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 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-83- 1.43% |
$22.3K - $29.9K
|
5.73K
$1.49M
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-83- 60.58% |
$22.3K - $29.9K
|
54
$14K
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-83- 3.61% |
$22.3K - $29.9K
|
2.22K
$577K
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-82- 1.3% |
$22K - $29.5K
|
6.21K
$1.61M
|
|
May 13, 2025
Q1 2025
|
Oak Ridge Investments LLC
|
SELL
|
- |
-82- 4.01% |
$22K - $29.5K
|
1.96K
$510K
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-81- 1.43% |
$21.7K - $29.2K
|
5.57K
$1.45M
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-81- 0.77% |
$21.7K - $29.2K
|
10.4K
$2.7M
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-81- 8.41% |
$21.7K - $29.2K
|
882
$229K
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-79- 3.86% |
$21.2K - $28.4K
|
1.97K
$512K
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-75- 25.68% |
$20.1K - $27K
|
217
$56.4K
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-75- 1.76% |
$20.1K - $27K
|
4.19K
$1.09M
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-75- 7.24% |
$20.1K - $27K
|
961
$250K
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-74- 3.36% |
$19.9K - $26.6K
|
2.13K
$554K
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-74- 6.72% |
$19.9K - $26.6K
|
1.03K
$267K
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-71- 3.4% |
$19.1K - $25.6K
|
2.02K
$524K
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-71- 30.21% |
$19.1K - $25.6K
|
164
$42.6K
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-66- 0.63% |
$17.7K - $23.8K
|
10.5K
$2.72M
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-66- 5.81% |
$17.7K - $23.8K
|
1.07K
$278K
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-66- 7.97% |
$17.7K - $23.8K
|
762
$198K
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-65- 4.42% |
$17.4K - $23.4K
|
1.41K
$366K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-64- 0.04% |
$17.2K - $23K
|
145K
$37.6M
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-64- 5.79% |
$17.2K - $23K
|
1.04K
$271K
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-64- 5.75% |
$17.2K - $23K
|
1.05K
$273K
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-63- 2.49% |
$16.9K - $22.7K
|
2.47K
$641K
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-63- 37.5% |
$16.9K - $22.7K
|
105
$27.3K
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-62- 1.0% |
$16.6K - $22.3K
|
6.17K
$1.6M
|
|
Jun 04, 2025
Q1 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
SELL
|
- |
-61- 0.95% |
$16.4K - $22K
|
6.37K
$1.65M
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-61- 1.09% |
$16.4K - $22K
|
5.54K
$1.44M
|
|
Apr 30, 2025
Q1 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-61- 0.54% |
$16.4K - $22K
|
11.3K
$2.94M
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-60- 4.83% |
$16.1K - $21.6K
|
1.18K
$307K
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-60- 1.6% |
$16.1K - $21.6K
|
3.7K
$961K
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-60- 1.3% |
$16.1K - $21.6K
|
4.57K
$1.19M
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-59- 1.34% |
$15.8K - $21.2K
|
4.34K
$1.13M
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-59- 2.33% |
$15.8K - $21.2K
|
2.48K
$643K
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-58- 34.52% |
$15.6K - $20.9K
|
110
$28.6K
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-57- 2.33% |
$15.3K - $20.5K
|
2.39K
$621K
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-55- 5.36% |
$14.8K - $19.8K
|
972
$253K
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-55- 0.75% |
$14.8K - $19.8K
|
7.3K
$1.9M
|
|
Apr 21, 2025
Q1 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-54- 0.33% |
$14.5K - $19.4K
|
16.4K
$4.26M
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-54- 1.53% |
$14.5K - $19.4K
|
3.47K
$902K
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-53- 2.0% |
$14.2K - $19.1K
|
2.6K
$675K
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-53- 3.54% |
$14.2K - $19.1K
|
1.45K
$376K
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-53- 2.08% |
$14.2K - $19.1K
|
2.5K
$649K
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-52- 1.13% |
$14K - $18.7K
|
4.57K
$1.19M
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-52- 4.03% |
$14K - $18.7K
|
1.24K
$322K
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-51- 3.82% |
$13.7K - $18.4K
|
1.29K
$334K
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-51- 2.38% |
$13.7K - $18.4K
|
2.09K
$543K
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-51- 1.2% |
$13.7K - $18.4K
|
4.2K
$1.09M
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-51- 4.78% |
$13.7K - $18.4K
|
1.02K
$264K
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-50- 0.51% |
$13.4K - $18K
|
9.83K
$2.55M
|