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 07, 2025
Q3 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
39K+ 50.01% |
$9.03M - $10.7M
|
117K
$27.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
150+ 1.49% |
$34.7K - $41K
|
10.2K
$2.43M
|
|
|
Nov 07, 2025
Q3 2025
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
523K+ 2526.18% |
$121M - $143M
|
544K
$129M
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-7.82K- 6.16% |
$1.81M - $2.14M
|
119K
$28.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
38.6K+ 8.34% |
$8.94M - $10.6M
|
501K
$119M
|
|
|
Nov 07, 2025
Q3 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-331- 8.66% |
$76.7K - $90.6K
|
3.49K
$827K
|
|
|
Nov 07, 2025
Q3 2025
|
Ballast, Inc.
|
BUY
|
- |
13+ 0.23% |
$3.01K - $3.56K
|
5.75K
$1.36M
|
|
|
Nov 07, 2025
Q3 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
46+ 3.47% |
$10.7K - $12.6K
|
1.37K
$325K
|
|
|
Nov 07, 2025
Q3 2025
|
Supplemental Annuity Collective Trust Of Nj
|
SELL
|
- |
-900- 12.86% |
$208K - $246K
|
6.1K
$1.45M
|
|
|
Nov 07, 2025
Q3 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
6.05K+ 8.22% |
$1.4M - $1.65M
|
79.6K
$18.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
11K+ 5.61% |
$2.54M - $3M
|
207K
$49M
|
|
|
Nov 07, 2025
Q3 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2.17KNew |
$502K - $593K
|
2.17K
$514K
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
28+ 2.07% |
$6.49K - $7.66K
|
1.38K
$327K
|
|
|
Nov 07, 2025
Q3 2025
|
M&G PLC
London, X0 |
BUY
|
- |
304K+ 481.43% |
$70.5M - $83.3M
|
367K
$87.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-11- 8.53% |
$2.55K - $3.01K
|
118
$28K
|
|
|
Nov 07, 2025
Q3 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-2.35K- 51.25% |
$543K - $642K
|
2.23K
$529K
|
|
|
Nov 07, 2025
Q3 2025
|
Actiam N.V.
Rotterdam, P7 |
BUY
|
- |
19.9K+ 5.53% |
$4.6M - $5.43M
|
379K
$89.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
111+ 3.91% |
$25.7K - $30.4K
|
2.95K
$699K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.16K+ 10.54% |
$269K - $318K
|
12.2K
$2.89M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-153- 3.93% |
$35.4K - $41.9K
|
3.74K
$887K
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-731- 30.4% |
$169K - $200K
|
1.67K
$397K
|
|
|
Nov 07, 2025
Q3 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-4.9K- 10.83% |
$1.13M - $1.34M
|
40.3K
$9.56M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-27K- 9.04% |
$6.25M - $7.38M
|
271K
$64.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-72- 0.4% |
$16.7K - $19.7K
|
17.9K
$4.25M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
266+ 24.18% |
$61.6K - $72.8K
|
1.37K
$324K
|
|
|
Nov 07, 2025
Q3 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
53+ 0.11% |
$12.3K - $14.5K
|
50.4K
$12M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.88K+ 26.5% |
$436K - $515K
|
8.98K
$2.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-50- 0.31% |
$11.6K - $13.7K
|
16K
$3.79M
|
|
|
Nov 07, 2025
Q3 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
2K+ 2.26% |
$464K - $548K
|
90.8K
$21.5M
|
|
|
Nov 07, 2025
Q3 2025
|
626 Financial, LLC
|
SELL
|
- |
-143- 2.64% |
$33.1K - $39.1K
|
5.28K
$1.25M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-791- 7.13% |
$183K - $216K
|
10.3K
$2.44M
|
|
|
Nov 07, 2025
Q3 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-183- 8.67% |
$42.4K - $50.1K
|
1.93K
$457K
|
|
|
Nov 07, 2025
Q3 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-762- 11.73% |
$177K - $209K
|
5.74K
$1.36M
|
|
|
Nov 07, 2025
Q3 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-10- 0.87% |
$2.32K - $2.74K
|
1.14K
$271K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
491+ 1.72% |
$114K - $134K
|
29K
$6.88M
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-54- 2.8% |
$12.5K - $14.8K
|
1.87K
$444K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.44K+ 20.59% |
$334K - $394K
|
8.44K
$2M
|
|
|
Nov 07, 2025
Q3 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
36.4K+ 75.68% |
$8.43M - $9.96M
|
84.5K
$20M
|
|
|
Nov 07, 2025
Q3 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
50New |
$11.6K - $13.7K
|
50
$11.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Mjp Associates Inc
|
SELL
|
- |
-85- 6.58% |
$19.7K - $23.3K
|
1.21K
$286K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.27K+ 70.86% |
$525K - $620K
|
5.46K
$1.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-333- 0.75% |
$77.1K - $91.1K
|
44.2K
$10.5M
|
|
|
Nov 07, 2025
Q3 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.02KNew |
$237K - $280K
|
1.02K
$242K
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-40- 80.0% |
$9.27K - $10.9K
|
10
$2.37K
|
|
|
Nov 07, 2025
Q3 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
38.8K+ 5.73% |
$8.99M - $10.6M
|
716K
$170M
|
|
|
Nov 07, 2025
Q3 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
530+ 1.0% |
$123K - $145K
|
53.6K
$12.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2+ 0.06% |
$463 - $547
|
3.47K
$822K
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-495- 4.25% |
$115K - $135K
|
11.1K
$2.64M
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
SELL
|
PUT |
-1.5K- 23.81% |
$347K - $410K
|
4.8K
$1.14M
|
|
|
Nov 07, 2025
Q3 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-328- 3.15% |
$76K - $89.8K
|
10.1K
$2.39M
|
|