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 24, 2025
Q1 2025
|
Artemis Investment Management LLP
|
BUY
|
- |
17.4K+ 38.59% |
$4.68M - $6.28M
|
62.7K
$16.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
384+ 44.7% |
$103K - $138K
|
1.24K
$326K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-84- 17.36% |
$22.5K - $30.2K
|
400
$105K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.27KNew |
$609K - $817K
|
2.27K
$595K
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
5.79K+ 24.42% |
$1.55M - $2.08M
|
29.5K
$7.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-138- 5.58% |
$37K - $49.7K
|
2.33K
$612K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
16+ 0.21% |
$4.29K - $5.76K
|
7.64K
$2M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-249- 23.71% |
$66.8K - $89.6K
|
801
$210K
|
|
|
Apr 24, 2025
Q1 2025
|
Mcdaniel Terry & CO
|
BUY
|
- |
597+ 32.75% |
$160K - $215K
|
2.42K
$635K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-434- 11.24% |
$116K - $156K
|
3.43K
$899K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-742K- 60.19% |
$199M - $267M
|
491K
$129M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-146- 3.13% |
$39.2K - $52.6K
|
4.52K
$1.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-2- 4.88% |
$537 - $720
|
39
$10.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.23K+ 150.37% |
$866K - $1.16M
|
5.37K
$1.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
6.68KNew |
$1.79M - $2.41M
|
6.68K
$1.75M
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
65.1K+ 8012.44% |
$17.5M - $23.4M
|
65.9K
$17.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.25K- 62.7% |
$871K - $1.17M
|
1.93K
$506K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-20- 1.17% |
$5.37K - $7.2K
|
1.69K
$443K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
681+ 1.63% |
$183K - $245K
|
42.5K
$11.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
454+ 18.65% |
$122K - $163K
|
2.89K
$757K
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
72+ 0.44% |
$19.3K - $25.9K
|
16.6K
$4.35M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-7.92K- 5.3% |
$2.13M - $2.85M
|
142K
$37.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-970- 17.84% |
$260K - $349K
|
4.47K
$1.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
254+ 10.88% |
$68.2K - $91.4K
|
2.59K
$679K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
195+ 12.16% |
$52.3K - $70.2K
|
1.8K
$472K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
361+ 6.24% |
$96.9K - $130K
|
6.15K
$1.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
46+ 2.44% |
$12.3K - $16.6K
|
1.93K
$507K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
27.3K+ 5.55% |
$7.33M - $9.83M
|
519K
$136M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-71- 30.21% |
$19.1K - $25.6K
|
164
$43K
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
90+ 1.43% |
$24.2K - $32.4K
|
6.39K
$1.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
41+ 0.01% |
$11K - $14.8K
|
504K
$132M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-248- 14.31% |
$66.6K - $89.3K
|
1.49K
$389K
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
611+ 31.46% |
$164K - $220K
|
2.55K
$670K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-162- 5.94% |
$43.5K - $58.3K
|
2.56K
$672K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
166+ 4.95% |
$44.5K - $59.8K
|
3.52K
$922K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
139+ 0.6% |
$37.3K - $50K
|
23.4K
$6.14M
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
6+ 0.75% |
$1.61K - $2.16K
|
811
$213K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-240- 5.76% |
$64.4K - $86.4K
|
3.93K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-81- 8.41% |
$21.7K - $29.2K
|
882
$231K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
21+ 33.33% |
$5.64K - $7.56K
|
84
$22K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
2+ 0.03% |
$537 - $720
|
7.81K
$2.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
130+ 0.24% |
$34.9K - $46.8K
|
54.2K
$14.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-40- 97.56% |
$10.7K - $14.4K
|
1
$262
|
|
|
Apr 23, 2025
Q1 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
36.6K+ 63.76% |
$9.82M - $13.2M
|
94K
$24.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-105K- 59.54% |
$28.1M - $37.6M
|
71.1K
$18.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-83- 3.61% |
$22.3K - $29.9K
|
2.22K
$582K
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
36+ 3.95% |
$9.66K - $13K
|
948
$249K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
332+ 11.48% |
$89.1K - $120K
|
3.22K
$846K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-686- 4.79% |
$184K - $247K
|
13.6K
$3.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-29.4K- 48.4% |
$7.89M - $10.6M
|
31.3K
$8.22M
|