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 04, 2025
Q3 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
136+ 3.06% |
$31.5K - $37.2K
|
4.59K
$1.09M
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
3.31KNew |
$767K - $907K
|
3.31K
$785K
|
|
|
Nov 04, 2025
Q3 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
25+ 2.07% |
$5.79K - $6.84K
|
1.23K
$292K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-827- 4.52% |
$192K - $226K
|
17.5K
$4.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
SELL
|
- |
-84- 2.34% |
$19.5K - $23K
|
3.51K
$831K
|
|
|
Nov 03, 2025
Q3 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
40+ 22.22% |
$9.27K - $10.9K
|
220
$52.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
555+ 4.74% |
$129K - $152K
|
12.3K
$2.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-2.4K- 67.1% |
$556K - $657K
|
1.18K
$279K
|
|
|
Nov 03, 2025
Q3 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-8.1K- 18.77% |
$1.88M - $2.22M
|
35.1K
$8.31M
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
910+ 16.19% |
$211K - $249K
|
6.53K
$1.55M
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.01K- 11.91% |
$234K - $276K
|
7.47K
$1.77M
|
|
|
Nov 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
666+ 73.11% |
$154K - $182K
|
1.58K
$374K
|
|
|
Nov 03, 2025
Q3 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
70+ 1.26% |
$16.2K - $19.2K
|
5.65K
$1.34M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-481- 4.08% |
$111K - $132K
|
11.3K
$2.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
39+ 1.18% |
$9.03K - $10.7K
|
3.36K
$795K
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-430- 17.73% |
$99.6K - $118K
|
2K
$473K
|
|
|
Nov 03, 2025
Q3 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-28.7K- 77.07% |
$6.64M - $7.84M
|
8.52K
$2.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-69- 3.85% |
$16K - $18.9K
|
1.72K
$409K
|
|
|
Nov 03, 2025
Q3 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-402- 13.24% |
$93.1K - $110K
|
2.63K
$624K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Alternative Capital
|
SELL
|
- |
-68- 35.6% |
$15.8K - $18.6K
|
123
$29.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-6- 0.06% |
$1.39K - $1.64K
|
9.64K
$2.28M
|
|
|
Nov 03, 2025
Q3 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.41K- 14.84% |
$326K - $385K
|
8.08K
$1.91M
|
|
|
Nov 03, 2025
Q3 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-10- 0.8% |
$2.32K - $2.74K
|
1.24K
$294K
|
|
|
Nov 03, 2025
Q3 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-512- 8.26% |
$119K - $140K
|
5.68K
$1.35M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-67K- 12.49% |
$15.5M - $18.3M
|
470K
$111M
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
BUY
|
- |
4+ 0.01% |
$927 - $1.09K
|
34.6K
$8.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
5.02K+ 64.61% |
$1.16M - $1.37M
|
12.8K
$3.03M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
593K+ 85.32% |
$137M - $162M
|
1.29M
$305M
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-25- 3.13% |
$5.79K - $6.84K
|
775
$184K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-443- 1.29% |
$103K - $121K
|
33.9K
$8.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
1.87K+ 21.78% |
$434K - $512K
|
10.5K
$2.48M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-20.1K- 7.73% |
$4.66M - $5.5M
|
240K
$56.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
645+ 29.47% |
$149K - $177K
|
2.83K
$672K
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-66.8K- 5.55% |
$15.5M - $18.3M
|
1.14M
$269M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-486- 2.08% |
$113K - $133K
|
22.9K
$5.43M
|
|
|
Nov 03, 2025
Q3 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-27- 0.75% |
$6.25K - $7.39K
|
3.59K
$851K
|
|
|
Nov 03, 2025
Q3 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
23+ 1.01% |
$5.33K - $6.29K
|
2.3K
$544K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3.29K+ 130.5% |
$761K - $899K
|
5.8K
$1.38M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.2K+ 10.32% |
$1.44M - $1.7M
|
66.3K
$15.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-1.15K- 8.49% |
$266K - $314K
|
12.4K
$2.93M
|
|
|
Nov 03, 2025
Q3 2025
|
Field & Main Bank
|
SELL
|
- |
-695- 9.01% |
$161K - $190K
|
7.02K
$1.66M
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
BUY
|
- |
2+ 0.12% |
$463 - $547
|
1.74K
$412K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-58- 0.58% |
$13.4K - $15.9K
|
9.87K
$2.34M
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
630+ 23.86% |
$146K - $172K
|
3.27K
$775K
|
|
|
Nov 03, 2025
Q3 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-65- 4.74% |
$15.1K - $17.8K
|
1.31K
$310K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
972+ 254.45% |
$225K - $266K
|
1.35K
$321K
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-34K- 82.17% |
$7.87M - $9.3M
|
7.37K
$1.75M
|
|
|
Nov 03, 2025
Q3 2025
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
83K+ 9.87% |
$19.2M - $22.7M
|
924K
$219M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
621+ 5.23% |
$144K - $170K
|
12.5K
$2.96M
|
|
|
Nov 03, 2025
Q3 2025
|
Stack Financial Management, Inc
|
BUY
|
- |
221KNew |
$51.2M - $60.5M
|
221K
$52.4M
|
|