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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-124- 1.33% |
$29.3K - $36.1K
|
9.21K
$2.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Peregrine Investment Management Inc
Toronto, A6 |
BUY
|
- |
20KNew |
$4.73M - $5.82M
|
20K
$5.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
421+ 25.76% |
$99.5K - $123K
|
2.06K
$534K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
120+ 6.35% |
$28.4K - $34.9K
|
2.01K
$522K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
478+ 0.12% |
$113K - $139K
|
387K
$100M
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
796New |
$188K - $232K
|
796
$207K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
20+ 0.27% |
$4.73K - $5.82K
|
7.34K
$1.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
700+ 5.98% |
$165K - $204K
|
12.4K
$3.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
315+ 3.58% |
$74.4K - $91.7K
|
9.13K
$2.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
243+ 4.65% |
$57.4K - $70.7K
|
5.47K
$1.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
718+ 95.99% |
$170K - $209K
|
1.47K
$381K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-25- 1.05% |
$5.91K - $7.28K
|
2.35K
$611K
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-4- 0.2% |
$945 - $1.16K
|
2.02K
$526K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 0.1% |
$945 - $1.16K
|
4.03K
$1.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-104K- 35.11% |
$24.7M - $30.4M
|
193K
$50.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.53KNew |
$361K - $445K
|
1.53K
$398K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-304- 28.92% |
$71.8K - $88.5K
|
747
$194K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.02K- 4.08% |
$241K - $297K
|
24K
$6.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-149- 8.21% |
$35.2K - $43.4K
|
1.67K
$433K
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-2.89K- 31.84% |
$684K - $843K
|
6.2K
$1.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
101+ 12.32% |
$23.9K - $29.4K
|
921
$239K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
8.39K+ 16.55% |
$1.98M - $2.44M
|
59.1K
$15.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
55+ 5.21% |
$13K - $16K
|
1.11K
$288K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
89+ 3.14% |
$21K - $25.9K
|
2.93K
$760K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
95+ 1.43% |
$22.4K - $27.7K
|
6.74K
$1.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
213+ 2.25% |
$50.3K - $62K
|
9.7K
$2.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
988+ 65.0% |
$233K - $288K
|
2.51K
$652K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
28+ 0.36% |
$6.62K - $8.15K
|
7.9K
$2.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-323- 3.16% |
$76.3K - $94K
|
9.91K
$2.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.5K- 23.31% |
$1.77M - $2.18M
|
24.7K
$6.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
555+ 4.55% |
$131K - $162K
|
12.7K
$3.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.48% |
$4.73K - $5.82K
|
4.15K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
89+ 9.28% |
$21K - $25.9K
|
1.05K
$272K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
353+ 6.38% |
$83.4K - $103K
|
5.89K
$1.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
229+ 11.05% |
$54.1K - $66.7K
|
2.3K
$598K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.67K- 5.59% |
$631K - $777K
|
45.1K
$11.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
31+ 1.75% |
$7.32K - $9.03K
|
1.8K
$469K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
52+ 3.34% |
$12.3K - $15.1K
|
1.61K
$418K
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
5.98KNew |
$1.41M - $1.74M
|
5.98K
$1.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-9- 0.66% |
$2.13K - $2.62K
|
1.36K
$352K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.02K+ 132.99% |
$241K - $297K
|
1.79K
$464K
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
6.86K+ 12.23% |
$1.62M - $2M
|
63K
$16.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.75K- 4.92% |
$414K - $510K
|
33.9K
$8.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
SELL
|
- |
-525- 9.82% |
$124K - $153K
|
4.82K
$1.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-816- 0.88% |
$193K - $238K
|
92.1K
$23.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-12- 1.57% |
$2.84K - $3.49K
|
750
$195K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
755New |
$178K - $220K
|
755
$196K
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.16K+ 7.65% |
$273K - $337K
|
16.3K
$4.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
249+ 7.11% |
$58.8K - $72.5K
|
3.75K
$975K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
47.3K+ 4156.59% |
$11.2M - $13.8M
|
48.4K
$12.6M
|