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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-159- 2.83% |
$37.6K - $46.3K
|
5.46K
$1.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-159- 10.42% |
$37.6K - $46.3K
|
1.37K
$332K
|
|
|
Aug 11, 2025
Q2 2025
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-156- 2.13% |
$36.9K - $45.4K
|
7.17K
$1.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-156- 10.45% |
$36.9K - $45.4K
|
1.34K
$325K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-155- 16.35% |
$36.6K - $45.1K
|
793
$193K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-154- 0.12% |
$36.4K - $44.8K
|
127K
$30.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-154- 5.38% |
$36.4K - $44.8K
|
2.71K
$657K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-154- 7.35% |
$36.4K - $44.8K
|
1.94K
$471K
|
|
|
Aug 13, 2025
Q2 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-153- 4.41% |
$36.1K - $44.5K
|
3.32K
$805K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-152- 34.78% |
$35.9K - $44.3K
|
285
$69.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-149- 8.21% |
$35.2K - $43.4K
|
1.67K
$404K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-148- 4.19% |
$35K - $43.1K
|
3.39K
$822K
|
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-148- 0.27% |
$35K - $43.1K
|
55.1K
$13.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
SELL
|
- |
-147- 10.22% |
$34.7K - $42.8K
|
1.29K
$314K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-147- 11.75% |
$34.7K - $42.8K
|
1.1K
$268K
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-146- 3.57% |
$34.5K - $42.5K
|
3.94K
$956K
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-146- 13.87% |
$34.5K - $42.5K
|
907
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-145- 8.04% |
$34.3K - $42.2K
|
1.66K
$402K
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-145- 0.92% |
$34.3K - $42.2K
|
15.7K
$3.81M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-144- 1.88% |
$34K - $41.9K
|
7.52K
$1.83M
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-142- 4.41% |
$33.5K - $41.3K
|
3.08K
$747K
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
SELL
|
- |
-142- 3.89% |
$33.5K - $41.3K
|
3.51K
$851K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-142- 1.37% |
$33.5K - $41.3K
|
10.2K
$2.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-141- 9.61% |
$33.3K - $41.1K
|
1.33K
$322K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-140- 2.96% |
$33.1K - $40.8K
|
4.6K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-140- 0.32% |
$33.1K - $40.8K
|
43.2K
$10.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-140- 14.45% |
$33.1K - $40.8K
|
829
$201K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-139- 6.18% |
$32.8K - $40.5K
|
2.11K
$512K
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-139- 2.17% |
$32.8K - $40.5K
|
6.26K
$1.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-139- 12.44% |
$32.8K - $40.5K
|
978
$237K
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-138- 7.16% |
$32.6K - $40.2K
|
1.79K
$434K
|
|
|
Aug 15, 2025
Q2 2025
|
Synergy Financial Group, LTD
|
SELL
|
- |
-138- 6.49% |
$32.6K - $40.2K
|
1.99K
$482K
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-138- 4.73% |
$32.6K - $40.2K
|
2.78K
$675K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-138- 11.07% |
$32.6K - $40.2K
|
1.11K
$269K
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-137- 2.56% |
$32.4K - $39.9K
|
5.21K
$1.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-137- 7.18% |
$32.4K - $39.9K
|
1.77K
$430K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-137- 2.01% |
$32.4K - $39.9K
|
6.67K
$1.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-135- 7.93% |
$31.9K - $39.3K
|
1.57K
$381K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-135- 78.49% |
$31.9K - $39.3K
|
37
$8.98K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-135- 13.69% |
$31.9K - $39.3K
|
851
$207K
|
|
|
Aug 06, 2025
Q2 2025
|
Middleton & CO Inc
|
SELL
|
- |
-132- 0.22% |
$31.2K - $38.4K
|
59.4K
$14.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-132- 5.81% |
$31.2K - $38.4K
|
2.14K
$520K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-131- 4.34% |
$31K - $38.1K
|
2.89K
$701K
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-131- 2.6% |
$31K - $38.1K
|
4.91K
$1.19M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-131- 10.4% |
$31K - $38.1K
|
1.13K
$274K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-131- 6.23% |
$31K - $38.1K
|
1.97K
$479K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-131- 8.61% |
$31K - $38.1K
|
1.39K
$338K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-130- 2.66% |
$30.7K - $37.8K
|
4.75K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-128- 7.66% |
$30.2K - $37.3K
|
1.54K
$375K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-128- 12.43% |
$30.2K - $37.3K
|
902
$219K
|