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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
597+ 8.96% |
$160K - $215K
|
7.26K
$1.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
134+ 7.37% |
$36K - $48.2K
|
1.95K
$497K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
352+ 260.74% |
$94.5K - $127K
|
487
$124K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-9- 36.0% |
$2.42K - $3.24K
|
16
$4.07K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.44K+ 36.27% |
$387K - $519K
|
5.42K
$1.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
378+ 15.28% |
$101K - $136K
|
2.85K
$726K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
12+ 1.37% |
$3.22K - $4.32K
|
889
$226K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-50- 3.18% |
$13.4K - $18K
|
1.52K
$387K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
95+ 2.45% |
$25.5K - $34.2K
|
3.97K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
29+ 3.11% |
$7.78K - $10.4K
|
960
$244K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
933+ 8.88% |
$250K - $336K
|
11.4K
$2.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
3.63KNew |
$975K - $1.31M
|
3.63K
$925K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-53- 0.6% |
$14.2K - $19.1K
|
8.72K
$2.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-306- 1.52% |
$82.1K - $110K
|
19.8K
$5.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.83K+ 11.12% |
$492K - $660K
|
18.3K
$4.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
950+ 1610.17% |
$255K - $342K
|
1.01K
$257K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
96+ 1.75% |
$25.8K - $34.6K
|
5.57K
$1.42M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.71KNew |
$459K - $616K
|
1.71K
$435K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-110- 5.18% |
$29.5K - $39.6K
|
2.01K
$512K
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
BUY
|
- |
239+ 17.14% |
$64.1K - $86K
|
1.63K
$416K
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-902- 5.63% |
$242K - $325K
|
15.1K
$3.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
2.3KNew |
$618K - $829K
|
2.3K
$586K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
34+ 8.37% |
$9.12K - $12.2K
|
440
$112K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-14.1K- 17.99% |
$3.78M - $5.07M
|
64.3K
$16.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
1+ 33.33% |
$268 - $360
|
4
$1.02K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
730+ 16.14% |
$196K - $263K
|
5.25K
$1.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
33+ 2.93% |
$8.86K - $11.9K
|
1.16K
$295K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
255+ 16.55% |
$68.4K - $91.8K
|
1.8K
$457K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.58K+ 296.52% |
$961K - $1.29M
|
4.79K
$1.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
60+ 6.7% |
$16.1K - $21.6K
|
956
$243K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.89K+ 25.75% |
$508K - $681K
|
9.24K
$2.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-37- 3.42% |
$9.93K - $13.3K
|
1.04K
$266K
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-20- 0.35% |
$5.37K - $7.2K
|
5.63K
$1.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-137- 1.35% |
$36.8K - $49.3K
|
10K
$2.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
1.35K+ 4.2% |
$362K - $486K
|
33.5K
$8.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
6+ 0.39% |
$1.61K - $2.16K
|
1.53K
$388K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.61K+ 13.96% |
$431K - $578K
|
13.1K
$3.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-213- 3.39% |
$57.2K - $76.7K
|
6.07K
$1.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-537- 6.9% |
$144K - $193K
|
7.25K
$1.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-198- 1.58% |
$53.1K - $71.3K
|
12.3K
$3.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
650+ 45.77% |
$174K - $234K
|
2.07K
$527K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-183- 1.94% |
$49.1K - $65.9K
|
9.27K
$2.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.28K+ 2.7% |
$345K - $462K
|
48.9K
$12.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
101+ 2.42% |
$27.1K - $36.4K
|
4.28K
$1.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
269+ 44.68% |
$72.2K - $96.8K
|
871
$222K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-45- 0.59% |
$12.1K - $16.2K
|
7.55K
$1.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.03K+ 87.31% |
$275K - $369K
|
2.2K
$560K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
93+ 6.34% |
$25K - $33.5K
|
1.56K
$397K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.07K+ 126.06% |
$288K - $387K
|
1.93K
$490K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
11.7KNew |
$3.14M - $4.22M
|
11.7K
$2.98M
|