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 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
545+ 2.55% |
$126K - $149K
|
21.9K
$5.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-830- 1.97% |
$192K - $227K
|
41.3K
$9.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
126+ 2.24% |
$29.2K - $34.5K
|
5.76K
$1.37M
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-53- 38.41% |
$12.3K - $14.5K
|
85
$20.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
792+ 40.78% |
$183K - $217K
|
2.73K
$648K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
18+ 20.22% |
$4.17K - $4.93K
|
107
$25.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.1KNew |
$255K - $301K
|
1.1K
$261K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-153- 1.4% |
$35.4K - $41.9K
|
10.8K
$2.55M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-91- 4.93% |
$21.1K - $24.9K
|
1.76K
$416K
|
|
|
Oct 21, 2025
Q3 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
362+ 6.04% |
$83.9K - $99.1K
|
6.36K
$1.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
9New |
$2.08K - $2.46K
|
9
$2.13K
|
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
29+ 1.42% |
$6.72K - $7.94K
|
2.07K
$490K
|
|
|
Oct 21, 2025
Q3 2025
|
Davidson Investment Advisors
|
BUY
|
- |
3.49K+ 4.17% |
$809K - $956K
|
87.2K
$20.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-436- 4.48% |
$101K - $119K
|
9.29K
$2.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.13K+ 19.04% |
$726K - $857K
|
19.6K
$4.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-81.6K- 60.07% |
$18.9M - $22.3M
|
54.2K
$12.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-125- 0.79% |
$29K - $34.2K
|
15.7K
$3.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-85- 7.02% |
$19.7K - $23.3K
|
1.13K
$267K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
106+ 3.81% |
$24.6K - $29K
|
2.89K
$685K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-920- 12.45% |
$213K - $252K
|
6.47K
$1.53M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.57K+ 57.05% |
$1.29M - $1.52M
|
15.3K
$3.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-220- 1.22% |
$51K - $60.2K
|
17.8K
$4.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-241- 6.75% |
$55.8K - $65.9K
|
3.33K
$789K
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
43+ 3.12% |
$9.96K - $11.8K
|
1.42K
$337K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-19- 1.74% |
$4.4K - $5.2K
|
1.07K
$254K
|
|
|
Oct 21, 2025
Q3 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
103+ 11.21% |
$23.9K - $28.2K
|
1.02K
$242K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-227- 26.67% |
$52.6K - $62.1K
|
624
$148K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-239- 2.26% |
$55.4K - $65.4K
|
10.3K
$2.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-639- 25.72% |
$148K - $175K
|
1.85K
$437K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-380- 11.45% |
$88K - $104K
|
2.94K
$697K
|
|
|
Oct 20, 2025
Q3 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
319+ 1.93% |
$73.9K - $87.3K
|
16.8K
$3.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Mirova Us LLC
|
SELL
|
- |
-27.6K- 4.06% |
$6.4M - $7.56M
|
652K
$154M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
1.77K+ 3.98% |
$410K - $484K
|
46.2K
$11M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
176+ 3.76% |
$40.8K - $48.2K
|
4.86K
$1.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-4- -0.0% |
$927 - $1.09K
|
205K
$48.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
483+ 18.75% |
$112K - $132K
|
3.06K
$725K
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
3.97K+ 41.41% |
$919K - $1.09M
|
13.5K
$3.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
8.69K+ 59.29% |
$2.01M - $2.38M
|
23.4K
$5.54M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.34K+ 5.06% |
$311K - $367K
|
27.9K
$6.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-450- 13.55% |
$104K - $123K
|
2.87K
$681K
|
|
|
Oct 20, 2025
Q3 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-184- 0.78% |
$42.6K - $50.4K
|
23.5K
$5.58M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.04K+ 10.12% |
$473K - $559K
|
22.2K
$5.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-166- 5.63% |
$38.5K - $45.4K
|
2.78K
$660K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.74K+ 153.09% |
$402K - $475K
|
2.87K
$680K
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-62- 2.13% |
$14.4K - $17K
|
2.85K
$676K
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
1.6K+ 0.95% |
$371K - $438K
|
171K
$40.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-44- 4.88% |
$10.2K - $12K
|
857
$203K
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-124- 2.07% |
$28.7K - $33.9K
|
5.87K
$1.39M
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
148+ 4.03% |
$34.3K - $40.5K
|
3.82K
$905K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-451- 15.25% |
$104K - $123K
|
2.51K
$594K
|
|