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 18, 2025
Q1 2025
|
Broderick Brian C
|
BUY
|
- |
3.93K+ 58.13% |
$1.06M - $1.42M
|
10.7K
$2.82M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-546- 7.26% |
$147K - $197K
|
6.98K
$1.84M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
370+ 9.63% |
$99.3K - $133K
|
4.21K
$1.11M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
62+ 0.74% |
$16.6K - $22.3K
|
8.39K
$2.21M
|
|
|
Apr 18, 2025
Q1 2025
|
Puzo Michael J
|
BUY
|
- |
5.55K+ 99.5% |
$1.49M - $2M
|
11.1K
$2.93M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2.58K- 46.97% |
$691K - $927K
|
2.91K
$766K
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
241+ 1.49% |
$64.7K - $86.7K
|
16.4K
$4.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
7.4K+ 413.69% |
$1.99M - $2.66M
|
9.19K
$2.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-8.3K- 13.81% |
$2.23M - $2.99M
|
51.8K
$13.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-27- 1.92% |
$7.25K - $9.72K
|
1.38K
$364K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-15- 0.1% |
$4.03K - $5.4K
|
14.9K
$3.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 5.0% |
$268 - $360
|
19
$5.01K
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
BUY
|
- |
1.04KNew |
$280K - $375K
|
1.04K
$275K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-5.65K- 25.09% |
$1.52M - $2.03M
|
16.9K
$4.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.03K+ 7.92% |
$545K - $731K
|
27.7K
$7.3M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
75+ 3.73% |
$20.1K - $27K
|
2.09K
$550K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
132+ 36.16% |
$35.4K - $47.5K
|
497
$131K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.13K- 15.34% |
$840K - $1.13M
|
17.3K
$4.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
434+ 1.81% |
$116K - $156K
|
24.5K
$6.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
691+ 7.14% |
$185K - $249K
|
10.4K
$2.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
2+ 0.18% |
$537 - $720
|
1.11K
$293K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
9.74K+ 65.97% |
$2.61M - $3.51M
|
24.5K
$6.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-623- 20.95% |
$167K - $224K
|
2.35K
$620K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
203+ 4.75% |
$54.5K - $73.1K
|
4.47K
$1.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.31KNew |
$352K - $472K
|
1.31K
$346K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
266+ 3.89% |
$71.4K - $95.7K
|
7.1K
$1.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.73KNew |
$465K - $623K
|
1.73K
$457K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-40- 1.54% |
$10.7K - $14.4K
|
2.55K
$673K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-105- 91.3% |
$28.2K - $37.8K
|
10
$2.64K
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
3.17K+ 13.67% |
$851K - $1.14M
|
26.4K
$6.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
17New |
$4.56K - $6.12K
|
17
$4.48K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-15.3K- 59.78% |
$4.1M - $5.49M
|
10.3K
$2.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
391+ 2.8% |
$105K - $141K
|
14.4K
$3.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-205- 2.77% |
$55K - $73.8K
|
7.19K
$1.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-80.6K- 12.28% |
$21.6M - $29M
|
575K
$152M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.85K+ 30.73% |
$765K - $1.03M
|
12.1K
$3.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
1.25K+ 95.43% |
$336K - $451K
|
2.57K
$676K
|
|
|
Apr 16, 2025
Q1 2025
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
8.74K+ 99.37% |
$2.34M - $3.14M
|
17.5K
$4.62M
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
1.23KNew |
$330K - $443K
|
1.23K
$324K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
211+ 81.78% |
$56.6K - $75.9K
|
469
$124K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
81+ 4.49% |
$21.7K - $29.2K
|
1.89K
$497K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
363+ 6.31% |
$97.4K - $131K
|
6.11K
$1.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
65+ 0.84% |
$17.4K - $23.4K
|
7.83K
$2.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-19- 2.2% |
$5.1K - $6.84K
|
845
$223K
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-307- 1.5% |
$82.4K - $111K
|
20.1K
$5.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-320- 2.18% |
$85.9K - $115K
|
14.3K
$3.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
11.8KNew |
$3.17M - $4.25M
|
11.8K
$3.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-377- 7.87% |
$101K - $136K
|
4.41K
$1.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-100- 50.0% |
$26.8K - $36K
|
100
$26.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-12.4K- 77.72% |
$3.33M - $4.46M
|
3.55K
$936K
|