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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-244- 7.94% |
$66.1K - $89.8K
|
2.83K
$735K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-237- 0.85% |
$64.2K - $87.2K
|
27.7K
$7.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-189- 22.11% |
$51.2K - $69.5K
|
666
$173K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-170- 95.51% |
$46K - $62.5K
|
8
$2.08K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
SELL
|
- |
-169- 2.3% |
$45.8K - $62.2K
|
7.16K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-166- 63.36% |
$45K - $61.1K
|
96
$24.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-155- 10.78% |
$42K - $57K
|
1.28K
$333K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-139- 1.35% |
$37.7K - $51.1K
|
10.2K
$2.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-133- 17.14% |
$36K - $48.9K
|
643
$167K
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-130- 3.96% |
$35.2K - $47.8K
|
3.15K
$818K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-129- 39.21% |
$34.9K - $47.5K
|
200
$52K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-125- 41.67% |
$33.9K - $46K
|
175
$45.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-124- 4.9% |
$33.6K - $45.6K
|
2.41K
$626K
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-120- 13.04% |
$32.5K - $44.1K
|
800
$208K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-119- 12.5% |
$32.2K - $43.8K
|
833
$216K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-117- 15.75% |
$31.7K - $43K
|
626
$163K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-114- 30.24% |
$30.9K - $41.9K
|
263
$68.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-111- 9.83% |
$30.1K - $40.8K
|
1.02K
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-108- 9.05% |
$29.3K - $39.7K
|
1.09K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-99- 51.56% |
$26.8K - $36.4K
|
93
$24.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-99- 10.52% |
$26.8K - $36.4K
|
842
$219K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-96- 0.42% |
$26K - $35.3K
|
22.6K
$5.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-86- 71.67% |
$23.3K - $31.6K
|
34
$8.84K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-79- 2.98% |
$21.4K - $29.1K
|
2.57K
$668K
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-74- 8.07% |
$20K - $27.2K
|
843
$219K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-69- 9.29% |
$18.7K - $25.4K
|
674
$175K
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-68- 11.79% |
$18.4K - $25K
|
509
$132K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-60- 1.99% |
$16.3K - $22.1K
|
2.95K
$767K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-60- 3.05% |
$16.3K - $22.1K
|
1.91K
$496K
|
|
|
Jan 27, 2025
Q4 2024
|
Center Star Asset Management, LLC
|
SELL
|
- |
-54- 5.95% |
$14.6K - $19.9K
|
854
$222K
|
|
|
Feb 12, 2025
Q4 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-50- 0.62% |
$13.5K - $18.4K
|
8.05K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-46- 5.21% |
$12.5K - $16.9K
|
837
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-45- 5.84% |
$12.2K - $16.6K
|
726
$189K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-45- 0.19% |
$12.2K - $16.6K
|
23.8K
$6.19M
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-44- 1.54% |
$11.9K - $16.2K
|
2.82K
$732K
|
|
|
Feb 18, 2025
Q4 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-36- 5.29% |
$9.75K - $13.2K
|
645
$168K
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-35- 3.2% |
$9.48K - $12.9K
|
1.06K
$275K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-26- 47.27% |
$7.04K - $9.56K
|
29
$7.54K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-25- 67.57% |
$6.77K - $9.2K
|
12
$3.12K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-25- 3.74% |
$6.77K - $9.2K
|
644
$167K
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-19- 1.26% |
$5.15K - $6.99K
|
1.49K
$387K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-19- 61.29% |
$5.15K - $6.99K
|
12
$3.12K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-14- 5.88% |
$3.79K - $5.15K
|
224
$58.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-13- 0.8% |
$3.52K - $4.78K
|
1.62K
$421K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-12- 5.5% |
$3.25K - $4.41K
|
206
$53.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-11- 1.25% |
$2.98K - $4.05K
|
872
$227K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-10- 0.2% |
$2.71K - $3.68K
|
5.11K
$1.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-7- 9.86% |
$1.9K - $2.58K
|
64
$16.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-6- 0.33% |
$1.63K - $2.21K
|
1.84K
$477K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-5- 2.56% |
$1.35K - $1.84K
|
190
$49.4K
|