Latest Institutional Sells of Salesforce, Inc. (CRM)
This list provides information on the latest institutional transactions involving Salesforce, Inc. (CRM) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-298- 99.33% |
$70.4K - $86.8K
|
2
$486
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-296- 5.31% |
$69.9K - $86.2K
|
5.28K
$1.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-295- 4.33% |
$69.7K - $85.9K
|
6.51K
$1.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-295- 1.79% |
$69.7K - $85.9K
|
16.2K
$3.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-295- 91.05% |
$69.7K - $85.9K
|
29
$7.04K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-293- 3.5% |
$69.2K - $85.3K
|
8.09K
$1.96M
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-293- 23.09% |
$69.2K - $85.3K
|
976
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-291- 18.07% |
$68.8K - $84.7K
|
1.32K
$320K
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-285- 6.78% |
$67.3K - $83K
|
3.92K
$951K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-279- 2.42% |
$65.9K - $81.2K
|
11.2K
$2.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-278- 2.33% |
$65.7K - $80.9K
|
11.7K
$2.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-278- 16.81% |
$65.7K - $80.9K
|
1.38K
$334K
|
|
|
Aug 08, 2025
Q2 2025
|
Beck Bode, LLC
|
SELL
|
- |
-276- 17.6% |
$65.2K - $80.4K
|
1.29K
$314K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-274- 12.56% |
$64.7K - $79.8K
|
1.91K
$463K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-273- 2.87% |
$64.5K - $79.5K
|
9.25K
$2.25M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-272- 2.33% |
$64.3K - $79.2K
|
11.4K
$2.77M
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-271- 17.05% |
$64K - $78.9K
|
1.32K
$320K
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-270- 9.08% |
$63.8K - $78.6K
|
2.7K
$656K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-270- 5.04% |
$63.8K - $78.6K
|
5.09K
$1.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
SELL
|
- |
-268- 6.25% |
$63.3K - $78K
|
4.02K
$976K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-267- 13.99% |
$63.1K - $77.7K
|
1.64K
$398K
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-261- 6.01% |
$61.7K - $76K
|
4.08K
$991K
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-259- 0.17% |
$61.2K - $75.4K
|
153K
$37.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-259- 5.11% |
$61.2K - $75.4K
|
4.81K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-258- 6.13% |
$61K - $75.1K
|
3.95K
$958K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-258- 5.4% |
$61K - $75.1K
|
4.52K
$1.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-257- 5.61% |
$60.7K - $74.8K
|
4.32K
$1.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-252- 2.08% |
$59.5K - $73.4K
|
11.9K
$2.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-250- 11.88% |
$59.1K - $72.8K
|
1.85K
$450K
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-250- 0.84% |
$59.1K - $72.8K
|
29.4K
$7.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-246- 19.32% |
$58.1K - $71.6K
|
1.03K
$249K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-244- 36.69% |
$57.6K - $71K
|
421
$102K
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-242- 60.5% |
$57.2K - $70.5K
|
158
$38.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-239- 9.2% |
$56.5K - $69.6K
|
2.36K
$572K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-238- 4.75% |
$56.2K - $69.3K
|
4.77K
$1.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-236- 1.4% |
$55.8K - $68.7K
|
16.6K
$4.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-234- 0.68% |
$55.3K - $68.1K
|
34.3K
$8.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-233- 11.66% |
$55K - $67.8K
|
1.77K
$429K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-233- 5.5% |
$55K - $67.8K
|
4K
$971K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-232- 23.51% |
$54.8K - $67.5K
|
755
$183K
|
|
|
Aug 01, 2025
Q2 2025
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-230- 14.41% |
$54.3K - $67K
|
1.37K
$332K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-230- 1.81% |
$54.3K - $67K
|
12.5K
$3.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-228- 4.02% |
$53.9K - $66.4K
|
5.45K
$1.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-227- 0.16% |
$53.6K - $66.1K
|
145K
$35.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-226- 13.98% |
$53.4K - $65.8K
|
1.39K
$338K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-224- 1.85% |
$52.9K - $65.2K
|
11.9K
$2.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
SELL
|
- |
-219- 3.15% |
$51.7K - $63.8K
|
6.74K
$1.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-217- 6.82% |
$51.3K - $63.2K
|
2.96K
$720K
|
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-215- 3.02% |
$50.8K - $62.6K
|
6.9K
$1.68M
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-212- 1.73% |
$50.1K - $61.7K
|
12.1K
$2.93M
|