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
|
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
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
674+ 38.6% |
$156K - $184K
|
2.42K
$574K
|
|
|
Oct 29, 2025
Q3 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
192+ 5.5% |
$44.5K - $52.5K
|
3.69K
$873K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
143+ 9.75% |
$33.1K - $39.1K
|
1.61K
$381K
|
|
|
Oct 29, 2025
Q3 2025
|
Middleton & CO Inc
|
BUY
|
- |
232+ 0.39% |
$53.7K - $63.5K
|
59.6K
$14.1M
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-391- 2.49% |
$90.6K - $107K
|
15.3K
$3.63M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
SELL
|
- |
-112- 7.73% |
$25.9K - $30.6K
|
1.34K
$317K
|
|
|
Oct 29, 2025
Q3 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
3.54K+ 6.47% |
$821K - $970K
|
58.3K
$13.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
587+ 12.22% |
$136K - $161K
|
5.39K
$1.28M
|
|
|
Oct 29, 2025
Q3 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-135- 9.86% |
$31.3K - $36.9K
|
1.23K
$292K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
74New |
$17.1K - $20.3K
|
74
$17.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
1.74K+ 18.51% |
$403K - $476K
|
11.1K
$2.64M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.36K+ 78.31% |
$546K - $645K
|
5.37K
$1.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
2.44K+ 6100.0% |
$565K - $668K
|
2.48K
$588K
|
|
|
Oct 29, 2025
Q3 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
1.4K+ 59.29% |
$325K - $383K
|
3.76K
$892K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-216- 13.58% |
$50K - $59.1K
|
1.37K
$326K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
301+ 3.72% |
$69.7K - $82.4K
|
8.39K
$1.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
33.1K+ 21.0% |
$7.67M - $9.06M
|
191K
$45.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
179+ 8.66% |
$41.5K - $49K
|
2.25K
$532K
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-5- 0.08% |
$1.16K - $1.37K
|
6.33K
$1.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
2+ 0.18% |
$463 - $547
|
1.12K
$264K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.14K+ 58.99% |
$265K - $313K
|
3.08K
$730K
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
44.2K+ 28.77% |
$10.2M - $12.1M
|
198K
$46.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
BUY
|
- |
15.8K+ 15.8% |
$3.66M - $4.32M
|
116K
$27.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-145- 9.05% |
$33.6K - $39.7K
|
1.46K
$345K
|
|
|
Oct 28, 2025
Q3 2025
|
Wright Investors Service Inc
|
BUY
|
- |
1.85K+ 43.07% |
$428K - $506K
|
6.14K
$1.46M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-413- 23.39% |
$95.7K - $113K
|
1.35K
$321K
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.15K+ 7.54% |
$266K - $314K
|
16.4K
$3.89M
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.92K+ 15.88% |
$444K - $525K
|
14K
$3.32M
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-3.88K- 27.55% |
$899K - $1.06M
|
10.2K
$2.42M
|
|
|
Oct 28, 2025
Q3 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
455+ 1.22% |
$105K - $125K
|
37.8K
$8.95M
|
|
|
Oct 28, 2025
Q3 2025
|
Dillon & Associates Inc
|
SELL
|
- |
-197- 0.64% |
$45.6K - $53.9K
|
30.6K
$7.25M
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.23K- 30.07% |
$284K - $336K
|
2.85K
$676K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
8+ 6.2% |
$1.85K - $2.19K
|
137
$32.5K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-10- 0.67% |
$2.32K - $2.74K
|
1.48K
$350K
|
|
|
Oct 28, 2025
Q3 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
1.49KNew |
$344K - $406K
|
1.49K
$352K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-410- 2.81% |
$95K - $112K
|
14.2K
$3.36M
|
|
|
Oct 28, 2025
Q3 2025
|
Eulav Asset Management
|
BUY
|
- |
41.5K+ 87.36% |
$9.61M - $11.4M
|
89K
$21.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-16- 0.37% |
$3.71K - $4.38K
|
4.29K
$1.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-628- 16.85% |
$145K - $172K
|
3.1K
$735K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
7.19K+ 34.17% |
$1.67M - $1.97M
|
28.2K
$6.69M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-6K- 6.63% |
$1.39M - $1.64M
|
84.5K
$20M
|
|
|
Oct 28, 2025
Q3 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-6.36K- 54.87% |
$1.47M - $1.74M
|
5.23K
$1.24M
|
|
|
Oct 28, 2025
Q3 2025
|
Figure 8 Investment Strategies LLC
Boise, ID |
SELL
|
- |
-40- 4.23% |
$9.27K - $10.9K
|
905
$215K
|
|
|
Oct 28, 2025
Q3 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
519+ 0.88% |
$120K - $142K
|
59.7K
$14.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-22- 0.89% |
$5.1K - $6.02K
|
2.45K
$580K
|
|