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 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-143- 1.51% |
$38.4K - $51.5K
|
9.32K
$2.42M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
33+ 7.86% |
$8.86K - $11.9K
|
453
$118K
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
15+ 2.03% |
$4.03K - $5.4K
|
753
$196K
|
|
|
May 09, 2025
Q1 2025
|
Geneva Capital Management LLC
|
SELL
|
- |
-91- 1.73% |
$24.4K - $32.8K
|
5.16K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
1.91KNew |
$511K - $686K
|
1.91K
$495K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-5.66K- 35.33% |
$1.52M - $2.04M
|
10.4K
$2.69M
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
220+ 4.54% |
$59K - $79.2K
|
5.07K
$1.32M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
181+ 5.72% |
$48.6K - $65.2K
|
3.34K
$869K
|
|
|
May 09, 2025
Q1 2025
|
Weitz Investment Management, Inc.
Omaha, NE |
SELL
|
- |
-7.5K- 7.89% |
$2.01M - $2.7M
|
87.5K
$22.7M
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-16- 0.44% |
$4.29K - $5.76K
|
3.6K
$937K
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
82+ 4.44% |
$22K - $29.5K
|
1.93K
$501K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-75- 25.68% |
$20.1K - $27K
|
217
$56.4K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.24K- 7.23% |
$333K - $447K
|
15.9K
$4.14M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-712- 5.98% |
$191K - $256K
|
11.2K
$2.91M
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-42.9K- 70.46% |
$11.5M - $15.4M
|
18K
$4.68M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-108- 12.16% |
$29K - $38.9K
|
780
$203K
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-724- 18.28% |
$194K - $261K
|
3.24K
$841K
|
|
|
May 09, 2025
Q1 2025
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
1.44K+ 32.6% |
$386K - $518K
|
5.85K
$1.52M
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-1.13K- 1.86% |
$302K - $405K
|
59.5K
$15.5M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-23- 0.1% |
$6.17K - $8.28K
|
22.3K
$5.8M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
1.59K+ 11.36% |
$425K - $571K
|
15.5K
$4.04M
|
|
|
May 09, 2025
Q1 2025
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
28.3K+ 483.54% |
$7.6M - $10.2M
|
34.2K
$8.88M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
24.5K+ 240.61% |
$6.59M - $8.83M
|
34.7K
$9.03M
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.15K+ 81.79% |
$309K - $414K
|
2.56K
$664K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-25- 36.23% |
$6.71K - $9K
|
44
$11.4K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
104+ 0.23% |
$27.9K - $37.4K
|
45.8K
$11.9M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
PUT |
6.5KNew |
$1.74M - $2.34M
|
6.5K
$1.69M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
120+ 4.94% |
$32.2K - $43.2K
|
2.55K
$662K
|
|
|
May 09, 2025
Q1 2025
|
Parus Finance (Uk) LTD
London, X0 |
SELL
|
- |
-1.67K- 5.18% |
$448K - $601K
|
30.6K
$7.95M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-3.88K- 1.06% |
$1.04M - $1.4M
|
364K
$94.5M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
23.1K+ 8.35% |
$6.2M - $8.32M
|
300K
$78M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
489+ 6.82% |
$131K - $176K
|
7.66K
$1.99M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
256+ 27.21% |
$68.7K - $92.1K
|
1.2K
$311K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
987+ 2.24% |
$265K - $355K
|
45K
$11.7M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
100+ 13.39% |
$26.8K - $36K
|
847
$220K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
426+ 5.39% |
$114K - $153K
|
8.32K
$2.16M
|
|
|
May 09, 2025
Q1 2025
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-3.34K- 4.7% |
$896K - $1.2M
|
67.7K
$17.6M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-11.5K- 84.79% |
$3.08M - $4.14M
|
2.06K
$536K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-37- 2.0% |
$9.93K - $13.3K
|
1.81K
$470K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
168+ 54.19% |
$45.1K - $60.5K
|
478
$124K
|
|
|
May 09, 2025
Q1 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
SELL
|
- |
-2- 25.0% |
$537 - $720
|
6
$1.56K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-2- 1.96% |
$537 - $720
|
100
$26K
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
1.3KNew |
$350K - $469K
|
1.3K
$339K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
27+ 1.54% |
$7.25K - $9.72K
|
1.78K
$463K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-83- 1.43% |
$22.3K - $29.9K
|
5.73K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
14.6K+ 46.39% |
$3.91M - $5.24M
|
46K
$11.9M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.38M+ 1.6% |
$371M - $498M
|
87.9M
$22.8B
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
356+ 10.72% |
$95.5K - $128K
|
3.68K
$956K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
12+ 1.48% |
$3.22K - $4.32K
|
823
$214K
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-79- 3.86% |
$21.2K - $28.4K
|
1.97K
$512K
|