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 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-62- 1.23% |
$14.6K - $18.1K
|
5K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-61- 3.43% |
$14.4K - $17.8K
|
1.72K
$416K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-61- 1.14% |
$14.4K - $17.8K
|
5.27K
$1.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-61- 3.18% |
$14.4K - $17.8K
|
1.86K
$451K
|
|
|
Aug 04, 2025
Q2 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-60- 0.36% |
$14.2K - $17.5K
|
16.5K
$4.01M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-60- 61.22% |
$14.2K - $17.5K
|
38
$9.22K
|
|
|
Aug 14, 2025
Q2 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-59- 1.26% |
$13.9K - $17.2K
|
4.62K
$1.12M
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-59- 5.68% |
$13.9K - $17.2K
|
980
$238K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-58- 2.14% |
$13.7K - $16.9K
|
2.65K
$644K
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-57- 2.31% |
$13.5K - $16.6K
|
2.41K
$585K
|
|
|
Aug 13, 2025
Q2 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-56- 1.52% |
$13.2K - $16.3K
|
3.62K
$878K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-56- 0.86% |
$13.2K - $16.3K
|
6.44K
$1.56M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-55- 1.29% |
$13K - $16K
|
4.2K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-55- 4.44% |
$13K - $16K
|
1.19K
$288K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-55- 0.05% |
$13K - $16K
|
102K
$24.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-54- 16.07% |
$12.8K - $15.7K
|
282
$68.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-51- 3.21% |
$12K - $14.8K
|
1.54K
$374K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-51- 8.56% |
$12K - $14.8K
|
545
$132K
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-51- 6.12% |
$12K - $14.8K
|
782
$190K
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-51- 4.04% |
$12K - $14.8K
|
1.21K
$294K
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
SELL
|
- |
-50- 0.34% |
$11.8K - $14.6K
|
14.9K
$3.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-50- 4.37% |
$11.8K - $14.6K
|
1.09K
$266K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-50- 0.73% |
$11.8K - $14.6K
|
6.8K
$1.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-50- 29.94% |
$11.8K - $14.6K
|
117
$28.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-50- 1.6% |
$11.8K - $14.6K
|
3.08K
$747K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-49- 1.86% |
$11.6K - $14.3K
|
2.59K
$629K
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-49- 0.28% |
$11.6K - $14.3K
|
17.2K
$4.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-48- 2.52% |
$11.3K - $14K
|
1.85K
$450K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-48- 1.25% |
$11.3K - $14K
|
3.79K
$919K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
SELL
|
- |
-48- 2.94% |
$11.3K - $14K
|
1.58K
$384K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-48- 2.8% |
$11.3K - $14K
|
1.67K
$405K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-47- 2.06% |
$11.1K - $13.7K
|
2.24K
$543K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-47- 0.72% |
$11.1K - $13.7K
|
6.45K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Optimize Financial Inc
Laguna Hills, CA |
SELL
|
- |
-46- 0.71% |
$10.9K - $13.4K
|
6.48K
$1.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-45- 4.68% |
$10.6K - $13.1K
|
916
$222K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-45- 2.99% |
$10.6K - $13.1K
|
1.46K
$354K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-44- 21.46% |
$10.4K - $12.8K
|
161
$39.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Gam Holding Ag
|
SELL
|
- |
-43- 0.76% |
$10.2K - $12.5K
|
5.62K
$1.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-43- 3.76% |
$10.2K - $12.5K
|
1.1K
$267K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-43- 4.78% |
$10.2K - $12.5K
|
857
$208K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-43- 0.63% |
$10.2K - $12.5K
|
6.79K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-42- 9.95% |
$9.92K - $12.2K
|
380
$92.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-42- 0.72% |
$9.92K - $12.2K
|
5.79K
$1.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-42- 2.04% |
$9.92K - $12.2K
|
2.01K
$488K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-42- 5.1% |
$9.92K - $12.2K
|
781
$190K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-42- 2.73% |
$9.92K - $12.2K
|
1.5K
$364K
|
|
|
Aug 14, 2025
Q2 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-41- 1.97% |
$9.69K - $11.9K
|
2.04K
$496K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-41- 12.31% |
$9.69K - $11.9K
|
292
$70.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-41- 20.6% |
$9.69K - $11.9K
|
158
$38.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Stenger Family Office, LLC
Naperville, IL |
SELL
|
- |
-40- 4.16% |
$9.45K - $11.6K
|
922
$224K
|