Cresset Asset Management, LLC Salesforce, Inc. Transaction History

Cresset Asset Management, LLC

$21.3 Billion
Q3 2025

A detailed history of Cresset Asset Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Cresset Asset Management, LLC holds 64,911 shares of CRM stock, worth $15.4 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

64,911

Previous 68,668 5.47%

Holding current value

$15.4 Million

Previous $18.7 Million 17.85%

% of portfolio

0.07%

Previous 0.1%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$231.66 - $273.65 $870,346 - $1.03 Million	-3,757 Reduced 5.47%	64,911 $15.4 Million
Q2 2025 Aug 13, 2025	BUY	$236.26 - $291.15 $1.9 Million - $2.35 Million	8,060 Added 13.3%	68,668 $18.7 Million
Q1 2025 May 13, 2025	SELL	$268.36 - $359.95 $5.18 Million - $6.94 Million	-19,292 Reduced 24.15%	60,608 $16.3 Million
Q4 2024 Feb 14, 2025	SELL	$270.87 - $367.87 $18.5 Million - $25.1 Million	-68,153 Reduced 46.03%	79,900 $26.7 Million
Q3 2024 Nov 14, 2024	BUY	$238.42 - $276.53 $485,423 - $563,015	2,036 Added 1.39%	148,053 $40.5 Million

Q2 2024 Aug 14, 2024	BUY	$218.01 - $304.74 $4.8 Million - $6.72 Million	22,037 Added 17.77%	146,017 $37.5 Million
Q1 2024 May 15, 2024	BUY	$251.12 - $316.88 $2.92 Million - $3.68 Million	11,624 Added 10.35%	123,980 $37.3 Million
Q4 2023 Feb 14, 2024	SELL	$196.25 - $267.25 $478,065 - $651,021	-2,436 Reduced 2.12%	112,356 $29.6 Million
Q3 2023 Nov 14, 2023	BUY	$202.49 - $234.37 $584,791 - $676,860	2,888 Added 2.58%	114,792 $23.3 Million
Q2 2023 Aug 14, 2023	BUY	$188.89 - $223.38 $15.4 Million - $18.2 Million	81,338 Added 266.11%	111,904 $23.6 Million
Q1 2023 May 12, 2023	SELL	$134.8 - $199.78 $262,186 - $388,572	-1,945 Reduced 5.98%	30,566 $6.11 Million
Q4 2022 Feb 14, 2023	SELL	$128.21 - $165.27 $769 - $991	-6 Reduced 0.02%	32,511 $4.31 Million
Q3 2022 Nov 14, 2022	BUY	$143.84 - $191.27 $361,326 - $480,470	2,512 Added 8.37%	32,517 $4.68 Million
Q2 2022 Aug 15, 2022	SELL	$155.6 - $218.85 $61,306 - $86,226	-394 Reduced 1.3%	30,005 $4.85 Million
Q1 2022 May 16, 2022	SELL	$190.54 - $255.46 $1.36 Million - $1.83 Million	-7,150 Reduced 19.04%	30,399 $6.45 Million
Q4 2021 Feb 10, 2022	BUY	$247.21 - $309.96 $1.31 Million - $1.64 Million	5,305 Added 16.45%	37,549 $9.54 Million
Q3 2021 Nov 15, 2021	BUY	$237.55 - $285.63 $903,640 - $1.09 Million	3,804 Added 13.38%	32,244 $8.75 Million
Q2 2021 Aug 10, 2021	BUY	$210.54 - $246.26 $2.18 Million - $2.55 Million	10,337 Added 57.1%	28,440 $6.95 Million
Q1 2021 May 12, 2021	BUY	$205.33 - $248.59 $499,567 - $604,819	2,433 Added 15.53%	18,103 $3.84 Million
Q4 2020 Feb 11, 2021	BUY	$220.15 - $267.07 $234,019 - $283,895	1,063 Added 7.28%	15,670 $3.49 Million
Q3 2020 Nov 13, 2020	BUY	$185.51 - $281.25 $483,439 - $732,937	2,606 Added 21.71%	14,607 $3.67 Million
Q2 2020 Aug 04, 2020	BUY	$134.06 - $191.65 $205,916 - $294,374	1,536 Added 14.68%	12,001 $2.25 Million
Q1 2020 May 15, 2020	BUY	$124.3 - $193.36 $411,060 - $639,441	3,307 Added 46.2%	10,465 $1.51 Million
Q4 2019 Feb 10, 2020	BUY	$142.33 - $164.98 $207,801 - $240,870	1,460 Added 25.62%	7,158 $1.16 Million
Q3 2019 Nov 13, 2019	BUY	$139.72 - $159.97 $131,336 - $150,371	940 Added 19.76%	5,698 $846,000
Q2 2019 Aug 12, 2019	BUY	$145.1 - $165.96 $18,137 - $20,745	125 Added 2.7%	4,758 $722,000
Q1 2019 May 15, 2019	BUY	$130.4 - $166.95 $217,637 - $278,639	1,669 Added 56.31%	4,633 $734,000
Q4 2018 May 21, 2019	BUY	$120.67 - $159.86 $357,665 - $473,825	2,964 New	2,964 $406,000

Others Institutions Holding CRM

# of Institutions

3,314

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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Cresset Asset Management, LLC Salesforce, Inc. Transaction History