Kestra Advisory Services, LLC Salesforce, Inc. Transaction History

Kestra Advisory Services, LLC

$20.1 Billion
Q3 2025

A detailed history of Kestra Advisory Services, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 128,815 shares of CRM stock, worth $30.5 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

128,815

Previous 107,712 19.59%

Holding current value

$30.5 Million

Previous $29.4 Million 3.94%

% of portfolio

0.15%

Previous 0.15%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$231.66 - $273.65 $4.89 Million - $5.77 Million	21,103 Added 19.59%	128,815 $30.5 Million
Q2 2025 Aug 14, 2025	BUY	$236.26 - $291.15 $287,764 - $354,620	1,218 Added 1.14%	107,712 $29.4 Million
Q1 2025 May 14, 2025	SELL	$268.36 - $359.95 $655,871 - $879,717	-2,444 Reduced 2.24%	106,494 $28.6 Million
Q4 2024 Feb 10, 2025	SELL	$270.87 - $367.87 $4.75 Million - $6.45 Million	-17,534 Reduced 13.86%	108,938 $36.4 Million
Q3 2024 Nov 13, 2024	SELL	$238.42 - $276.53 $2.12 Million - $2.46 Million	-8,904 Reduced 6.58%	126,472 $34.6 Million

Q2 2024 Aug 14, 2024	BUY	$218.01 - $304.74 $8.44 Million - $11.8 Million	38,727 Added 40.07%	135,376 $34.8 Million
Q1 2024 May 15, 2024	BUY	$251.12 - $316.88 $143,389 - $180,938	571 Added 0.59%	96,649 $29.1 Million
Q4 2023 Feb 14, 2024	SELL	$196.25 - $267.25 $484,148 - $659,305	-2,467 Reduced 2.5%	96,078 $25.3 Million
Q3 2023 Nov 09, 2023	BUY	$202.49 - $234.37 $924,164 - $1.07 Million	4,564 Added 4.86%	98,545 $20 Million
Q2 2023 Aug 11, 2023	BUY	$188.89 - $223.38 $1.11 Million - $1.31 Million	5,861 Added 6.65%	93,981 $19.9 Million
Q1 2023 May 12, 2023	SELL	$134.8 - $199.78 $2.67 Million - $3.95 Million	-19,776 Reduced 18.33%	88,120 $17.6 Million
Q4 2022 Jan 31, 2023	SELL	$128.21 - $165.27 $1.36 Million - $1.75 Million	-10,573 Reduced 8.92%	107,896 $14.3 Million
Q3 2022 Nov 01, 2022	BUY	$143.84 - $191.27 $563,277 - $749,013	3,916 Added 3.42%	118,469 $17 Billion
Q2 2022 Aug 12, 2022	BUY	$155.6 - $218.85 $2.74 Million - $3.86 Million	17,625 Added 18.18%	114,553 $18.9 Million
Q1 2022 Apr 26, 2022	BUY	$190.54 - $255.46 $3.48 Million - $4.66 Million	18,244 Added 23.19%	96,928 $20.6 Million
Q4 2021 Jan 20, 2022	SELL	$247.21 - $309.96 $76,635 - $96,087	-310 Reduced 0.39%	78,684 $20 Million
Q3 2021 Oct 19, 2021	BUY	$237.55 - $285.63 $2.94 Million - $3.53 Million	12,364 Added 18.56%	78,994 $21.4 Million
Q2 2021 Jul 28, 2021	BUY	$210.54 - $246.26 $690,992 - $808,225	3,282 Added 5.18%	66,630 $16.3 Million
Q1 2021 May 10, 2021	SELL	$205.33 - $248.59 $4.11 Million - $4.98 Million	-20,032 Reduced 24.02%	63,348 $13.4 Million
Q4 2020 Jan 20, 2021	BUY	$220.15 - $267.07 $8.71 Million - $10.6 Million	39,554 Added 90.25%	83,380 $18.5 Billion
Q3 2020 Nov 12, 2020	BUY	$185.51 - $281.25 $8.13 Million - $12.3 Million	43,826 New	43,826 $11 Billion

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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Kestra Advisory Services, LLC Salesforce, Inc. Transaction History