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 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-188- 1.68% |
$50.5K - $67.7K
|
11K
$2.87M
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-186- 2.53% |
$49.9K - $67K
|
7.17K
$1.86M
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-186- 4.46% |
$49.9K - $67K
|
3.99K
$1.04M
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-185- 1.01% |
$49.6K - $66.6K
|
18.1K
$4.69M
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
SELL
|
- |
-185- 3.94% |
$49.6K - $66.6K
|
4.51K
$1.17M
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
SELL
|
- |
-185- 4.62% |
$49.6K - $66.6K
|
3.82K
$992K
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-183- 16.0% |
$49.1K - $65.9K
|
961
$250K
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-181- 3.54% |
$48.6K - $65.2K
|
4.93K
$1.28M
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-180- 1.44% |
$48.3K - $64.8K
|
12.3K
$3.19M
|
|
Apr 28, 2025
Q1 2025
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-180- 3.52% |
$48.3K - $64.8K
|
4.93K
$1.28M
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-176- 4.47% |
$47.2K - $63.4K
|
3.76K
$977K
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-171- 15.15% |
$45.9K - $61.6K
|
958
$249K
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-169- 1.79% |
$45.4K - $60.8K
|
9.28K
$2.41M
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-166- 1.31% |
$44.5K - $59.8K
|
12.5K
$3.24M
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-163- 2.22% |
$43.7K - $58.7K
|
7.19K
$1.87M
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-162- 7.16% |
$43.5K - $58.3K
|
2.1K
$546K
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-162- 83.94% |
$43.5K - $58.3K
|
31
$8.06K
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-162- 2.71% |
$43.5K - $58.3K
|
5.82K
$1.51M
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-162- 5.94% |
$43.5K - $58.3K
|
2.56K
$666K
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-161- 1.51% |
$43.2K - $58K
|
10.5K
$2.73M
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-161- 14.02% |
$43.2K - $58K
|
987
$257K
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-160- 9.02% |
$42.9K - $57.6K
|
1.61K
$419K
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
SELL
|
- |
-160- 0.35% |
$42.9K - $57.6K
|
46.1K
$12M
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-159- 0.69% |
$42.7K - $57.2K
|
23K
$5.96M
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-158- 13.44% |
$42.4K - $56.9K
|
1.02K
$265K
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-158- 0.82% |
$42.4K - $56.9K
|
19.2K
$4.99M
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-153- 9.95% |
$41.1K - $55.1K
|
1.38K
$360K
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-152- 2.54% |
$40.8K - $54.7K
|
5.83K
$1.51M
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-151- 0.29% |
$40.5K - $54.4K
|
52.6K
$13.7M
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-150- 78.95% |
$40.3K - $54K
|
40
$10.4K
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-150- 1.56% |
$40.3K - $54K
|
9.44K
$2.45M
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-148- 0.91% |
$39.7K - $53.3K
|
16K
$4.17M
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-146- 12.18% |
$39.2K - $52.6K
|
1.05K
$274K
|
|
Apr 28, 2025
Q1 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-146- 10.51% |
$39.2K - $52.6K
|
1.24K
$323K
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-146- 3.13% |
$39.2K - $52.6K
|
4.52K
$1.17M
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-144- 1.99% |
$38.6K - $51.8K
|
7.11K
$1.85M
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-143- 1.51% |
$38.4K - $51.5K
|
9.32K
$2.42M
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-142- 6.93% |
$38.1K - $51.1K
|
1.91K
$496K
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
SELL
|
- |
-141- 0.56% |
$37.8K - $50.8K
|
25K
$6.49M
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-139- 2.14% |
$37.3K - $50K
|
6.35K
$1.65M
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-138- 4.37% |
$37K - $49.7K
|
3.02K
$784K
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-138- 5.58% |
$37K - $49.7K
|
2.33K
$607K
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-134- 1.03% |
$36K - $48.2K
|
12.9K
$3.36M
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-134- 3.33% |
$36K - $48.2K
|
3.89K
$1.01M
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-133- 3.23% |
$35.7K - $47.9K
|
3.99K
$1.04M
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-133- 7.97% |
$35.7K - $47.9K
|
1.54K
$399K
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-131- 2.66% |
$35.2K - $47.2K
|
4.79K
$1.24M
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-130- 7.05% |
$34.9K - $46.8K
|
1.72K
$446K
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-130- 10.2% |
$34.9K - $46.8K
|
1.14K
$297K
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-130- 0.1% |
$34.9K - $46.8K
|
127K
$33.1M
|