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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-42- 3.79% |
$11.4K - $15.5K
|
1.07K
$348K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-42- 1.25% |
$11.4K - $15.5K
|
3.32K
$1.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-40- 0.48% |
$10.8K - $14.7K
|
8.29K
$2.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-40- 1.6% |
$10.8K - $14.7K
|
2.46K
$802K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-39- 1.81% |
$10.6K - $14.3K
|
2.12K
$692K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-39- 1.79% |
$10.6K - $14.3K
|
2.14K
$697K
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-38- 4.06% |
$10.3K - $14K
|
898
$293K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-37- 2.32% |
$10K - $13.6K
|
1.56K
$509K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-37- 0.64% |
$10K - $13.6K
|
5.73K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-36- 3.46% |
$9.75K - $13.2K
|
1.01K
$328K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-36- 1.24% |
$9.75K - $13.2K
|
2.87K
$936K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-36- 4.35% |
$9.75K - $13.2K
|
792
$259K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-36- 2.93% |
$9.75K - $13.2K
|
1.19K
$390K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-35- 4.28% |
$9.48K - $12.9K
|
782
$255K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-35- 2.87% |
$9.48K - $12.9K
|
1.18K
$386K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-35- 0.89% |
$9.48K - $12.9K
|
3.88K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-35- 3.2% |
$9.48K - $12.9K
|
1.06K
$346K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-35- 0.44% |
$9.48K - $12.9K
|
7.86K
$2.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-33- 0.19% |
$8.94K - $12.1K
|
17.8K
$5.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-32- 1.21% |
$8.67K - $11.8K
|
2.62K
$855K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-32- 1.81% |
$8.67K - $11.8K
|
1.74K
$567K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-32- 3.87% |
$8.67K - $11.8K
|
794
$259K
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-30- 1.48% |
$8.13K - $11K
|
1.99K
$651K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-30- 3.52% |
$8.13K - $11K
|
822
$268K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-30- 5.86% |
$8.13K - $11K
|
482
$157K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-30- 2.25% |
$8.13K - $11K
|
1.31K
$426K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-30- 10.42% |
$8.13K - $11K
|
258
$84.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-27- 3.13% |
$7.31K - $9.93K
|
837
$273K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-27- 0.81% |
$7.31K - $9.93K
|
3.32K
$1.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-26- 2.14% |
$7.04K - $9.56K
|
1.19K
$388K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-26- 0.41% |
$7.04K - $9.56K
|
6.33K
$2.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-26- 47.27% |
$7.04K - $9.56K
|
29
$9.47K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-25- 67.57% |
$6.77K - $9.2K
|
12
$3.92K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-25- 7.79% |
$6.77K - $9.2K
|
296
$96.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-25- 3.74% |
$6.77K - $9.2K
|
644
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-24- 1.04% |
$6.5K - $8.83K
|
2.29K
$748K
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-24- 0.65% |
$6.5K - $8.83K
|
3.67K
$1.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-24- 0.41% |
$6.5K - $8.83K
|
5.82K
$1.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-24- 9.27% |
$6.5K - $8.83K
|
235
$76.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-24- 64.86% |
$6.5K - $8.83K
|
13
$4.25K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-22- 0.97% |
$5.96K - $8.09K
|
2.25K
$733K
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-22- 0.63% |
$5.96K - $8.09K
|
3.46K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-22- 23.66% |
$5.96K - $8.09K
|
71
$23.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-20- 1.58% |
$5.42K - $7.36K
|
1.24K
$406K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-20- 2.48% |
$5.42K - $7.36K
|
786
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-19- 1.26% |
$5.15K - $6.99K
|
1.49K
$486K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-19- 61.29% |
$5.15K - $6.99K
|
12
$3.92K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-19- 1.76% |
$5.15K - $6.99K
|
1.06K
$345K
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-18- 1.62% |
$4.88K - $6.62K
|
1.09K
$356K
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-18- 1.04% |
$4.88K - $6.62K
|
1.72K
$562K
|