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
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-17- 0.44% |
$4.56K - $6.12K
|
3.85K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
106+ 2.28% |
$28.4K - $38.2K
|
4.75K
$1.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
63+ 2.78% |
$16.9K - $22.7K
|
2.33K
$614K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.19K+ 104.77% |
$2.2M - $2.95M
|
16K
$4.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.48K+ 166.55% |
$397K - $532K
|
2.37K
$624K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
96+ 10.47% |
$25.8K - $34.6K
|
1.01K
$267K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1.15K- 17.51% |
$309K - $415K
|
5.43K
$1.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-189- 15.58% |
$50.7K - $68K
|
1.02K
$270K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
238+ 4.3% |
$63.9K - $85.7K
|
5.77K
$1.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
141+ 0.59% |
$37.8K - $50.8K
|
24.1K
$6.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-3.85K- 29.19% |
$1.03M - $1.39M
|
9.34K
$2.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
200+ 9.76% |
$53.7K - $72K
|
2.25K
$593K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-811- 49.75% |
$218K - $292K
|
819
$216K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-22.1K- 35.19% |
$5.93M - $7.96M
|
40.7K
$10.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-2.5K- 76.61% |
$671K - $900K
|
763
$201K
|
|
|
Apr 21, 2025
Q1 2025
|
Hamilton Capital Partners, LLC
Atlanta, GA |
BUY
|
- |
6.66K+ 29.6% |
$1.79M - $2.4M
|
29.2K
$7.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1+ 0.13% |
$268 - $360
|
777
$205K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
560+ 6.32% |
$150K - $202K
|
9.42K
$2.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-152- 2.54% |
$40.8K - $54.7K
|
5.83K
$1.54M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-819- 42.86% |
$220K - $295K
|
1.09K
$288K
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-4- 0.34% |
$1.07K - $1.44K
|
1.17K
$308K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
87+ 5.0% |
$23.3K - $31.3K
|
1.83K
$482K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
1.09K+ 176.14% |
$291K - $391K
|
1.7K
$448K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
865+ 9.51% |
$232K - $311K
|
9.96K
$2.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-63- 37.5% |
$16.9K - $22.7K
|
105
$27.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
5.03K+ 45.37% |
$1.35M - $1.81M
|
16.1K
$4.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-20.3K- 48.66% |
$5.45M - $7.31M
|
21.4K
$5.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.33K- 0.64% |
$358K - $480K
|
206K
$54.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
411+ 1.71% |
$110K - $148K
|
24.5K
$6.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
500+ 0.81% |
$134K - $180K
|
62.6K
$16.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
260New |
$69.8K - $93.6K
|
260
$68.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-123- 1.36% |
$33K - $44.3K
|
8.91K
$2.35M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
626+ 7.49% |
$168K - $225K
|
8.99K
$2.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-150- 78.95% |
$40.3K - $54K
|
40
$10.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
2.3K+ 139.45% |
$617K - $828K
|
3.95K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Dupont Capital Management Corp
|
SELL
|
- |
-2.31K- 4.93% |
$620K - $831K
|
44.6K
$11.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
14.3KNew |
$3.85M - $5.16M
|
14.3K
$3.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
108+ 0.99% |
$29K - $38.9K
|
11K
$2.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
4.07K+ 25.53% |
$1.09M - $1.46M
|
20K
$5.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-435- 10.01% |
$117K - $157K
|
3.91K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
593+ 4.86% |
$159K - $213K
|
12.8K
$3.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-186- 4.46% |
$49.9K - $67K
|
3.99K
$1.05M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
133+ 12.84% |
$35.7K - $47.9K
|
1.17K
$308K
|
|
|
Apr 18, 2025
Q1 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
15KNew |
$4.03M - $5.4M
|
15K
$3.95M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6+ 0.33% |
$1.61K - $2.16K
|
1.81K
$476K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.81K+ 7.11% |
$486K - $652K
|
27.3K
$7.18M
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-84- 0.94% |
$22.5K - $30.2K
|
8.81K
$2.32M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
183+ 1.77% |
$49.1K - $65.9K
|
10.5K
$2.77M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
290+ 14.59% |
$77.8K - $104K
|
2.28K
$600K
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
12K+ 54.95% |
$3.23M - $4.33M
|
33.9K
$8.94M
|