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 |
---|---|---|---|---|---|---|---|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.18K- 31.58% |
$278K - $343K
|
2.55K
$663K
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.17K- 60.54% |
$275K - $339K
|
760
$198K
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.09K- 16.37% |
$258K - $318K
|
5.58K
$1.45M
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.06K- 12.16% |
$251K - $309K
|
7.68K
$2M
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.06K- 19.92% |
$250K - $308K
|
4.25K
$1.11M
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.02K- 4.08% |
$241K - $297K
|
24K
$6.23M
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-1.02K- 14.05% |
$241K - $296K
|
6.23K
$1.62M
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-1.02K- 92.61% |
$240K - $296K
|
81
$21.1K
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.01K- 51.01% |
$238K - $293K
|
966
$251K
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-999- 4.3% |
$236K - $291K
|
22.2K
$5.77M
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-969- 44.07% |
$229K - $282K
|
1.23K
$320K
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-945- 98.44% |
$223K - $275K
|
15
$3.9K
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-929- 2.93% |
$219K - $270K
|
30.8K
$7.99M
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-892- 7.72% |
$211K - $260K
|
10.7K
$2.77M
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-841- 22.41% |
$199K - $245K
|
2.91K
$757K
|
|
Jul 14, 2025
Q2 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-816- 0.88% |
$193K - $238K
|
92.1K
$23.9M
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-739- 1.51% |
$175K - $215K
|
48.2K
$12.5M
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-735- 30.42% |
$174K - $214K
|
1.68K
$437K
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-712- 3.06% |
$168K - $207K
|
22.6K
$5.86M
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-687- 14.36% |
$162K - $200K
|
4.1K
$1.06M
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-686- 5.8% |
$162K - $200K
|
11.1K
$2.89M
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-685- 9.23% |
$162K - $199K
|
6.74K
$1.75M
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-684- 31.56% |
$162K - $199K
|
1.48K
$385K
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-640- 0.65% |
$151K - $186K
|
98.1K
$25.5M
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-640- 5.2% |
$151K - $186K
|
11.7K
$3.03M
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-626- 1.65% |
$148K - $182K
|
37.3K
$9.7M
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-577- 5.25% |
$136K - $168K
|
10.4K
$2.71M
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-527- 0.9% |
$125K - $153K
|
57.9K
$15M
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
SELL
|
- |
-525- 9.82% |
$124K - $153K
|
4.82K
$1.25M
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-520- 1.46% |
$123K - $151K
|
35.2K
$9.14M
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-497- 3.3% |
$117K - $145K
|
14.6K
$3.78M
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-494- 26.86% |
$117K - $144K
|
1.35K
$350K
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-491- 5.85% |
$116K - $143K
|
7.9K
$2.05M
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-487- 6.32% |
$115K - $142K
|
7.22K
$1.88M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-451- 2.22% |
$107K - $131K
|
19.8K
$5.15M
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-429- 2.84% |
$101K - $125K
|
14.7K
$3.81M
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-426- 14.91% |
$101K - $124K
|
2.43K
$632K
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-422- 5.53% |
$99.7K - $123K
|
7.21K
$1.87M
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-400- 9.27% |
$94.5K - $116K
|
3.92K
$1.02M
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-387- 25.08% |
$91.4K - $113K
|
1.16K
$300K
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-374- 17.26% |
$88.4K - $109K
|
1.79K
$466K
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-368- 7.37% |
$86.9K - $107K
|
4.63K
$1.2M
|
|
Jul 07, 2025
Q2 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-367- 0.47% |
$86.7K - $107K
|
77.8K
$20.2M
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-331- 5.14% |
$78.2K - $96.4K
|
6.1K
$1.59M
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-323- 3.16% |
$76.3K - $94K
|
9.91K
$2.58M
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
SELL
|
- |
-314- 1.33% |
$74.2K - $91.4K
|
23.3K
$6.05M
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-314- 18.22% |
$74.2K - $91.4K
|
1.41K
$366K
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-310- 18.96% |
$73.2K - $90.3K
|
1.33K
$344K
|
|
Jul 16, 2025
Q2 2025
|
Wd Rutherford LLC
|
SELL
|
- |
-305- 2.17% |
$72.1K - $88.8K
|
13.7K
$3.57M
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-304- 28.92% |
$71.8K - $88.5K
|
747
$194K
|