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
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-45.3K- 32.94% |
$10.5M - $12.4M
|
92.1K
$21.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-411- 6.71% |
$95.2K - $112K
|
5.72K
$1.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.39K- 53.0% |
$321K - $379K
|
1.23K
$291K
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3.8K- 41.27% |
$880K - $1.04M
|
5.4K
$1.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-50- 3.05% |
$11.6K - $13.7K
|
1.59K
$377K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
7+ 0.16% |
$1.62K - $1.92K
|
4.27K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
5.11K+ 103.65% |
$1.18M - $1.4M
|
10K
$2.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
462+ 11.13% |
$107K - $126K
|
4.61K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.1K- 11.55% |
$2.11M - $2.49M
|
69.7K
$16.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-2.4K- 66.52% |
$556K - $657K
|
1.21K
$286K
|
|
|
Nov 12, 2025
Q3 2025
|
Navalign, LLC
|
SELL
|
- |
-1.26K- 17.05% |
$292K - $345K
|
6.14K
$1.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-519- 0.77% |
$120K - $142K
|
67.3K
$15.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
1.01K+ 22.16% |
$234K - $277K
|
5.58K
$1.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
887+ 2.52% |
$205K - $243K
|
36.1K
$8.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-504- 56.88% |
$117K - $138K
|
382
$90.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.22K+ 29.79% |
$282K - $333K
|
5.31K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-54- 6.42% |
$12.5K - $14.8K
|
787
$187K
|
|
|
Nov 12, 2025
Q3 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
SELL
|
- |
-97K- 63.62% |
$22.5M - $26.5M
|
55.5K
$13.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-550- 1.27% |
$127K - $151K
|
42.6K
$10.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
75+ 9.38% |
$17.4K - $20.5K
|
875
$207K
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
304+ 6.04% |
$70.4K - $83.2K
|
5.34K
$1.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-8.75K- 0.22% |
$2.03M - $2.39M
|
3.92M
$930M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-369- 2.94% |
$85.5K - $101K
|
12.2K
$2.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
8.64K+ 0.89% |
$2M - $2.37M
|
981K
$233M
|
|
|
Nov 12, 2025
Q3 2025
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
27.4KNew |
$6.35M - $7.51M
|
27.4K
$6.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
122+ 1.64% |
$28.3K - $33.4K
|
7.57K
$1.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-3.32K- 45.42% |
$770K - $909K
|
3.99K
$946K
|
|
|
Nov 12, 2025
Q3 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
15.7K+ 24.9% |
$3.64M - $4.3M
|
78.8K
$18.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
190+ 11.52% |
$44K - $52K
|
1.84K
$436K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.62K+ 21.77% |
$606K - $716K
|
14.6K
$3.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Torrey Growth & Income Advisors
Del Mar, CA |
BUY
|
- |
20.6KNew |
$4.76M - $5.63M
|
20.6K
$4.87M
|
|
|
Nov 10, 2025
Q3 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
2.68K+ 4.44% |
$622K - $734K
|
63.1K
$15M
|
|
|
Nov 10, 2025
Q3 2025
|
Jupiter Asset Management LTD
|
SELL
|
- |
-10.9K- 2.5% |
$2.53M - $2.99M
|
425K
$101M
|
|
|
Nov 10, 2025
Q3 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
133+ 1.1% |
$30.8K - $36.4K
|
12.2K
$2.9M
|
|
|
Nov 10, 2025
Q3 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-4.94K- 66.95% |
$1.14M - $1.35M
|
2.44K
$578K
|
|
|
Nov 10, 2025
Q3 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.28KNew |
$297K - $351K
|
1.28K
$304K
|
|
|
Nov 10, 2025
Q3 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
540+ 0.8% |
$125K - $148K
|
68K
$16.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
SELL
|
- |
-16K- 6.23% |
$3.7M - $4.37M
|
240K
$57M
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
CALL |
786New |
$182K - $215K
|
786
$186K
|
|
|
Nov 10, 2025
Q3 2025
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.17K- 9.6% |
$271K - $320K
|
11K
$2.61M
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
79+ 2.17% |
$18.3K - $21.6K
|
3.72K
$882K
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
1.24KNew |
$286K - $338K
|
1.24K
$293K
|
|
|
Nov 10, 2025
Q3 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
17.5K+ 344.64% |
$4.05M - $4.78M
|
22.5K
$5.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Tredje Ap Fonden
|
SELL
|
- |
-128K- 32.47% |
$29.7M - $35.1M
|
267K
$63.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Trivest Advisors LTD
Hong Kong, K3 |
BUY
|
- |
30KNew |
$6.95M - $8.21M
|
30K
$7.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-556- 7.39% |
$129K - $152K
|
6.96K
$1.65M
|
|
|
Nov 10, 2025
Q3 2025
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-161- 11.79% |
$37.3K - $44.1K
|
1.21K
$286K
|
|
|
Nov 10, 2025
Q3 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
6.08K+ 1.98% |
$1.41M - $1.66M
|
313K
$74.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Barings LLC
|
BUY
|
- |
58+ 1.84% |
$13.4K - $15.9K
|
3.22K
$762K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-361K- 17.96% |
$83.7M - $98.8M
|
1.65M
$391M
|
|