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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-296- 5.31% |
$69.9K - $86.2K
|
5.28K
$1.37M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-272- 2.33% |
$64.3K - $79.2K
|
11.4K
$2.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-238- 4.75% |
$56.2K - $69.3K
|
4.77K
$1.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-233- 11.66% |
$55K - $67.8K
|
1.77K
$459K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-233- 5.5% |
$55K - $67.8K
|
4K
$1.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-230- 1.81% |
$54.3K - $67K
|
12.5K
$3.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-224- 1.85% |
$52.9K - $65.2K
|
11.9K
$3.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-201- 2.66% |
$47.5K - $58.5K
|
7.36K
$1.91M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-197- 9.9% |
$46.5K - $57.4K
|
1.79K
$466K
|
|
|
Jul 17, 2025
Q2 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-195- 3.04% |
$46.1K - $56.8K
|
6.22K
$1.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-183- 3.25% |
$43.2K - $53.3K
|
5.45K
$1.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-181- 3.0% |
$42.8K - $52.7K
|
5.86K
$1.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-180- 3.59% |
$42.5K - $52.4K
|
4.83K
$1.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-167- 0.99% |
$39.5K - $48.6K
|
16.6K
$4.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
SELL
|
- |
-165- 0.39% |
$39K - $48K
|
42.4K
$11M
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-159- 2.83% |
$37.6K - $46.3K
|
5.46K
$1.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-159- 10.42% |
$37.6K - $46.3K
|
1.37K
$355K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-154- 7.35% |
$36.4K - $44.8K
|
1.94K
$505K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-149- 8.21% |
$35.2K - $43.4K
|
1.67K
$433K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-142- 1.37% |
$33.5K - $41.3K
|
10.2K
$2.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-141- 9.61% |
$33.3K - $41.1K
|
1.33K
$345K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-140- 14.45% |
$33.1K - $40.8K
|
829
$215K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-139- 12.44% |
$32.8K - $40.5K
|
978
$254K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-138- 11.07% |
$32.6K - $40.2K
|
1.11K
$288K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-137- 2.01% |
$32.4K - $39.9K
|
6.67K
$1.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-135- 13.69% |
$31.9K - $39.3K
|
851
$221K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-131- 10.4% |
$31K - $38.1K
|
1.13K
$293K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-131- 6.23% |
$31K - $38.1K
|
1.97K
$513K
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-131- 8.61% |
$31K - $38.1K
|
1.39K
$361K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-130- 2.66% |
$30.7K - $37.8K
|
4.75K
$1.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-128- 12.43% |
$30.2K - $37.3K
|
902
$234K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-128- 11.05% |
$30.2K - $37.3K
|
1.03K
$268K
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-125- 1.98% |
$29.5K - $36.4K
|
6.2K
$1.61M
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-125- 9.14% |
$29.5K - $36.4K
|
1.24K
$323K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-124- 1.33% |
$29.3K - $36.1K
|
9.21K
$2.39M
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-122- 3.27% |
$28.8K - $35.5K
|
3.61K
$937K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-122- 8.36% |
$28.8K - $35.5K
|
1.34K
$347K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-121- 1.74% |
$28.6K - $35.2K
|
6.84K
$1.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-117- 3.61% |
$27.6K - $34.1K
|
3.12K
$812K
|
|
|
Jul 02, 2025
Q2 2025
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-113- 10.97% |
$26.7K - $32.9K
|
917
$238K
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
SELL
|
- |
-111- 6.06% |
$26.2K - $32.3K
|
1.72K
$448K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-106- 0.51% |
$25K - $30.9K
|
20.6K
$5.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-105- 2.3% |
$24.8K - $30.6K
|
4.47K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-104- 11.05% |
$24.6K - $30.3K
|
837
$218K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-104- 6.76% |
$24.6K - $30.3K
|
1.44K
$373K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-103- 3.37% |
$24.3K - $30K
|
2.95K
$767K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-101- 7.67% |
$23.9K - $29.4K
|
1.22K
$316K
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-100- 5.42% |
$23.6K - $29.1K
|
1.75K
$453K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-86- 3.35% |
$20.3K - $25K
|
2.49K
$646K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-83- 6.25% |
$19.6K - $24.2K
|
1.25K
$324K
|