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 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-522- 18.2% |
$140K - $188K
|
2.35K
$610K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-520- 14.12% |
$140K - $187K
|
3.16K
$822K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-515- 3.15% |
$138K - $185K
|
15.8K
$4.12M
|
|
|
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-511- 15.61% |
$137K - $184K
|
2.76K
$718K
|
|
|
May 05, 2025
Q1 2025
|
Birinyi Associates Inc
|
SELL
|
- |
-500- 11.47% |
$134K - $180K
|
3.86K
$1M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-500- 31.93% |
$134K - $180K
|
1.07K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-492- 13.22% |
$132K - $177K
|
3.23K
$839K
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-491- 4.02% |
$132K - $177K
|
11.7K
$3.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-491- 7.79% |
$132K - $177K
|
5.82K
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-485- 1.96% |
$130K - $175K
|
24.3K
$6.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-477- 3.15% |
$128K - $172K
|
14.7K
$3.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-468- 8.08% |
$126K - $168K
|
5.33K
$1.38M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-467- 9.04% |
$125K - $168K
|
4.7K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-466- 1.43% |
$125K - $168K
|
32.2K
$8.37M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-464- 14.57% |
$125K - $167K
|
2.72K
$707K
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-463- 1.92% |
$124K - $167K
|
23.7K
$6.15M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-459- 17.58% |
$123K - $165K
|
2.15K
$559K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-456- 21.52% |
$122K - $164K
|
1.66K
$432K
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-440- 15.97% |
$118K - $158K
|
2.32K
$602K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-435- 10.01% |
$117K - $157K
|
3.91K
$1.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-434- 11.24% |
$116K - $156K
|
3.43K
$891K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-430- 0.3% |
$115K - $155K
|
142K
$36.8M
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-417- 5.07% |
$112K - $150K
|
7.81K
$2.03M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-412- 2.39% |
$111K - $148K
|
16.8K
$4.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-411- 1.95% |
$110K - $148K
|
20.7K
$5.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-410- 5.4% |
$110K - $148K
|
7.18K
$1.87M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-409- 0.1% |
$110K - $147K
|
398K
$103M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-408- 7.76% |
$109K - $147K
|
4.85K
$1.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-408- 25.03% |
$109K - $147K
|
1.22K
$318K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-386- 2.52% |
$104K - $139K
|
14.9K
$3.87M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-384- 10.98% |
$103K - $138K
|
3.11K
$809K
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-384- 3.28% |
$103K - $138K
|
11.3K
$2.94M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-381- 16.51% |
$102K - $137K
|
1.93K
$501K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-380- 1.89% |
$102K - $137K
|
19.7K
$5.13M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-377- 4.68% |
$101K - $136K
|
7.68K
$2M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-377- 7.87% |
$101K - $136K
|
4.41K
$1.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-376- 4.27% |
$101K - $135K
|
8.43K
$2.19M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-373- 10.95% |
$100K - $134K
|
3.03K
$788K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-349- 4.67% |
$93.7K - $126K
|
7.13K
$1.85M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-347- 0.65% |
$93.1K - $125K
|
52.9K
$13.7M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-344- 2.1% |
$92.3K - $124K
|
16K
$4.16M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-339- 0.95% |
$91K - $122K
|
35.5K
$9.22M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-337- 3.04% |
$90.4K - $121K
|
10.8K
$2.8M
|
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-331- 17.43% |
$88.8K - $119K
|
1.57K
$407K
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-320- 26.23% |
$85.9K - $115K
|
900
$234K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-320- 2.18% |
$85.9K - $115K
|
14.3K
$3.73M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-319- 19.8% |
$85.6K - $115K
|
1.29K
$336K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-318- 0.62% |
$85.3K - $114K
|
51.3K
$13.3M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-318- 1.95% |
$85.3K - $114K
|
16K
$4.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-312- 6.19% |
$83.7K - $112K
|
4.73K
$1.23M
|