A detailed history of Brady Family Wealth, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Brady Family Wealth, LLC holds 14,524 shares of CRM stock, worth $3.44 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
14,524
Previous 17,168 15.4%
Holding current value
$3.44 Million
Previous $4.68 Billion 26.47%
% of portfolio
1.07%
Previous 1.45%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025

SELL
$231.66 - $273.65 $612,509 - $723,530
-2,644 Reduced 15.4%
14,524 $3.44 Billion
Q2 2025

Jul 10, 2025

SELL
$236.26 - $291.15 $11,576 - $14,266
-49 Reduced 0.28%
17,168 $4.68 Billion
Q1 2025

Apr 21, 2025

SELL
$268.36 - $359.95 $96,341 - $129,222
-359 Reduced 2.04%
17,217 $4.62 Billion
Q4 2024

Jan 14, 2025

SELL
$270.87 - $367.87 $190,421 - $258,612
-703 Reduced 3.85%
17,576 $5.88 Billion
Q3 2024

Oct 15, 2024

BUY
$238.42 - $276.53 $76,771 - $89,042
322 Added 1.79%
18,279 $5 Billion
Q2 2024

Jul 15, 2024

BUY
$218.01 - $304.74 $179,204 - $250,496
822 Added 4.8%
17,957 $4.62 Billion
Q1 2024

May 13, 2024

BUY
$251.12 - $316.88 $3.11 Million - $3.92 Million
12,371 Added 259.68%
17,135 $5.16 Billion
Q4 2023

Feb 09, 2024

BUY
$196.25 - $267.25 $58,875 - $80,175
300 Added 6.72%
4,764 $1.25 Billion
Q3 2023

Oct 27, 2023

BUY
$202.49 - $234.37 $102,864 - $119,059
508 Added 12.84%
4,464 $905 Million
Q2 2023

Jul 19, 2023

BUY
$188.89 - $223.38 $1,133 - $1,340
6 Added 0.15%
3,956 $836 Million
Q4 2022

Apr 10, 2023

BUY
$128.21 - $165.27 $506,429 - $652,816
3,950 New
3,950 $524 Million

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
Track This Portfolio

Track Brady Family Wealth, LLC Portfolio

Follow Brady Family Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brady Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brady Family Wealth, LLC with notifications on news.