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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
75+ 6.42% |
$17.7K - $21.8K
|
1.24K
$333K
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
10+ 0.81% |
$2.36K - $2.91K
|
1.25K
$335K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-589- 8.44% |
$139K - $171K
|
6.39K
$1.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2- 0.11% |
$473 - $582
|
1.88K
$504K
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-131- 2.6% |
$31K - $38.1K
|
4.91K
$1.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-51- 6.12% |
$12K - $14.8K
|
782
$209K
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-41.9K- 41.94% |
$9.91M - $12.2M
|
58.1K
$15.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
9+ 0.8% |
$2.13K - $2.62K
|
1.13K
$302K
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
181+ 13.12% |
$42.8K - $52.7K
|
1.56K
$418K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-212- 1.73% |
$50.1K - $61.7K
|
12.1K
$3.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-24.6K- 3.62% |
$5.81M - $7.16M
|
656K
$176M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
12K+ 188.95% |
$2.84M - $3.49M
|
18.4K
$4.91M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
196+ 13.11% |
$46.3K - $57.1K
|
1.69K
$453K
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
1.06K+ 13.4% |
$251K - $310K
|
9.01K
$2.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
5.96K+ 106.96% |
$1.41M - $1.74M
|
11.5K
$3.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-195- 2.27% |
$46.1K - $56.8K
|
8.41K
$2.25M
|
|
|
Jul 24, 2025
Q2 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
588+ 6.68% |
$139K - $171K
|
9.4K
$2.52M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
31New |
$7.32K - $9.03K
|
31
$8.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
69+ 8.91% |
$16.3K - $20.1K
|
843
$226K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
578+ 8.11% |
$137K - $168K
|
7.71K
$2.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-63- 1.72% |
$14.9K - $18.3K
|
3.6K
$964K
|
|
|
Jul 24, 2025
Q2 2025
|
Krs Capital Management, LLC
|
SELL
|
- |
-5- 0.09% |
$1.18K - $1.46K
|
5.38K
$1.44M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-43- 4.78% |
$10.2K - $12.5K
|
857
$229K
|
|
|
Jul 24, 2025
Q2 2025
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-5.51K- 32.43% |
$1.3M - $1.6M
|
11.5K
$3.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.48K+ 76.93% |
$2M - $2.47M
|
19.5K
$5.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-65- 7.37% |
$15.4K - $18.9K
|
817
$219K
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-100- 1.72% |
$23.6K - $29.1K
|
5.72K
$1.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Actiam N.V.
Rotterdam, P7 |
BUY
|
- |
19.4K+ 5.7% |
$4.57M - $5.64M
|
359K
$96.1M
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
917+ 40.4% |
$217K - $267K
|
3.19K
$853K
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
110+ 10.18% |
$26K - $32K
|
1.19K
$319K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-3- 0.31% |
$709 - $873
|
973
$260K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-29- 65.91% |
$6.85K - $8.44K
|
15
$4.02K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24- 0.33% |
$5.67K - $6.99K
|
7.17K
$1.92M
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
190+ 5.75% |
$44.9K - $55.3K
|
3.49K
$935K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.07K- 11.97% |
$488K - $602K
|
15.2K
$4.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
SELL
|
- |
-2- 0.13% |
$473 - $582
|
1.55K
$416K
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-115- 9.74% |
$27.2K - $33.5K
|
1.07K
$285K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-16- 0.16% |
$3.78K - $4.66K
|
9.94K
$2.66M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-43.1K- 69.01% |
$10.2M - $12.5M
|
19.3K
$5.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
72K+ 6.95% |
$17M - $21M
|
1.11M
$297M
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.44K+ 28.39% |
$576K - $710K
|
11K
$2.95M
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
192+ 7.28% |
$45.4K - $55.9K
|
2.83K
$757K
|
|
|
Jul 24, 2025
Q2 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
55+ 4.78% |
$13K - $16K
|
1.21K
$323K
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
760New |
$180K - $221K
|
760
$203K
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.92K+ 7.76% |
$454K - $559K
|
26.7K
$7.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
10+ 0.2% |
$2.36K - $2.91K
|
5.11K
$1.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
BUY
|
- |
1.81K+ 9.89% |
$426K - $526K
|
20.1K
$5.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
44+ 8.66% |
$10.4K - $12.8K
|
552
$148K
|
|
|
Jul 24, 2025
Q2 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-30- 2.53% |
$7.09K - $8.73K
|
1.16K
$310K
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
190+ 4.24% |
$44.9K - $55.3K
|
4.67K
$1.25M
|