Latest Institutional Sells of Salesforce, Inc. (CRM)
This list provides information on the latest institutional transactions involving Salesforce, Inc. (CRM) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-1.4K- 24.64% |
$375K - $502K
|
4.27K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.38K- 16.66% |
$371K - $498K
|
6.92K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.36K- 55.2% |
$366K - $491K
|
1.11K
$287K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.36K- 8.81% |
$364K - $488K
|
14K
$3.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.33K- 0.64% |
$358K - $480K
|
206K
$53.4M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.3K- 47.96% |
$348K - $466K
|
1.41K
$365K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.28K- 1.4% |
$343K - $460K
|
90K
$23.4M
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-1.28K- 23.22% |
$343K - $460K
|
4.22K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.24K- 7.23% |
$333K - $447K
|
15.9K
$4.14M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.23K- 1.46% |
$329K - $441K
|
82.9K
$21.5M
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.22K- 0.14% |
$327K - $439K
|
901K
$234M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.21K- 4.45% |
$326K - $437K
|
26.1K
$6.77M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.21K- 59.78% |
$325K - $436K
|
814
$212K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.2K- 5.3% |
$322K - $432K
|
21.4K
$5.57M
|
|
|
May 15, 2025
Q1 2025
|
Isam Funds (Uk) LTD
London, X0 |
SELL
|
- |
-1.19K- 52.85% |
$319K - $428K
|
1.06K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-1.17K- 49.05% |
$313K - $420K
|
1.21K
$315K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.16K- 13.49% |
$312K - $418K
|
7.45K
$1.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1.15K- 17.51% |
$309K - $415K
|
5.43K
$1.41M
|
|
|
Jul 15, 2025
Q1 2025
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-1.14K- 3.16% |
$305K - $409K
|
34.8K
$9.05M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.13K- 56.76% |
$303K - $406K
|
860
$223K
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-1.13K- 1.86% |
$302K - $405K
|
59.5K
$15.5M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-1.13K- 32.55% |
$302K - $405K
|
2.33K
$606K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.12K- 13.53% |
$301K - $404K
|
7.16K
$1.86M
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-1.12K- 0.96% |
$301K - $403K
|
116K
$30M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-1.11K- 59.5% |
$298K - $400K
|
757
$197K
|
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
SELL
|
- |
-1.09K- 5.18% |
$292K - $392K
|
19.9K
$5.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 3.03% |
$290K - $389K
|
34.6K
$8.98M
|
|
|
Apr 09, 2025
Q1 2025
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-1.08K- 1.73% |
$289K - $388K
|
61.2K
$15.9M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.08K- 1.45% |
$289K - $387K
|
72.9K
$18.9M
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.07K- 0.1% |
$287K - $386K
|
1.06M
$275M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-1.07K- 12.68% |
$286K - $383K
|
7.34K
$1.91M
|
|
|
May 12, 2025
Q1 2025
|
Edentree Asset Management LTD
London, X0 |
SELL
|
- |
-1.06K- 3.12% |
$284K - $380K
|
32.8K
$8.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.06K- 0.33% |
$283K - $380K
|
318K
$82.7M
|
|
|
May 01, 2025
Q1 2025
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-1.05K- 5.84% |
$283K - $379K
|
17K
$4.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.03K- 0.87% |
$276K - $370K
|
117K
$30.3M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.02K- 13.88% |
$273K - $367K
|
6.33K
$1.64M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.02K- 8.7% |
$273K - $366K
|
10.7K
$2.77M
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.01K- 3.65% |
$272K - $365K
|
26.7K
$6.95M
|
|
|
May 09, 2025
Q1 2025
|
Supplemental Annuity Collective Trust Of Nj
|
SELL
|
- |
-1K- 12.5% |
$268K - $360K
|
7K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-994- 13.34% |
$267K - $358K
|
6.46K
$1.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-970- 17.84% |
$260K - $349K
|
4.47K
$1.16M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-955- 26.58% |
$256K - $344K
|
2.64K
$686K
|
|
|
May 12, 2025
Q1 2025
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-953- 4.62% |
$256K - $343K
|
19.7K
$5.11M
|
|
|
May 07, 2025
Q1 2025
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-950- 6.1% |
$255K - $342K
|
14.6K
$3.8M
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-945- 7.56% |
$254K - $340K
|
11.6K
$3M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-942- 20.54% |
$253K - $339K
|
3.64K
$947K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-915- 38.89% |
$246K - $329K
|
1.44K
$374K
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-913- 1.63% |
$245K - $329K
|
55.2K
$14.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Jericho Financial, LLP
Westerville, OH |
SELL
|
- |
-900- 4.77% |
$242K - $324K
|
18K
$4.67M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-894- 50.17% |
$240K - $322K
|
888
$231K
|