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 13, 2025
Q2 2025
|
Arjuna Capital
|
SELL
|
- |
-211- 4.68% |
$49.9K - $61.4K
|
4.3K
$1.04M
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-210- 18.65% |
$49.6K - $61.1K
|
916
$222K
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-206- 0.74% |
$48.7K - $60K
|
27.6K
$6.7M
|
|
Aug 13, 2025
Q2 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-205- 3.87% |
$48.4K - $59.7K
|
5.09K
$1.24M
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-204- 27.76% |
$48.2K - $59.4K
|
531
$129K
|
|
Aug 08, 2025
Q2 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-201- 11.59% |
$47.5K - $58.5K
|
1.53K
$372K
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-201- 2.66% |
$47.5K - $58.5K
|
7.36K
$1.79M
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
PUT |
-200- 50.0% |
$47.3K - $58.2K
|
200
$48.6K
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-199- 19.43% |
$47K - $57.9K
|
825
$200K
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-199- 13.4% |
$47K - $57.9K
|
1.29K
$312K
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-198- 21.88% |
$46.8K - $57.6K
|
707
$172K
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-197- 9.9% |
$46.5K - $57.4K
|
1.79K
$435K
|
|
Jul 24, 2025
Q2 2025
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-195- 2.27% |
$46.1K - $56.8K
|
8.41K
$2.04M
|
|
Jul 17, 2025
Q2 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-195- 3.04% |
$46.1K - $56.8K
|
6.22K
$1.51M
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-193- 2.18% |
$45.6K - $56.2K
|
8.66K
$2.1M
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-192- 3.1% |
$45.4K - $55.9K
|
6K
$1.46M
|
|
Aug 12, 2025
Q2 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-192- 4.21% |
$45.4K - $55.9K
|
4.37K
$1.06M
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-191- 1.92% |
$45.1K - $55.6K
|
9.75K
$2.37M
|
|
Aug 08, 2025
Q2 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-190- 2.36% |
$44.9K - $55.3K
|
7.86K
$1.91M
|
|
Jul 28, 2025
Q2 2025
|
Sage Advisors, LLC
Boulder, CO |
SELL
|
- |
-190- 14.22% |
$44.9K - $55.3K
|
1.15K
$278K
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
SELL
|
- |
-188- 2.66% |
$44.4K - $54.7K
|
6.87K
$1.67M
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-188- 4.32% |
$44.4K - $54.7K
|
4.17K
$1.01M
|
|
Jul 23, 2025
Q2 2025
|
Baxter Bros Inc
|
SELL
|
- |
-188- 7.51% |
$44.4K - $54.7K
|
2.31K
$562K
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-187- 9.5% |
$44.2K - $54.4K
|
1.78K
$433K
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-185- 38.22% |
$43.7K - $53.9K
|
299
$72.6K
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-184- 14.8% |
$43.5K - $53.6K
|
1.06K
$257K
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-183- 0.06% |
$43.2K - $53.3K
|
318K
$77.2M
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-183- 3.25% |
$43.2K - $53.3K
|
5.45K
$1.32M
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-182- 2.34% |
$43K - $53K
|
7.58K
$1.84M
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-181- 3.0% |
$42.8K - $52.7K
|
5.86K
$1.42M
|
|
Aug 14, 2025
Q2 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-180- 2.13% |
$42.5K - $52.4K
|
8.29K
$2.01M
|
|
Aug 11, 2025
Q2 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-180- 1.46% |
$42.5K - $52.4K
|
12.2K
$2.95M
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-180- 3.59% |
$42.5K - $52.4K
|
4.83K
$1.17M
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-178- 6.47% |
$42.1K - $51.8K
|
2.57K
$624K
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-178- 0.9% |
$42.1K - $51.8K
|
19.6K
$4.75M
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-176- 8.38% |
$41.6K - $51.2K
|
1.93K
$467K
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-176- 3.3% |
$41.6K - $51.2K
|
5.15K
$1.25M
|
|
Jul 29, 2025
Q2 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-175- 6.82% |
$41.3K - $51K
|
2.39K
$580K
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-169- 9.25% |
$39.9K - $49.2K
|
1.66K
$402K
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-167- 82.67% |
$39.5K - $48.6K
|
35
$8.5K
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-167- 1.28% |
$39.5K - $48.6K
|
12.9K
$3.13M
|
|
Aug 04, 2025
Q2 2025
|
Geneva Capital Management LLC
|
SELL
|
- |
-167- 3.23% |
$39.5K - $48.6K
|
5K
$1.21M
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-167- 0.99% |
$39.5K - $48.6K
|
16.6K
$4.04M
|
|
Aug 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-165- 4.14% |
$39K - $48K
|
3.82K
$927K
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-165- 2.76% |
$39K - $48K
|
5.82K
$1.41M
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
SELL
|
- |
-165- 0.39% |
$39K - $48K
|
42.4K
$10.3M
|
|
Aug 14, 2025
Q2 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-162- 1.66% |
$38.3K - $47.2K
|
9.62K
$2.34M
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-161- 3.65% |
$38K - $46.9K
|
4.25K
$1.03M
|
|
Jul 30, 2025
Q2 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-161- 2.81% |
$38K - $46.9K
|
5.58K
$1.35M
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-159- 4.09% |
$37.6K - $46.3K
|
3.73K
$905K
|