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
|
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
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
17.7K+ 8.6% |
$4.1M - $4.85M
|
224K
$53M
|
|
|
Nov 07, 2025
Q3 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
69.6K+ 552.48% |
$16.1M - $19M
|
82.2K
$19.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
274+ 0.71% |
$63.5K - $75K
|
38.6K
$9.15M
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-17K- 5.96% |
$3.95M - $4.66M
|
269K
$63.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-32.4K- 51.53% |
$7.52M - $8.88M
|
30.5K
$7.23M
|
|
|
Nov 07, 2025
Q3 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
1.36K+ 6.06% |
$314K - $371K
|
23.7K
$5.62M
|
|
|
Nov 07, 2025
Q3 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
BUY
|
- |
199+ 4.48% |
$46.1K - $54.5K
|
4.64K
$1.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
3.31K+ 6.94% |
$767K - $906K
|
51K
$12.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.37K- 27.35% |
$548K - $648K
|
6.29K
$1.49M
|
|
|
Nov 07, 2025
Q3 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-733- 27.12% |
$170K - $201K
|
1.97K
$467K
|
|
|
Nov 07, 2025
Q3 2025
|
Broderick Brian C
|
SELL
|
- |
-1.41K- 11.89% |
$326K - $385K
|
10.4K
$2.47M
|
|
|
Nov 07, 2025
Q3 2025
|
Dempze Nancy E
|
BUY
|
- |
888+ 16.12% |
$206K - $243K
|
6.4K
$1.52M
|
|
|
Nov 07, 2025
Q3 2025
|
Kidder Stephen W
|
BUY
|
- |
722+ 8.13% |
$167K - $198K
|
9.6K
$2.28M
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
690+ 66.03% |
$160K - $189K
|
1.74K
$411K
|
|
|
Nov 07, 2025
Q3 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
2.19K+ 33.4% |
$508K - $600K
|
8.75K
$2.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Puzo Michael J
|
BUY
|
- |
796+ 5.92% |
$184K - $218K
|
14.2K
$3.38M
|
|
|
Nov 07, 2025
Q3 2025
|
Somerville Kurt F
|
BUY
|
- |
2.44K+ 12.96% |
$565K - $668K
|
21.3K
$5.04M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.48K+ 98.86% |
$342K - $404K
|
2.97K
$704K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
972+ 9.82% |
$225K - $266K
|
10.9K
$2.58M
|
|
|
Nov 07, 2025
Q3 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-109- 7.08% |
$25.3K - $29.8K
|
1.43K
$339K
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
530+ 7.13% |
$123K - $145K
|
7.97K
$1.89M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.67K- 36.67% |
$387K - $457K
|
2.88K
$684K
|
|
|
Nov 07, 2025
Q3 2025
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
6.55K+ 27.35% |
$1.52M - $1.79M
|
30.5K
$7.23M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
205+ 1.69% |
$47.5K - $56.1K
|
12.4K
$2.93M
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-280- 13.08% |
$64.9K - $76.6K
|
1.86K
$441K
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2+ 0.2% |
$463 - $547
|
1.02K
$242K
|
|
|
Nov 07, 2025
Q3 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-5- 0.39% |
$1.16K - $1.37K
|
1.27K
$302K
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-9.82K- 99.99% |
$2.28M - $2.69M
|
1
$237
|
|
|
Nov 07, 2025
Q3 2025
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-97- 1.37% |
$22.5K - $26.5K
|
7.01K
$1.66M
|
|
|
Nov 07, 2025
Q3 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
304+ 17.61% |
$70.4K - $83.2K
|
2.03K
$481K
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
309+ 4.73% |
$71.6K - $84.6K
|
6.84K
$1.62M
|
|
|
Nov 07, 2025
Q3 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
1.8K+ 40.85% |
$417K - $493K
|
6.21K
$1.47M
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-16- 8.33% |
$3.71K - $4.38K
|
176
$41.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
412+ 4.25% |
$95.4K - $113K
|
10.1K
$2.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
310+ 28.84% |
$71.8K - $84.8K
|
1.39K
$328K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.75K- 5.28% |
$638K - $754K
|
49.4K
$11.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
927+ 0.93% |
$215K - $254K
|
101K
$23.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.99K- 14.46% |
$693K - $819K
|
17.7K
$4.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-181- 0.74% |
$41.9K - $49.5K
|
24.4K
$5.78M
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
18+ 0.23% |
$4.17K - $4.93K
|
7.71K
$1.83M
|
|
|
Nov 06, 2025
Q3 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-723- 17.2% |
$167K - $198K
|
3.48K
$825K
|
|
|
Nov 06, 2025
Q3 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-122- 2.53% |
$28.3K - $33.4K
|
4.71K
$1.12M
|
|
|
Nov 06, 2025
Q3 2025
|
B Long Financial, LLC
Memphis, TN |
SELL
|
- |
-71- 1.45% |
$16.4K - $19.4K
|
4.83K
$1.15M
|
|