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 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
171+ 14.45% |
$45.9K - $61.6K
|
1.35K
$352K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
123K+ 17.3% |
$32.9M - $44.1M
|
831K
$216M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-100- 11.76% |
$26.8K - $36K
|
750
$195K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
395+ 1.2% |
$106K - $142K
|
33.2K
$8.63M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
15+ 1.65% |
$4.03K - $5.4K
|
926
$241K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
34.3K+ 94.05% |
$9.21M - $12.3M
|
70.8K
$18.4M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.27KNew |
$341K - $457K
|
1.27K
$330K
|
|
|
May 07, 2025
Q1 2025
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
25.2K+ 130.65% |
$6.77M - $9.08M
|
44.5K
$11.6M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-153- 9.95% |
$41.1K - $55.1K
|
1.38K
$360K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-50- 1.79% |
$13.4K - $18K
|
2.75K
$714K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
198+ 8.49% |
$53.1K - $71.3K
|
2.53K
$657K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
215K+ 20.14% |
$57.7M - $77.4M
|
1.28M
$333M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
400+ 12.5% |
$107K - $144K
|
3.6K
$936K
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1.8K- 32.9% |
$483K - $648K
|
3.67K
$955K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
30+ 0.66% |
$8.05K - $10.8K
|
4.58K
$1.19M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
66+ 3.69% |
$17.7K - $23.8K
|
1.86K
$483K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
41+ 2.4% |
$11K - $14.8K
|
1.75K
$454K
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
806New |
$216K - $290K
|
806
$209K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
24+ 1.63% |
$6.44K - $8.64K
|
1.49K
$388K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
130+ 2.45% |
$34.9K - $46.8K
|
5.43K
$1.41M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.39K+ 5.91% |
$372K - $499K
|
24.9K
$6.46M
|
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
SELL
|
- |
-1.09K- 5.18% |
$292K - $392K
|
19.9K
$5.18M
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
18.6K+ 6.59% |
$5M - $6.71M
|
302K
$78.4M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-80.2K- 99.63% |
$21.5M - $28.9M
|
300
$78K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
6.61K+ 11.32% |
$1.77M - $2.38M
|
65K
$16.9M
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-75- 1.76% |
$20.1K - $27K
|
4.19K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
610+ 1.68% |
$164K - $220K
|
37K
$9.62M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
21+ 0.7% |
$5.64K - $7.56K
|
3.02K
$786K
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
586+ 94.21% |
$157K - $211K
|
1.21K
$314K
|
|
|
May 07, 2025
Q1 2025
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
845New |
$227K - $304K
|
845
$220K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-20- 2.39% |
$5.37K - $7.2K
|
817
$212K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-23- 0.53% |
$6.17K - $8.28K
|
4.36K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-57.7K- 9.85% |
$15.5M - $20.8M
|
528K
$137M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-644- 8.52% |
$173K - $232K
|
6.92K
$1.8M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
5+ 0.32% |
$1.34K - $1.8K
|
1.58K
$410K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-347- 0.65% |
$93.1K - $125K
|
52.9K
$13.7M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
306+ 48.96% |
$82.1K - $110K
|
931
$242K
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-162- 2.71% |
$43.5K - $58.3K
|
5.82K
$1.51M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
188+ 8.17% |
$50.5K - $67.7K
|
2.49K
$647K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
117+ 5.35% |
$31.4K - $42.1K
|
2.3K
$598K
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
948+ 2.34% |
$254K - $341K
|
41.5K
$10.8M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-20- 0.77% |
$5.37K - $7.2K
|
2.59K
$673K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-181- 3.54% |
$48.6K - $65.2K
|
4.93K
$1.28M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
20+ 1.77% |
$5.37K - $7.2K
|
1.15K
$299K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
104+ 8.07% |
$27.9K - $37.4K
|
1.39K
$362K
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
SELL
|
- |
-185- 4.62% |
$49.6K - $66.6K
|
3.82K
$992K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
12K+ 7209.58% |
$3.23M - $4.33M
|
12.2K
$3.17M
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-130- 7.05% |
$34.9K - $46.8K
|
1.72K
$446K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3+ 0.15% |
$805 - $1.08K
|
1.95K
$507K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
46New |
$12.3K - $16.6K
|
46
$12K
|