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 06, 2025
Q3 2025
|
Ing Groep Nv
|
SELL
|
- |
-34.9K- 5.67% |
$8.09M - $9.56M
|
580K
$138M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.49K+ 12.66% |
$809K - $955K
|
31.1K
$7.37M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-96.7K- 41.55% |
$22.4M - $26.5M
|
136K
$32.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-29.7K- 1.78% |
$6.88M - $8.12M
|
1.63M
$387M
|
|
|
Nov 06, 2025
Q3 2025
|
Abc Arbitrage Sa
Paris, I0 |
SELL
|
- |
-1.52K- 28.05% |
$353K - $417K
|
3.91K
$926K
|
|
|
Nov 06, 2025
Q3 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 0.21% |
$232 - $274
|
479
$114K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.77K+ 13.91% |
$1.11M - $1.31M
|
39.1K
$9.27M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.49K+ 4.6% |
$345K - $407K
|
33.9K
$8.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Mqs Management LLC
|
BUY
|
- |
1.09KNew |
$253K - $299K
|
1.09K
$259K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.33K+ 4.49% |
$309K - $365K
|
31K
$7.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
11.7KNew |
$2.7M - $3.19M
|
11.7K
$2.76M
|
|
|
Nov 06, 2025
Q3 2025
|
Seaview Investment Managers LLC
|
SELL
|
- |
-8.2K- 20.24% |
$1.9M - $2.24M
|
32.3K
$7.65M
|
|
|
Nov 06, 2025
Q3 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-24- 0.93% |
$5.56K - $6.57K
|
2.57K
$609K
|
|
|
Nov 06, 2025
Q3 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
7.61K+ 21.05% |
$1.76M - $2.08M
|
43.8K
$10.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
762+ 57.29% |
$177K - $209K
|
2.09K
$496K
|
|
|
Nov 06, 2025
Q3 2025
|
Mechanics Financial Corp
|
BUY
|
- |
2.85K+ 5708.0% |
$661K - $781K
|
2.9K
$688K
|
|
|
Nov 06, 2025
Q3 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
1.2KNew |
$278K - $328K
|
1.2K
$284K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
510+ 6.96% |
$118K - $140K
|
7.84K
$1.86M
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
14+ 10.53% |
$3.24K - $3.83K
|
147
$34.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-29.5K- 15.84% |
$6.84M - $8.08M
|
157K
$37.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-2.7K- 4.58% |
$625K - $738K
|
56.2K
$13.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-18.2K- 22.12% |
$4.22M - $4.99M
|
64.2K
$15.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
261K+ 40.91% |
$60.4M - $71.3M
|
898K
$213M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
42New |
$9.73K - $11.5K
|
42
$9.96K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.97K- 7.51% |
$456K - $539K
|
24.3K
$5.75M
|
|
|
Nov 06, 2025
Q3 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
39.6K+ 27.73% |
$9.17M - $10.8M
|
182K
$43.2M
|
|
|
Nov 06, 2025
Q3 2025
|
1776 Wealth LLC
|
SELL
|
- |
-46- 0.69% |
$10.7K - $12.6K
|
6.61K
$1.57M
|
|
|
Nov 06, 2025
Q3 2025
|
Connable Office Inc
|
BUY
|
- |
18+ 0.19% |
$4.17K - $4.93K
|
9.37K
$2.22M
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-6.73K- 8.68% |
$1.56M - $1.84M
|
70.8K
$16.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
396+ 27.67% |
$91.7K - $108K
|
1.83K
$433K
|
|
|
Nov 06, 2025
Q3 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
575+ 460.0% |
$133K - $157K
|
700
$166K
|
|
|
Nov 06, 2025
Q3 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
5.57K+ 448.07% |
$1.29M - $1.53M
|
6.82K
$1.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
1.66KNew |
$385K - $455K
|
1.66K
$394K
|
|
|
Nov 06, 2025
Q3 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
111+ 1.34% |
$25.7K - $30.4K
|
8.42K
$2M
|
|
|
Nov 06, 2025
Q3 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.31K+ 146.0% |
$304K - $360K
|
2.21K
$525K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.86K- 71.52% |
$1.13M - $1.33M
|
1.94K
$459K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.18K- 7.73% |
$505K - $597K
|
26K
$6.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-72- 1.14% |
$16.7K - $19.7K
|
6.27K
$1.48M
|
|
|
Nov 06, 2025
Q3 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
3.43KNew |
$793K - $937K
|
3.43K
$812K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-683- 41.0% |
$158K - $187K
|
983
$233K
|
|
|
Nov 06, 2025
Q3 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-229- 2.45% |
$53.1K - $62.7K
|
9.13K
$2.16M
|
|
|
Nov 06, 2025
Q3 2025
|
Libra Wealth LLC
|
SELL
|
- |
-41- 3.39% |
$9.5K - $11.2K
|
1.17K
$277K
|
|
|
Nov 06, 2025
Q3 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
184+ 24.57% |
$42.6K - $50.4K
|
933
$221K
|
|
|
Nov 06, 2025
Q3 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-5.89K- 9.09% |
$1.37M - $1.61M
|
58.9K
$14M
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-243- 18.9% |
$56.3K - $66.5K
|
1.04K
$247K
|
|
|
Nov 06, 2025
Q3 2025
|
Everest Management Corp.
Cupertino, CA |
SELL
|
- |
-37- 1.09% |
$8.57K - $10.1K
|
3.37K
$799K
|
|
|
Nov 06, 2025
Q3 2025
|
Wj Financial Advisors LLC
Killingworth, CT |
BUY
|
- |
2.99KNew |
$692K - $817K
|
2.99K
$708K
|
|
|
Nov 06, 2025
Q3 2025
|
Carson Advisory Inc.
|
BUY
|
- |
387+ 17.84% |
$89.7K - $106K
|
2.56K
$606K
|
|
|
Nov 06, 2025
Q3 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-978- 16.3% |
$227K - $268K
|
5.02K
$1.19M
|
|
|
Nov 06, 2025
Q3 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-2- 0.11% |
$463 - $547
|
1.8K
$427K
|
|