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 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-40- 0.08% |
$9.45K - $11.6K
|
49.9K
$12.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-39- 0.61% |
$9.21K - $11.4K
|
6.33K
$1.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-39- 4.23% |
$9.21K - $11.4K
|
882
$214K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-39- 1.75% |
$9.21K - $11.4K
|
2.19K
$531K
|
|
|
Jul 25, 2025
Q2 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-38- 4.64% |
$8.98K - $11.1K
|
781
$190K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-38- 1.99% |
$8.98K - $11.1K
|
1.87K
$454K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-37- 1.83% |
$8.74K - $10.8K
|
1.98K
$481K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-36- 2.6% |
$8.51K - $10.5K
|
1.35K
$327K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-36- 16.22% |
$8.51K - $10.5K
|
186
$45.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-35- 4.55% |
$8.27K - $10.2K
|
734
$178K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-35- 3.36% |
$8.27K - $10.2K
|
1.01K
$244K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-35- 1.72% |
$8.27K - $10.2K
|
2K
$486K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-34- 0.16% |
$8.03K - $9.9K
|
21.3K
$5.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-34- 0.62% |
$8.03K - $9.9K
|
5.44K
$1.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-34- 1.7% |
$8.03K - $9.9K
|
1.97K
$478K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-34- 0.88% |
$8.03K - $9.9K
|
3.84K
$932K
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-33- 14.04% |
$7.8K - $9.61K
|
202
$49K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-33- 0.5% |
$7.8K - $9.61K
|
6.57K
$1.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-33- 6.52% |
$7.8K - $9.61K
|
473
$115K
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-32- 1.21% |
$7.56K - $9.32K
|
2.6K
$632K
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-31- 0.97% |
$7.32K - $9.03K
|
3.16K
$767K
|
|
|
Aug 07, 2025
Q2 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-30- 1.46% |
$7.09K - $8.73K
|
2.02K
$491K
|
|
|
Jul 24, 2025
Q2 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-30- 2.53% |
$7.09K - $8.73K
|
1.16K
$281K
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-29- 1.99% |
$6.85K - $8.44K
|
1.43K
$347K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-29- 65.91% |
$6.85K - $8.44K
|
15
$3.64K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-29- 6.59% |
$6.85K - $8.44K
|
411
$99.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
SELL
|
- |
-29- 1.74% |
$6.85K - $8.44K
|
1.63K
$396K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-28- 0.9% |
$6.62K - $8.15K
|
3.07K
$746K
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-27- 0.88% |
$6.38K - $7.86K
|
3.04K
$737K
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-27- 0.48% |
$6.38K - $7.86K
|
5.56K
$1.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-26- 2.81% |
$6.14K - $7.57K
|
900
$218K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-26- 1.29% |
$6.14K - $7.57K
|
1.99K
$482K
|
|
|
Aug 13, 2025
Q2 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-25- 0.85% |
$5.91K - $7.28K
|
2.91K
$706K
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-25- 2.0% |
$5.91K - $7.28K
|
1.23K
$298K
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-25- 2.05% |
$5.91K - $7.28K
|
1.2K
$291K
|
|
|
Aug 13, 2025
Q2 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-25- 1.2% |
$5.91K - $7.28K
|
2.06K
$500K
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-25- 29.41% |
$5.91K - $7.28K
|
60
$14.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-25- 0.26% |
$5.91K - $7.28K
|
9.41K
$2.28M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-25- 0.58% |
$5.91K - $7.28K
|
4.3K
$1.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-25- 2.25% |
$5.91K - $7.28K
|
1.09K
$264K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-25- 3.15% |
$5.91K - $7.28K
|
769
$187K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-25- 1.05% |
$5.91K - $7.28K
|
2.35K
$570K
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-25- 1.01% |
$5.91K - $7.28K
|
2.44K
$592K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-24- 1.12% |
$5.67K - $6.99K
|
2.13K
$517K
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-24- 1.62% |
$5.67K - $6.99K
|
1.45K
$353K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24- 0.33% |
$5.67K - $6.99K
|
7.17K
$1.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-24- 7.0% |
$5.67K - $6.99K
|
319
$77.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-23- 0.55% |
$5.43K - $6.7K
|
4.17K
$1.01M
|
|
|
Jul 22, 2025
Q2 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-23- 1.46% |
$5.43K - $6.7K
|
1.56K
$377K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-23- 2.04% |
$5.43K - $6.7K
|
1.1K
$268K
|