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 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-23- 24.47% |
$6.17K - $8.28K
|
71
$18.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-23- 1.49% |
$6.17K - $8.28K
|
1.52K
$395K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-23- 2.22% |
$6.17K - $8.28K
|
1.01K
$263K
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-20- 2.55% |
$5.37K - $7.2K
|
764
$199K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-20- 2.39% |
$5.37K - $7.2K
|
817
$212K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-20- 0.77% |
$5.37K - $7.2K
|
2.59K
$673K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-20- 1.17% |
$5.37K - $7.2K
|
1.69K
$439K
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-19- 1.32% |
$5.1K - $6.84K
|
1.42K
$370K
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-19- 1.89% |
$5.1K - $6.84K
|
986
$256K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-19- 2.71% |
$5.1K - $6.84K
|
681
$177K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-19- 2.2% |
$5.1K - $6.84K
|
845
$220K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-18- 1.29% |
$4.83K - $6.48K
|
1.38K
$358K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-18- 9.0% |
$4.83K - $6.48K
|
182
$47.3K
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-18- 0.37% |
$4.83K - $6.48K
|
4.83K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-18- 1.5% |
$4.83K - $6.48K
|
1.19K
$308K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-18- 2.34% |
$4.83K - $6.48K
|
751
$195K
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-17- 2.22% |
$4.56K - $6.12K
|
750
$195K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-17- 1.35% |
$4.56K - $6.12K
|
1.24K
$323K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-17- 0.06% |
$4.56K - $6.12K
|
27.3K
$7.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-17- 0.34% |
$4.56K - $6.12K
|
5.04K
$1.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-17- 0.44% |
$4.56K - $6.12K
|
3.85K
$1M
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-16- 0.44% |
$4.29K - $5.76K
|
3.6K
$937K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-16- 1.54% |
$4.29K - $5.76K
|
1.02K
$266K
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-15- 1.51% |
$4.03K - $5.4K
|
978
$254K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-15- 2.62% |
$4.03K - $5.4K
|
557
$145K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-15- 0.1% |
$4.03K - $5.4K
|
14.9K
$3.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-15- 1.97% |
$4.03K - $5.4K
|
747
$194K
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-14- 0.78% |
$3.76K - $5.04K
|
1.79K
$465K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-13- 0.23% |
$3.49K - $4.68K
|
5.72K
$1.49M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-13- 0.35% |
$3.49K - $4.68K
|
3.74K
$971K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-13- 1.65% |
$3.49K - $4.68K
|
774
$201K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-12- 0.39% |
$3.22K - $4.32K
|
3.04K
$790K
|
|
|
May 08, 2025
Q1 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-12- 0.75% |
$3.22K - $4.32K
|
1.58K
$410K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-12- 1.44% |
$3.22K - $4.32K
|
823
$214K
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-12- 1.54% |
$3.22K - $4.32K
|
769
$200K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-11- 0.26% |
$2.95K - $3.96K
|
4.22K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-11- 1.29% |
$2.95K - $3.96K
|
839
$218K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-11- 0.47% |
$2.95K - $3.96K
|
2.33K
$604K
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-10- 0.1% |
$2.68K - $3.6K
|
10.1K
$2.63M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-10- 0.16% |
$2.68K - $3.6K
|
6.37K
$1.66M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-10- 0.15% |
$2.68K - $3.6K
|
6.77K
$1.76M
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
SELL
|
- |
-10- 0.46% |
$2.68K - $3.6K
|
2.17K
$564K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-9- 0.73% |
$2.42K - $3.24K
|
1.23K
$320K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-9- 36.0% |
$2.42K - $3.24K
|
16
$4.16K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-8- 0.53% |
$2.15K - $2.88K
|
1.5K
$389K
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-8- 0.2% |
$2.15K - $2.88K
|
3.97K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-8- 0.48% |
$2.15K - $2.88K
|
1.67K
$433K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-8- 0.23% |
$2.15K - $2.88K
|
3.53K
$918K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-7- 0.25% |
$1.88K - $2.52K
|
2.75K
$714K
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-7- 0.8% |
$1.88K - $2.52K
|
866
$225K
|