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
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.43KNew |
$383K - $514K
|
1.43K
$371K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-373- 10.95% |
$100K - $134K
|
3.03K
$788K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-27.3K- 70.9% |
$7.31M - $9.81M
|
11.2K
$2.91M
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-96- 9.3% |
$25.8K - $34.6K
|
936
$243K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-4- 0.18% |
$1.07K - $1.44K
|
2.27K
$589K
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-20- 2.55% |
$5.37K - $7.2K
|
764
$199K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-24.2K- 31.67% |
$6.48M - $8.7M
|
52.1K
$13.6M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
504+ 11.05% |
$135K - $181K
|
5.07K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.54K- 3.82% |
$414K - $555K
|
38.8K
$10.1M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-106- 2.05% |
$28.4K - $38.2K
|
5.06K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-2.51K- 40.25% |
$672K - $902K
|
3.72K
$966K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
45+ 4.16% |
$12.1K - $16.2K
|
1.13K
$293K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
1.7K+ 95.93% |
$455K - $610K
|
3.46K
$900K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-55.6K- 11.6% |
$14.9M - $20M
|
424K
$110M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-1.4K- 60.87% |
$376K - $504K
|
900
$234K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
382+ 0.68% |
$103K - $138K
|
56.2K
$14.6M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-5- 0.59% |
$1.34K - $1.8K
|
840
$218K
|
|
|
May 08, 2025
Q1 2025
|
Vulcan Value Partners, LLC
Birmingham, AL |
SELL
|
- |
-26K- 3.47% |
$6.98M - $9.36M
|
724K
$188M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-464- 14.57% |
$125K - $167K
|
2.72K
$707K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
12.9K+ 4.95% |
$3.47M - $4.66M
|
274K
$71.3M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
18.9K+ 21.37% |
$5.07M - $6.8M
|
107K
$27.9M
|
|
|
May 08, 2025
Q1 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
1.63K+ 46.06% |
$437K - $586K
|
5.17K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
300+ 0.19% |
$80.5K - $108K
|
155K
$40.2M
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
1.5K+ 13.51% |
$403K - $540K
|
12.6K
$3.27M
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
20+ 100.0% |
$5.37K - $7.2K
|
40
$10.4K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
286K+ 15681.0% |
$76.6M - $103M
|
287K
$74.7M
|
|
|
May 08, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-704K- 82.71% |
$189M - $253M
|
147K
$38.2M
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
59+ 2.19% |
$15.8K - $21.2K
|
2.76K
$716K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
493+ 1.34% |
$132K - $177K
|
37.2K
$9.66M
|
|
|
May 07, 2025
Q1 2025
|
Baillie Gifford & CO
|
BUY
|
- |
1.2MNew |
$321M - $431M
|
1.2M
$311M
|
|
|
May 07, 2025
Q1 2025
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-2.54K- 6.39% |
$682K - $915K
|
37.3K
$9.68M
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-5.47K- 74.59% |
$1.47M - $1.97M
|
1.86K
$484K
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
15.8K+ 42.61% |
$4.25M - $5.7M
|
53K
$13.8M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
5+ 0.27% |
$1.34K - $1.8K
|
1.88K
$489K
|
|
|
May 07, 2025
Q1 2025
|
Nikko Asset Management Americas, Inc.
|
BUY
|
- |
104KNew |
$27.9M - $37.4M
|
104K
$27M
|
|
|
May 07, 2025
Q1 2025
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-950- 6.1% |
$255K - $342K
|
14.6K
$3.8M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
290+ 7.56% |
$77.8K - $104K
|
4.13K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-122K- 17.54% |
$32.7M - $43.9M
|
574K
$149M
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
16+ 0.48% |
$4.29K - $5.76K
|
3.38K
$879K
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-53.2K- 21.75% |
$14.3M - $19.2M
|
192K
$49.8M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
120+ 10.66% |
$32.2K - $43.2K
|
1.25K
$324K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
56+ 0.94% |
$15K - $20.2K
|
6K
$1.56M
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-7.59K- 14.24% |
$2.04M - $2.73M
|
45.7K
$11.9M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.04K+ 134.83% |
$546K - $733K
|
3.55K
$922K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-49.6K- 6.03% |
$13.3M - $17.8M
|
773K
$201M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
170+ 0.45% |
$45.6K - $61.2K
|
37.7K
$9.79M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-233- 1.37% |
$62.5K - $83.9K
|
16.8K
$4.37M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
7+ 0.8% |
$1.88K - $2.52K
|
886
$230K
|
|
|
May 07, 2025
Q1 2025
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
75.2KNew |
$20.2M - $27.1M
|
75.2K
$19.5M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
115+ 11.19% |
$30.9K - $41.4K
|
1.14K
$297K
|