	BUY	$185.51 - $281.25 $177,718 - $269,437	958 New	958 $242,000
Q2 2019 Jul 17, 2019	SELL	$145.1 - $165.96 $384,805 - $440,125	-2,652 Closed	0 $0
Q1 2019 Apr 23, 2019	BUY	$130.4 - $166.95 $13,040 - $16,695	100 Added 3.92%	2,652 $425,000
Q4 2018 Jan 15, 2019	BUY	$120.67 - $159.86 $20,634 - $27,336	171 Added 7.18%	2,552 $350,000
Q3 2018 Oct 29, 2018	BUY	$137.15 - $160.43 $326,554 - $381,983	2,381 New	2,381 $379,000

Others Institutions Holding CRM

# of Institutions

3,312

Shares Held

765M

Call Options Held

24.6M

Put Options Held

22.1M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $237B
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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Winthrop Advisory Group LLC Salesforce, Inc. Transaction History