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 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-3.4K- 5.17% |
$912K - $1.22M
|
62.4K
$16.2M
|
|
|
May 08, 2025
Q1 2025
|
Tredje Ap Fonden
|
SELL
|
- |
-53.2K- 12.44% |
$14.3M - $19.1M
|
374K
$97.3M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-90- 3.14% |
$24.2K - $32.4K
|
2.78K
$721K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
18.8K+ 44.61% |
$5.03M - $6.75M
|
60.8K
$15.8M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
CALL |
100New |
$26.8K - $36K
|
100
$26K
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
16+ 0.21% |
$4.29K - $5.76K
|
7.64K
$1.99M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.3K- 8.09% |
$1.42M - $1.91M
|
60.2K
$15.6M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-112- 2.33% |
$30.1K - $40.3K
|
4.69K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-529- 0.58% |
$142K - $190K
|
91K
$23.6M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
7.09K+ 46.25% |
$1.9M - $2.55M
|
22.4K
$5.83M
|
|
|
May 08, 2025
Q1 2025
|
Nicholas Company, Inc.
|
SELL
|
- |
-13K- 4.57% |
$3.49M - $4.68M
|
271K
$70.6M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
2.68K+ 42.62% |
$719K - $965K
|
8.97K
$2.33M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-894- 50.17% |
$240K - $322K
|
888
$231K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
3.92K+ 10.28% |
$1.05M - $1.41M
|
42K
$10.9M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
BUY
|
- |
4.99K+ 12.11% |
$1.34M - $1.79M
|
46.2K
$12M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-38.4K- 11.0% |
$10.3M - $13.8M
|
311K
$80.8M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
80+ 5.3% |
$21.5K - $28.8K
|
1.59K
$413K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.81K- 52.51% |
$1.02M - $1.37M
|
3.45K
$896K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
347+ 1.68% |
$93.1K - $125K
|
21K
$5.46M
|
|
|
May 08, 2025
Q1 2025
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-28K- 82.0% |
$7.51M - $10.1M
|
6.15K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
18New |
$4.83K - $6.48K
|
18
$4.68K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
700+ 6.04% |
$188K - $252K
|
12.3K
$3.19M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
53+ 6.68% |
$14.2K - $19.1K
|
846
$220K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-430- 0.3% |
$115K - $155K
|
142K
$36.8M
|
|
|
May 08, 2025
Q1 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-12- 0.75% |
$3.22K - $4.32K
|
1.58K
$410K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-51- 2.38% |
$13.7K - $18.4K
|
2.09K
$543K
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
30+ 0.72% |
$8.05K - $10.8K
|
4.18K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
49+ 1.29% |
$13.1K - $17.6K
|
3.84K
$997K
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-5.7K- 14.57% |
$1.53M - $2.05M
|
33.4K
$8.68M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.74K- 14.32% |
$1.81M - $2.42M
|
40.3K
$10.5M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-33- 0.13% |
$8.86K - $11.9K
|
24.8K
$6.45M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
352New |
$94.5K - $127K
|
352
$91.5K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.03K+ 3.97% |
$276K - $370K
|
26.9K
$7M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
427+ 36.19% |
$115K - $154K
|
1.61K
$418K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-8- 0.48% |
$2.15K - $2.88K
|
1.67K
$433K
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
BUY
|
- |
4+ 0.03% |
$1.07K - $1.44K
|
11.7K
$3.04M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
12.8K+ 90.19% |
$3.44M - $4.61M
|
27K
$7.02M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
144K+ 14.74% |
$38.7M - $51.9M
|
1.12M
$292M
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-101- 7.37% |
$27.1K - $36.4K
|
1.27K
$330K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
169+ 3.1% |
$45.4K - $60.8K
|
5.62K
$1.46M
|
|
|
May 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
129+ 13.77% |
$34.6K - $46.4K
|
1.07K
$277K
|
|
|
May 08, 2025
Q1 2025
|
Lynwood Price Capital Management LP
Austin, TX |
BUY
|
- |
15K+ 36.59% |
$4.03M - $5.4M
|
56K
$14.6M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.02K- 13.88% |
$273K - $367K
|
6.33K
$1.64M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
779+ 3.4% |
$209K - $280K
|
23.7K
$6.16M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-151- 0.29% |
$40.5K - $54.4K
|
52.6K
$13.7M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
186+ 6.49% |
$49.9K - $67K
|
3.05K
$793K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
85+ 10.48% |
$22.8K - $30.6K
|
896
$233K
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.9K+ 2.95% |
$509K - $682K
|
66.1K
$17.2M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-27- 9.12% |
$7.25K - $9.72K
|
269
$69.9K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
167+ 477.14% |
$44.8K - $60.1K
|
202
$52.5K
|