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 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-138K- 92.68% |
$31.9M - $37.7M
|
10.9K
$2.58M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.04K+ 10.95% |
$241K - $285K
|
10.5K
$2.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
17+ 0.89% |
$3.94K - $4.65K
|
1.93K
$456K
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-436- 2.24% |
$101K - $119K
|
19K
$4.51M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
52+ 3.0% |
$12K - $14.2K
|
1.78K
$423K
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-549- 15.22% |
$127K - $150K
|
3.06K
$725K
|
|
|
Oct 29, 2025
Q3 2025
|
Stenger Family Office, LLC
Naperville, IL |
SELL
|
- |
-44- 4.77% |
$10.2K - $12K
|
878
$208K
|
|
|
Oct 29, 2025
Q3 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-18- 1.16% |
$4.17K - $4.93K
|
1.54K
$364K
|
|
|
Oct 29, 2025
Q3 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-799- 24.43% |
$185K - $219K
|
2.47K
$586K
|
|
|
Oct 29, 2025
Q3 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
513+ 5.12% |
$119K - $140K
|
10.5K
$2.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
BUY
|
- |
2.04K+ 73.56% |
$472K - $557K
|
4.81K
$1.14M
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
190+ 16.44% |
$44K - $52K
|
1.35K
$319K
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
918New |
$213K - $251K
|
918
$218K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-194- 7.32% |
$44.9K - $53.1K
|
2.46K
$582K
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-441K- 10.23% |
$102M - $121M
|
3.88M
$919M
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.11K- 1.61% |
$720K - $851K
|
190K
$45.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
5.23KNew |
$1.21M - $1.43M
|
5.23K
$1.24M
|
|
|
Oct 29, 2025
Q3 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
57+ 6.83% |
$13.2K - $15.6K
|
892
$211K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-2.54K- 2.01% |
$589K - $696K
|
124K
$29.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
446+ 12.7% |
$103K - $122K
|
3.96K
$938K
|
|
|
Oct 29, 2025
Q3 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-7- 2.02% |
$1.62K - $1.92K
|
340
$80.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
BUY
|
- |
897New |
$208K - $245K
|
897
$213K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-307- 2.5% |
$71.1K - $84K
|
12K
$2.83M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
410+ 18.59% |
$95K - $112K
|
2.62K
$620K
|
|
|
Oct 29, 2025
Q3 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-781- 33.23% |
$181K - $214K
|
1.57K
$372K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.5KNew |
$347K - $410K
|
1.5K
$356K
|
|
|
Oct 29, 2025
Q3 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-176- 2.06% |
$40.8K - $48.2K
|
8.36K
$1.98M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-18- 51.43% |
$4.17K - $4.93K
|
17
$4.03K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
33.5K+ 1761.49% |
$7.76M - $9.16M
|
35.4K
$8.39M
|
|
|
Oct 29, 2025
Q3 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-232- 5.57% |
$53.7K - $63.5K
|
3.93K
$932K
|
|
|
Oct 29, 2025
Q3 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
254+ 5.26% |
$58.8K - $69.5K
|
5.09K
$1.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
737+ 4.12% |
$171K - $202K
|
18.6K
$4.42M
|
|
|
Oct 29, 2025
Q3 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-72- 1.01% |
$16.7K - $19.7K
|
7.06K
$1.67M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
172+ 7.56% |
$39.8K - $47.1K
|
2.45K
$580K
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-1.03K- 47.68% |
$238K - $282K
|
1.13K
$268K
|
|
|
Oct 29, 2025
Q3 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
74+ 4.68% |
$17.1K - $20.3K
|
1.65K
$392K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
64+ 21.4% |
$14.8K - $17.5K
|
363
$86K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-11.3K- 16.39% |
$2.62M - $3.09M
|
57.6K
$13.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.04K+ 31.96% |
$240K - $284K
|
4.28K
$1.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
6.67K+ 33.81% |
$1.54M - $1.82M
|
26.4K
$6.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
476+ 58.26% |
$110K - $130K
|
1.29K
$306K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-130- 27.72% |
$30.1K - $35.6K
|
339
$80.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
362+ 29.53% |
$83.9K - $99.1K
|
1.59K
$376K
|
|
|
Oct 29, 2025
Q3 2025
|
Fisher Funds Management LTD
Auckland, Q2 |
SELL
|
- |
-72.9K- 23.38% |
$16.9M - $19.9M
|
239K
$56.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-600- 10.26% |
$139K - $164K
|
5.25K
$1.24M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-661- 20.12% |
$153K - $181K
|
2.63K
$622K
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
101+ 5.69% |
$23.4K - $27.6K
|
1.88K
$445K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
SELL
|
- |
-4.47K- 62.81% |
$1.04M - $1.22M
|
2.65K
$628K
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
17.6K+ 13.42% |
$4.07M - $4.81M
|
148K
$35.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.61K+ 46.89% |
$372K - $439K
|
5.03K
$1.19M
|
|