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 22, 2025
Q1 2025
|
Gam Holding Ag
|
BUY
|
- |
862+ 17.95% |
$231K - $310K
|
5.66K
$1.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
67+ 0.8% |
$18K - $24.1K
|
8.44K
$2.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
3.2K+ 13.89% |
$859K - $1.15M
|
26.2K
$6.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
284+ 7.64% |
$76.2K - $102K
|
4K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Suncoast Equity Management
|
BUY
|
- |
3.51K+ 2.69% |
$943K - $1.26M
|
134K
$35.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-349- 4.67% |
$93.7K - $126K
|
7.13K
$1.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-39- 4.05% |
$10.5K - $14K
|
925
$244K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-201- 77.01% |
$53.9K - $72.3K
|
60
$15.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-196- 2.63% |
$52.6K - $70.6K
|
7.27K
$1.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-200- 0.72% |
$53.7K - $72K
|
27.4K
$7.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
3New |
$805 - $1.08K
|
3
$791
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
122+ 78.71% |
$32.7K - $43.9K
|
277
$73K
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
3.23K+ 117.18% |
$866K - $1.16M
|
5.98K
$1.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
216+ 5.66% |
$58K - $77.7K
|
4.03K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
32+ 246.15% |
$8.59K - $11.5K
|
45
$11.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.56% |
$268 - $360
|
179
$47.2K
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2+ 0.11% |
$537 - $720
|
1.84K
$485K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
534+ 25.44% |
$143K - $192K
|
2.63K
$694K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-775- 3.86% |
$208K - $279K
|
19.3K
$5.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-3.47K- 5.21% |
$931K - $1.25M
|
63.1K
$16.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
7.24K+ 36.84% |
$1.94M - $2.61M
|
26.9K
$7.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
12+ 0.16% |
$3.22K - $4.32K
|
7.36K
$1.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-76K- 48.56% |
$20.4M - $27.3M
|
80.4K
$21.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
6+ 0.23% |
$1.61K - $2.16K
|
2.64K
$695K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.86K+ 2.3% |
$768K - $1.03M
|
127K
$33.5M
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-96- 10.02% |
$25.8K - $34.6K
|
862
$227K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
741+ 103.2% |
$199K - $267K
|
1.46K
$385K
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
622+ 20.55% |
$167K - $224K
|
3.65K
$962K
|
|
|
Apr 22, 2025
Q1 2025
|
Jericho Financial, LLP
Westerville, OH |
SELL
|
- |
-900- 4.77% |
$242K - $324K
|
18K
$4.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
401+ 3.87% |
$108K - $144K
|
10.8K
$2.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
26+ 5.39% |
$6.98K - $9.36K
|
508
$134K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
34+ 4.51% |
$9.12K - $12.2K
|
788
$208K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-41- 0.77% |
$11K - $14.8K
|
5.29K
$1.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-26- 1.02% |
$6.98K - $9.36K
|
2.53K
$667K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
986New |
$265K - $355K
|
986
$260K
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2.48K+ 48.86% |
$665K - $892K
|
7.55K
$1.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-1.4K- 24.64% |
$375K - $502K
|
4.27K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-104- 11.27% |
$27.9K - $37.4K
|
819
$216K
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
940+ 69.42% |
$252K - $338K
|
2.29K
$605K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-632- 35.71% |
$170K - $227K
|
1.14K
$300K
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-11.9K- 75.61% |
$3.2M - $4.29M
|
3.85K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
279+ 0.49% |
$74.9K - $100K
|
57.6K
$15.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
226+ 3.84% |
$60.6K - $81.3K
|
6.11K
$1.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
13+ 0.84% |
$3.49K - $4.68K
|
1.56K
$410K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-176- 4.47% |
$47.2K - $63.4K
|
3.76K
$991K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-92- 7.65% |
$24.7K - $33.1K
|
1.11K
$293K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
67+ 3.14% |
$18K - $24.1K
|
2.2K
$580K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.96K+ 5.89% |
$794K - $1.06M
|
53.1K
$14M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-29- 0.02% |
$7.78K - $10.4K
|
123K
$32.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.39K+ 353.76% |
$1.98M - $2.66M
|
9.48K
$2.5M
|