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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-130- 3.96% |
$35.2K - $47.8K
|
3.15K
$764K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-125- 41.67% |
$33.9K - $46K
|
175
$42.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-124- 4.9% |
$33.6K - $45.6K
|
2.41K
$585K
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-120- 13.04% |
$32.5K - $44.1K
|
800
$194K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-117- 15.75% |
$31.7K - $43K
|
626
$152K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-111- 9.83% |
$30.1K - $40.8K
|
1.02K
$247K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-96- 0.42% |
$26K - $35.3K
|
22.6K
$5.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-86- 71.67% |
$23.3K - $31.6K
|
34
$8.25K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-79- 2.98% |
$21.4K - $29.1K
|
2.57K
$624K
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-74- 8.07% |
$20K - $27.2K
|
843
$205K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-69- 9.29% |
$18.7K - $25.4K
|
674
$164K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-46- 5.21% |
$12.5K - $16.9K
|
837
$203K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-45- 0.19% |
$12.2K - $16.6K
|
23.8K
$5.78M
|
|
|
Feb 18, 2025
Q4 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-36- 5.29% |
$9.75K - $13.2K
|
645
$157K
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-35- 3.2% |
$9.48K - $12.9K
|
1.06K
$257K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-26- 47.27% |
$7.04K - $9.56K
|
29
$7.04K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-25- 67.57% |
$6.77K - $9.2K
|
12
$2.91K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-25- 3.74% |
$6.77K - $9.2K
|
644
$156K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-14- 5.88% |
$3.79K - $5.15K
|
224
$54.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-13- 0.8% |
$3.52K - $4.78K
|
1.62K
$394K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-12- 5.5% |
$3.25K - $4.41K
|
206
$50K
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-11- 1.25% |
$2.98K - $4.05K
|
872
$212K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-7- 9.86% |
$1.9K - $2.58K
|
64
$15.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-6- 0.33% |
$1.63K - $2.21K
|
1.84K
$446K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-5- 2.56% |
$1.35K - $1.84K
|
190
$46.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-3- 0.07% |
$813 - $1.1K
|
4.32K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-2- 0.25% |
$542 - $736
|
805
$195K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-2- 0.74% |
$542 - $736
|
268
$65.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1- 10.0% |
$271 - $368
|
9
$2.18K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-471K- 76.05% |
$112M - $130M
|
148K
$36M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-338K- 67.05% |
$80.5M - $93.4M
|
166K
$40.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Generation Investment Management LLP
London, X0 |
SELL
|
- |
-337K- 19.18% |
$80.4M - $93.3M
|
1.42M
$345M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-98.2K- 100.0% |
$23.4M - $27.2M
|
2
$486
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-87.2K- 3.51% |
$20.8M - $24.1M
|
2.39M
$581M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-72.8K- 23.3% |
$17.4M - $20.1M
|
240K
$58.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-32.1K- 55.63% |
$7.65M - $8.88M
|
25.6K
$6.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Darlington Partners Capital Management, LP
Greenbrae, CA |
SELL
|
- |
-32K- 3.02% |
$7.63M - $8.85M
|
1.03M
$249M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-28.9K- 2.75% |
$6.89M - $7.99M
|
1.02M
$248M
|
|
|
Nov 14, 2024
Q3 2024
|
Immersion Capital LLP
London, X0 |
SELL
|
- |
-18.6K- 21.97% |
$4.43M - $5.14M
|
66.1K
$16M
|
|
|
Nov 05, 2024
Q3 2024
|
Grafton Street Partners Fund, LP
North Palm Beach, FL |
SELL
|
- |
-16K- 36.29% |
$3.81M - $4.42M
|
28.1K
$6.82M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-9.66K- 87.67% |
$2.3M - $2.67M
|
1.36K
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
SELL
|
- |
-9.03K- 75.71% |
$2.15M - $2.5M
|
2.9K
$703K
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-7.09K- 98.77% |
$1.69M - $1.96M
|
88
$21.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
PUT |
-6.7K- 34.36% |
$1.6M - $1.85M
|
12.8K
$3.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-6.05K- 7.93% |
$1.44M - $1.67M
|
70.2K
$17M
|
|
|
Nov 14, 2024
Q3 2024
|
Grace & Mercy Foundation, Inc.
New York, NY |
SELL
|
- |
-5.5K- 73.33% |
$1.31M - $1.52M
|
2K
$486K
|
|
|
Nov 12, 2024
Q3 2024
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
SELL
|
- |
-5.5K- 22.92% |
$1.31M - $1.52M
|
18.5K
$4.49M
|
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
CALL |
-5.5K- 57.89% |
$1.31M - $1.52M
|
4K
$971K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-5.43K- 17.23% |
$1.3M - $1.5M
|
26.1K
$6.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Glynn Capital Management LLC
|
SELL
|
- |
-5.05K- 41.44% |
$1.2M - $1.4M
|
7.14K
$1.73M
|
|