Cerity Partners LLC Salesforce, Inc. Transaction History

Cerity Partners LLC

$60.5 Billion
Q3 2025

A detailed history of Cerity Partners LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Cerity Partners LLC holds 643,039 shares of CRM stock, worth $152 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

643,039

Previous 654,015 1.68%

Holding current value

$152 Million

Previous $178 Million 14.55%

% of portfolio

0.25%

Previous 0.32%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$231.66 - $273.65 $2.54 Million - $3 Million	-10,976 Reduced 1.68%	643,039 $152 Million
Q2 2025 Aug 13, 2025	BUY	$236.26 - $291.15 $10.6 Million - $13 Million	44,736 Added 7.34%	654,015 $178 Million
Q1 2025 Apr 30, 2025	BUY	$268.36 - $359.95 $20.4 Million - $27.4 Million	76,128 Added 14.28%	609,279 $164 Million
Q4 2024 Feb 13, 2025	SELL	$270.87 - $367.87 $5.55 Million - $7.53 Million	-20,475 Reduced 3.7%	533,151 $178 Million
Q3 2024 Nov 12, 2024	BUY	$238.42 - $276.53 $22.4 Million - $25.9 Million	93,802 Added 20.4%	553,626 $152 Million

Q2 2024 Aug 13, 2024	BUY	$218.01 - $304.74 $21.7 Million - $30.3 Million	99,395 Added 27.58%	459,824 $118 Million
Q1 2024 May 14, 2024	SELL	$251.12 - $316.88 $784 Million - $990 Million	-3,123,241 Reduced 89.65%	360,429 $109 Million
Q4 2023 Jan 26, 2024	BUY	$196.25 - $267.25 $633 Million - $862 Million	3,226,512 Added 1254.68%	3,483,670 $917 Million
Q3 2023 Nov 13, 2023	SELL	$202.49 - $234.37 $8.88 Million - $10.3 Million	-43,870 Reduced 14.57%	257,158 $52.1 Million
Q2 2023 Aug 14, 2023	BUY	$188.89 - $223.38 $4.25 Million - $5.03 Million	22,526 Added 8.09%	301,028 $63.6 Million
Q1 2023 May 11, 2023	BUY	$134.8 - $199.78 $192,494 - $285,285	1,428 Added 0.52%	278,502 $55.6 Million
Q4 2022 Feb 15, 2023	BUY	$128.21 - $165.27 $25.3 Million - $32.6 Million	197,255 Added 247.13%	277,074 $36.7 Million
Q3 2022 Nov 10, 2022	SELL	$143.84 - $191.27 $153,045 - $203,511	-1,064 Reduced 1.32%	79,819 $11.5 Million
Q2 2022 Aug 10, 2022	SELL	$155.6 - $218.85 $333,139 - $468,557	-2,141 Reduced 2.58%	80,883 $13.3 Million
Q1 2022 Apr 25, 2022	BUY	$190.54 - $255.46 $1.17 Million - $1.57 Million	6,128 Added 7.97%	83,024 $17.2 Million
Q4 2021 Feb 14, 2022	BUY	$247.21 - $309.96 $1.25 Million - $1.57 Million	5,068 Added 7.06%	76,896 $19.5 Million
Q3 2021 Oct 25, 2021	BUY	$237.55 - $285.63 $413,099 - $496,710	1,739 Added 2.48%	71,828 $19.5 Million
Q2 2021 Aug 11, 2021	SELL	$210.54 - $246.26 $235,173 - $275,072	-1,117 Reduced 1.57%	70,089 $17.1 Million
Q1 2021 Aug 11, 2021	SELL	$205.33 - $248.59 $2.43 Million - $2.94 Million	-11,825 Reduced 14.24%	71,206 $15.1 Million
Q1 2021 May 12, 2021	SELL	$205.33 - $248.59 $1.41 Million - $1.71 Million	-6,882 Reduced 7.65%	83,031 $17.6 Million
Q4 2020 Feb 11, 2021	BUY	$220.15 - $267.07 $2.62 Million - $3.18 Million	11,907 Added 15.26%	89,913 $20 Million
Q3 2020 Nov 12, 2020	BUY	$185.51 - $281.25 $5.82 Million - $8.82 Million	31,351 Added 67.2%	78,006 $19.6 Million
Q2 2020 Aug 17, 2020	SELL	$134.06 - $191.65 $46,116 - $65,927	-344 Reduced 0.73%	46,655 $8.74 Million
Q2 2020 Aug 14, 2020	BUY	$134.06 - $191.65 $2.82 Million - $4.03 Million	21,041 Added 81.06%	46,999 $8.8 Million
Q1 2020 May 14, 2020	BUY	$124.3 - $193.36 $375,634 - $584,333	3,022 Added 13.18%	25,958 $3.74 Million
Q4 2019 Feb 14, 2020	SELL	$142.33 - $164.98 $2.32 Million - $2.69 Million	-16,312 Reduced 41.56%	22,936 $3.73 Million
Q3 2019 Oct 30, 2019	BUY	$139.72 - $159.97 $2.31 Million - $2.65 Million	16,548 Added 72.9%	39,248 $5.83 Million
Q2 2019 Aug 14, 2019	SELL	$145.1 - $165.96 $1.89 Million - $2.16 Million	-13,012 Reduced 36.44%	22,700 $3.44 Million
Q1 2019 May 14, 2019	SELL	$130.4 - $166.95 $2.12 Million - $2.71 Million	-16,222 Reduced 31.24%	35,712 $5.66 Million
Q4 2018 Feb 06, 2019	BUY	$120.67 - $159.86 $703,868 - $932,463	5,833 Added 12.65%	51,934 $7.11 Million
Q3 2018 Nov 15, 2018	BUY	$137.15 - $160.43 $192,832 - $225,564	1,406 Added 3.15%	46,101 $7.33 Million
Q2 2018 Aug 15, 2018	BUY	$115.3 - $139.8 $1.67 Million - $2.02 Million	14,449 Added 47.77%	44,695 $6.1 Million
Q1 2018 May 15, 2018	BUY	$104.03 - $127.99 $3.15 Million - $3.87 Million	30,246 New	30,246 $3.52 Million
Q4 2017 Feb 14, 2018	SELL	$93.94 - $108.8 $2.42 Million - $2.81 Million	-25,794 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	$87.63 - $97.71 $2.26 Million - $2.52 Million	25,794	25,794 $2.41 Million

Others Institutions Holding CRM

# of Institutions

3,310

Shares Held

765M

Call Options Held

23.7M

Put Options Held

21.5M

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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Cerity Partners LLC Salesforce, Inc. Transaction History