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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
541+ 1.22% |
$128K - $158K
|
44.8K
$11.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-10.8K- 45.34% |
$2.55M - $3.15M
|
13K
$3.39M
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-125- 1.98% |
$29.5K - $36.4K
|
6.2K
$1.61M
|
|
|
Jul 08, 2025
Q2 2025
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-18.7K- 94.71% |
$4.41M - $5.44M
|
1.04K
$271K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
271+ 11.77% |
$64K - $78.9K
|
2.57K
$669K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-272- 2.33% |
$64.3K - $79.2K
|
11.4K
$2.96M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.46K- 11.62% |
$345K - $426K
|
11.1K
$2.89M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
62+ 1.94% |
$14.6K - $18.1K
|
3.26K
$848K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-296- 5.31% |
$69.9K - $86.2K
|
5.28K
$1.37M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
677+ 7.66% |
$160K - $197K
|
9.51K
$2.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-999- 4.3% |
$236K - $291K
|
22.2K
$5.77M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
47+ 0.66% |
$11.1K - $13.7K
|
7.16K
$1.86M
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
121+ 6.2% |
$28.6K - $35.2K
|
2.07K
$539K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.59% |
$1.18K - $1.46K
|
851
$221K
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-125- 9.14% |
$29.5K - $36.4K
|
1.24K
$323K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-180- 3.59% |
$42.5K - $52.4K
|
4.83K
$1.26M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-33- 6.52% |
$7.8K - $9.61K
|
473
$123K
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
441+ 4.88% |
$104K - $128K
|
9.49K
$2.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-491- 5.85% |
$116K - $143K
|
7.9K
$2.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-197- 9.9% |
$46.5K - $57.4K
|
1.79K
$466K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
43+ 2.21% |
$10.2K - $12.5K
|
1.99K
$518K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-6.43K- 64.24% |
$1.52M - $1.87M
|
3.58K
$930K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.22K- 37.53% |
$288K - $354K
|
2.03K
$527K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
757New |
$179K - $220K
|
757
$197K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.48K+ 4.52% |
$350K - $432K
|
34.3K
$8.91M
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-25- 1.01% |
$5.91K - $7.28K
|
2.44K
$634K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
859New |
$203K - $250K
|
859
$223K
|
|
|
Jul 07, 2025
Q2 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-367- 0.47% |
$86.7K - $107K
|
77.8K
$20.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
53K+ 35.63% |
$12.5M - $15.4M
|
202K
$52.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
763New |
$180K - $222K
|
763
$198K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-487- 6.32% |
$115K - $142K
|
7.22K
$1.88M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
271+ 6.68% |
$64K - $78.9K
|
4.33K
$1.12M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
218+ 12.16% |
$51.5K - $63.5K
|
2.01K
$523K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
283+ 13.67% |
$66.9K - $82.4K
|
2.35K
$611K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
334+ 20.45% |
$78.9K - $97.2K
|
1.97K
$511K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-50- 1.6% |
$11.8K - $14.6K
|
3.08K
$800K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
32+ 5.03% |
$7.56K - $9.32K
|
668
$174K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
430+ 2.91% |
$102K - $125K
|
15.2K
$3.96M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
435+ 58.78% |
$103K - $127K
|
1.18K
$305K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-41- 20.6% |
$9.69K - $11.9K
|
158
$41.1K
|
|
|
Jul 07, 2025
Q2 2025
|
M & L Capital Management LTD
London, X0 |
BUY
|
- |
11KNew |
$2.6M - $3.2M
|
11K
$2.86M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-60- 61.22% |
$14.2K - $17.5K
|
38
$9.88K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
662+ 34.35% |
$156K - $193K
|
2.59K
$673K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
9+ 0.08% |
$2.13K - $2.62K
|
10.9K
$2.84M
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
165+ 16.22% |
$39K - $48K
|
1.18K
$307K
|
|
|
Jul 07, 2025
Q2 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-5.7K- 24.68% |
$1.35M - $1.66M
|
17.4K
$4.52M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
3.16K+ 60.16% |
$747K - $920K
|
8.42K
$2.19M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
SELL
|
- |
-29- 1.74% |
$6.85K - $8.44K
|
1.63K
$424K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
11+ 0.23% |
$2.6K - $3.2K
|
4.8K
$1.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
7.09K+ 6.83% |
$1.68M - $2.06M
|
111K
$28.8M
|