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 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
50+ 3.78% |
$13.4K - $18K
|
1.37K
$362K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.03K- 0.87% |
$276K - $370K
|
117K
$30.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
86+ 2.98% |
$23.1K - $31K
|
2.97K
$784K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
20+ 1.37% |
$5.37K - $7.2K
|
1.48K
$389K
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
1.67K+ 74.75% |
$447K - $600K
|
3.9K
$1.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-5- 0.42% |
$1.34K - $1.8K
|
1.18K
$311K
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
1.36K+ 79.06% |
$365K - $489K
|
3.08K
$811K
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-13K- 54.99% |
$3.48M - $4.66M
|
10.6K
$2.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
25+ 0.47% |
$6.71K - $9K
|
5.39K
$1.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-23- 2.22% |
$6.17K - $8.28K
|
1.01K
$267K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
BUY
|
- |
2.65K+ 127.15% |
$711K - $954K
|
4.74K
$1.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
391+ 2.41% |
$105K - $141K
|
16.6K
$4.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
50+ 4.56% |
$13.4K - $18K
|
1.15K
$302K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
282+ 14.19% |
$75.7K - $102K
|
2.27K
$598K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
603+ 69.55% |
$162K - $217K
|
1.47K
$387K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-191- 3.09% |
$51.3K - $68.8K
|
5.99K
$1.58M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
210+ 7.36% |
$56.4K - $75.6K
|
3.06K
$807K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
58+ 4.86% |
$15.6K - $20.9K
|
1.25K
$330K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
65+ 2.22% |
$17.4K - $23.4K
|
3K
$790K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
80+ 3.29% |
$21.5K - $28.8K
|
2.51K
$662K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.35K+ 5.79% |
$363K - $487K
|
24.7K
$6.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
255+ 4.02% |
$68.4K - $91.8K
|
6.6K
$1.74M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-9- 36.0% |
$2.42K - $3.24K
|
16
$4.22K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
12+ 1.37% |
$3.22K - $4.32K
|
889
$234K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
29+ 3.11% |
$7.78K - $10.4K
|
960
$253K
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
3.63KNew |
$975K - $1.31M
|
3.63K
$958K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.83K+ 11.12% |
$492K - $660K
|
18.3K
$4.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
950+ 1610.17% |
$255K - $342K
|
1.01K
$266K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.71KNew |
$459K - $616K
|
1.71K
$451K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-14.1K- 17.99% |
$3.78M - $5.07M
|
64.3K
$16.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
1+ 33.33% |
$268 - $360
|
4
$1.05K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
255+ 16.55% |
$68.4K - $91.8K
|
1.8K
$473K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-37- 3.42% |
$9.93K - $13.3K
|
1.04K
$275K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
101+ 2.42% |
$27.1K - $36.4K
|
4.28K
$1.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
269+ 44.68% |
$72.2K - $96.8K
|
871
$230K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
93+ 6.34% |
$25K - $33.5K
|
1.56K
$411K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
11.7KNew |
$3.14M - $4.22M
|
11.7K
$3.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-15- 1.97% |
$4.03K - $5.4K
|
747
$197K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
104K+ 1703.71% |
$27.8M - $37.3M
|
110K
$28.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
53+ 0.35% |
$14.2K - $19.1K
|
15.3K
$4.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-500- 31.93% |
$134K - $180K
|
1.07K
$281K
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
BUY
|
- |
647+ 34.88% |
$174K - $233K
|
2.5K
$660K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.97K- 50.22% |
$528K - $709K
|
1.95K
$515K
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-133- 7.97% |
$35.7K - $47.9K
|
1.54K
$405K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
500+ 21.11% |
$134K - $180K
|
2.87K
$756K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.05K+ 8.65% |
$282K - $378K
|
13.2K
$3.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
769+ 415.68% |
$206K - $277K
|
954
$251K
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-871- 48.31% |
$234K - $314K
|
932
$246K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-54- 1.53% |
$14.5K - $19.4K
|
3.47K
$914K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
15+ 0.88% |
$4.03K - $5.4K
|
1.72K
$452K
|