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 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
BUY
|
- |
794New |
$188K - $231K
|
794
$206K
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
614+ 7.28% |
$145K - $179K
|
9.05K
$2.35M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
26+ 2.51% |
$6.14K - $7.57K
|
1.06K
$276K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
919New |
$217K - $268K
|
919
$239K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
511+ 0.76% |
$121K - $149K
|
67.8K
$17.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
1.11KNew |
$262K - $323K
|
1.11K
$289K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
52+ 5.22% |
$12.3K - $15.1K
|
1.05K
$272K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
66+ 6.75% |
$15.6K - $19.2K
|
1.04K
$271K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.6K- 8.8% |
$377K - $464K
|
16.5K
$4.3M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
PUT |
2.8K+ 50.0% |
$662K - $815K
|
8.4K
$2.18M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-422- 5.53% |
$99.7K - $123K
|
7.21K
$1.87M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-4.36K- 83.21% |
$1.03M - $1.27M
|
880
$229K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
250+ 1.19% |
$59.1K - $72.8K
|
21.3K
$5.53M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
494+ 1.06% |
$117K - $144K
|
47.2K
$12.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
BUY
|
- |
32.9KNew |
$7.78M - $9.59M
|
32.9K
$8.56M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.59K- 10.95% |
$611K - $753K
|
21K
$5.46M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-39- 1.75% |
$9.21K - $11.4K
|
2.19K
$569K
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.71K- 28.98% |
$404K - $497K
|
4.19K
$1.09M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.8K- 12.72% |
$424K - $523K
|
12.3K
$3.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-42- 2.73% |
$9.92K - $12.2K
|
1.5K
$390K
|
|
|
Jul 02, 2025
Q2 2025
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-113- 10.97% |
$26.7K - $32.9K
|
917
$238K
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
BUY
|
- |
1.02K+ 10.32% |
$240K - $296K
|
10.9K
$2.82M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-400- 9.27% |
$94.5K - $116K
|
3.92K
$1.02M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-497- 3.3% |
$117K - $145K
|
14.6K
$3.78M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
7+ 0.58% |
$1.65K - $2.04K
|
1.21K
$314K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.11% |
$236 - $291
|
885
$230K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.06KNew |
$251K - $309K
|
1.06K
$276K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
10.9K+ 10.52% |
$2.58M - $3.17M
|
115K
$29.8M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.96K- 6.91% |
$462K - $569K
|
26.3K
$6.84M
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
2.64K+ 4.61% |
$625K - $770K
|
60K
$15.6M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-686- 5.8% |
$162K - $200K
|
11.1K
$2.89M
|
|
| Q1 2025 | |||||||
|
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-511- 15.61% |
$137K - $184K
|
2.76K
$718K
|
|
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
52.6K+ 43.54% |
$14.1M - $18.9M
|
173K
$45.1M
|
|
|
Jul 15, 2025
Q1 2025
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-1.14K- 3.16% |
$305K - $409K
|
34.8K
$9.05M
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-19- 1.32% |
$5.1K - $6.84K
|
1.42K
$370K
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-2.04K- 67.49% |
$548K - $735K
|
983
$255K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-339K- 37.83% |
$90.9M - $122M
|
557K
$145M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
35.3KNew |
$9.47M - $12.7M
|
35.3K
$9.17M
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
94+ 5.67% |
$25.2K - $33.8K
|
1.75K
$455K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1- 0.1% |
$268 - $360
|
1.04K
$269K
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
262+ 3.39% |
$70.3K - $94.3K
|
7.99K
$2.08M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-105- 2.01% |
$28.2K - $37.8K
|
5.11K
$1.33M
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
27+ 13.85% |
$7.25K - $9.72K
|
222
$57.7K
|
|
|
Jun 04, 2025
Q1 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
SELL
|
- |
-61- 0.95% |
$16.4K - $22K
|
6.37K
$1.65M
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-1.12K- 0.96% |
$301K - $403K
|
116K
$30M
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-2- 0.09% |
$537 - $720
|
2.29K
$595K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-8.27K- 47.47% |
$2.22M - $2.98M
|
9.15K
$2.38M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1- 0.04% |
$268 - $360
|
2.75K
$715K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
116New |
$31.1K - $41.8K
|
116
$30.1K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-296- 17.28% |
$79.4K - $107K
|
1.42K
$368K
|
|