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 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
65+ 8.24% |
$15.1K - $17.8K
|
854
$202K
|
|
|
Nov 05, 2025
Q3 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
445+ 2.12% |
$103K - $122K
|
21.4K
$5.08M
|
|
|
Nov 05, 2025
Q3 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-64- 5.05% |
$14.8K - $17.5K
|
1.2K
$285K
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
932+ 5.22% |
$216K - $255K
|
18.8K
$4.45M
|
|
|
Nov 05, 2025
Q3 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-19- 0.41% |
$4.4K - $5.2K
|
4.61K
$1.09M
|
|
|
Nov 05, 2025
Q3 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
3+ 0.15% |
$695 - $821
|
2.06K
$489K
|
|
|
Nov 05, 2025
Q3 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
95New |
$22K - $26K
|
95
$22.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-77- 24.52% |
$17.8K - $21.1K
|
237
$56.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-997- 3.19% |
$231K - $273K
|
30.3K
$7.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
25.8K+ 2469.7% |
$5.97M - $7.05M
|
26.8K
$6.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-18- 1.02% |
$4.17K - $4.93K
|
1.75K
$415K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-233- 4.08% |
$54K - $63.8K
|
5.47K
$1.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-216- 6.24% |
$50K - $59.1K
|
3.25K
$769K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-65.6K- 37.33% |
$15.2M - $17.9M
|
110K
$26.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
148+ 39.36% |
$34.3K - $40.5K
|
524
$124K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-1.29K- 2.91% |
$299K - $353K
|
43.1K
$10.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
58+ 6.48% |
$13.4K - $15.9K
|
953
$226K
|
|
|
Nov 04, 2025
Q3 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-4.56K- 27.53% |
$1.06M - $1.25M
|
12K
$2.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-855- 1.1% |
$198K - $234K
|
76.7K
$18.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.16K- 8.48% |
$268K - $316K
|
12.5K
$2.96M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-232- 13.4% |
$53.7K - $63.5K
|
1.5K
$355K
|
|
|
Nov 04, 2025
Q3 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-60.3K- 41.48% |
$14M - $16.5M
|
85.1K
$20.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-1.27K- 58.02% |
$293K - $346K
|
916
$217K
|
|
|
Nov 04, 2025
Q3 2025
|
Terra Alpha Investments LLC
Washington, DC |
BUY
|
- |
5.22KNew |
$1.21M - $1.43M
|
5.22K
$1.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
543+ 4.19% |
$126K - $149K
|
13.5K
$3.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
695+ 19.09% |
$161K - $190K
|
4.34K
$1.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
1KNew |
$232K - $274K
|
1K
$237K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.44K+ 6.06% |
$333K - $394K
|
25.2K
$5.97M
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
BUY
|
- |
209+ 5.72% |
$48.4K - $57.2K
|
3.86K
$916K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
102+ 19.62% |
$23.6K - $27.9K
|
622
$147K
|
|
|
Nov 04, 2025
Q3 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-1.5K- 9.87% |
$347K - $409K
|
13.7K
$3.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-65.5K- 3.89% |
$15.2M - $17.9M
|
1.62M
$384M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
4.54K+ 172.18% |
$1.05M - $1.24M
|
7.17K
$1.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
SELL
|
- |
-216- 4.55% |
$50K - $59.1K
|
4.53K
$1.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Retirement Solution Inc.
|
BUY
|
- |
1+ 0.11% |
$232 - $274
|
940
$223K
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.69K- 18.99% |
$392K - $463K
|
7.22K
$1.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Veritas Asset Management LLP
|
BUY
|
- |
976K+ 47.28% |
$226M - $267M
|
3.04M
$720M
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-32- 61.54% |
$7.41K - $8.76K
|
20
$4.74K
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-123- 3.04% |
$28.5K - $33.7K
|
3.92K
$930K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-38- 0.52% |
$8.8K - $10.4K
|
7.21K
$1.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
61.3K+ 15.08% |
$14.2M - $16.8M
|
468K
$111M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-4.71K- 24.53% |
$1.09M - $1.29M
|
14.5K
$3.44M
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-998- 15.9% |
$231K - $273K
|
5.28K
$1.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
25+ 0.62% |
$5.79K - $6.84K
|
4.08K
$967K
|
|
|
Nov 04, 2025
Q3 2025
|
Peterson Wealth Services
|
BUY
|
- |
1.32K+ 61.87% |
$306K - $361K
|
3.46K
$819K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-3.72K- 3.11% |
$863K - $1.02M
|
116K
$27.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-2- 0.16% |
$463 - $547
|
1.22K
$289K
|
|
|
Nov 04, 2025
Q3 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-896- 3.6% |
$208K - $245K
|
24K
$5.68M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
545+ 14.42% |
$126K - $149K
|
4.32K
$1.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.92K- 28.41% |
$1.6M - $1.89M
|
17.4K
$4.13M
|
|