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 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
2.28K+ 332.22% |
$612K - $820K
|
2.97K
$782K
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
526+ 2.94% |
$141K - $189K
|
18.4K
$4.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-1- 0.11% |
$268 - $360
|
936
$247K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
518+ 3.8% |
$139K - $186K
|
14.1K
$3.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
627+ 56.33% |
$168K - $226K
|
1.74K
$459K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
2+ 0.27% |
$537 - $720
|
755
$199K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
60+ 2.32% |
$16.1K - $21.6K
|
2.65K
$697K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-681- 12.51% |
$183K - $245K
|
4.76K
$1.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
11+ 0.99% |
$2.95K - $3.96K
|
1.12K
$295K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-41- 1.47% |
$11K - $14.8K
|
2.75K
$726K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
1.59K+ 43.95% |
$427K - $573K
|
5.21K
$1.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
358+ 38.04% |
$96.1K - $129K
|
1.3K
$342K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
623K+ 1715.88% |
$167M - $224M
|
659K
$174M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.8K+ 24.32% |
$751K - $1.01M
|
14.3K
$3.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
530+ 19.67% |
$142K - $191K
|
3.23K
$850K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
141+ 4.0% |
$37.8K - $50.8K
|
3.67K
$966K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
28+ 7.37% |
$7.51K - $10.1K
|
408
$108K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
BUY
|
- |
23K+ 6.47% |
$6.17M - $8.27M
|
378K
$99.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
349+ 0.28% |
$93.7K - $126K
|
127K
$33.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
1+ 1.06% |
$268 - $360
|
95
$25K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
542+ 5.31% |
$145K - $195K
|
10.7K
$2.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
2+ 0.1% |
$537 - $720
|
2.01K
$528K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
3.63KNew |
$973K - $1.31M
|
3.63K
$956K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
43+ 5.69% |
$11.5K - $15.5K
|
799
$211K
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-2.32K- 42.41% |
$621K - $833K
|
3.14K
$829K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
1.62K+ 3.0% |
$434K - $582K
|
55.6K
$14.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-166- 1.31% |
$44.5K - $59.8K
|
12.5K
$3.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
2.39K+ 34.01% |
$641K - $860K
|
9.42K
$2.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-33- 2.78% |
$8.86K - $11.9K
|
1.16K
$305K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-13- 1.65% |
$3.49K - $4.68K
|
774
$204K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
715+ 16.92% |
$192K - $257K
|
4.94K
$1.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-312- 6.19% |
$83.7K - $112K
|
4.73K
$1.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
8New |
$2.15K - $2.88K
|
8
$2.11K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-150- 1.56% |
$40.3K - $54K
|
9.44K
$2.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-45.6K- 93.77% |
$12.2M - $16.4M
|
3.03K
$798K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-51- 4.78% |
$13.7K - $18.4K
|
1.02K
$268K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-57- 2.33% |
$15.3K - $20.5K
|
2.39K
$630K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
119+ 6.51% |
$31.9K - $42.8K
|
1.95K
$513K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-309- 4.51% |
$82.9K - $111K
|
6.54K
$1.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
78+ 1.77% |
$20.9K - $28.1K
|
4.49K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-3- 2.94% |
$805 - $1.08K
|
99
$26.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
69+ 10.18% |
$18.5K - $24.8K
|
747
$197K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
39+ 0.87% |
$10.5K - $14K
|
4.51K
$1.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-23- 1.49% |
$6.17K - $8.28K
|
1.52K
$401K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.42K+ 50.19% |
$381K - $511K
|
4.25K
$1.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-837- 6.44% |
$225K - $301K
|
12.2K
$3.2M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
194+ 236.59% |
$52.1K - $69.8K
|
276
$72.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
648+ 14.01% |
$174K - $233K
|
5.27K
$1.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
657+ 11.69% |
$176K - $236K
|
6.28K
$1.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
344+ 614.29% |
$92.3K - $124K
|
400
$105K
|