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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-80- 25.81% |
$18.9K - $23.3K
|
230
$59.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.91K+ 32.53% |
$924K - $1.14M
|
15.9K
$4.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.51KNew |
$593K - $730K
|
2.51K
$652K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
106+ 3.72% |
$25K - $30.9K
|
2.96K
$769K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
323+ 1.69% |
$76.3K - $94K
|
19.4K
$5.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-58.7K- 30.19% |
$13.9M - $17.1M
|
136K
$35.3M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
938+ 29.09% |
$222K - $273K
|
4.16K
$1.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-201- 2.66% |
$47.5K - $58.5K
|
7.36K
$1.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-841- 22.41% |
$199K - $245K
|
2.91K
$757K
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
466+ 5.62% |
$110K - $136K
|
8.76K
$2.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-10- 0.14% |
$2.36K - $2.91K
|
7.24K
$1.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
200+ 6.64% |
$47.3K - $58.2K
|
3.21K
$835K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-137- 2.01% |
$32.4K - $39.9K
|
6.67K
$1.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-106- 0.51% |
$25K - $30.9K
|
20.6K
$5.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-451- 2.22% |
$107K - $131K
|
19.8K
$5.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-969- 44.07% |
$229K - $282K
|
1.23K
$320K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.32KNew |
$311K - $384K
|
1.32K
$343K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
20+ 1.04% |
$4.73K - $5.82K
|
1.95K
$506K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
4.72K+ 12.62% |
$1.12M - $1.37M
|
42.1K
$10.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-121- 1.74% |
$28.6K - $35.2K
|
6.84K
$1.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-426- 14.91% |
$101K - $124K
|
2.43K
$632K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
150+ 71.09% |
$35.4K - $43.7K
|
361
$93.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-739- 1.51% |
$175K - $215K
|
48.2K
$12.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.93K+ 230.38% |
$455K - $561K
|
2.76K
$718K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
69+ 0.87% |
$16.3K - $20.1K
|
7.96K
$2.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-25.8K- 74.33% |
$6.1M - $7.51M
|
8.92K
$2.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-56- 0.86% |
$13.2K - $16.3K
|
6.44K
$1.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
4.65K+ 116.47% |
$1.1M - $1.35M
|
8.64K
$2.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.87K+ 4.77% |
$443K - $546K
|
41.2K
$10.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
106+ 9.0% |
$25K - $30.9K
|
1.28K
$334K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-238- 4.75% |
$56.2K - $69.3K
|
4.77K
$1.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
929+ 13.31% |
$219K - $270K
|
7.91K
$2.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
724+ 47.85% |
$171K - $211K
|
2.24K
$581K
|
|
|
Jul 09, 2025
Q2 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
393+ 35.99% |
$92.9K - $114K
|
1.49K
$386K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-374- 17.26% |
$88.4K - $109K
|
1.79K
$466K
|
|
|
Jul 09, 2025
Q2 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
69+ 1.38% |
$16.3K - $20.1K
|
5.09K
$1.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-224- 1.85% |
$52.9K - $65.2K
|
11.9K
$3.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
774+ 15.12% |
$183K - $225K
|
5.89K
$1.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
1.23KNew |
$292K - $359K
|
1.23K
$321K
|
|
|
Jul 09, 2025
Q2 2025
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-80- 1.0% |
$18.9K - $23.3K
|
7.9K
$2.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.74K+ 6.77% |
$648K - $798K
|
43.2K
$11.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
1.09K+ 144.49% |
$257K - $317K
|
1.84K
$478K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
31+ 1.08% |
$7.32K - $9.03K
|
2.9K
$754K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
349+ 38.23% |
$82.5K - $102K
|
1.26K
$328K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
331+ 11.0% |
$78.2K - $96.4K
|
3.34K
$868K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.46K+ 41.44% |
$345K - $425K
|
4.99K
$1.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
5.75K+ 608.47% |
$1.36M - $1.67M
|
6.7K
$1.74M
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.86K- 1.1% |
$439K - $541K
|
167K
$43.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-14- 0.15% |
$3.31K - $4.08K
|
9.25K
$2.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.18K- 31.58% |
$278K - $343K
|
2.55K
$663K
|