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 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-400- 9.27% |
$94.5K - $116K
|
3.92K
$1.05M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-497- 3.3% |
$117K - $145K
|
14.6K
$3.9M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
7+ 0.58% |
$1.65K - $2.04K
|
1.21K
$323K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.11% |
$236 - $291
|
885
$237K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.06KNew |
$251K - $309K
|
1.06K
$284K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
10.9K+ 10.52% |
$2.58M - $3.17M
|
115K
$30.7M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.96K- 6.91% |
$462K - $569K
|
26.3K
$7.05M
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
2.64K+ 4.61% |
$625K - $770K
|
60K
$16.1M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-686- 5.8% |
$162K - $200K
|
11.1K
$2.98M
|
|
| Q1 2025 | |||||||
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.37K- 23.0% |
$635K - $852K
|
7.92K
$2.12M
|
|
|
Jul 24, 2025
Q1 2025
|
Square Wave Capital, LLC
Brooklyn, NY |
SELL
|
- |
-16.2K- 75.79% |
$4.36M - $5.85M
|
5.19K
$1.39M
|
|
|
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-511- 15.61% |
$137K - $184K
|
2.76K
$739K
|
|
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
52.6K+ 43.54% |
$14.1M - $18.9M
|
173K
$46.4M
|
|
|
Jul 15, 2025
Q1 2025
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-1.14K- 3.16% |
$305K - $409K
|
34.8K
$9.32M
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-19- 1.32% |
$5.1K - $6.84K
|
1.42K
$381K
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-2.04K- 67.49% |
$548K - $735K
|
983
$263K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-339K- 37.83% |
$90.9M - $122M
|
557K
$149M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
35.3KNew |
$9.47M - $12.7M
|
35.3K
$9.45M
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
94+ 5.67% |
$25.2K - $33.8K
|
1.75K
$469K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1- 0.1% |
$268 - $360
|
1.04K
$277K
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
262+ 3.39% |
$70.3K - $94.3K
|
7.99K
$2.14M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-105- 2.01% |
$28.2K - $37.8K
|
5.11K
$1.37M
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
27+ 13.85% |
$7.25K - $9.72K
|
222
$59.4K
|
|
|
Jun 04, 2025
Q1 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
SELL
|
- |
-61- 0.95% |
$16.4K - $22K
|
6.37K
$1.7M
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-1.12K- 0.96% |
$301K - $403K
|
116K
$30.9M
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-2- 0.09% |
$537 - $720
|
2.29K
$613K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-8.27K- 47.47% |
$2.22M - $2.98M
|
9.15K
$2.45M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1- 0.04% |
$268 - $360
|
2.75K
$736K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
116New |
$31.1K - $41.8K
|
116
$31.1K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-296- 17.28% |
$79.4K - $107K
|
1.42K
$379K
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
SELL
|
- |
-4.78K- 14.16% |
$1.28M - $1.72M
|
29K
$7.76M
|
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-96- 4.52% |
$25.8K - $34.6K
|
2.03K
$543K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
285K+ 479.91% |
$76.6M - $103M
|
345K
$92.3M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
16K+ 155.54% |
$4.29M - $5.75M
|
26.3K
$7.03M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
159+ 2.61% |
$42.7K - $57.2K
|
6.24K
$1.67M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-3.94K- 77.81% |
$1.06M - $1.42M
|
1.13K
$301K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-384- 10.98% |
$103K - $138K
|
3.11K
$834K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
25.9K+ 31.58% |
$6.95M - $9.32M
|
108K
$28.9M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.51K- 20.45% |
$1.21M - $1.62M
|
17.5K
$4.69M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-82- 1.3% |
$22K - $29.5K
|
6.21K
$1.66M
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-25- 1.57% |
$6.71K - $9K
|
1.57K
$419K
|
|
|
May 20, 2025
Q1 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
6K+ 4.0% |
$1.61M - $2.16M
|
156K
$41.8M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
36.9K+ 67.34% |
$9.91M - $13.3M
|
91.8K
$24.6M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
6.58K+ 567.56% |
$1.77M - $2.37M
|
7.74K
$2.07M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
83+ 2.18% |
$22.3K - $29.9K
|
3.89K
$1.04M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
17.6K+ 6.13% |
$4.73M - $6.35M
|
305K
$81.7M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
40New |
$10.7K - $14.4K
|
40
$10.7K
|
|
|
May 20, 2025
Q1 2025
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
39.9KNew |
$10.7M - $14.4M
|
39.9K
$10.7M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
189+ 27.79% |
$50.7K - $68K
|
869
$233K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
600K+ 6.93% |
$161M - $216M
|
9.26M
$2.48B
|
|