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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
903+ 1.13% |
$242K - $325K
|
80.9K
$21.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
18.7K+ 2.69% |
$5.01M - $6.72M
|
711K
$187M
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
814+ 4.06% |
$218K - $293K
|
20.9K
$5.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
5.7K+ 75.93% |
$1.53M - $2.05M
|
13.2K
$3.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
42+ 3.74% |
$11.3K - $15.1K
|
1.17K
$306K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-4.2K- 82.4% |
$1.13M - $1.51M
|
896
$235K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
21K+ 10.15% |
$5.65M - $7.58M
|
229K
$59.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
858New |
$230K - $309K
|
858
$225K
|
|
|
Apr 30, 2025
Q1 2025
|
Harvey Capital Management Inc
|
SELL
|
- |
-527- 2.08% |
$141K - $190K
|
24.8K
$6.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.41K- 12.24% |
$379K - $508K
|
10.1K
$2.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
327+ 96.75% |
$87.8K - $118K
|
665
$174K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.5K- 3.25% |
$403K - $540K
|
44.7K
$11.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-61- 0.54% |
$16.4K - $22K
|
11.3K
$2.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
426+ 17.26% |
$114K - $153K
|
2.89K
$759K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-37- 0.93% |
$9.93K - $13.3K
|
3.96K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-515- 3.15% |
$138K - $185K
|
15.8K
$4.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-562- 7.72% |
$151K - $202K
|
6.72K
$1.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
312+ 6.47% |
$83.7K - $112K
|
5.14K
$1.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
94+ 12.18% |
$25.2K - $33.8K
|
866
$227K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-171- 15.15% |
$45.9K - $61.6K
|
958
$251K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-83- 60.58% |
$22.3K - $29.9K
|
54
$14.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-5- 0.4% |
$1.34K - $1.8K
|
1.24K
$325K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
3.62K+ 15.88% |
$973K - $1.3M
|
26.4K
$6.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-583- 41.7% |
$156K - $210K
|
815
$214K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-38- 0.46% |
$10.2K - $13.7K
|
8.31K
$2.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-235- 13.14% |
$63.1K - $84.6K
|
1.55K
$407K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2.81K+ 35.04% |
$753K - $1.01M
|
10.8K
$2.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
297+ 26.01% |
$79.7K - $107K
|
1.44K
$377K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
76.1K+ 14.28% |
$20.4M - $27.4M
|
609K
$160M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
133+ 2.55% |
$35.7K - $47.9K
|
5.34K
$1.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
588+ 10.06% |
$158K - $212K
|
6.44K
$1.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
70+ 9.37% |
$18.8K - $25.2K
|
817
$214K
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
135+ 4.15% |
$36.2K - $48.6K
|
3.39K
$889K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.08% |
$53.7K - $72K
|
260K
$68.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
273+ 8.04% |
$73.3K - $98.3K
|
3.67K
$963K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
815+ 9.46% |
$219K - $293K
|
9.43K
$2.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Bosman Wealth Management, LLC
Redlands, CA |
BUY
|
- |
2.48KNew |
$665K - $892K
|
2.48K
$650K
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
40+ 2.33% |
$10.7K - $14.4K
|
1.76K
$462K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.27K+ 14.4% |
$340K - $456K
|
10.1K
$2.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-29.7K- 15.41% |
$7.96M - $10.7M
|
163K
$42.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
19.9KNew |
$5.33M - $7.15M
|
19.9K
$5.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
33+ 0.72% |
$8.86K - $11.9K
|
4.65K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
1.07K+ 3.52% |
$287K - $384K
|
31.4K
$8.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.69K+ 27.6% |
$1.26M - $1.69M
|
21.7K
$5.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
11.4K+ 5.6% |
$3.06M - $4.11M
|
215K
$56.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-1- 0.08% |
$268 - $360
|
1.22K
$319K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
583New |
$156K - $210K
|
583
$153K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
2.1K+ 105.0% |
$564K - $756K
|
4.1K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
375+ 3.19% |
$101K - $135K
|
12.1K
$3.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.8K+ 11.82% |
$751K - $1.01M
|
26.5K
$6.94M
|