Latest Institutional Transactions on Salesforce, Inc. (CRM)
This table provides information on the latest institutional transactions involving Salesforce, Inc. (CRM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
First Financial Corp
|
SELL
|
- |
-26- 1.94% |
$6.13K - $6.85K
|
1.31K
$311K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-396- 3.59% |
$93.3K - $104K
|
10.6K
$2.52M
|
|
|
Jan 13, 2026
Q4 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
12+ 0.8% |
$2.83K - $3.16K
|
1.51K
$358K
|
|
|
Jan 13, 2026
Q4 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-306- 3.16% |
$72.1K - $80.6K
|
9.39K
$2.22M
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
1.13KNew |
$266K - $298K
|
1.13K
$268K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-23- 0.87% |
$5.42K - $6.06K
|
2.61K
$618K
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
142+ 2.11% |
$33.5K - $37.4K
|
6.88K
$1.63M
|
|
|
Jan 13, 2026
Q4 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
3.98K+ 12.86% |
$939K - $1.05M
|
35K
$8.29M
|
|
|
Jan 13, 2026
Q4 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-99- 1.71% |
$23.3K - $26.1K
|
5.68K
$1.35M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-24.5K- 74.77% |
$5.79M - $6.47M
|
8.28K
$1.96M
|
|
|
Jan 13, 2026
Q4 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
2+ 0.19% |
$471 - $527
|
1.07K
$252K
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-2- 0.04% |
$471 - $527
|
5.59K
$1.33M
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-4.89K- 7.41% |
$1.15M - $1.29M
|
61.1K
$14.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
8.22K+ 3.39% |
$1.94M - $2.17M
|
251K
$59.5M
|
|
|
Jan 12, 2026
Q4 2025
|
David J Yvars Group
|
BUY
|
- |
120+ 7.67% |
$28.3K - $31.6K
|
1.69K
$399K
|
|
|
Jan 12, 2026
Q4 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
26+ 1.21% |
$6.13K - $6.85K
|
2.17K
$514K
|
|
|
Jan 12, 2026
Q4 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-84- 0.91% |
$19.8K - $22.1K
|
9.12K
$2.16M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-57.8K- 62.57% |
$13.6M - $15.2M
|
34.6K
$8.19M
|
|
|
Jan 12, 2026
Q4 2025
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-39- 2.48% |
$9.19K - $10.3K
|
1.54K
$364K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-78- 8.97% |
$18.4K - $20.5K
|
792
$188K
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
8New |
$1.89K - $2.11K
|
8
$1.9K
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
3+ 0.22% |
$707 - $790
|
1.39K
$330K
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
118+ 1.75% |
$27.8K - $31.1K
|
6.86K
$1.63M
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-182- 1.13% |
$42.9K - $47.9K
|
15.9K
$3.78M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
251+ 28.01% |
$59.2K - $66.1K
|
1.15K
$272K
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-482- 5.8% |
$114K - $127K
|
7.83K
$1.86M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-45- 3.83% |
$10.6K - $11.9K
|
1.13K
$268K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
304+ 27.19% |
$71.6K - $80.1K
|
1.42K
$337K
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
310+ 7.05% |
$73.1K - $81.7K
|
4.71K
$1.12M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
127+ 9.03% |
$29.9K - $33.5K
|
1.53K
$364K
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2.42KNew |
$571K - $638K
|
2.42K
$574K
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
7.68K+ 4.58% |
$1.81M - $2.02M
|
176K
$41.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-891- 21.72% |
$210K - $235K
|
3.21K
$761K
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-299- 8.09% |
$70.5K - $78.8K
|
3.4K
$805K
|
|
|
Jan 12, 2026
Q4 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
204+ 7.17% |
$48.1K - $53.7K
|
3.05K
$723K
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-492- 10.67% |
$116K - $130K
|
4.12K
$976K
|
|
|
Jan 12, 2026
Q4 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
15+ 150.0% |
$3.54K - $3.95K
|
25
$5.93K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.88K- 8.37% |
$678K - $758K
|
31.5K
$7.47M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
94+ 6.16% |
$22.2K - $24.8K
|
1.62K
$384K
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-181- 5.06% |
$42.7K - $47.7K
|
3.39K
$804K
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-2.59K- 23.23% |
$610K - $682K
|
8.56K
$2.03M
|
|
|
Jan 12, 2026
Q4 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
306+ 1.34% |
$72.1K - $80.6K
|
23.1K
$5.48M
|
|
|
Jan 12, 2026
Q4 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-2.94K- 19.11% |
$692K - $774K
|
12.4K
$2.95M
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
70+ 6.43% |
$16.5K - $18.4K
|
1.16K
$275K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
535+ 10.44% |
$126K - $141K
|
5.66K
$1.34M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-145- 8.54% |
$34.2K - $38.2K
|
1.55K
$368K
|
|
|
Jan 12, 2026
Q4 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-272- 3.53% |
$64.1K - $71.6K
|
7.43K
$1.76M
|
|
|
Jan 12, 2026
Q4 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-1.84K- 29.8% |
$434K - $485K
|
4.34K
$1.03M
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-11- 3.44% |
$2.59K - $2.9K
|
309
$73.2K
|
|
|
Jan 12, 2026
Q4 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-3.62K- 17.81% |
$853K - $953K
|
16.7K
$3.96M
|
|