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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-51- 0.84% |
$13.8K - $18.8K
|
6.05K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-50- 0.81% |
$13.5K - $18.4K
|
6.12K
$1.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-50- 0.62% |
$13.5K - $18.4K
|
8.05K
$2.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-50- 1.63% |
$13.5K - $18.4K
|
3.02K
$846K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-50- 0.91% |
$13.5K - $18.4K
|
5.47K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-50- 1.03% |
$13.5K - $18.4K
|
4.8K
$1.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-50- 2.06% |
$13.5K - $18.4K
|
2.37K
$666K
|
|
|
Feb 05, 2025
Q4 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-50- 1.78% |
$13.5K - $18.4K
|
2.76K
$773K
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-50- 1.98% |
$13.5K - $18.4K
|
2.48K
$695K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-50- 4.5% |
$13.5K - $18.4K
|
1.06K
$297K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-50- 1.36% |
$13.5K - $18.4K
|
3.63K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-50- 0.9% |
$13.5K - $18.4K
|
5.5K
$1.54M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-50- 3.06% |
$13.5K - $18.4K
|
1.59K
$445K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-49- 2.57% |
$13.3K - $18K
|
1.86K
$522K
|
|
|
Feb 14, 2025
Q4 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-48- 0.23% |
$13K - $17.7K
|
21.2K
$5.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-48- 1.03% |
$13K - $17.7K
|
4.62K
$1.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-48- 43.24% |
$13K - $17.7K
|
63
$17.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-46- 5.21% |
$12.5K - $16.9K
|
837
$235K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-46- 3.38% |
$12.5K - $16.9K
|
1.31K
$368K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-46- 3.5% |
$12.5K - $16.9K
|
1.27K
$356K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-45- 5.84% |
$12.2K - $16.6K
|
726
$204K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-45- 5.68% |
$12.2K - $16.6K
|
747
$210K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-45- 0.19% |
$12.2K - $16.6K
|
23.8K
$6.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-45- 0.94% |
$12.2K - $16.6K
|
4.73K
$1.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-44- 1.8% |
$11.9K - $16.2K
|
2.39K
$672K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-44- 1.54% |
$11.9K - $16.2K
|
2.82K
$790K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-42- 0.18% |
$11.4K - $15.5K
|
22.9K
$6.43M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-42- 3.79% |
$11.4K - $15.5K
|
1.07K
$299K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-42- 1.25% |
$11.4K - $15.5K
|
3.32K
$933K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-40- 0.48% |
$10.8K - $14.7K
|
8.29K
$2.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-40- 1.6% |
$10.8K - $14.7K
|
2.46K
$689K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-39- 1.81% |
$10.6K - $14.3K
|
2.12K
$595K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-39- 1.79% |
$10.6K - $14.3K
|
2.14K
$599K
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-38- 4.06% |
$10.3K - $14K
|
898
$252K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-37- 2.32% |
$10K - $13.6K
|
1.56K
$437K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-37- 0.64% |
$10K - $13.6K
|
5.73K
$1.61M
|
|
|
Feb 18, 2025
Q4 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-36- 5.29% |
$9.75K - $13.2K
|
645
$181K
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-36- 3.46% |
$9.75K - $13.2K
|
1.01K
$282K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-36- 1.24% |
$9.75K - $13.2K
|
2.87K
$804K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-36- 4.35% |
$9.75K - $13.2K
|
792
$222K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-36- 2.93% |
$9.75K - $13.2K
|
1.19K
$335K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-35- 4.28% |
$9.48K - $12.9K
|
782
$219K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-35- 2.87% |
$9.48K - $12.9K
|
1.18K
$332K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-35- 0.89% |
$9.48K - $12.9K
|
3.88K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-35- 3.2% |
$9.48K - $12.9K
|
1.06K
$297K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-35- 0.44% |
$9.48K - $12.9K
|
7.86K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-32- 1.21% |
$8.67K - $11.8K
|
2.62K
$734K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-32- 0.15% |
$8.67K - $11.8K
|
21.2K
$5.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-32- 1.81% |
$8.67K - $11.8K
|
1.74K
$487K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-32- 3.87% |
$8.67K - $11.8K
|
794
$223K
|