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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-1.71K- 5.94% |
$404K - $498K
|
27.1K
$6.58M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.71K- 28.98% |
$404K - $497K
|
4.19K
$1.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.7K- 25.85% |
$403K - $496K
|
4.89K
$1.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
SELL
|
- |
-1.65K- 8.68% |
$391K - $482K
|
17.4K
$4.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-1.63K- 7.96% |
$384K - $473K
|
18.8K
$4.56M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.6K- 8.8% |
$377K - $464K
|
16.5K
$4.01M
|
|
|
Jul 29, 2025
Q2 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
SELL
|
- |
-1.59K- 7.23% |
$375K - $463K
|
20.4K
$4.95M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.59K- 43.01% |
$375K - $462K
|
2.1K
$511K
|
|
|
Aug 05, 2025
Q2 2025
|
Westwood Wealth Management
|
SELL
|
- |
-1.56K- 49.56% |
$369K - $455K
|
1.59K
$386K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-1.56K- 98.42% |
$368K - $453K
|
25
$6.07K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.56K- 0.83% |
$367K - $453K
|
186K
$45.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.51K- 21.8% |
$356K - $439K
|
5.41K
$1.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.51K- 4.56% |
$356K - $439K
|
31.6K
$7.67M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.5K- 11.0% |
$355K - $437K
|
12.1K
$2.95M
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-1.49K- 20.35% |
$353K - $435K
|
5.84K
$1.42M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-1.49K- 1.75% |
$353K - $435K
|
83.7K
$20.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-1.48K- 1.13% |
$350K - $432K
|
129K
$31.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.48K- 3.84% |
$348K - $429K
|
36.9K
$8.97M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.46K- 11.62% |
$345K - $426K
|
11.1K
$2.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-1.46K- 14.2% |
$345K - $425K
|
8.83K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.45K- 40.12% |
$342K - $422K
|
2.16K
$525K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.45K- 0.48% |
$342K - $422K
|
298K
$72.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-1.44K- 7.33% |
$341K - $420K
|
18.2K
$4.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-1.44K- 62.73% |
$340K - $419K
|
855
$208K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.43K- 15.72% |
$338K - $416K
|
7.67K
$1.86M
|
|
|
Aug 13, 2025
Q2 2025
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-1.4K- 9.55% |
$330K - $406K
|
13.2K
$3.21M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.39K- 9.94% |
$328K - $405K
|
12.6K
$3.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.38K- 1.14% |
$326K - $401K
|
120K
$29M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.38K- 8.59% |
$325K - $401K
|
14.7K
$3.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.34K- 2.92% |
$316K - $390K
|
44.5K
$10.8M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.32K- 1.19% |
$311K - $384K
|
110K
$26.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.32K- 12.57% |
$311K - $383K
|
9.16K
$2.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.3K- 97.67% |
$307K - $378K
|
31
$7.53K
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.29K- 1.95% |
$305K - $376K
|
64.8K
$15.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-1.28K- 39.72% |
$303K - $374K
|
1.95K
$473K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.26K- 1.09% |
$297K - $366K
|
114K
$27.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.25K- 22.65% |
$294K - $363K
|
4.26K
$1.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-1.25K- 6.61% |
$294K - $363K
|
17.6K
$4.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.23K- 99.36% |
$291K - $359K
|
8
$1.94K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.22K- 44.48% |
$289K - $356K
|
1.53K
$370K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.22K- 37.53% |
$288K - $354K
|
2.03K
$492K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.2K- 41.67% |
$284K - $349K
|
1.68K
$408K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.2K- 26.53% |
$283K - $349K
|
3.32K
$805K
|
|
|
Aug 12, 2025
Q2 2025
|
Silphium Asset Management LTD
London, X0 |
SELL
|
- |
-1.19K- 9.0% |
$281K - $346K
|
12K
$2.91M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.18K- 31.58% |
$278K - $343K
|
2.55K
$620K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.17K- 60.54% |
$275K - $339K
|
760
$184K
|
|
|
Jul 31, 2025
Q2 2025
|
Mcdaniel Terry & CO
|
SELL
|
- |
-1.16K- 48.02% |
$275K - $338K
|
1.26K
$305K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.15K- 21.11% |
$271K - $334K
|
4.29K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.14K- 2.54% |
$270K - $332K
|
43.8K
$10.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.13K- 19.82% |
$267K - $330K
|
4.58K
$1.11M
|