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 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-22- 0.43% |
$5.2K - $6.41K
|
5.04K
$1.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-22- 0.18% |
$5.2K - $6.41K
|
12.3K
$2.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-20- 2.35% |
$4.73K - $5.82K
|
832
$202K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-20- 13.33% |
$4.73K - $5.82K
|
130
$31.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-20- 2.5% |
$4.73K - $5.82K
|
781
$190K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-20- 4.52% |
$4.73K - $5.82K
|
422
$102K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.48% |
$4.73K - $5.82K
|
4.15K
$1.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-20- 1.51% |
$4.73K - $5.82K
|
1.3K
$317K
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-19- 1.18% |
$4.49K - $5.53K
|
1.6K
$388K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-19- 1.87% |
$4.49K - $5.53K
|
999
$243K
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-19- 2.34% |
$4.49K - $5.53K
|
793
$193K
|
|
|
Aug 13, 2025
Q2 2025
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-18- 0.38% |
$4.25K - $5.24K
|
4.74K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-17- 8.13% |
$4.02K - $4.95K
|
192
$46.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-17- 2.09% |
$4.02K - $4.95K
|
798
$194K
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-16- 0.46% |
$3.78K - $4.66K
|
3.45K
$837K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-16- 1.28% |
$3.78K - $4.66K
|
1.23K
$299K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-16- 1.95% |
$3.78K - $4.66K
|
805
$195K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-16- 0.16% |
$3.78K - $4.66K
|
9.94K
$2.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-15- 0.69% |
$3.54K - $4.37K
|
2.15K
$521K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-15- 0.2% |
$3.54K - $4.37K
|
7.66K
$1.86M
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-15- 1.92% |
$3.54K - $4.37K
|
765
$186K
|
|
|
Aug 05, 2025
Q2 2025
|
Tufton Capital Management
|
SELL
|
- |
-15- 1.94% |
$3.54K - $4.37K
|
760
$184K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-15- 1.99% |
$3.54K - $4.37K
|
740
$180K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-15- 1.0% |
$3.54K - $4.37K
|
1.48K
$359K
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
SELL
|
- |
-15- 1.23% |
$3.54K - $4.37K
|
1.21K
$293K
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-14- 1.24% |
$3.31K - $4.08K
|
1.11K
$270K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-14- 0.93% |
$3.31K - $4.08K
|
1.48K
$360K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-14- 0.46% |
$3.31K - $4.08K
|
3.04K
$737K
|
|
|
Jul 31, 2025
Q2 2025
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-14- 1.86% |
$3.31K - $4.08K
|
738
$179K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-14- 0.62% |
$3.31K - $4.08K
|
2.24K
$544K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-14- 1.72% |
$3.31K - $4.08K
|
800
$194K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-14- 0.15% |
$3.31K - $4.08K
|
9.25K
$2.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-13- 0.42% |
$3.07K - $3.78K
|
3.05K
$741K
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-12- 0.78% |
$2.84K - $3.49K
|
1.54K
$373K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-12- 0.2% |
$2.84K - $3.49K
|
5.91K
$1.43M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-12- 0.51% |
$2.84K - $3.49K
|
2.33K
$566K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-12- 1.57% |
$2.84K - $3.49K
|
750
$182K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-11- 9.24% |
$2.6K - $3.2K
|
108
$26.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-11- 1.77% |
$2.6K - $3.2K
|
612
$149K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-11- 91.67% |
$2.6K - $3.2K
|
1
$243
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-11- 22.45% |
$2.6K - $3.2K
|
38
$9.22K
|
|
|
Aug 11, 2025
Q2 2025
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
SELL
|
- |
-10- 0.04% |
$2.36K - $2.91K
|
23.3K
$5.65M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-10- 9.52% |
$2.36K - $2.91K
|
95
$23.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-10- 0.59% |
$2.36K - $2.91K
|
1.68K
$408K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-10- 0.14% |
$2.36K - $2.91K
|
7.24K
$1.76M
|
|
|
Aug 22, 2025
Q2 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-9- 0.39% |
$2.13K - $2.62K
|
2.28K
$554K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-9- 0.39% |
$2.13K - $2.62K
|
2.3K
$557K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-9- 1.08% |
$2.13K - $2.62K
|
827
$201K
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-9- 0.66% |
$2.13K - $2.62K
|
1.36K
$329K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
SELL
|
- |
-9- 0.09% |
$2.13K - $2.62K
|
10K
$2.43M
|