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 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
88.8K+ 97.83% |
$20.6M - $24.3M
|
180K
$42.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
680New |
$158K - $186K
|
680
$161K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
14+ 14.14% |
$3.24K - $3.83K
|
113
$26.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
SELL
|
- |
-451- 6.6% |
$104K - $123K
|
6.39K
$1.51M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-377- 28.96% |
$87.3K - $103K
|
925
$219K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens & Northern Corp
|
BUY
|
- |
29+ 0.33% |
$6.72K - $7.94K
|
8.85K
$2.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
40+ 117.65% |
$9.27K - $10.9K
|
74
$17.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.99K- 38.35% |
$460K - $544K
|
3.19K
$757K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-4.81K- 0.57% |
$1.11M - $1.32M
|
840K
$199M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-930- 18.31% |
$215K - $254K
|
4.15K
$984K
|
|
|
Oct 24, 2025
Q3 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
17.7KNew |
$4.1M - $4.85M
|
17.7K
$4.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
108New |
$25K - $29.6K
|
108
$25.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-114K- 35.83% |
$26.4M - $31.2M
|
204K
$48.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.47K- 8.6% |
$341K - $403K
|
15.7K
$3.71M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-27.9K- 32.54% |
$6.45M - $7.62M
|
57.8K
$13.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
193+ 9.59% |
$44.7K - $52.8K
|
2.21K
$523K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
216+ 13.22% |
$50K - $59.1K
|
1.85K
$439K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.8K- 22.3% |
$1.58M - $1.86M
|
23.7K
$5.62M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-23- 1.77% |
$5.33K - $6.29K
|
1.28K
$302K
|
|
|
Oct 24, 2025
Q3 2025
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-8.88K- 77.36% |
$2.06M - $2.43M
|
2.6K
$616K
|
|
|
Oct 24, 2025
Q3 2025
|
Lattice Capital Management, LLC
|
SELL
|
- |
-438- 46.7% |
$101K - $120K
|
500
$119K
|
|
|
Oct 24, 2025
Q3 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-96- 12.11% |
$22.2K - $26.3K
|
697
$165K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-38.9K- 75.24% |
$9.01M - $10.6M
|
12.8K
$3.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-3.96K- 7.91% |
$918K - $1.08M
|
46.2K
$10.9M
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1.19KNew |
$275K - $325K
|
1.19K
$282K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
3.3K+ 0.86% |
$764K - $903K
|
385K
$91.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
109+ 1.41% |
$25.3K - $29.8K
|
7.86K
$1.86M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-68- 6.02% |
$15.8K - $18.6K
|
1.06K
$251K
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
19.5K+ 95.6% |
$4.51M - $5.32M
|
39.8K
$9.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.05K- 21.32% |
$242K - $286K
|
3.86K
$915K
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
2.04K+ 51.88% |
$472K - $558K
|
5.97K
$1.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
1.01K+ 2.09% |
$235K - $277K
|
49.4K
$11.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
6+ 0.68% |
$1.39K - $1.64K
|
892
$211K
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
894+ 33.06% |
$207K - $245K
|
3.6K
$853K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
18.9K+ 78.02% |
$4.38M - $5.18M
|
43.2K
$10.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-19.3K- 77.58% |
$4.46M - $5.27M
|
5.57K
$1.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.42K+ 18.26% |
$1.49M - $1.76M
|
41.6K
$9.86M
|
|
|
Oct 23, 2025
Q3 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-12.5K- 13.52% |
$2.89M - $3.41M
|
79.7K
$18.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-1.04K- 5.78% |
$242K - $286K
|
17K
$4.03M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
13KNew |
$3M - $3.54M
|
13K
$3.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-8.12K- 66.85% |
$1.88M - $2.22M
|
4.03K
$954K
|
|
|
Oct 23, 2025
Q3 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
4.98K+ 91.28% |
$1.15M - $1.36M
|
10.4K
$2.47M
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
13+ 0.35% |
$3.01K - $3.56K
|
3.74K
$887K
|
|
|
Oct 23, 2025
Q3 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
739+ 19.88% |
$171K - $202K
|
4.46K
$1.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
1.91K+ 8.2% |
$443K - $523K
|
25.2K
$5.97M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-457- 23.65% |
$106K - $125K
|
1.48K
$350K
|
|
|
Oct 23, 2025
Q3 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-400- 4.15% |
$92.7K - $109K
|
9.23K
$2.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
10.6K+ 14.91% |
$2.45M - $2.9M
|
81.6K
$19.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.56K- 16.01% |
$361K - $427K
|
8.18K
$1.94M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1+ 0.1% |
$232 - $274
|
1K
$238K
|
|