Mosaic Family Wealth Partners, LLC Salesforce, Inc. Transaction History

Mosaic Family Wealth Partners, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$236.26 - $291.15 $4,488 - $5,531	-19 Reduced 1.87%	999 $272 Million
Q1 2025 May 02, 2025	SELL	$268.36 - $359.95 $42,400 - $56,872	-158 Reduced 13.44%	1,018 $273 Million
Q4 2024 Feb 14, 2025	BUY	$270.87 - $367.87 $27,628 - $37,522	102 Added 9.5%	1,176 $393 Million
Q3 2024 Nov 13, 2024	SELL	$238.42 - $276.53 $5,483 - $6,360	-23 Reduced 2.1%	1,074 $294 Million
Q2 2024 Aug 06, 2024	BUY	$218.01 - $304.74 $11,554 - $16,151	53 Added 5.08%	1,097 $282 Million

Q1 2024 Jun 13, 2024	BUY	$251.12 - $316.88 $16,825 - $21,230	67 Added 6.86%	1,044 $314 Million
Q4 2023 Jan 29, 2024	BUY	$196.25 - $267.25 $191,736 - $261,103	977 New	977 $257 Million

3,310

765M

23.7M

21.5M

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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