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
|
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
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-412- 2.39% |
$111K - $148K
|
16.8K
$4.36M
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
58+ 2.91% |
$15.6K - $20.9K
|
2.05K
$533K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.88K+ 21.98% |
$505K - $677K
|
10.4K
$2.71M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-18- 9.0% |
$4.83K - $6.48K
|
182
$47.3K
|
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
SELL
|
- |
-185- 3.94% |
$49.6K - $66.6K
|
4.51K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
395+ 0.47% |
$106K - $142K
|
84.3K
$21.9M
|
|
|
May 09, 2025
Q1 2025
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
5.9K+ 1.18% |
$1.58M - $2.12M
|
508K
$132M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-4.25K- 12.57% |
$1.14M - $1.53M
|
29.6K
$7.68M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1+ 0.03% |
$268 - $360
|
3.96K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
152K+ 17.72% |
$40.7M - $54.6M
|
1.01M
$262M
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-5.01K- 34.95% |
$1.35M - $1.8M
|
9.33K
$2.42M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
12.4KNew |
$3.33M - $4.47M
|
12.4K
$3.23M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.13K- 56.76% |
$303K - $406K
|
860
$223K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
296K+ 4.87% |
$79.3M - $106M
|
6.36M
$1.65B
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
37+ 1.72% |
$9.93K - $13.3K
|
2.18K
$567K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
466+ 5.89% |
$125K - $168K
|
8.38K
$2.18M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-183- 16.0% |
$49.1K - $65.9K
|
961
$250K
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-84- 1.17% |
$22.5K - $30.2K
|
7.11K
$1.85M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-2- 0.09% |
$537 - $720
|
2.18K
$567K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-6.66K- 13.35% |
$1.79M - $2.4M
|
43.2K
$11.2M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-55- 5.36% |
$14.8K - $19.8K
|
972
$253K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
79+ 2.38% |
$21.2K - $28.4K
|
3.4K
$884K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.31K+ 58.76% |
$621K - $833K
|
6.25K
$1.62M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-28- 2.47% |
$7.51K - $10.1K
|
1.11K
$287K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1New |
$268 - $360
|
1
$260
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
3.74K+ 20755.56% |
$1M - $1.34M
|
3.75K
$976K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
5.02K+ 3.58% |
$1.35M - $1.81M
|
145K
$37.7M
|
|
|
May 08, 2025
Q1 2025
|
Trivest Advisors LTD
Hong Kong, K3 |
SELL
|
- |
-287K- 93.4% |
$77.1M - $103M
|
20.3K
$5.27M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.98K+ 230.44% |
$1.07M - $1.43M
|
5.71K
$1.48M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-409- 0.1% |
$110K - $147K
|
398K
$103M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.73K- 7.65% |
$1M - $1.34M
|
45K
$11.7M
|
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
BUY
|
- |
2.84KNew |
$762K - $1.02M
|
2.84K
$738K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
786+ 4.44% |
$211K - $283K
|
18.5K
$4.8M
|
|
|
May 08, 2025
Q1 2025
|
Rd Finance LTD
Limassol, G4 |
BUY
|
- |
12.6KNew |
$3.39M - $4.55M
|
12.6K
$3.29M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
32+ 0.12% |
$8.59K - $11.5K
|
27K
$7.02M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-51- 3.82% |
$13.7K - $18.4K
|
1.29K
$334K
|