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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
49+ 4.89% |
$11.5K - $12.9K
|
1.05K
$249K
|
|
|
Jan 06, 2026
Q4 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-68- 4.87% |
$16K - $17.9K
|
1.33K
$315K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
117+ 2.29% |
$27.6K - $30.8K
|
5.23K
$1.24M
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-40- 4.51% |
$9.43K - $10.5K
|
847
$201K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-13- 0.41% |
$3.06K - $3.42K
|
3.18K
$754K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
47.3K+ 625.23% |
$11.2M - $12.5M
|
54.9K
$13M
|
|
|
Jan 05, 2026
Q4 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
387+ 6.29% |
$91.2K - $102K
|
6.54K
$1.55M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.42K+ 10.98% |
$334K - $374K
|
14.3K
$3.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
822+ 73.39% |
$194K - $217K
|
1.94K
$460K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
169+ 22.56% |
$39.8K - $44.5K
|
918
$218K
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
1.29KNew |
$303K - $338K
|
1.29K
$305K
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
SELL
|
- |
-5.13K- 78.58% |
$1.21M - $1.35M
|
1.4K
$332K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.64K+ 9.09% |
$621K - $694K
|
31.6K
$7.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-539- 23.26% |
$127K - $142K
|
1.78K
$421K
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
13.9K+ 10.77% |
$3.28M - $3.67M
|
143K
$33.9M
|
|
|
Jan 02, 2026
Q4 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
791New |
$186K - $208K
|
791
$187K
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-558- 2.71% |
$132K - $147K
|
20K
$4.74M
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
SELL
|
- |
-85- 0.92% |
$20K - $22.4K
|
9.15K
$2.17M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-9- 3.36% |
$2.12K - $2.37K
|
259
$61.4K
|
|
|
Jan 02, 2026
Q4 2025
|
Jacobs & CO
|
BUY
|
- |
1.05K+ 2.83% |
$246K - $275K
|
38K
$9M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.7K+ 12.01% |
$401K - $449K
|
15.9K
$3.77M
|
|
| Q3 2025 | |||||||
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
SELL
|
- |
-3.58K- 51.69% |
$828K - $978K
|
3.34K
$792K
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.89K+ 1.73% |
$669K - $790K
|
170K
$40.2M
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.3KNew |
$301K - $356K
|
1.3K
$308K
|
|
|
Dec 31, 2025
Q3 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
952New |
$221K - $261K
|
952
$226K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
203+ 5.34% |
$47K - $55.6K
|
4K
$949K
|
|
|
Dec 29, 2025
Q3 2025
|
Mirova
Paris, I0 |
BUY
|
- |
404+ 1.73% |
$93.6K - $111K
|
23.8K
$5.64M
|
|
|
Dec 18, 2025
Q3 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
50.9K+ 128.66% |
$11.8M - $13.9M
|
90.4K
$21.4M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-367- 5.46% |
$85K - $100K
|
6.35K
$1.51M
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-319- 1.93% |
$73.9K - $87.3K
|
16.2K
$3.84M
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
PUT |
-100- 1.19% |
$23.2K - $27.4K
|
8.3K
$1.97M
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.3K- 2.91% |
$301K - $356K
|
43.4K
$10.3M
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.5KNew |
$347K - $410K
|
1.5K
$356K
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
40New |
$9.27K - $10.9K
|
40
$9.48K
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
96+ 8.86% |
$22.2K - $26.3K
|
1.18K
$279K
|
|
|
Dec 12, 2025
Q3 2025
|
Ctc LLC
|
SELL
|
PUT |
-478K- 99.56% |
$111M - $131M
|
2.09K
$496K
|
|
|
Dec 09, 2025
Q3 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-5.31K- 46.01% |
$1.23M - $1.45M
|
6.23K
$1.48M
|
|
|
Dec 08, 2025
Q3 2025
|
Alecta Tjanstepension Omsesidigt
|
BUY
|
- |
65K+ 13.13% |
$15.1M - $17.8M
|
560K
$133M
|
|
|
Dec 08, 2025
Q3 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.01KNew |
$233K - $275K
|
1.01K
$238K
|
|
|
Dec 05, 2025
Q3 2025
|
Saranac Partners LTD
London, |
BUY
|
- |
168New |
$38.9K - $46K
|
168
$39.8K
|
|
|
Dec 03, 2025
Q3 2025
|
Severin Investments, LLC
St. Louis, MO |
SELL
|
- |
-271- 9.75% |
$62.8K - $74.2K
|
2.51K
$594K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.4K+ 17.45% |
$789K - $932K
|
22.9K
$5.43M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-6.24K- 11.85% |
$1.45M - $1.71M
|
46.4K
$11M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
CALL |
100New |
$23.2K - $27.4K
|
100
$23.7K
|
|
|
Dec 01, 2025
Q3 2025
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-8.6K- 18.22% |
$1.99M - $2.35M
|
38.6K
$9.14M
|
|
|
Nov 25, 2025
Q3 2025
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
257+ 0.46% |
$59.5K - $70.3K
|
56.2K
$13.3M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
57New |
$13.2K - $15.6K
|
57
$13.5K
|
|
|
Nov 24, 2025
Q3 2025
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-193- 2.71% |
$44.7K - $52.8K
|
6.93K
$1.64M
|
|
|
Nov 24, 2025
Q3 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
465+ 15.36% |
$108K - $127K
|
3.49K
$828K
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-67- 4.53% |
$15.5K - $18.3K
|
1.41K
$335K
|
|