Prospera Financial Services Inc Salesforce, Inc. Transaction History

Prospera Financial Services Inc

$5.55 Billion
Q3 2025

A detailed history of Prospera Financial Services Inc transactions in Salesforce, Inc. stock. As of the latest transaction made, Prospera Financial Services Inc holds 49,434 shares of CRM stock, worth $11.7 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

49,434

Previous 52,188 5.28%

Holding current value

$11.7 Million

Previous $14.2 Million 17.68%

% of portfolio

0.21%

Previous 0.28%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	$231.66 - $273.65 $637,991 - $753,632	-2,754 Reduced 5.28%	49,434 $11.7 Million
Q2 2025 Aug 06, 2025	SELL	$236.26 - $291.15 $5.08 Million - $6.26 Million	-21,510 Reduced 29.19%	52,188 $14.2 Million
Q1 2025 May 15, 2025	BUY	$268.36 - $359.95 $1.98 Million - $2.65 Million	7,365 Added 11.1%	73,698 $19.8 Million
Q4 2024 Feb 13, 2025	BUY	$270.87 - $367.87 $3.13 Million - $4.25 Million	11,542 Added 21.07%	66,333 $22.2 Million
Q3 2024 Nov 07, 2024	BUY	$238.42 - $276.53 $964,885 - $1.12 Million	4,047 Added 7.98%	54,791 $15 Million

Q2 2024 Aug 13, 2024	BUY	$218.01 - $304.74 $4.59 Million - $6.42 Million	21,071 Added 71.01%	50,744 $13 Million
Q1 2024 Aug 13, 2024	SELL	$251.12 - $316.88 $3.02 Million - $3.81 Million	-12,030 Reduced 23.71%	38,714 $11.7 Million
Q4 2023 Feb 14, 2024	SELL	$196.25 - $267.25 $1.48 Million - $2.02 Million	-7,566 Reduced 20.32%	29,673 $7.81 Million
Q3 2023 Nov 13, 2023	BUY	$202.49 - $234.37 $66,416 - $76,873	328 Added 0.89%	37,239 $7.55 Million
Q2 2023 Aug 08, 2023	SELL	$188.89 - $223.38 $37,966 - $44,899	-201 Reduced 0.54%	36,911 $7.8 Million
Q1 2023 May 12, 2023	BUY	$134.8 - $199.78 $39,631 - $58,735	294 Added 0.8%	37,112 $7.41 Million
Q4 2022 Feb 08, 2023	SELL	$128.21 - $165.27 $494,377 - $637,281	-3,856 Reduced 9.48%	36,818 $4.88 Million
Q3 2022 Oct 27, 2022	BUY	$143.84 - $191.27 $23,445 - $31,177	163 Added 0.4%	40,674 $5.85 Million
Q2 2022 Aug 08, 2022	BUY	$155.6 - $218.85 $906,992 - $1.28 Million	5,829 Added 16.81%	40,511 $6.69 Million
Q1 2022 May 04, 2022	SELL	$190.54 - $255.46 $2.17 Million - $2.91 Million	-11,399 Reduced 24.74%	34,682 $7.36 Million
Q4 2021 Feb 10, 2022	BUY	$247.21 - $309.96 $5.52 Million - $6.92 Million	22,324 Added 93.97%	46,081 $11.7 Million
Q3 2021 Nov 12, 2021	SELL	$237.55 - $285.63 $1.38 Million - $1.67 Million	-5,830 Reduced 19.7%	23,757 $6.44 Million
Q2 2021 Aug 12, 2021	SELL	$210.54 - $246.26 $1.11 Million - $1.29 Million	-5,251 Reduced 15.07%	29,587 $7.23 Million
Q1 2021 May 06, 2021	BUY	$205.33 - $248.59 $1.72 Million - $2.09 Million	8,398 Added 31.76%	34,838 $7.38 Million
Q4 2020 Feb 12, 2021	BUY	$220.15 - $267.07 $5.69 Million - $6.91 Million	25,855 Added 4419.66%	26,440 $5.88 Million
Q3 2020 Nov 04, 2020	SELL	$185.51 - $281.25 $434,278 - $658,406	-2,341 Reduced 80.01%	585 $147,000
Q2 2020 Aug 07, 2020	BUY	$134.06 - $191.65 $105,505 - $150,828	787 Added 36.79%	2,926 $548,000
Q1 2020 May 15, 2020	SELL	$124.3 - $193.36 $6,339 - $9,861	-51 Reduced 2.33%	2,139 $308,000
Q4 2019 Feb 12, 2020	BUY	$142.33 - $164.98 $17,506 - $20,292	123 Added 5.95%	2,190 $356,000
Q3 2019 Oct 22, 2019	BUY	$139.72 - $159.97 $38,842 - $44,471	278 Added 15.54%	2,067 $307,000
Q2 2019 Aug 14, 2019	BUY	$145.1 - $165.96 $259,583 - $296,902	1,789 New	1,789 $274,000
Q2 2019 Aug 14, 2019	SELL	$145.1 - $165.96 $244,203 - $279,310	-1,683 Closed	0 $0
Q1 2019 May 02, 2019	BUY	$130.4 - $166.95 $219,463 - $280,976	1,683 New	1,683 $267,000

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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Prospera Financial Services Inc Salesforce, Inc. Transaction History