Latest Institutional Transactions on Salesforce, Inc. (CRM)
This table provides information on the latest institutional transactions involving Salesforce, Inc. (CRM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-2- 0.09% |
$537 - $720
|
2.29K
$606K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-8.27K- 47.47% |
$2.22M - $2.98M
|
9.15K
$2.42M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1- 0.04% |
$268 - $360
|
2.75K
$727K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
116New |
$31.1K - $41.8K
|
116
$30.7K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
175+ 37.96% |
$47K - $63K
|
636
$168K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-296- 17.28% |
$79.4K - $107K
|
1.42K
$375K
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
SELL
|
- |
-4.78K- 14.16% |
$1.28M - $1.72M
|
29K
$7.66M
|
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-96- 4.52% |
$25.8K - $34.6K
|
2.03K
$536K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
285K+ 479.91% |
$76.6M - $103M
|
345K
$91.2M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
16K+ 155.54% |
$4.29M - $5.75M
|
26.3K
$6.95M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
159+ 2.61% |
$42.7K - $57.2K
|
6.24K
$1.65M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-3.94K- 77.81% |
$1.06M - $1.42M
|
1.13K
$298K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-384- 10.98% |
$103K - $138K
|
3.11K
$824K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-173- 18.78% |
$46.4K - $62.3K
|
748
$198K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
25.9K+ 31.58% |
$6.95M - $9.32M
|
108K
$28.5M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.51K- 20.45% |
$1.21M - $1.62M
|
17.5K
$4.63M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-82- 1.3% |
$22K - $29.5K
|
6.21K
$1.64M
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-25- 1.57% |
$6.71K - $9K
|
1.57K
$414K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.02K+ 55.17% |
$275K - $369K
|
2.88K
$762K
|
|
|
May 20, 2025
Q1 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
6K+ 4.0% |
$1.61M - $2.16M
|
156K
$41.3M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
36.9K+ 67.34% |
$9.91M - $13.3M
|
91.8K
$24.3M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
6.58K+ 567.56% |
$1.77M - $2.37M
|
7.74K
$2.05M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
83+ 2.18% |
$22.3K - $29.9K
|
3.89K
$1.03M
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
1.37KNew |
$367K - $492K
|
1.37K
$362K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
17.6K+ 6.13% |
$4.73M - $6.35M
|
305K
$80.7M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
40New |
$10.7K - $14.4K
|
40
$10.6K
|
|
|
May 20, 2025
Q1 2025
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
39.9KNew |
$10.7M - $14.4M
|
39.9K
$10.6M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
189+ 27.79% |
$50.7K - $68K
|
869
$230K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.69K+ 91.41% |
$991K - $1.33M
|
7.74K
$2.05M
|
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-17.3K- 8.64% |
$4.64M - $6.22M
|
183K
$48.4M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
600K+ 6.93% |
$161M - $216M
|
9.26M
$2.45B
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
640+ 105.09% |
$172K - $230K
|
1.25K
$330K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-632- 6.26% |
$170K - $227K
|
9.46K
$2.5M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.28K+ 88.79% |
$344K - $462K
|
2.73K
$721K
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-3.89K- 12.67% |
$1.04M - $1.4M
|
26.8K
$7.1M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
6.18K+ 22.59% |
$1.66M - $2.23M
|
33.6K
$8.88M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.22K- 13.72% |
$597K - $800K
|
14K
$3.7M
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-1.44K- 5.78% |
$386K - $518K
|
23.5K
$6.21M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$537 - $720
|
2
$529
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
297+ 4.71% |
$79.7K - $107K
|
6.6K
$1.74M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1KNew |
$269K - $360K
|
1K
$265K
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
240+ 15.69% |
$64.4K - $86.4K
|
1.77K
$468K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-125- 3.28% |
$33.5K - $45K
|
3.69K
$976K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
2New |
$537 - $720
|
2
$529
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.69K+ 30.12% |
$453K - $608K
|
7.3K
$1.93M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-231- 52.14% |
$62K - $83.1K
|
212
$56.1K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
292+ 7.04% |
$78.4K - $105K
|
4.44K
$1.17M
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-761K- 8.44% |
$204M - $274M
|
8.25M
$2.18B
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
213KNew |
$57.2M - $76.7M
|
213K
$56.3M
|
|
|
May 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
6.52KNew |
$1.75M - $2.35M
|
6.52K
$1.73M
|