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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.12% |
$268 - $360
|
835
$203K
|
|
| 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
$704M
|
|
|
Feb 14, 2025
Q4 2024
|
Altimeter Capital Management, LP
Boston, MA |
SELL
|
- |
-186K- 40.64% |
$50.4M - $68.4M
|
272K
$66M
|
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-115K- 94.24% |
$31.1M - $42.2M
|
7.01K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-76.6K- 28.37% |
$20.7M - $28.2M
|
193K
$46.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
PUT |
-44.6K- 99.78% |
$12.1M - $16.4M
|
100
$24.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Kinetic Partners Management, LP
Miami, FL |
SELL
|
- |
-42K- 22.92% |
$11.4M - $15.5M
|
141K
$34.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-37.9K- 40.18% |
$10.3M - $13.9M
|
56.4K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Rdst Capital LLC
Seattle, WA |
SELL
|
- |
-30.5K- 35.74% |
$8.26M - $11.2M
|
54.8K
$13.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-28K- 57.45% |
$7.58M - $10.3M
|
20.7K
$5.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Columbus Hill Capital Management, L.P.
Short Hills, NJ |
SELL
|
- |
-25.5K- 71.8% |
$6.9M - $9.37M
|
10K
$2.43M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-12.5K- 95.04% |
$3.4M - $4.61M
|
654
$159K
|
|
|
Feb 12, 2025
Q4 2024
|
Long Path Partners LP
Stamford, CT |
SELL
|
- |
-10.7K- 10.62% |
$2.9M - $3.94M
|
90.1K
$21.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-9.15K- 86.93% |
$2.48M - $3.37M
|
1.38K
$334K
|
|
|
Jan 31, 2025
Q4 2024
|
Pinnbrook Capital Management LP
|
SELL
|
- |
-7.23K- 30.3% |
$1.96M - $2.66M
|
16.6K
$4.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-6.52K- 90.27% |
$1.77M - $2.4M
|
703
$171K
|
|
|
Feb 14, 2025
Q4 2024
|
Ardsley Advisory Partners LP
Stamford, CT |
SELL
|
CALL |
-5K- 20.0% |
$1.35M - $1.84M
|
20K
$4.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Waverton Investment Management LTD
|
SELL
|
- |
-4.36K- 58.66% |
$1.18M - $1.6M
|
3.07K
$746K
|
|
|
Jan 17, 2025
Q4 2024
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
SELL
|
- |
-3.5K- 4.83% |
$948K - $1.29M
|
69K
$16.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-2.5K- 13.82% |
$677K - $920K
|
15.6K
$3.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-2.21K- 4.08% |
$598K - $813K
|
51.9K
$12.6M
|
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-2.16K- 71.39% |
$586K - $796K
|
867
$210K
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-1.9K- 4.75% |
$516K - $700K
|
38.2K
$9.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.53K- 89.1% |
$414K - $562K
|
187
$45.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-1.5K- 27.7% |
$406K - $552K
|
3.92K
$951K
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-1.41K- 60.59% |
$381K - $518K
|
915
$222K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.29K- 2.74% |
$351K - $476K
|
46K
$11.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-1.13K- 36.47% |
$307K - $416K
|
1.97K
$479K
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.11K- 2.34% |
$299K - $406K
|
46.1K
$11.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-1K- 3.53% |
$271K - $368K
|
27.3K
$6.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-649- 48.91% |
$176K - $239K
|
678
$165K
|
|
|
Feb 05, 2025
Q4 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-600- 2.71% |
$163K - $221K
|
21.6K
$5.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
PUT |
-600- 13.95% |
$163K - $221K
|
3.7K
$898K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-542- 6.35% |
$147K - $199K
|
8K
$1.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-504- 33.38% |
$137K - $185K
|
1.01K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-475- 54.41% |
$129K - $175K
|
398
$96.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-432- 10.26% |
$117K - $159K
|
3.78K
$917K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-420- 21.4% |
$114K - $155K
|
1.54K
$375K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-376- 23.14% |
$102K - $138K
|
1.25K
$303K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-338- 74.12% |
$91.6K - $124K
|
118
$28.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-335- 3.04% |
$90.7K - $123K
|
10.7K
$2.6M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-328- 16.09% |
$88.8K - $121K
|
1.71K
$415K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
SELL
|
- |
-244- 7.94% |
$66.1K - $89.8K
|
2.83K
$687K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-170- 95.51% |
$46K - $62.5K
|
8
$1.94K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
SELL
|
- |
-169- 2.3% |
$45.8K - $62.2K
|
7.16K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-166- 63.36% |
$45K - $61.1K
|
96
$23.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-155- 10.78% |
$42K - $57K
|
1.28K
$311K
|
|
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-149- 13.99% |
$40.4K - $54.8K
|
916
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-139- 1.35% |
$37.7K - $51.1K
|
10.2K
$2.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-133- 17.14% |
$36K - $48.9K
|
643
$156K
|
|