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 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
24New |
$6.44K - $8.64K
|
24
$6.29K
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-234- 0.95% |
$62.8K - $84.2K
|
24.5K
$6.42M
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
18+ 42.86% |
$4.83K - $6.48K
|
60
$15.7K
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
611+ 33.19% |
$164K - $220K
|
2.45K
$643K
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
947New |
$254K - $341K
|
947
$248K
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
BUY
|
- |
1.16KNew |
$310K - $416K
|
1.16K
$303K
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
26+ 5.65% |
$6.98K - $9.36K
|
486
$127K
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
367New |
$98.5K - $132K
|
367
$96.3K
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-3.37K- 98.94% |
$904K - $1.21M
|
36
$9.44K
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
92+ 1.3% |
$24.7K - $33.1K
|
7.18K
$1.88M
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
BUY
|
- |
1.22KNew |
$328K - $440K
|
1.22K
$321K
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
470+ 66.1% |
$126K - $169K
|
1.18K
$310K
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.93% |
$268 - $360
|
109
$28.6K
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
90+ 12.62% |
$24.2K - $32.4K
|
803
$211K
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-190- 12.06% |
$51K - $68.4K
|
1.39K
$363K
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2+ 1.18% |
$537 - $720
|
172
$45.1K
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3New |
$805 - $1.08K
|
3
$787
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
235+ 1.67% |
$63.1K - $84.6K
|
14.3K
$3.75M
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
1.8K+ 56.78% |
$483K - $648K
|
4.97K
$1.3M
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2+ 0.03% |
$537 - $720
|
6.59K
$1.73M
|
|
Apr 25, 2025
Q1 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
1.34KNew |
$359K - $481K
|
1.34K
$350K
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
2.56K+ 145.43% |
$688K - $923K
|
4.33K
$1.13M
|
|
Apr 25, 2025
Q1 2025
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
150+ 1.77% |
$40.3K - $54K
|
8.61K
$2.26M
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-102- 8.59% |
$27.4K - $36.7K
|
1.09K
$285K
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.68K+ 3.61% |
$450K - $604K
|
48.2K
$12.6M
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-408- 25.03% |
$109K - $147K
|
1.22K
$321K
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
175+ 16.1% |
$47K - $63K
|
1.26K
$331K
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-7.63K- 3.12% |
$2.05M - $2.75M
|
237K
$62.2M
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
217+ 0.37% |
$58.2K - $78.1K
|
58.8K
$15.4M
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
770+ 87.5% |
$207K - $277K
|
1.65K
$433K
|
|
Apr 24, 2025
Q1 2025
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
1.3K+ 14.77% |
$349K - $468K
|
10.1K
$2.65M
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-11- 0.26% |
$2.95K - $3.96K
|
4.22K
$1.11M
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
107+ 2.28% |
$28.7K - $38.5K
|
4.81K
$1.26M
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
81+ 3.86% |
$21.7K - $29.2K
|
2.18K
$572K
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-17- 0.34% |
$4.56K - $6.12K
|
5.04K
$1.32M
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
14+ 0.46% |
$3.76K - $5.04K
|
3.08K
$807K
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
59+ 8.55% |
$15.8K - $21.2K
|
749
$196K
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
127+ 10.06% |
$34.1K - $45.7K
|
1.39K
$365K
|
|
Apr 24, 2025
Q1 2025
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-24- 3.09% |
$6.44K - $8.64K
|
752
$197K
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-11- 1.29% |
$2.95K - $3.96K
|
839
$220K
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1- 0.83% |
$268 - $360
|
119
$31.2K
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
77+ 8.8% |
$20.7K - $27.7K
|
952
$250K
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.06K- 0.33% |
$283K - $380K
|
318K
$83.5M
|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
SELL
|
- |
-28- 0.16% |
$7.51K - $10.1K
|
17K
$4.46M
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
BUY
|
- |
60.1K+ 42.83% |
$16.1M - $21.6M
|
200K
$52.6M
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
31.6K+ 30.35% |
$8.48M - $11.4M
|
136K
$35.6M
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
873New |
$234K - $314K
|
873
$229K
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-761- 12.27% |
$204K - $274K
|
5.44K
$1.43M
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
45+ 1.03% |
$12.1K - $16.2K
|
4.43K
$1.16M
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
30+ 2.0% |
$8.05K - $10.8K
|
1.53K
$401K
|