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 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
55.7K+ 2.42% |
$13.1M - $14.7M
|
2.36M
$558M
|
|
|
Jan 08, 2026
Q4 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
46+ 1.48% |
$10.8K - $12.1K
|
3.15K
$747K
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-125- 10.2% |
$29.5K - $32.9K
|
1.1K
$261K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
766+ 29.44% |
$181K - $202K
|
3.37K
$798K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-133- 1.69% |
$31.3K - $35K
|
7.72K
$1.83M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.57K+ 23.15% |
$840K - $939K
|
19K
$4.49M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.13K+ 1.21% |
$267K - $298K
|
94.4K
$22.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.8K+ 5.7% |
$2.53M - $2.83M
|
199K
$47.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
184+ 6.45% |
$43.4K - $48.5K
|
3.04K
$720K
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
2.28K+ 62.88% |
$536K - $599K
|
5.89K
$1.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
1+ 1.0% |
$236 - $263
|
101
$23.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
1.12K+ 23.67% |
$264K - $296K
|
5.86K
$1.39M
|
|
|
Jan 08, 2026
Q4 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-50- 3.94% |
$11.8K - $13.2K
|
1.22K
$289K
|
|
|
Jan 08, 2026
Q4 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
282+ 3.44% |
$66.5K - $74.3K
|
8.49K
$2.01M
|
|
|
Jan 08, 2026
Q4 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
89+ 4.29% |
$21K - $23.4K
|
2.16K
$513K
|
|
|
Jan 08, 2026
Q4 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
944+ 4.72% |
$222K - $249K
|
20.9K
$4.96M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
87+ 1.48% |
$20.5K - $22.9K
|
5.98K
$1.42M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
SELL
|
- |
-133- 12.1% |
$31.3K - $35K
|
966
$229K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.04K+ 49.48% |
$244K - $273K
|
3.13K
$743K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
162+ 167.01% |
$38.2K - $42.7K
|
259
$61.4K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-517- 6.38% |
$122K - $136K
|
7.59K
$1.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
SELL
|
- |
-10- 16.39% |
$2.36K - $2.63K
|
51
$12.1K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-125- 1.1% |
$29.5K - $32.9K
|
11.2K
$2.66M
|
|
|
Jan 07, 2026
Q4 2025
|
Bay Rivers Group
|
SELL
|
- |
-343- 3.51% |
$80.8K - $90.3K
|
9.43K
$2.24M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
86+ 1.73% |
$20.3K - $22.7K
|
5.05K
$1.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-361- 31.72% |
$85.1K - $95.1K
|
777
$184K
|
|
|
Jan 07, 2026
Q4 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
868New |
$205K - $229K
|
868
$206K
|
|
|
Jan 07, 2026
Q4 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
266+ 5.12% |
$62.7K - $70.1K
|
5.46K
$1.29M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
137+ 6.92% |
$32.3K - $36.1K
|
2.12K
$502K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
27+ 2.04% |
$6.36K - $7.11K
|
1.35K
$320K
|
|
|
Jan 07, 2026
Q4 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
10.9KNew |
$2.56M - $2.87M
|
10.9K
$2.58M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.03K+ 6.5% |
$243K - $271K
|
16.9K
$4M
|
|
|
Jan 07, 2026
Q4 2025
|
Epiq Partners, LLC
|
SELL
|
- |
-27- 1.62% |
$6.36K - $7.11K
|
1.64K
$389K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-565- 21.82% |
$133K - $149K
|
2.02K
$480K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-381- 2.48% |
$89.8K - $100K
|
15K
$3.54M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-876- 8.24% |
$206K - $231K
|
9.75K
$2.31M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-929- 3.93% |
$219K - $245K
|
22.7K
$5.38M
|
|
|
Jan 07, 2026
Q4 2025
|
Tealwood Asset Management Inc
|
BUY
|
- |
819+ 13.17% |
$193K - $216K
|
7.04K
$1.67M
|
|
|
Jan 07, 2026
Q4 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
112+ 3.06% |
$26.4K - $29.5K
|
3.77K
$895K
|
|
|
Jan 07, 2026
Q4 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-258- 1.78% |
$60.8K - $68K
|
14.3K
$3.38M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-266- 0.72% |
$62.7K - $70.1K
|
36.8K
$8.73M
|
|
|
Jan 07, 2026
Q4 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
SELL
|
- |
-12- 0.61% |
$2.83K - $3.16K
|
1.96K
$464K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-493- 6.24% |
$116K - $130K
|
7.41K
$1.76M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-103- 4.43% |
$24.3K - $27.1K
|
2.22K
$527K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-12.3K- 82.4% |
$2.89M - $3.23M
|
2.62K
$621K
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
568+ 28.98% |
$134K - $150K
|
2.53K
$599K
|
|
|
Jan 07, 2026
Q4 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
801New |
$189K - $211K
|
801
$190K
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
28+ 2.13% |
$6.6K - $7.38K
|
1.34K
$318K
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
434+ 6.54% |
$102K - $114K
|
7.07K
$1.68M
|
|
|
Jan 07, 2026
Q4 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-909- 10.25% |
$214K - $239K
|
7.96K
$1.89M
|
|