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 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
6.14KNew |
$1.45M - $1.79M
|
6.14K
$1.62M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
259+ 8.81% |
$61.2K - $75.4K
|
3.2K
$843K
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
374+ 1.89% |
$88.4K - $109K
|
20.2K
$5.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
275New |
$65K - $80.1K
|
275
$72.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.5K+ 5.8% |
$355K - $438K
|
27.4K
$7.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-10.5K- 70.99% |
$2.48M - $3.06M
|
4.29K
$1.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
6.98K+ 27.78% |
$1.65M - $2.03M
|
32.1K
$8.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-4- 0.28% |
$945 - $1.16K
|
1.43K
$376K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-6- 0.24% |
$1.42K - $1.75K
|
2.51K
$661K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
30+ 0.17% |
$7.09K - $8.73K
|
18.2K
$4.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-17.5K- 18.39% |
$4.13M - $5.09M
|
77.6K
$20.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
18.5K+ 319.34% |
$4.36M - $5.38M
|
24.3K
$6.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
SELL
|
- |
-165- 0.39% |
$39K - $48K
|
42.4K
$11.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
17+ 2.19% |
$4.02K - $4.95K
|
795
$210K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
8+ 0.57% |
$1.89K - $2.33K
|
1.41K
$373K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
121+ 3.98% |
$28.6K - $35.2K
|
3.16K
$832K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
5+ 0.3% |
$1.18K - $1.46K
|
1.67K
$440K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.34K+ 23.07% |
$1.02M - $1.26M
|
23.1K
$6.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-35- 1.72% |
$8.27K - $10.2K
|
2K
$528K
|
|
|
Jul 11, 2025
Q2 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
12.6KNew |
$2.97M - $3.66M
|
12.6K
$3.31M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
85+ 32.32% |
$20.1K - $24.7K
|
348
$91.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
7+ 0.73% |
$1.65K - $2.04K
|
965
$254K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
62+ 1.21% |
$14.6K - $18.1K
|
5.19K
$1.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
3.16K+ 76.21% |
$745K - $919K
|
7.3K
$1.92M
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
176+ 0.9% |
$41.6K - $51.2K
|
19.7K
$5.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
135+ 1.79% |
$31.9K - $39.3K
|
7.68K
$2.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
235+ 5.69% |
$55.5K - $68.4K
|
4.37K
$1.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
834+ 10.27% |
$197K - $243K
|
8.96K
$2.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
15.8K+ 13.16% |
$3.74M - $4.61M
|
136K
$35.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
236+ 1.19% |
$55.8K - $68.7K
|
20.1K
$5.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-128- 12.43% |
$30.2K - $37.3K
|
902
$238K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
90+ 33.58% |
$21.3K - $26.2K
|
358
$94.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
240+ 2.57% |
$56.7K - $69.9K
|
9.59K
$2.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
22.1K+ 6.34% |
$5.22M - $6.44M
|
371K
$97.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Alecta Tjanstepension Omsesidigt
|
BUY
|
- |
140K+ 39.44% |
$33.1M - $40.8M
|
495K
$130M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
448+ 4.85% |
$106K - $130K
|
9.69K
$2.55M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-10.8K- 12.28% |
$2.54M - $3.13M
|
76.8K
$20.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
PUT |
-8.8K- 50.0% |
$2.08M - $2.56M
|
8.8K
$2.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-167- 0.99% |
$39.5K - $48.6K
|
16.6K
$4.39M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
70.8K+ 2.4% |
$16.7M - $20.6M
|
3.02M
$797M
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
9.21K+ 10.43% |
$2.18M - $2.68M
|
97.5K
$25.7M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
64+ 0.06% |
$15.1K - $18.6K
|
102K
$27M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.81K- 1.01% |
$427K - $526K
|
178K
$46.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
CALL |
-25.5K- 68.92% |
$6.02M - $7.42M
|
11.5K
$3.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-100- 5.42% |
$23.6K - $29.1K
|
1.75K
$460K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
1.27KNew |
$301K - $370K
|
1.27K
$335K
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
1.03K+ 32.59% |
$244K - $300K
|
4.2K
$1.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
766+ 5892.31% |
$181K - $223K
|
779
$205K
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
431+ 5.2% |
$102K - $125K
|
8.72K
$2.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
3.4K+ 0.96% |
$803K - $990K
|
359K
$94.7M
|