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 04, 2025
Q2 2025
|
Field & Main Bank
|
SELL
|
- |
-95- 1.22% |
$22.4K - $27.7K
|
7.72K
$1.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-92- 10.62% |
$21.7K - $26.8K
|
774
$188K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-92- 10.31% |
$21.7K - $26.8K
|
800
$194K
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-92- 1.03% |
$21.7K - $26.8K
|
8.82K
$2.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-92- 8.29% |
$21.7K - $26.8K
|
1.02K
$247K
|
|
|
Jul 29, 2025
Q2 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-90- 3.98% |
$21.3K - $26.2K
|
2.17K
$527K
|
|
|
Aug 08, 2025
Q2 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-89- 3.59% |
$21K - $25.9K
|
2.39K
$580K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-88- 7.35% |
$20.8K - $25.6K
|
1.11K
$269K
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-87- 6.04% |
$20.6K - $25.3K
|
1.35K
$329K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-86- 8.5% |
$20.3K - $25K
|
926
$225K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-86- 3.35% |
$20.3K - $25K
|
2.49K
$603K
|
|
|
Aug 14, 2025
Q2 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-85- 7.91% |
$20.1K - $24.7K
|
989
$240K
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-85- 6.69% |
$20.1K - $24.7K
|
1.19K
$288K
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-84- 2.23% |
$19.8K - $24.5K
|
3.68K
$892K
|
|
|
Aug 01, 2025
Q2 2025
|
Jericho Financial, LLP
Westerville, OH |
SELL
|
- |
-83- 0.46% |
$19.6K - $24.2K
|
17.9K
$4.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-83- 6.25% |
$19.6K - $24.2K
|
1.25K
$302K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-80- 10.0% |
$18.9K - $23.3K
|
720
$175K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-80- 29.74% |
$18.9K - $23.3K
|
189
$45.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-80- 25.81% |
$18.9K - $23.3K
|
230
$55.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-80- 1.0% |
$18.9K - $23.3K
|
7.9K
$1.92M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-78- 3.01% |
$18.4K - $22.7K
|
2.51K
$610K
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-76- 0.94% |
$18K - $22.1K
|
8K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-75- 0.29% |
$17.7K - $21.8K
|
26K
$6.31M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-75- 7.81% |
$17.7K - $21.8K
|
885
$215K
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-75- 5.82% |
$17.7K - $21.8K
|
1.21K
$294K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-75- 0.46% |
$17.7K - $21.8K
|
16.2K
$3.94M
|
|
|
Aug 06, 2025
Q2 2025
|
Warm Springs Advisors Inc.
Larkspur, CA |
SELL
|
- |
-74- 2.4% |
$17.5K - $21.5K
|
3K
$729K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-74- 1.22% |
$17.5K - $21.5K
|
6K
$1.46M
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-73- 1.52% |
$17.2K - $21.3K
|
4.72K
$1.15M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-73- 4.73% |
$17.2K - $21.3K
|
1.47K
$357K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-73- 4.88% |
$17.2K - $21.3K
|
1.42K
$345K
|
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-70- 3.57% |
$16.5K - $20.4K
|
1.89K
$459K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-70- 2.96% |
$16.5K - $20.4K
|
2.3K
$558K
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-69- 1.47% |
$16.3K - $20.1K
|
4.62K
$1.12M
|
|
|
Aug 01, 2025
Q2 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-69- 5.34% |
$16.3K - $20.1K
|
1.22K
$297K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-69- 4.76% |
$16.3K - $20.1K
|
1.38K
$335K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-69- 1.06% |
$16.3K - $20.1K
|
6.47K
$1.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-68- 4.94% |
$16.1K - $19.8K
|
1.31K
$318K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-68- 2.5% |
$16.1K - $19.8K
|
2.65K
$644K
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-67- 8.34% |
$15.8K - $19.5K
|
736
$179K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-66- 6.87% |
$15.6K - $19.2K
|
895
$217K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-66- 7.56% |
$15.6K - $19.2K
|
807
$196K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-65- 7.85% |
$15.4K - $18.9K
|
763
$185K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-65- 1.89% |
$15.4K - $18.9K
|
3.38K
$821K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-65- 1.27% |
$15.4K - $18.9K
|
5.07K
$1.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-65- 7.37% |
$15.4K - $18.9K
|
817
$198K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-63- 1.02% |
$14.9K - $18.3K
|
6.11K
$1.48M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-63- 2.75% |
$14.9K - $18.3K
|
2.23K
$540K
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-63- 1.72% |
$14.9K - $18.3K
|
3.6K
$874K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-62- 1.03% |
$14.6K - $18.1K
|
5.95K
$1.44M
|