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 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.42K+ 10.85% |
$572K - $705K
|
24.7K
$6.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-182- 2.34% |
$43K - $53K
|
7.58K
$2M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.53K- 24.6% |
$598K - $737K
|
7.76K
$2.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.36K+ 17.53% |
$795K - $979K
|
22.5K
$5.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
3+ 0.09% |
$709 - $873
|
3.47K
$914K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-9- 1.08% |
$2.13K - $2.62K
|
827
$218K
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
342+ 13.7% |
$80.8K - $99.6K
|
2.84K
$748K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
786New |
$186K - $229K
|
786
$207K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.6K+ 30.85% |
$615K - $758K
|
11K
$2.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.2K- 41.67% |
$284K - $349K
|
1.68K
$443K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-295- 91.05% |
$69.7K - $85.9K
|
29
$7.64K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-132- 5.81% |
$31.2K - $38.4K
|
2.14K
$564K
|
|
|
Jul 22, 2025
Q2 2025
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
35.9K+ 44.75% |
$8.49M - $10.5M
|
116K
$30.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-408- 34.78% |
$96.4K - $119K
|
765
$202K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-66- 7.56% |
$15.6K - $19.2K
|
807
$213K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
356+ 15.31% |
$84.1K - $104K
|
2.68K
$707K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.2KNew |
$284K - $350K
|
1.2K
$317K
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
BUY
|
- |
28+ 0.14% |
$6.62K - $8.15K
|
20.7K
$5.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
566+ 7.03% |
$134K - $165K
|
8.62K
$2.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
213+ 195.41% |
$50.3K - $62K
|
322
$84.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.52K+ 19.66% |
$359K - $443K
|
9.26K
$2.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-155- 16.35% |
$36.6K - $45.1K
|
793
$209K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
96+ 1.0% |
$22.7K - $28K
|
9.74K
$2.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
19+ 0.35% |
$4.49K - $5.53K
|
5.39K
$1.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
560+ 10.07% |
$132K - $163K
|
6.12K
$1.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-5.65K- 7.6% |
$1.33M - $1.64M
|
68.6K
$18.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
15+ 0.92% |
$3.54K - $4.37K
|
1.64K
$431K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
59+ 2.57% |
$13.9K - $17.2K
|
2.36K
$621K
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
BUY
|
- |
232+ 7.46% |
$54.8K - $67.5K
|
3.34K
$881K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.62KNew |
$854K - $1.05M
|
3.62K
$953K
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-1.25K- 6.61% |
$294K - $363K
|
17.6K
$4.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-291- 0.36% |
$68.8K - $84.7K
|
80.6K
$21.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
100New |
$23.6K - $29.1K
|
100
$26.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
19.8KNew |
$4.67M - $5.75M
|
19.8K
$5.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
568+ 3.1% |
$134K - $165K
|
18.9K
$4.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 0.24% |
$236 - $291
|
423
$111K
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
974+ 3.81% |
$230K - $284K
|
26.5K
$6.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-32.5K- 71.22% |
$7.69M - $9.47M
|
13.2K
$3.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
6.74K+ 35.85% |
$1.59M - $1.96M
|
25.5K
$6.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
426+ 1.12% |
$101K - $124K
|
38.4K
$10.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
493+ 2.63% |
$116K - $144K
|
19.2K
$5.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.11K- 1.79% |
$262K - $323K
|
61K
$16.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
5.8KNew |
$1.37M - $1.69M
|
5.8K
$1.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
158+ 10.02% |
$37.3K - $46K
|
1.74K
$457K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
8.97K+ 35.1% |
$2.12M - $2.61M
|
34.5K
$9.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-7- 0.34% |
$1.65K - $2.04K
|
2.05K
$540K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
1.41K+ 24.89% |
$332K - $409K
|
7.05K
$1.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
744New |
$176K - $217K
|
744
$196K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.04K- 19.15% |
$245K - $302K
|
4.38K
$1.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-274- 12.56% |
$64.7K - $79.8K
|
1.91K
$503K
|