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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.03K- 0.87% |
$276K - $370K
|
117K
$29.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
129+ 1.98% |
$34.6K - $46.4K
|
6.65K
$1.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-162- 43.43% |
$43.5K - $58.3K
|
211
$53.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
86+ 2.98% |
$23.1K - $31K
|
2.97K
$757K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
20+ 1.37% |
$5.37K - $7.2K
|
1.48K
$376K
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
446+ 66.97% |
$120K - $161K
|
1.11K
$283K
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
1.67K+ 74.75% |
$447K - $600K
|
3.9K
$992K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
12.1KNew |
$3.25M - $4.36M
|
12.1K
$3.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
106+ 2.11% |
$28.4K - $38.2K
|
5.12K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.02K+ 260.77% |
$1.08M - $1.45M
|
5.56K
$1.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
336+ 7.74% |
$90.2K - $121K
|
4.68K
$1.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-5- 0.42% |
$1.34K - $1.8K
|
1.18K
$301K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-126- 1.58% |
$33.8K - $45.4K
|
7.87K
$2M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-376- 4.27% |
$101K - $135K
|
8.43K
$2.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
1.36K+ 79.06% |
$365K - $489K
|
3.08K
$784K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3.79M- 99.63% |
$1.02B - $1.36B
|
14.2K
$3.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-801- 15.66% |
$215K - $288K
|
4.32K
$1.1M
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-30.4K- 15.25% |
$8.16M - $11M
|
169K
$43M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-13K- 54.99% |
$3.48M - $4.66M
|
10.6K
$2.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
25+ 0.47% |
$6.71K - $9K
|
5.39K
$1.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-23- 2.22% |
$6.17K - $8.28K
|
1.01K
$258K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
BUY
|
- |
2.65K+ 127.15% |
$711K - $954K
|
4.74K
$1.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
391+ 2.41% |
$105K - $141K
|
16.6K
$4.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
50+ 4.56% |
$13.4K - $18K
|
1.15K
$292K
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-200- 2.22% |
$53.7K - $72K
|
8.81K
$2.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
282+ 14.19% |
$75.7K - $102K
|
2.27K
$578K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
2.61K+ 8.13% |
$700K - $939K
|
34.7K
$8.84M
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-44- 0.87% |
$11.8K - $15.8K
|
5.01K
$1.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-213- 9.32% |
$57.2K - $76.7K
|
2.07K
$527K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
603+ 69.55% |
$162K - $217K
|
1.47K
$374K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.08K+ 26.57% |
$559K - $750K
|
9.92K
$2.53M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-191- 3.09% |
$51.3K - $68.8K
|
5.99K
$1.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-345- 16.63% |
$92.6K - $124K
|
1.73K
$440K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
210+ 7.36% |
$56.4K - $75.6K
|
3.06K
$780K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-918- 7.7% |
$246K - $330K
|
11K
$2.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
58+ 4.86% |
$15.6K - $20.9K
|
1.25K
$318K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.11% |
$268 - $360
|
884
$225K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
5+ 0.23% |
$1.34K - $1.8K
|
2.17K
$552K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-10.6K- 3.34% |
$2.84M - $3.81M
|
306K
$77.9M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
65+ 2.22% |
$17.4K - $23.4K
|
3K
$763K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
80+ 3.29% |
$21.5K - $28.8K
|
2.51K
$640K
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-186- 2.82% |
$49.9K - $67K
|
6.42K
$1.63M
|
|
|
Apr 11, 2025
Q1 2025
|
Epiq Partners, LLC
|
BUY
|
- |
854+ 87.23% |
$229K - $307K
|
1.83K
$467K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
3.25K+ 8.91% |
$873K - $1.17M
|
39.7K
$10.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$268 - $360
|
1.93K
$491K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-640- 5.15% |
$172K - $230K
|
11.8K
$3M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.35K+ 5.79% |
$363K - $487K
|
24.7K
$6.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
14.6K+ 8.15% |
$3.93M - $5.27M
|
194K
$49.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-38- 1.32% |
$10.2K - $13.7K
|
2.84K
$722K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
255+ 4.02% |
$68.4K - $91.8K
|
6.6K
$1.68M
|