Gradient Investments LLC Salesforce, Inc. Transaction History

Gradient Investments LLC

$4.68 Billion
Q3 2025

A detailed history of Gradient Investments LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Gradient Investments LLC holds 1,099 shares of CRM stock, worth $260,495. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,099

Previous 44,824 97.55%

Holding current value

$260,495

Previous $12.2 Million 97.87%

% of portfolio

0.01%

Previous 0.28%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 06, 2025	SELL	$231.66 - $273.65 $10.1 Million - $12 Million	-43,725 Reduced 97.55%	1,099 $260,000
Q2 2025 Jul 08, 2025	BUY	$236.26 - $291.15 $127,816 - $157,512	541 Added 1.22%	44,824 $12.2 Million
Q1 2025 Apr 09, 2025	BUY	$268.36 - $359.95 $393,415 - $527,686	1,466 Added 3.42%	44,283 $11.9 Million
Q4 2024 Jan 21, 2025	SELL	$270.87 - $367.87 $2.53 Million - $3.44 Million	-9,357 Reduced 17.93%	42,817 $14.3 Million
Q3 2024 Oct 15, 2024	BUY	$238.42 - $276.53 $11.8 Million - $13.7 Million	49,533 Added 1875.54%	52,174 $14.3 Million

Q2 2024 Jul 18, 2024	SELL	$218.01 - $304.74 $9.22 Million - $12.9 Million	-42,314 Reduced 94.13%	2,641 $679,000
Q1 2024 Apr 23, 2024	BUY	$251.12 - $316.88 $10.7 Million - $13.5 Million	42,714 Added 1906.02%	44,955 $13.5 Million
Q4 2023 Jan 18, 2024	SELL	$196.25 - $267.25 $59,463 - $80,976	-303 Reduced 11.91%	2,241 $589,000
Q3 2023 Oct 27, 2023	BUY	$202.49 - $234.37 $19,844 - $22,968	98 Added 4.01%	2,544 $515,000
Q2 2023 Jul 11, 2023	BUY	$188.89 - $223.38 $158,667 - $187,639	840 Added 52.3%	2,446 $516,000
Q1 2023 Apr 17, 2023	SELL	$134.8 - $199.78 $167,017 - $247,527	-1,239 Reduced 43.55%	1,606 $320,000
Q4 2022 Jan 10, 2023	SELL	$128.21 - $165.27 $7.01 Million - $9.03 Million	-54,639 Reduced 95.05%	2,845 $0
Q3 2022 Oct 14, 2022	BUY	$143.84 - $191.27 $7.85 Million - $10.4 Million	54,572 Added 1874.04%	57,484 $8.27 Million
Q2 2022 Jul 11, 2022	BUY	$155.6 - $218.85 $14,159 - $19,915	91 Added 3.23%	2,912 $481,000
Q1 2022 May 26, 2022	BUY	$190.54 - $255.46 $183,299 - $245,752	962 Added 51.75%	2,821 $599,000
Q4 2021 Jan 12, 2022	SELL	$247.21 - $309.96 $187,385 - $234,949	-758 Reduced 28.96%	1,859 $472,000
Q3 2021 Oct 18, 2021	BUY	$237.55 - $285.63 $2,375 - $2,856	10 Added 0.38%	2,617 $710,000
Q2 2021 Jul 12, 2021	SELL	$210.54 - $246.26 $3,158 - $3,693	-15 Reduced 0.57%	2,607 $637,000
Q1 2021 Apr 21, 2021	BUY	$205.33 - $248.59 $239,620 - $290,104	1,167 Added 80.21%	2,622 $555,000
Q3 2020 Oct 06, 2020	SELL	$185.51 - $281.25 $2,597 - $3,937	-14 Reduced 0.95%	1,455 $366,000
Q2 2020 Jul 10, 2020	SELL	$134.06 - $191.65 $2.68 Million - $3.83 Million	-19,967 Reduced 93.15%	1,469 $275,000
Q1 2020 Apr 07, 2020	BUY	$124.3 - $193.36 $526,161 - $818,492	4,233 Added 24.61%	21,436 $3.09 Million
Q4 2019 Jan 15, 2020	BUY	$142.33 - $164.98 $43,837 - $50,813	308 Added 1.82%	17,203 $2.8 Million
Q3 2019 Oct 10, 2019	BUY	$139.72 - $159.97 $436,485 - $499,746	3,124 Added 22.69%	16,895 $2.51 Million
Q2 2019 Jul 16, 2019	BUY	$145.1 - $165.96 $1.17 Million - $1.34 Million	8,081 Added 142.02%	13,771 $2.09 Million
Q1 2019 Apr 11, 2019	SELL	$130.4 - $166.95 $62,331 - $79,802	-478 Reduced 7.75%	5,690 $901,000
Q4 2018 Jan 18, 2019	SELL	$120.67 - $159.86 $181,005 - $239,790	-1,500 Reduced 19.56%	6,168 $845,000
Q3 2018 Oct 11, 2018	BUY	$137.15 - $160.43 $59,934 - $70,107	437 Added 6.04%	7,668 $1.22 Million
Q2 2018 Aug 09, 2018	BUY	$115.3 - $139.8 $167,761 - $203,409	1,455 Added 25.19%	7,231 $986,000
Q1 2018 Apr 11, 2018	BUY	$104.03 - $127.99 $96,747 - $119,030	930 Added 19.19%	5,776 $672,000
Q4 2017 Feb 07, 2018	BUY	$93.94 - $108.8 $75,903 - $87,910	808 Added 20.01%	4,846 $495,000
Q3 2017 Oct 16, 2017	BUY	$87.63 - $97.71 $353,849 - $394,552	4,038	4,038 $377,000

Others Institutions Holding CRM

# of Institutions

3,310

Shares Held

765M

Call Options Held

24.1M

Put Options Held

22M

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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Gradient Investments LLC Salesforce, Inc. Transaction History