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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4+ 0.06% |
$927 - $1.09K
|
6.55K
$1.55M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
1.82K+ 9.3% |
$422K - $498K
|
21.4K
$5.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
14.1K+ 47.97% |
$3.27M - $3.86M
|
43.5K
$10.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
1.91K+ 40.6% |
$441K - $521K
|
6.6K
$1.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
PUT |
2K+ 60.61% |
$463K - $547K
|
5.3K
$1.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
1.13KNew |
$262K - $310K
|
1.13K
$268K
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
188+ 11.0% |
$43.6K - $51.4K
|
1.9K
$450K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.59K- 42.22% |
$599K - $707K
|
3.54K
$839K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-62- 17.17% |
$14.4K - $17K
|
299
$70.9K
|
|
|
Oct 30, 2025
Q3 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-137- 3.2% |
$31.7K - $37.5K
|
4.14K
$981K
|
|
|
Oct 30, 2025
Q3 2025
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.21K- 1.9% |
$512K - $605K
|
114K
$27M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-87- 2.05% |
$20.2K - $23.8K
|
4.16K
$987K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-343- 20.58% |
$79.5K - $93.9K
|
1.32K
$314K
|
|
|
Oct 30, 2025
Q3 2025
|
Windward Capital Management CO
|
SELL
|
- |
-1.58K- 0.83% |
$366K - $432K
|
189K
$44.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
520+ 24.44% |
$120K - $142K
|
2.65K
$628K
|
|
|
Oct 30, 2025
Q3 2025
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-5.38K- 26.08% |
$1.25M - $1.47M
|
15.2K
$3.61M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-25- 1.93% |
$5.79K - $6.84K
|
1.27K
$301K
|
|
|
Oct 30, 2025
Q3 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
765+ 9.72% |
$177K - $209K
|
8.63K
$2.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
959New |
$222K - $262K
|
959
$227K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-60- 8.49% |
$13.9K - $16.4K
|
647
$153K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-2.71K- 0.68% |
$627K - $741K
|
397K
$94.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
72+ 4.95% |
$16.7K - $19.7K
|
1.53K
$362K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.31K+ 22.91% |
$998K - $1.18M
|
23.1K
$5.48M
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
189+ 16.74% |
$43.8K - $51.7K
|
1.32K
$312K
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
773+ 51.06% |
$179K - $212K
|
2.29K
$542K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.76K+ 25.93% |
$871K - $1.03M
|
18.3K
$4.33M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-233- 8.02% |
$54K - $63.8K
|
2.67K
$634K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
360+ 28.08% |
$83.4K - $98.5K
|
1.64K
$389K
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-38- 3.21% |
$8.8K - $10.4K
|
1.15K
$272K
|
|
|
Oct 30, 2025
Q3 2025
|
Proem Advisors LLC
|
BUY
|
- |
22.3K+ 127.63% |
$5.17M - $6.11M
|
39.8K
$9.44M
|
|
|
Oct 30, 2025
Q3 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-38.5K- 83.16% |
$8.93M - $10.5M
|
7.81K
$1.85M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-44- 1.81% |
$10.2K - $12K
|
2.38K
$565K
|
|
|
Oct 30, 2025
Q3 2025
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-2.54K- 45.17% |
$587K - $694K
|
3.08K
$730K
|
|
|
Oct 30, 2025
Q3 2025
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
230+ 0.7% |
$53.3K - $62.9K
|
33K
$7.82M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
4.18K+ 52237.5% |
$968K - $1.14M
|
4.19K
$992K
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
370+ 16.58% |
$85.7K - $101K
|
2.6K
$617K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
145+ 6.57% |
$33.6K - $39.7K
|
2.35K
$557K
|
|
|
Oct 30, 2025
Q3 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
52+ 3.38% |
$12K - $14.2K
|
1.59K
$377K
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
8.17K+ 16.0% |
$1.89M - $2.24M
|
59.2K
$14M
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
322+ 9.02% |
$74.6K - $88.1K
|
3.89K
$922K
|
|
|
Oct 30, 2025
Q3 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-100- 10.4% |
$23.2K - $27.4K
|
862
$204K
|
|
|
Oct 30, 2025
Q3 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
866New |
$201K - $237K
|
866
$205K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-92.7K- 23.96% |
$21.5M - $25.4M
|
294K
$69.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-1- 0.02% |
$232 - $274
|
6.09K
$1.44M
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
SELL
|
- |
-1.68M- 83.99% |
$389M - $459M
|
320K
$75.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
259+ 28.71% |
$60K - $70.9K
|
1.16K
$275K
|
|
|
Oct 30, 2025
Q3 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
320+ 1.04% |
$74.1K - $87.6K
|
31.1K
$7.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.66K- 25.9% |
$2.01M - $2.37M
|
24.8K
$5.87M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-330- 6.86% |
$76.4K - $90.3K
|
4.48K
$1.06M
|
|
|
Oct 30, 2025
Q3 2025
|
Dash Acquisitions Inc.
|
SELL
|
- |
-3.48K- 5.33% |
$807K - $953K
|
61.8K
$14.7M
|
|