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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-6- 0.72% |
$1.61K - $2.16K
|
827
$215K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-5- 12.2% |
$1.34K - $1.8K
|
36
$9.36K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
SELL
|
- |
-5- 13.89% |
$1.34K - $1.8K
|
31
$8.06K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-5- 0.26% |
$1.34K - $1.8K
|
1.92K
$498K
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-5- 0.09% |
$1.34K - $1.8K
|
5.85K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-5- 0.17% |
$1.34K - $1.8K
|
2.94K
$763K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-5- 0.59% |
$1.34K - $1.8K
|
840
$218K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-5- 0.22% |
$1.34K - $1.8K
|
2.31K
$599K
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-5- 0.44% |
$1.34K - $1.8K
|
1.14K
$297K
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-5- 0.4% |
$1.34K - $1.8K
|
1.24K
$322K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-5- 0.46% |
$1.34K - $1.8K
|
1.08K
$280K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-5- 0.42% |
$1.34K - $1.8K
|
1.18K
$307K
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-4- 0.25% |
$1.07K - $1.44K
|
1.62K
$420K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-4- 0.18% |
$1.07K - $1.44K
|
2.27K
$589K
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-4- 0.07% |
$1.07K - $1.44K
|
5.45K
$1.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-4- 0.21% |
$1.07K - $1.44K
|
1.9K
$494K
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-4- 0.34% |
$1.07K - $1.44K
|
1.17K
$304K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3- 0.29% |
$805 - $1.08K
|
1.02K
$266K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-3- 6.0% |
$805 - $1.08K
|
47
$12.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-3- 2.94% |
$805 - $1.08K
|
99
$25.7K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-2- 0.09% |
$537 - $720
|
2.29K
$595K
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-2- 0.19% |
$537 - $720
|
1.03K
$267K
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-2- 0.22% |
$537 - $720
|
904
$235K
|
|
|
May 09, 2025
Q1 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
SELL
|
- |
-2- 25.0% |
$537 - $720
|
6
$1.56K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-2- 1.96% |
$537 - $720
|
100
$26K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-2- 0.09% |
$537 - $720
|
2.18K
$567K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-2- 4.88% |
$537 - $720
|
39
$10.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2- 0.3% |
$537 - $720
|
667
$173K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1- 0.1% |
$268 - $360
|
1.04K
$269K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1- 0.04% |
$268 - $360
|
2.75K
$715K
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.07% |
$268 - $360
|
1.51K
$393K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1- 0.03% |
$268 - $360
|
3.97K
$1.03M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-1- 0.1% |
$268 - $360
|
1.03K
$267K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-1- 12.5% |
$268 - $360
|
7
$1.82K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.12% |
$268 - $360
|
835
$217K
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-1- 0.08% |
$268 - $360
|
1.22K
$316K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1- 0.83% |
$268 - $360
|
119
$30.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 5.0% |
$268 - $360
|
19
$4.94K
|
|
|
Apr 16, 2025
Q1 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-1- 0.11% |
$268 - $360
|
936
$243K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jeffrey Ubben
Value Act Holdings, L.P. | San Francisco, Ca
|
SELL
|
- |
-1.02M- 25.95% |
$275M - $374M
|
2.9M
$753M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-423K- 99.7% |
$115M - $156M
|
1.27K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Altimeter Capital Management, LP
Boston, MA |
SELL
|
- |
-186K- 40.64% |
$50.4M - $68.4M
|
272K
$70.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-115K- 94.24% |
$31.1M - $42.2M
|
7.01K
$1.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-109K- 92.55% |
$29.5M - $40.1M
|
8.78K
$2.28M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
SELL
|
- |
-99.9K- 82.7% |
$27.1M - $36.8M
|
20.9K
$5.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-76.6K- 28.37% |
$20.7M - $28.2M
|
193K
$50.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
PUT |
-44.6K- 99.78% |
$12.1M - $16.4M
|
100
$26K
|
|
|
Feb 14, 2025
Q4 2024
|
Kinetic Partners Management, LP
Miami, FL |
SELL
|
- |
-42K- 22.92% |
$11.4M - $15.5M
|
141K
$36.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-37.9K- 40.18% |
$10.3M - $13.9M
|
56.4K
$14.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Rdst Capital LLC
Seattle, WA |
SELL
|
- |
-30.5K- 35.74% |
$8.26M - $11.2M
|
54.8K
$14.2M
|
|