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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-883- 52.22% |
$237K - $318K
|
808
$210K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-877- 8.83% |
$235K - $316K
|
9.06K
$2.35M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-871- 48.31% |
$234K - $314K
|
932
$242K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-862- 10.8% |
$231K - $310K
|
7.12K
$1.85M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-850- 48.21% |
$228K - $306K
|
913
$237K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-848- 2.0% |
$228K - $305K
|
41.5K
$10.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-837- 6.44% |
$225K - $301K
|
12.2K
$3.16M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-819- 42.86% |
$220K - $295K
|
1.09K
$284K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-811- 49.75% |
$218K - $292K
|
819
$213K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-802- 0.17% |
$215K - $289K
|
470K
$122M
|
|
|
May 15, 2025
Q1 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-800- 44.42% |
$215K - $288K
|
1K
$260K
|
|
|
May 13, 2025
Q1 2025
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-800- 6.39% |
$215K - $288K
|
11.7K
$3.05M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-785- 17.85% |
$211K - $283K
|
3.61K
$939K
|
|
|
May 13, 2025
Q1 2025
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-779- 0.82% |
$209K - $280K
|
94.3K
$24.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-775- 3.86% |
$208K - $279K
|
19.3K
$5.02M
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-773- 19.54% |
$207K - $278K
|
3.18K
$827K
|
|
|
May 12, 2025
Q1 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-770- 2.29% |
$207K - $277K
|
32.8K
$8.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-761- 12.27% |
$204K - $274K
|
5.44K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-760- 7.21% |
$204K - $274K
|
9.79K
$2.54M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-724- 18.28% |
$194K - $261K
|
3.24K
$841K
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-713- 12.66% |
$191K - $257K
|
4.92K
$1.28M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-712- 5.98% |
$191K - $256K
|
11.2K
$2.91M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-702- 4.47% |
$188K - $253K
|
15K
$3.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-700- 38.89% |
$188K - $252K
|
1.1K
$286K
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-695- 14.18% |
$187K - $250K
|
4.21K
$1.09M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-691- 1.34% |
$185K - $249K
|
50.7K
$13.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-686- 4.79% |
$184K - $247K
|
13.6K
$3.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-681- 12.51% |
$183K - $245K
|
4.76K
$1.24M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-666- 1.64% |
$179K - $240K
|
39.9K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-661- 1.68% |
$177K - $238K
|
38.6K
$10M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-656- 9.58% |
$176K - $236K
|
6.19K
$1.61M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-644- 8.52% |
$173K - $232K
|
6.92K
$1.8M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-637- 3.52% |
$171K - $229K
|
17.4K
$4.53M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-632- 6.26% |
$170K - $227K
|
9.46K
$2.46M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-632- 35.71% |
$170K - $227K
|
1.14K
$296K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-625- 23.54% |
$168K - $225K
|
2.03K
$528K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-623- 20.95% |
$167K - $224K
|
2.35K
$611K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-612- 3.84% |
$164K - $220K
|
15.3K
$3.99M
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-610- 15.12% |
$164K - $220K
|
3.43K
$890K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-583- 41.7% |
$156K - $210K
|
815
$212K
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-576- 27.22% |
$155K - $207K
|
1.54K
$400K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-562- 7.72% |
$151K - $202K
|
6.72K
$1.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-556- 4.04% |
$149K - $200K
|
13.2K
$3.43M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-552- 3.79% |
$148K - $199K
|
14K
$3.64M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-546- 7.26% |
$147K - $197K
|
6.98K
$1.81M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-543- 10.31% |
$146K - $195K
|
4.72K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-534- 0.69% |
$143K - $192K
|
77.4K
$20.1M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-529- 0.58% |
$142K - $190K
|
91K
$23.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Harvey Capital Management Inc
|
SELL
|
- |
-527- 2.08% |
$141K - $190K
|
24.8K
$6.44M
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-526- 3.09% |
$141K - $189K
|
16.5K
$4.28M
|