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 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-31.3K- 15.51% |
$7.24M - $8.55M
|
170K
$40.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-422- 3.31% |
$97.8K - $115K
|
12.3K
$2.92M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-5- 62.5% |
$1.16K - $1.37K
|
3
$711
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-919- 4.14% |
$213K - $251K
|
21.3K
$5.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-94- 54.65% |
$21.8K - $25.7K
|
78
$18.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
BUY
|
- |
394+ 13.59% |
$91.3K - $108K
|
3.29K
$781K
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
3.02K+ 23.54% |
$700K - $827K
|
15.9K
$3.76M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.89K- 4.54% |
$1.13M - $1.34M
|
103K
$24.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.83% |
$3.71K - $4.38K
|
1.9K
$451K
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
26.3K+ 31.78% |
$6.1M - $7.21M
|
109K
$25.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
393+ 10.33% |
$91K - $108K
|
4.2K
$995K
|
|
|
Oct 23, 2025
Q3 2025
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
565+ 2.31% |
$131K - $155K
|
25K
$5.92M
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
497+ 18.01% |
$115K - $136K
|
3.26K
$772K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-936- 28.84% |
$217K - $256K
|
2.31K
$548K
|
|
|
Oct 23, 2025
Q3 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-366- 11.48% |
$84.8K - $100K
|
2.82K
$669K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
5.95K+ 1.13% |
$1.38M - $1.63M
|
531K
$126M
|
|
|
Oct 22, 2025
Q3 2025
|
Robert Vinall
Rv Capital Ag | Schindellegi, V8
|
BUY
|
- |
11KNew |
$2.54M - $3M
|
11K
$2.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
653+ 14.46% |
$151K - $179K
|
5.17K
$1.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
20+ 2.02% |
$4.63K - $5.47K
|
1.01K
$239K
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-89- 6.96% |
$20.6K - $24.4K
|
1.19K
$282K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-26.9K- 8.25% |
$6.24M - $7.37M
|
299K
$71M
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.19KNew |
$275K - $324K
|
1.19K
$281K
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-57- 3.97% |
$13.2K - $15.6K
|
1.38K
$327K
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
296+ 15.71% |
$68.6K - $81K
|
2.18K
$517K
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-44- 3.29% |
$10.2K - $12K
|
1.29K
$306K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
951+ 6.23% |
$220K - $260K
|
16.2K
$3.84M
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
57+ 6.69% |
$13.2K - $15.6K
|
909
$215K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
SELL
|
- |
-3.26K- 2.12% |
$755K - $891K
|
151K
$35.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
7.9K+ 67.52% |
$1.83M - $2.16M
|
19.6K
$4.65M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
10+ 1.26% |
$2.32K - $2.74K
|
801
$190K
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-41- 1.52% |
$9.5K - $11.2K
|
2.65K
$628K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
1.49K+ 3.75% |
$344K - $407K
|
41.1K
$9.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Sage Advisors, LLC
Boulder, CO |
SELL
|
- |
-95- 8.29% |
$22K - $26K
|
1.05K
$249K
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
151+ 17.34% |
$35K - $41.3K
|
1.02K
$242K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
156+ 8.87% |
$36.1K - $42.7K
|
1.92K
$454K
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-45- 3.71% |
$10.4K - $12.3K
|
1.17K
$277K
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-2.32K- 54.63% |
$538K - $636K
|
1.93K
$457K
|
|
|
Oct 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
BUY
|
CALL |
9.9KNew |
$2.29M - $2.71M
|
9.9K
$2.35M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.57K- 7.91% |
$826K - $976K
|
41.5K
$9.84M
|
|
|
Oct 22, 2025
Q3 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-101- 2.27% |
$23.4K - $27.6K
|
4.36K
$1.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
139+ 11.06% |
$32.2K - $38K
|
1.4K
$331K
|
|
|
Oct 22, 2025
Q3 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-118- 0.6% |
$27.3K - $32.3K
|
19.6K
$4.64M
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-151K- 77.86% |
$35M - $41.3M
|
43K
$10.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-20- 0.29% |
$4.63K - $5.47K
|
6.78K
$1.61M
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-158K- 8.67% |
$36.6M - $43.2M
|
1.66M
$395M
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-32- 0.74% |
$7.41K - $8.76K
|
4.32K
$1.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
520+ 2.09% |
$120K - $142K
|
25.4K
$6.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-9- 0.78% |
$2.08K - $2.46K
|
1.14K
$271K
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
61+ 6.13% |
$14.1K - $16.7K
|
1.06K
$250K
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.23% |
$927 - $1.09K
|
1.71K
$406K
|
|