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 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
861+ 14.67% |
$203K - $251K
|
6.73K
$1.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.38K- 1.14% |
$326K - $401K
|
120K
$31.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-55- 4.44% |
$13K - $16K
|
1.19K
$312K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-314- 18.22% |
$74.2K - $91.4K
|
1.41K
$371K
|
|
|
Jul 16, 2025
Q2 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
313+ 1.35% |
$73.9K - $91.1K
|
23.6K
$6.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 1.03% |
$236 - $291
|
98
$25.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
19+ 0.33% |
$4.49K - $5.53K
|
5.74K
$1.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
160+ 0.96% |
$37.8K - $46.6K
|
16.9K
$4.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
9+ 0.69% |
$2.13K - $2.62K
|
1.32K
$347K
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
12+ 1.49% |
$2.84K - $3.49K
|
815
$215K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-684- 31.56% |
$162K - $199K
|
1.48K
$391K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.06K- 19.92% |
$250K - $308K
|
4.25K
$1.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
87+ 3.63% |
$20.6K - $25.3K
|
2.48K
$655K
|
|
|
Jul 16, 2025
Q2 2025
|
Wd Rutherford LLC
|
SELL
|
- |
-305- 2.17% |
$72.1K - $88.8K
|
13.7K
$3.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
10+ 0.32% |
$2.36K - $2.91K
|
3.18K
$837K
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
529+ 2.58% |
$125K - $154K
|
21K
$5.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
130+ 9.97% |
$30.7K - $37.8K
|
1.43K
$378K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.4K+ 9.26% |
$331K - $408K
|
16.5K
$4.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
8+ 0.24% |
$1.89K - $2.33K
|
3.32K
$875K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
882+ 25.43% |
$208K - $257K
|
4.35K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
56+ 2.55% |
$13.2K - $16.3K
|
2.26K
$594K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.01K- 51.01% |
$238K - $293K
|
966
$255K
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-1.46K- 14.2% |
$345K - $425K
|
8.83K
$2.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-23- 2.04% |
$5.43K - $6.7K
|
1.1K
$291K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
30+ 2.44% |
$7.09K - $8.73K
|
1.26K
$331K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-39- 4.23% |
$9.21K - $11.4K
|
882
$232K
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.55K+ 0.74% |
$367K - $452K
|
211K
$55.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
44+ 46.81% |
$10.4K - $12.8K
|
138
$36.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Hyperion Asset Management LTD
Royal Exchange, C3 |
BUY
|
- |
19.8K+ 14.48% |
$4.67M - $5.76M
|
156K
$41.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-11- 22.45% |
$2.6K - $3.2K
|
38
$10K
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
56+ 1.47% |
$13.2K - $16.3K
|
3.88K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Hall Laurie J Trustee
|
BUY
|
- |
8.45KNew |
$2M - $2.46M
|
8.45K
$2.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
3.25K+ 3.8% |
$768K - $947K
|
88.8K
$23.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-73- 4.88% |
$17.2K - $21.3K
|
1.42K
$375K
|
|
|
Jul 15, 2025
Q2 2025
|
Yarbrough Capital, LLC
|
SELL
|
- |
-7.54K- 10.4% |
$1.78M - $2.19M
|
65K
$17.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
333+ 0.51% |
$78.7K - $97K
|
65.3K
$17.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
60+ 4.45% |
$14.2K - $17.5K
|
1.41K
$371K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-11.8K- 4.51% |
$2.79M - $3.44M
|
250K
$66M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-50- 29.94% |
$11.8K - $14.6K
|
117
$30.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-47- 0.72% |
$11.1K - $13.7K
|
6.45K
$1.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
125New |
$29.5K - $36.4K
|
125
$32.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
873+ 18.67% |
$206K - $254K
|
5.55K
$1.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
69+ 2.18% |
$16.3K - $20.1K
|
3.23K
$851K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
59+ 0.97% |
$13.9K - $17.2K
|
6.16K
$1.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
841New |
$199K - $245K
|
841
$222K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-29- 6.59% |
$6.85K - $8.44K
|
411
$108K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
149+ 1.8% |
$35.2K - $43.4K
|
8.41K
$2.22M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-35- 3.36% |
$8.27K - $10.2K
|
1.01K
$265K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.78K+ 13.5% |
$658K - $810K
|
23.4K
$6.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-124- 1.33% |
$29.3K - $36.1K
|
9.21K
$2.43M
|