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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-318- 0.62% |
$85.3K - $114K
|
51.3K
$13.3M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-100- 10.49% |
$26.8K - $36K
|
853
$222K
|
|
|
May 13, 2025
Q1 2025
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-2.17K- 1.92% |
$581K - $780K
|
111K
$28.8M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
7.61MNew |
$2.04B - $2.74B
|
7.61M
$1.98B
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-52- 1.13% |
$14K - $18.7K
|
4.57K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
728+ 40.35% |
$195K - $262K
|
2.53K
$658K
|
|
|
May 13, 2025
Q1 2025
|
Ov Management LLC
Minneapolis, MN |
SELL
|
- |
-1.5K- 12.67% |
$402K - $539K
|
10.3K
$2.68M
|
|
|
May 13, 2025
Q1 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
2.2K+ 21.74% |
$590K - $791K
|
12.3K
$3.2M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
294+ 3.97% |
$78.9K - $106K
|
7.7K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
232K+ 6.62% |
$62.4M - $83.6M
|
3.74M
$973M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-133- 3.23% |
$35.7K - $47.9K
|
3.99K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
365+ 9.2% |
$98K - $131K
|
4.33K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
25+ 1.11% |
$6.71K - $9K
|
2.28K
$592K
|
|
|
May 13, 2025
Q1 2025
|
Windward Capital Management CO
|
SELL
|
- |
-3.46K- 1.77% |
$928K - $1.25M
|
192K
$49.9M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.97K+ 6.1% |
$528K - $708K
|
34.2K
$8.89M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
35.5K+ 267.3% |
$9.53M - $12.8M
|
48.8K
$12.7M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
437K+ 7.92% |
$117M - $157M
|
5.95M
$1.55B
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
PUT |
-313K- 30.35% |
$84M - $113M
|
718K
$187M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-534- 0.69% |
$143K - $192K
|
77.4K
$20.1M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-5- 0.17% |
$1.34K - $1.8K
|
2.94K
$763K
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-25- 0.53% |
$6.71K - $9K
|
4.71K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
468+ 31.9% |
$126K - $168K
|
1.94K
$503K
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-8- 0.2% |
$2.15K - $2.88K
|
3.97K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-945- 7.56% |
$254K - $340K
|
11.6K
$3M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-269K- 2.4% |
$72.2M - $96.8M
|
11M
$2.85B
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-9.3K- 23.85% |
$2.5M - $3.35M
|
29.7K
$7.72M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
323+ 18.33% |
$86.7K - $116K
|
2.09K
$542K
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
291+ 39.17% |
$78.1K - $105K
|
1.03K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
950+ 12.51% |
$255K - $342K
|
8.54K
$2.22M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-520- 14.12% |
$140K - $187K
|
3.16K
$822K
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-1.28K- 23.22% |
$343K - $460K
|
4.22K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
2KNew |
$537K - $720K
|
2K
$520K
|
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-223K- 26.24% |
$59.8M - $80.2M
|
627K
$163M
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-87- 1.99% |
$23.3K - $31.3K
|
4.29K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.53K+ 4.61% |
$1.22M - $1.63M
|
103K
$26.7M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
209+ 164.57% |
$56.1K - $75.2K
|
336
$87.3K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.82K+ 3.34% |
$488K - $654K
|
56.3K
$14.6M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
70.1K+ 5.63% |
$18.8M - $25.2M
|
1.32M
$342M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-93- 8.56% |
$25K - $33.5K
|
994
$258K
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.79K+ 10.28% |
$1.02M - $1.36M
|
40.7K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
93+ 114.81% |
$25K - $33.5K
|
174
$45.2K
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
1.57KNew |
$422K - $567K
|
1.57K
$409K
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
181+ 2.27% |
$48.6K - $65.2K
|
8.14K
$2.12M
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
87+ 2.02% |
$23.3K - $31.3K
|
4.4K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
180New |
$48.3K - $64.8K
|
180
$46.8K
|
|
|
May 13, 2025
Q1 2025
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
SELL
|
- |
-1.72K- 1.42% |
$461K - $618K
|
119K
$30.9M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
541+ 31.44% |
$145K - $195K
|
2.26K
$588K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
21.3KNew |
$5.72M - $7.67M
|
21.3K
$5.54M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
261New |
$70K - $93.9K
|
261
$67.8K
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
100+ 8.12% |
$26.8K - $36K
|
1.33K
$346K
|