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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-123- 4.31% |
$28.5K - $33.7K
|
2.73K
$648K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
155K+ 3.8% |
$35.9M - $42.4M
|
4.24M
$1B
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
10.9KNew |
$2.52M - $2.98M
|
10.9K
$2.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-5.75K- 2.44% |
$1.33M - $1.57M
|
230K
$54.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-1.29K- 60.38% |
$298K - $352K
|
844
$200K
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-480- 6.53% |
$111K - $131K
|
6.87K
$1.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-195K- 15.09% |
$45.2M - $53.4M
|
1.1M
$261M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.76K- 5.47% |
$870K - $1.03M
|
64.9K
$15.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
49.5KNew |
$11.5M - $13.5M
|
49.5K
$11.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Nzs Capital, LLC
Denver, CO |
BUY
|
- |
16.6K+ 25.82% |
$3.84M - $4.54M
|
80.8K
$19.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
113+ 0.95% |
$26.2K - $30.9K
|
12K
$2.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-43.6K- 25.27% |
$10.1M - $11.9M
|
129K
$30.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
198+ 3.76% |
$45.9K - $54.2K
|
5.46K
$1.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.45K+ 43.88% |
$335K - $396K
|
4.75K
$1.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
225+ 3.93% |
$52.1K - $61.6K
|
5.95K
$1.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
8.72KNew |
$2.02M - $2.39M
|
8.72K
$2.07M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
958+ 66.16% |
$222K - $262K
|
2.41K
$570K
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.64KNew |
$844K - $997K
|
3.64K
$864K
|
|
|
Nov 12, 2025
Q3 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
441+ 7.94% |
$102K - $121K
|
6K
$1.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.27K+ 115.95% |
$293K - $346K
|
2.36K
$558K
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-1.95M- 31.14% |
$451M - $533M
|
4.3M
$1.02B
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
259+ 7.25% |
$60K - $70.9K
|
3.83K
$908K
|
|
|
Nov 12, 2025
Q3 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-54- 8.7% |
$12.5K - $14.8K
|
567
$134K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
8.46K+ 614.22% |
$1.96M - $2.32M
|
9.84K
$2.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-16.6K- 17.61% |
$3.85M - $4.55M
|
77.8K
$18.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
13.9K+ 16.94% |
$3.23M - $3.81M
|
96.2K
$22.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-141- 18.7% |
$32.7K - $38.6K
|
613
$145K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-48- 0.56% |
$11.1K - $13.1K
|
8.57K
$2.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-739- 0.82% |
$171K - $202K
|
89.2K
$21.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-26- 0.44% |
$6.02K - $7.11K
|
5.89K
$1.39M
|
|
|
Nov 12, 2025
Q3 2025
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-7.85K- 5.68% |
$1.82M - $2.15M
|
130K
$30.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
45.7K+ 200.36% |
$10.6M - $12.5M
|
68.5K
$16.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
544+ 1.0% |
$126K - $149K
|
55.1K
$13.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-9- 0.07% |
$2.08K - $2.46K
|
12.9K
$3.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-11.8K- 95.17% |
$2.74M - $3.24M
|
600
$142K
|
|
|
Nov 12, 2025
Q3 2025
|
Xn LP
New York, NY |
SELL
|
- |
-79.2K- 16.76% |
$18.4M - $21.7M
|
393K
$93.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
368+ 3.21% |
$85.3K - $101K
|
11.8K
$2.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-5.89K- 51.85% |
$1.36M - $1.61M
|
5.47K
$1.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-3.62K- 33.49% |
$838K - $990K
|
7.18K
$1.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3+ 0.22% |
$695 - $821
|
1.35K
$320K
|
|
|
Nov 12, 2025
Q3 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
1+ 0.01% |
$232 - $274
|
6.87K
$1.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Heron Bay Capital Management
|
BUY
|
- |
16.8K+ 88.0% |
$3.89M - $4.6M
|
35.9K
$8.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-61- 4.76% |
$14.1K - $16.7K
|
1.22K
$289K
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-952- 43.04% |
$221K - $261K
|
1.26K
$299K
|
|
|
Nov 12, 2025
Q3 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-222- 9.92% |
$51.4K - $60.8K
|
2.02K
$478K
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
80+ 20.1% |
$18.5K - $21.9K
|
478
$113K
|
|
|
Nov 12, 2025
Q3 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
181+ 18.47% |
$41.9K - $49.5K
|
1.16K
$275K
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
70+ 1.48% |
$16.2K - $19.2K
|
4.79K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
1.26KNew |
$292K - $345K
|
1.26K
$299K
|
|
|
Nov 12, 2025
Q3 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-29- 0.92% |
$6.72K - $7.94K
|
3.13K
$742K
|
|