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 |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-311- 7.28% |
$83.5K - $112K
|
3.96K
$1.03M
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-309- 4.51% |
$82.9K - $111K
|
6.54K
$1.7M
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-307- 4.83% |
$82.4K - $111K
|
6.05K
$1.57M
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-307- 1.5% |
$82.4K - $111K
|
20.1K
$5.24M
|
|
May 15, 2025
Q1 2025
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-300- 3.13% |
$80.5K - $108K
|
9.29K
$2.41M
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-300- 11.93% |
$80.5K - $108K
|
2.22K
$576K
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-299- 11.73% |
$80.2K - $108K
|
2.25K
$585K
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-296- 17.28% |
$79.4K - $107K
|
1.42K
$368K
|
|
Apr 23, 2025
Q1 2025
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-287- 1.34% |
$77K - $103K
|
21.1K
$5.47M
|
|
May 14, 2025
Q1 2025
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-280- 2.29% |
$75.1K - $101K
|
12K
$3.11M
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-273- 25.93% |
$73.3K - $98.3K
|
780
$203K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-273- 30.92% |
$73.3K - $98.3K
|
610
$159K
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-270- 3.25% |
$72.5K - $97.2K
|
8.05K
$2.09M
|
|
May 15, 2025
Q1 2025
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-257- 5.52% |
$69K - $92.5K
|
4.4K
$1.14M
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-253- 2.76% |
$67.9K - $91.1K
|
8.9K
$2.31M
|
|
May 13, 2025
Q1 2025
|
Progressive Investment Management Corp
|
SELL
|
- |
-250- 1.66% |
$67.1K - $90K
|
14.8K
$3.84M
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-250- 12.68% |
$67.1K - $90K
|
1.72K
$448K
|
|
Apr 22, 2025
Q1 2025
|
Figure 8 Investment Strategies LLC
Boise, ID |
SELL
|
- |
-250- 20.82% |
$67.1K - $90K
|
951
$247K
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-249- 23.71% |
$66.8K - $89.6K
|
801
$208K
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-248- 14.31% |
$66.6K - $89.3K
|
1.49K
$386K
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-244- 9.64% |
$65.5K - $87.8K
|
2.29K
$595K
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-240- 5.76% |
$64.4K - $86.4K
|
3.93K
$1.02M
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-239- 18.61% |
$64.1K - $86K
|
1.05K
$272K
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-235- 13.14% |
$63.1K - $84.6K
|
1.55K
$404K
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-234- 5.06% |
$62.8K - $84.2K
|
4.39K
$1.14M
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-234- 0.95% |
$62.8K - $84.2K
|
24.5K
$6.36M
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-233- 1.37% |
$62.5K - $83.9K
|
16.8K
$4.37M
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-232- 4.75% |
$62.3K - $83.5K
|
4.65K
$1.21M
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-231- 52.14% |
$62K - $83.1K
|
212
$55.1K
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-229- 10.66% |
$61.5K - $82.4K
|
1.92K
$499K
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-228- 6.14% |
$61.2K - $82.1K
|
3.49K
$906K
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-219- 6.59% |
$58.8K - $78.8K
|
3.1K
$806K
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-219- 3.58% |
$58.8K - $78.8K
|
5.91K
$1.53M
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-215- 5.22% |
$57.7K - $77.4K
|
3.91K
$1.01M
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-214- 3.49% |
$57.4K - $77K
|
5.92K
$1.54M
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-213- 10.31% |
$57.2K - $76.7K
|
1.85K
$481K
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-207- 3.74% |
$55.6K - $74.5K
|
5.33K
$1.39M
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-205- 0.54% |
$55K - $73.8K
|
38K
$9.87M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-205- 2.77% |
$55K - $73.8K
|
7.19K
$1.87M
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-202- 0.13% |
$54.2K - $72.7K
|
153K
$39.8M
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-202- 0.31% |
$54.2K - $72.7K
|
65.6K
$17M
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-201- 77.01% |
$53.9K - $72.3K
|
60
$15.6K
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-200- 0.72% |
$53.7K - $72K
|
27.4K
$7.12M
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-198- 17.77% |
$53.1K - $71.3K
|
916
$238K
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-198- 3.19% |
$53.1K - $71.3K
|
6.01K
$1.56M
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-196- 2.63% |
$52.6K - $70.6K
|
7.27K
$1.89M
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-191- 3.09% |
$51.3K - $68.8K
|
5.99K
$1.56M
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-190- 12.06% |
$51K - $68.4K
|
1.39K
$360K
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-190- 1.31% |
$51K - $68.4K
|
14.3K
$3.71M
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-189- 15.58% |
$50.7K - $68K
|
1.02K
$266K
|