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 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-14.7K- 59.72% |
$3.41M - $4.03M
|
9.94K
$2.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.9K- 2.94% |
$440K - $520K
|
62.7K
$14.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-44- 1.14% |
$10.2K - $12K
|
3.83K
$908K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
3.09KNew |
$715K - $845K
|
3.09K
$732K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
450+ 13.42% |
$104K - $123K
|
3.8K
$902K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.34K+ 4.89% |
$542K - $640K
|
50.1K
$11.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-913- 18.37% |
$212K - $250K
|
4.06K
$962K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
11+ 1.03% |
$2.55K - $3.01K
|
1.08K
$255K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-185- 17.44% |
$42.9K - $50.6K
|
876
$208K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-1.3K- 52.75% |
$302K - $357K
|
1.17K
$277K
|
|
|
Oct 27, 2025
Q3 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
23.8KNew |
$5.51M - $6.5M
|
23.8K
$5.63M
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-231- 6.41% |
$53.5K - $63.2K
|
3.37K
$799K
|
|
|
Oct 27, 2025
Q3 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
428+ 19.21% |
$99.2K - $117K
|
2.66K
$630K
|
|
|
Oct 27, 2025
Q3 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-203- 17.53% |
$47K - $55.6K
|
955
$226K
|
|
|
Oct 27, 2025
Q3 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-25- 0.8% |
$5.79K - $6.84K
|
3.1K
$736K
|
|
|
Oct 27, 2025
Q3 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-425- 48.85% |
$98.5K - $116K
|
445
$105K
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.3K+ 20.49% |
$532K - $628K
|
13.5K
$3.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-9.68K- 4.02% |
$2.24M - $2.65M
|
231K
$54.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-2.17K- 29.7% |
$503K - $595K
|
5.14K
$1.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
119+ 9.02% |
$27.6K - $32.6K
|
1.44K
$341K
|
|
|
Oct 27, 2025
Q3 2025
|
Jacobsen Capital Management
|
BUY
|
- |
163+ 9.28% |
$37.8K - $44.6K
|
1.92K
$455K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-261- 4.73% |
$60.5K - $71.4K
|
5.26K
$1.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-3.1K- 17.61% |
$718K - $848K
|
14.5K
$3.44M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-37.8K- 35.79% |
$8.75M - $10.3M
|
67.8K
$16.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
86+ 6.91% |
$19.9K - $23.5K
|
1.33K
$315K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
38+ 0.92% |
$8.8K - $10.4K
|
4.18K
$992K
|
|
|
Oct 27, 2025
Q3 2025
|
Conning Inc.
|
SELL
|
- |
-158- 0.79% |
$36.6K - $43.2K
|
19.9K
$4.72M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-115- 6.19% |
$26.6K - $31.5K
|
1.74K
$413K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
65+ 5.86% |
$15.1K - $17.8K
|
1.18K
$279K
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
5.86K+ 3.84% |
$1.36M - $1.6M
|
159K
$37.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-341- 21.21% |
$79K - $93.3K
|
1.27K
$300K
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-45- 0.82% |
$10.4K - $12.3K
|
5.42K
$1.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-113- 1.89% |
$26.2K - $30.9K
|
5.87K
$1.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
89+ 3.2% |
$20.6K - $24.4K
|
2.87K
$680K
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.68KNew |
$390K - $461K
|
1.68K
$399K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.05K+ 0.82% |
$706K - $834K
|
374K
$88.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
348+ 33.08% |
$80.6K - $95.2K
|
1.4K
$332K
|
|
|
Oct 24, 2025
Q3 2025
|
Parnassus Investments, LLC
|
BUY
|
- |
1.2M+ 48.62% |
$279M - $329M
|
3.68M
$872M
|
|
|
Oct 24, 2025
Q3 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
5.62K+ 18.59% |
$1.3M - $1.54M
|
35.9K
$8.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-211- 4.1% |
$48.9K - $57.7K
|
4.94K
$1.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
2.36KNew |
$547K - $646K
|
2.36K
$560K
|
|
|
Oct 24, 2025
Q3 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
50+ 4.57% |
$11.6K - $13.7K
|
1.14K
$271K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-127- 12.62% |
$29.4K - $34.8K
|
879
$208K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
1.59KNew |
$367K - $434K
|
1.59K
$376K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
5+ 0.36% |
$1.16K - $1.37K
|
1.4K
$332K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-26- 24.76% |
$6.02K - $7.11K
|
79
$18.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-313- 37.76% |
$72.5K - $85.7K
|
516
$122K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-93- 0.84% |
$21.5K - $25.4K
|
11K
$2.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
SELL
|
- |
-204- 1.63% |
$47.3K - $55.8K
|
12.3K
$2.92M
|
|
|
Oct 24, 2025
Q3 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
SELL
|
PUT |
-200- 1.6% |
$46.3K - $54.7K
|
12.3K
$2.92M
|
|