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 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
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-12- 3.73% |
$2.78K - $3.28K
|
310
$73.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.11K- 10.9% |
$490K - $578K
|
17.3K
$4.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
117+ 6.83% |
$27.1K - $32K
|
1.83K
$434K
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-75- 4.34% |
$17.4K - $20.5K
|
1.65K
$392K
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-287- 24.22% |
$66.5K - $78.5K
|
898
$213K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.14K- 15.32% |
$727K - $859K
|
17.3K
$4.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-460- 13.76% |
$107K - $126K
|
2.88K
$683K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
66+ 0.07% |
$15.3K - $18.1K
|
98.1K
$23.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
21+ 0.34% |
$4.86K - $5.75K
|
6.25K
$1.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-316- 82.72% |
$73.2K - $86.5K
|
66
$15.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-88- 0.96% |
$20.4K - $24.1K
|
9.12K
$2.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
54+ 4.13% |
$12.5K - $14.8K
|
1.36K
$323K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
30+ 0.74% |
$6.95K - $8.21K
|
4.06K
$962K
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-570- 8.4% |
$132K - $156K
|
6.22K
$1.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 0.79% |
$92.7K - $109K
|
50.2K
$11.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
265+ 1.28% |
$61.4K - $72.5K
|
21K
$4.97M
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
44+ 5.32% |
$10.2K - $12K
|
871
$206K
|
|
|
Oct 22, 2025
Q3 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
255+ 8.6% |
$59.1K - $69.8K
|
3.22K
$763K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-14- 6.39% |
$3.24K - $3.83K
|
205
$48.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
434+ 5.79% |
$101K - $119K
|
7.93K
$1.88M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-11K- 1.68% |
$2.54M - $3M
|
643K
$152M
|
|
|
Oct 22, 2025
Q3 2025
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-39K- 41.49% |
$9.03M - $10.7M
|
55K
$13M
|
|
|
Oct 22, 2025
Q3 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
5.07KNew |
$1.17M - $1.39M
|
5.07K
$1.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
847+ 17.47% |
$196K - $232K
|
5.7K
$1.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
15+ 83.33% |
$3.47K - $4.1K
|
33
$7.82K
|
|