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 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
66+ 47.48% |
$17.7K - $23.8K
|
205
$53.8K
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
1.47K+ 10.87% |
$395K - $530K
|
15K
$3.94M
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
7.94KNew |
$2.13M - $2.86M
|
7.94K
$2.08M
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
60New |
$16.1K - $21.6K
|
60
$15.7K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
396+ 50.64% |
$106K - $143K
|
1.18K
$309K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
96K+ 6.43% |
$25.8M - $34.5M
|
1.59M
$417M
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
98+ 6.71% |
$26.3K - $35.3K
|
1.56K
$409K
|
|
Apr 29, 2025
Q1 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
9.4K+ 15.75% |
$2.52M - $3.38M
|
69K
$18.1M
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-4.83K- 32.55% |
$1.3M - $1.74M
|
10K
$2.63M
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
4.65K+ 4.52% |
$1.25M - $1.67M
|
107K
$28.2M
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
3.87K+ 2.25% |
$1.04M - $1.39M
|
176K
$46.1M
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-556- 4.04% |
$149K - $200K
|
13.2K
$3.46M
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-7- 0.8% |
$1.88K - $2.52K
|
866
$227K
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
9+ 0.56% |
$2.42K - $3.24K
|
1.63K
$428K
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
11+ 10.28% |
$2.95K - $3.96K
|
118
$30.9K
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
87+ 11.07% |
$23.3K - $31.3K
|
873
$229K
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-117- 3.34% |
$31.4K - $42.1K
|
3.39K
$889K
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
262+ 11.04% |
$70.3K - $94.3K
|
2.64K
$691K
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
35+ 1.38% |
$9.39K - $12.6K
|
2.57K
$673K
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-66- 5.81% |
$17.7K - $23.8K
|
1.07K
$280K
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-138- 4.37% |
$37K - $49.7K
|
3.02K
$791K
|
|
Apr 29, 2025
Q1 2025
|
Eulav Asset Management
|
BUY
|
- |
15K+ 40.53% |
$4.03M - $5.4M
|
52K
$13.6M
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
BUY
|
- |
2.05K+ 2.46% |
$550K - $738K
|
85.2K
$22.3M
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
SELL
|
- |
-93- 1.19% |
$25K - $33.5K
|
7.71K
$2.02M
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
15.2K+ 14.23% |
$4.09M - $5.48M
|
122K
$32.1M
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-2.47K- 1.7% |
$663K - $890K
|
143K
$37.6M
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
352+ 8.66% |
$94.5K - $127K
|
4.42K
$1.16M
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
CALL |
200New |
$53.7K - $72K
|
200
$52.5K
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-3.21K- 13.69% |
$863K - $1.16M
|
20.3K
$5.32M
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
93+ 5.87% |
$25K - $33.5K
|
1.68K
$440K
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-180- 1.44% |
$48.3K - $64.8K
|
12.3K
$3.22M
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
114New |
$30.6K - $41K
|
114
$29.9K
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
50+ 250.0% |
$13.4K - $18K
|
70
$18.4K
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
376+ 0.83% |
$101K - $135K
|
45.8K
$12M
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
170+ 2.45% |
$45.6K - $61.2K
|
7.12K
$1.87M
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-2.36K- 6.87% |
$633K - $849K
|
31.9K
$8.38M
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-4- 0.07% |
$1.07K - $1.44K
|
5.45K
$1.43M
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
12.1K+ 181.46% |
$3.25M - $4.36M
|
18.8K
$4.93M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-273- 30.92% |
$73.3K - $98.3K
|
610
$160K
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
100+ 138.89% |
$26.8K - $36K
|
172
$45.1K
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
110+ 177.42% |
$29.5K - $39.6K
|
172
$45.1K
|
|
Apr 28, 2025
Q1 2025
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-180- 3.52% |
$48.3K - $64.8K
|
4.93K
$1.29M
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
144+ 4.22% |
$38.6K - $51.8K
|
3.55K
$932K
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
6+ 0.55% |
$1.61K - $2.16K
|
1.1K
$288K
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
885+ 66.94% |
$237K - $319K
|
2.21K
$579K
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
229+ 18.76% |
$61.5K - $82.4K
|
1.45K
$380K
|
|
Apr 28, 2025
Q1 2025
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
1.52K+ 112.31% |
$407K - $545K
|
2.86K
$751K
|
|
Apr 28, 2025
Q1 2025
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-700- 38.89% |
$188K - $252K
|
1.1K
$289K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
412+ 4.49% |
$111K - $148K
|
9.58K
$2.51M
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
25+ 6.94% |
$6.71K - $9K
|
385
$101K
|