Xml Financial, LLC Salesforce, Inc. Transaction History

Xml Financial, LLC

$1.2 Billion
Q3 2025

A detailed history of Xml Financial, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Xml Financial, LLC holds 3,296 shares of CRM stock, worth $781,250. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,296

Previous 3,123 5.54%

Holding current value

$781,250

Previous $851,000 8.23%

% of portfolio

0.07%

Previous 0.08%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$231.66 - $273.65 $40,077 - $47,341	173 Added 5.54%	3,296 $781,000
Q2 2025 Jul 17, 2025	SELL	$236.26 - $291.15 $27,642 - $34,064	-117 Reduced 3.61%	3,123 $851,000
Q1 2025 Apr 22, 2025	SELL	$268.36 - $359.95 $66,016 - $88,547	-246 Reduced 7.06%	3,240 $869,000
Q4 2024 Jan 17, 2025	SELL	$270.87 - $367.87 $812 - $1,103	-3 Reduced 0.09%	3,486 $1.17 Million
Q3 2024 Nov 01, 2024	SELL	$238.42 - $276.53 $7,867 - $9,125	-33 Reduced 0.94%	3,489 $954,000

Q2 2024 Jul 22, 2024	BUY	$218.01 - $304.74 $37,933 - $53,024	174 Added 5.2%	3,522 $905,000
Q1 2024 May 15, 2024	BUY	$251.12 - $316.88 $3,515 - $4,436	14 Added 0.42%	3,348 $1.01 Million
Q4 2023 Feb 14, 2024	BUY	$196.25 - $267.25 $5,298 - $7,215	27 Added 0.82%	3,334 $877,000
Q3 2023 Nov 06, 2023	BUY	$202.49 - $234.37 $22,273 - $25,780	110 Added 3.44%	3,307 $670,000
Q2 2023 Aug 07, 2023	BUY	$188.89 - $223.38 $7,555 - $8,935	40 Added 1.27%	3,197 $675,000
Q1 2023 May 15, 2023	BUY	$134.8 - $199.78 $3,504 - $5,194	26 Added 0.83%	3,157 $630,000
Q4 2022 Feb 09, 2023	BUY	$128.21 - $165.27 $2,051 - $2,644	16 Added 0.51%	3,131 $415,000
Q3 2022 Nov 04, 2022	SELL	$143.84 - $191.27 $1,726 - $2,295	-12 Reduced 0.38%	3,115 $448,000
Q2 2022 Aug 01, 2022	BUY	$155.6 - $218.85 $32,987 - $46,396	212 Added 7.27%	3,127 $516,000
Q1 2022 May 02, 2022	BUY	$190.54 - $255.46 $78,693 - $105,504	413 Added 16.51%	2,915 $619,000
Q4 2021 Feb 01, 2022	BUY	$247.21 - $309.96 $18,787 - $23,556	76 Added 3.13%	2,502 $636,000
Q3 2021 Nov 01, 2021	BUY	$237.55 - $285.63 $136,591 - $164,237	575 Added 31.06%	2,426 $658,000
Q2 2021 Aug 10, 2021	SELL	$210.54 - $246.26 $74,741 - $87,422	-355 Reduced 16.09%	1,851 $452,000
Q1 2021 May 14, 2021	BUY	$205.33 - $248.59 $9,239 - $11,186	45 Added 2.08%	2,206 $467,000
Q4 2020 Feb 08, 2021	BUY	$220.15 - $267.07 $108,754 - $131,932	494 Added 29.63%	2,161 $481,000
Q3 2020 Nov 13, 2020	BUY	$185.51 - $281.25 $3,339 - $5,062	18 Added 1.09%	1,667 $419,000
Q2 2020 Jul 31, 2020	BUY	$134.06 - $191.65 $34,587 - $49,445	258 Added 18.55%	1,649 $309,000
Q1 2020 May 08, 2020	SELL	$124.3 - $193.36 $133,373 - $207,475	-1,073 Reduced 43.55%	1,391 $200,000
Q4 2019 Feb 04, 2020	BUY	$142.33 - $164.98 $350,701 - $406,510	2,464 New	2,464 $401,000

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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Xml Financial, LLC Salesforce, Inc. Transaction History