Thrive Wealth Management, LLC Salesforce, Inc. Transaction History

Thrive Wealth Management, LLC

$652 Million
Q3 2025

A detailed history of Thrive Wealth Management, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Thrive Wealth Management, LLC holds 6,743 shares of CRM stock, worth $1.6 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

6,743

Previous 7,235 6.8%

Holding current value

$1.6 Million

Previous $1.97 Million 18.97%

% of portfolio

0.25%

Previous 0.32%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 06, 2025	SELL	$231.66 - $273.65 $113,976 - $134,635	-492 Reduced 6.8%	6,743 $1.6 Million
Q2 2025 Jul 09, 2025	SELL	$236.26 - $291.15 $2,362 - $2,911	-10 Reduced 0.14%	7,235 $1.97 Million
Q1 2025 Apr 10, 2025	SELL	$268.36 - $359.95 $144,109 - $193,293	-537 Reduced 6.9%	7,245 $1.94 Million
Q4 2024 Jan 16, 2025	SELL	$270.87 - $367.87 $2,166 - $2,942	-8 Reduced 0.1%	7,782 $2.6 Million
Q3 2024 Oct 04, 2024	SELL	$238.42 - $276.53 $105,381 - $122,226	-442 Reduced 5.37%	7,790 $2.13 Million

Q2 2024 Jul 12, 2024	SELL	$218.01 - $304.74 $98,976 - $138,351	-454 Reduced 5.23%	8,232 $2.12 Million
Q1 2024 Apr 15, 2024	BUY	$251.12 - $316.88 $119,533 - $150,834	476 Added 5.8%	8,686 $2.62 Million
Q4 2023 Jan 09, 2024	BUY	$196.25 - $267.25 $5,691 - $7,750	29 Added 0.35%	8,210 $2.16 Million
Q3 2023 Oct 13, 2023	BUY	$202.49 - $234.37 $518,374 - $599,987	2,560 Added 45.54%	8,181 $1.66 Million
Q2 2023 Jul 11, 2023	BUY	$188.89 - $223.38 $15,488 - $18,317	82 Added 1.48%	5,621 $1.19 Million
Q1 2023 Apr 07, 2023	BUY	$134.8 - $199.78 $15,906 - $23,574	118 Added 2.18%	5,539 $1.11 Million
Q4 2022 Jan 25, 2023	SELL	$128.21 - $165.27 $28,206 - $36,359	-220 Reduced 3.9%	5,421 $0
Q3 2022 Oct 24, 2022	BUY	$143.84 - $191.27 $185,697 - $246,929	1,291 Added 29.68%	5,641 $811,000
Q2 2022 Jul 11, 2022	SELL	$155.6 - $218.85 $2,956 - $4,158	-19 Reduced 0.43%	4,350 $718,000
Q1 2022 May 02, 2022	BUY	$190.54 - $255.46 $832,469 - $1.12 Million	4,369 New	4,369 $928,000

Others Institutions Holding CRM

# of Institutions

3,311

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...

More about CRM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Thrive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Thrive Wealth Management, LLC with notifications on news.

Account

Thrive Wealth Management, LLC Salesforce, Inc. Transaction History