A detailed history of Aventura Private Wealth, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Aventura Private Wealth, LLC holds 2,910 shares of CRM stock, worth $689,757. This represents 0.28% of its overall portfolio holdings.

Number of Shares
2,910
Holding current value
$689,757
% of portfolio
0.28%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026

BUY
$235.69 - $263.41 $685,857 - $766,523
2,910 New
2,910 $771 Million
Q3 2025

Jan 07, 2026

SELL
$231.66 - $273.65 $828,184 - $978,298
-3,575 Reduced 51.69%
3,341 $792 Million
Q2 2025

Jan 07, 2026

BUY
$236.26 - $291.15 $363,840 - $448,370
1,540 Added 28.65%
6,916 $1.89 Billion
Q1 2025

Jan 07, 2026

BUY
$268.36 - $359.95 $661,775 - $887,636
2,466 Added 84.74%
5,376 $1.44 Billion
Q4 2024

Jan 07, 2026

BUY
$270.87 - $367.87 $414,701 - $563,208
1,531 Added 52.61%
4,441 $1.48 Billion

Others Institutions Holding CRM

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...
More about CRM
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