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 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
563+ 7.78% |
$133K - $164K
|
7.8K
$2.06M
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-25- 3.15% |
$5.91K - $7.28K
|
769
$203K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.84K+ 29.67% |
$434K - $535K
|
8.03K
$2.12M
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-302K- 98.66% |
$71.3M - $87.9M
|
4.11K
$1.08M
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
9.02K+ 6.0% |
$2.13M - $2.63M
|
159K
$42M
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
68+ 2.17% |
$16.1K - $19.8K
|
3.2K
$843K
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
23.3K+ 321.64% |
$5.5M - $6.78M
|
30.5K
$8.05M
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
37+ 2.04% |
$8.74K - $10.8K
|
1.85K
$487K
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-2.09K- 28.83% |
$494K - $609K
|
5.17K
$1.36M
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-527- 0.9% |
$125K - $153K
|
57.9K
$15.3M
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-34.4K- 9.95% |
$8.13M - $10M
|
312K
$82.1M
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-929- 2.93% |
$219K - $270K
|
30.8K
$8.11M
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
16.1K+ 7.25% |
$3.8M - $4.69M
|
238K
$62.8M
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
114+ 5.98% |
$26.9K - $33.2K
|
2.02K
$533K
|
|
Jul 16, 2025
Q2 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
1.87K+ 39.72% |
$442K - $544K
|
6.58K
$1.73M
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
17+ 2.01% |
$4.02K - $4.95K
|
864
$228K
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-387- 25.08% |
$91.4K - $113K
|
1.16K
$305K
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
21+ 1.67% |
$4.96K - $6.11K
|
1.28K
$337K
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
69+ 6.53% |
$16.3K - $20.1K
|
1.13K
$297K
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
99+ 4.51% |
$23.4K - $28.8K
|
2.29K
$605K
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-735- 30.42% |
$174K - $214K
|
1.68K
$443K
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-8- 7.92% |
$1.89K - $2.33K
|
93
$24.5K
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-7- 0.26% |
$1.65K - $2.04K
|
2.69K
$709K
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
42+ 1.89% |
$9.92K - $12.2K
|
2.26K
$597K
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.04KNew |
$246K - $303K
|
1.04K
$275K
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
11+ 2.86% |
$2.6K - $3.2K
|
395
$104K
|
|
Jul 16, 2025
Q2 2025
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-3.69K- 48.25% |
$873K - $1.08M
|
3.96K
$1.04M
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-181- 3.0% |
$42.8K - $52.7K
|
5.86K
$1.55M
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-122- 3.27% |
$28.8K - $35.5K
|
3.61K
$951K
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-139- 12.44% |
$32.8K - $40.5K
|
978
$258K
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-10.7K- 91.85% |
$2.52M - $3.11M
|
947
$250K
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-892- 7.72% |
$211K - $260K
|
10.7K
$2.81M
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
868+ 72.76% |
$205K - $253K
|
2.06K
$543K
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.09K+ 4.5% |
$258K - $317K
|
25.3K
$6.67M
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.15K+ 18.82% |
$980K - $1.21M
|
26.2K
$6.9M
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
183+ 5.25% |
$43.2K - $53.3K
|
3.67K
$968K
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
472+ 12.76% |
$112K - $137K
|
4.17K
$1.1M
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
7+ 0.22% |
$1.65K - $2.04K
|
3.12K
$823K
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
20+ 2.43% |
$4.73K - $5.82K
|
842
$222K
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.42K- 3.94% |
$1.04M - $1.29M
|
108K
$28.4M
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
821New |
$194K - $239K
|
821
$216K
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.41K+ 20.18% |
$333K - $410K
|
8.39K
$2.21M
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
55+ 0.05% |
$13K - $16K
|
114K
$30.2M
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-1.02K- 14.05% |
$241K - $296K
|
6.23K
$1.64M
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
9+ 0.93% |
$2.13K - $2.62K
|
980
$258K
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
17+ 1.33% |
$4.02K - $4.95K
|
1.3K
$342K
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
11.1KNew |
$2.63M - $3.24M
|
11.1K
$2.93M
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.23% |
$945 - $1.16K
|
1.72K
$452K
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
396+ 1.89% |
$93.6K - $115K
|
21.3K
$5.62M
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-140- 14.45% |
$33.1K - $40.8K
|
829
$219K
|