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 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-1.07K- 12.68% |
$286K - $383K
|
7.34K
$1.92M
|
|
|
May 06, 2025
Q1 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
2.27K+ 66.1% |
$608K - $816K
|
5.69K
$1.49M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.44K+ 4.98% |
$386K - $518K
|
30.3K
$7.96M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-10- 0.15% |
$2.68K - $3.6K
|
6.77K
$1.78M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
255+ 15.71% |
$68.4K - $91.8K
|
1.88K
$493K
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
1.58KNew |
$423K - $567K
|
1.58K
$413K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-219- 3.58% |
$58.8K - $78.8K
|
5.91K
$1.55M
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
925New |
$248K - $333K
|
925
$243K
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
44+ 4.24% |
$11.8K - $15.8K
|
1.08K
$284K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
396+ 17.48% |
$106K - $143K
|
2.66K
$698K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
788+ 2.38% |
$211K - $284K
|
34K
$8.91M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
981+ 9.74% |
$263K - $353K
|
11.1K
$2.9M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
225+ 17.72% |
$60.4K - $81K
|
1.5K
$392K
|
|
|
May 06, 2025
Q1 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
1.29MNew |
$345M - $463M
|
1.29M
$337M
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
790+ 44.08% |
$212K - $284K
|
2.58K
$677K
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
39+ 3.63% |
$10.5K - $14K
|
1.11K
$292K
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-33- 1.77% |
$8.86K - $11.9K
|
1.83K
$480K
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-14- 0.78% |
$3.76K - $5.04K
|
1.79K
$470K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
482+ 9.31% |
$129K - $173K
|
5.66K
$1.48M
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
BUY
|
- |
236+ 1.74% |
$63.3K - $84.9K
|
13.8K
$3.61M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.19K+ 2.68% |
$587K - $787K
|
83.9K
$22M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-13- 0.23% |
$3.49K - $4.68K
|
5.72K
$1.5M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
35.8K+ 11.35% |
$9.6M - $12.9M
|
351K
$92.1M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.72M+ 1744.01% |
$462M - $620M
|
1.82M
$477M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
2.17K+ 97.93% |
$583K - $782K
|
4.39K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.27K+ 34.53% |
$341K - $457K
|
4.95K
$1.3M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
50+ 0.54% |
$13.4K - $18K
|
9.26K
$2.43M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
325+ 30.81% |
$87.2K - $117K
|
1.38K
$362K
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
5.42KNew |
$1.45M - $1.95M
|
5.42K
$1.42M
|
|
|
May 06, 2025
Q1 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
14+ 0.85% |
$3.76K - $5.04K
|
1.67K
$437K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
193+ 1.4% |
$51.8K - $69.5K
|
14K
$3.67M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
346+ 25.84% |
$92.9K - $125K
|
1.69K
$442K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.73K+ 9.86% |
$2.34M - $3.14M
|
97.3K
$25.5M
|
|
|
May 06, 2025
Q1 2025
|
Antipodes Partners LTD
Royal Exchange, C3 |
SELL
|
- |
-44.3K- 34.23% |
$11.9M - $15.9M
|
85.1K
$22.3M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2KNew |
$537K - $721K
|
2K
$525K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
13.7K+ 7.86% |
$3.67M - $4.93M
|
188K
$49.3M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
68+ 6.15% |
$18.2K - $24.5K
|
1.17K
$308K
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-18- 0.37% |
$4.83K - $6.48K
|
4.83K
$1.27M
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
71+ 1.72% |
$19.1K - $25.6K
|
4.19K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
1.7K+ 99.36% |
$457K - $613K
|
3.42K
$896K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
108+ 2.88% |
$29K - $38.9K
|
3.86K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Freemont Management S.A.
|
BUY
|
- |
11KNew |
$2.95M - $3.96M
|
11K
$2.89M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.82K+ 111.27% |
$758K - $1.02M
|
5.36K
$1.41M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
7.01KNew |
$1.88M - $2.52M
|
7.01K
$1.84M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
370+ 6.77% |
$99.3K - $133K
|
5.84K
$1.53M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-5- 0.22% |
$1.34K - $1.8K
|
2.31K
$605K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.45K- 51.13% |
$388K - $520K
|
1.38K
$362K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-178K- 4.94% |
$47.8M - $64.1M
|
3.43M
$899M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
152+ 20.32% |
$40.8K - $54.7K
|
900
$236K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
300+ 8.82% |
$80.5K - $108K
|
3.7K
$970K
|