Latest Institutional Transactions on Salesforce, Inc. (CRM)
This table provides information on the latest institutional transactions involving Salesforce, Inc. (CRM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-36.2K- 14.75% |
$8.54M - $9.55M
|
210K
$49.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-32.8K- 18.23% |
$7.74M - $8.65M
|
147K
$34.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-115- 1.33% |
$27.1K - $30.3K
|
8.51K
$2.02M
|
|
|
Jan 16, 2026
Q4 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-3.16K- 51.26% |
$745K - $832K
|
3.01K
$712K
|
|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
SELL
|
- |
-52- 0.29% |
$12.3K - $13.7K
|
17.7K
$4.19M
|
|
|
Jan 16, 2026
Q4 2025
|
Five Oceans Advisors
|
SELL
|
- |
-77- 6.48% |
$18.1K - $20.3K
|
1.11K
$264K
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-7.16K- 2.12% |
$1.69M - $1.89M
|
330K
$78.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
BUY
|
PUT |
2.81K+ 645.41% |
$663K - $741K
|
3.25K
$770K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-17- 1.16% |
$4.01K - $4.48K
|
1.44K
$342K
|
|
|
Jan 16, 2026
Q4 2025
|
First Community Trust Na
|
SELL
|
- |
-45- 3.83% |
$10.6K - $11.9K
|
1.13K
$268K
|
|
|
Jan 16, 2026
Q4 2025
|
Tb Alternative Assets Ltd.
|
BUY
|
- |
2.81KNew |
$663K - $741K
|
2.81K
$667K
|
|
|
Jan 16, 2026
Q4 2025
|
Pictet Bank & Trust LTD
|
BUY
|
- |
376+ 7.62% |
$88.6K - $99K
|
5.31K
$1.26M
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-345- 4.61% |
$81.3K - $90.9K
|
7.14K
$1.69M
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-70- 0.33% |
$16.5K - $18.4K
|
21.4K
$5.07M
|
|
|
Jan 16, 2026
Q4 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-830- 9.41% |
$196K - $219K
|
7.99K
$1.89M
|
|
|
Jan 16, 2026
Q4 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
41+ 0.96% |
$9.66K - $10.8K
|
4.32K
$1.02M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
318+ 3.24% |
$74.9K - $83.8K
|
10.1K
$2.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-200- 1.73% |
$47.1K - $52.7K
|
11.4K
$2.69M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
7.85K+ 10.84% |
$1.85M - $2.07M
|
80.2K
$19M
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
41+ 164.0% |
$9.66K - $10.8K
|
66
$15.6K
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.49K- 6.87% |
$351K - $393K
|
20.2K
$4.79M
|
|
|
Jan 16, 2026
Q4 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-100- 7.87% |
$23.6K - $26.3K
|
1.17K
$277K
|
|
|
Jan 16, 2026
Q4 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-798- 3.63% |
$188K - $210K
|
21.2K
$5.03M
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
97.4K+ 1252.92% |
$23M - $25.7M
|
105K
$24.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
7.74KNew |
$1.82M - $2.04M
|
7.74K
$1.83M
|
|
|
Jan 16, 2026
Q4 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
32+ 3.56% |
$7.54K - $8.43K
|
930
$220K
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
520+ 36.62% |
$123K - $137K
|
1.94K
$460K
|
|
|
Jan 16, 2026
Q4 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-21- 0.34% |
$4.95K - $5.53K
|
6.23K
$1.48M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
146New |
$34.4K - $38.5K
|
146
$34.6K
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
436+ 8.43% |
$103K - $115K
|
5.61K
$1.33M
|
|
|
Jan 16, 2026
Q4 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
122+ 5.67% |
$28.8K - $32.1K
|
2.27K
$539K
|
|
|
Jan 16, 2026
Q4 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
4.96K+ 330.67% |
$1.17M - $1.31M
|
6.46K
$1.53M
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
607+ 15.33% |
$143K - $160K
|
4.57K
$1.08M
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-39- 2.38% |
$9.19K - $10.3K
|
1.6K
$379K
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-503- 11.65% |
$119K - $132K
|
3.82K
$904K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
SELL
|
- |
-94- 1.51% |
$22.2K - $24.8K
|
6.15K
$1.46M
|
|
|
Jan 16, 2026
Q4 2025
|
West Branch Capital LLC
|
SELL
|
- |
-645- 8.56% |
$152K - $170K
|
6.89K
$1.63M
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.6K- 3.19% |
$377K - $421K
|
48.6K
$11.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Blossom Wealth Management
|
BUY
|
- |
767New |
$181K - $202K
|
767
$182K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-103- 10.05% |
$24.3K - $27.1K
|
922
$219K
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
SELL
|
- |
-27.7K- 2.4% |
$6.53M - $7.3M
|
1.13M
$267M
|
|
|
Jan 16, 2026
Q4 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
3.82K+ 57.73% |
$901K - $1.01M
|
10.4K
$2.48M
|
|
|
Jan 16, 2026
Q4 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
205+ 21.97% |
$48.3K - $54K
|
1.14K
$270K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
28+ 2.35% |
$6.6K - $7.38K
|
1.22K
$289K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-402- 20.15% |
$94.7K - $106K
|
1.59K
$378K
|
|
|
Jan 16, 2026
Q4 2025
|
Udine Wealth Management, Inc.
|
BUY
|
- |
10KNew |
$2.37M - $2.65M
|
10K
$2.38M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
298+ 30.32% |
$70.2K - $78.5K
|
1.28K
$304K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-866- 1.8% |
$204K - $228K
|
47.3K
$11.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-32- 3.07% |
$7.54K - $8.43K
|
1.01K
$240K
|
|
|
Jan 16, 2026
Q4 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-41- 2.28% |
$9.66K - $10.8K
|
1.76K
$417K
|
|