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 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
869New |
$201K - $238K
|
869
$206K
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
680+ 8.83% |
$158K - $186K
|
8.39K
$1.99M
|
|
|
Oct 20, 2025
Q3 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
8.77K+ 193.34% |
$2.03M - $2.4M
|
13.3K
$3.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-640- 16.47% |
$148K - $175K
|
3.25K
$769K
|
|
|
Oct 20, 2025
Q3 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-262- 22.66% |
$60.7K - $71.7K
|
894
$212K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-128- 4.16% |
$29.7K - $35K
|
2.95K
$699K
|
|
|
Oct 20, 2025
Q3 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
1.76KNew |
$407K - $481K
|
1.76K
$417K
|
|
|
Oct 20, 2025
Q3 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
33.4KNew |
$7.74M - $9.14M
|
33.4K
$7.91M
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
9+ 0.19% |
$2.08K - $2.46K
|
4.64K
$1.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-284- 11.62% |
$65.8K - $77.7K
|
2.16K
$512K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-166K- 52.51% |
$38.5M - $45.5M
|
150K
$35.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.92K- 17.15% |
$1.37M - $1.62M
|
28.6K
$6.78M
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
720+ 22.59% |
$167K - $197K
|
3.91K
$926K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1+ 1.37% |
$232 - $274
|
74
$17.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-364- 6.18% |
$84.3K - $99.6K
|
5.53K
$1.31M
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-201- 8.62% |
$46.6K - $55K
|
2.13K
$505K
|
|
|
Oct 20, 2025
Q3 2025
|
Yarbrough Capital, LLC
|
SELL
|
- |
-31.5K- 48.42% |
$7.29M - $8.61M
|
33.5K
$7.94M
|
|
|
Oct 20, 2025
Q3 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
118+ 0.98% |
$27.3K - $32.3K
|
12.1K
$2.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-10.6K- 46.84% |
$2.45M - $2.89M
|
12K
$2.84M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 10.71% |
$695 - $821
|
31
$7.35K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
2.63K+ 136.36% |
$608K - $718K
|
4.55K
$1.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
43.3K+ 11.96% |
$10M - $11.9M
|
406K
$96.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-55- 4.15% |
$12.7K - $15.1K
|
1.27K
$301K
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
1.24KNew |
$287K - $339K
|
1.24K
$294K
|
|
|
Oct 20, 2025
Q3 2025
|
Advocate Group LLC
|
BUY
|
- |
551+ 4.58% |
$128K - $151K
|
12.6K
$2.98M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
SELL
|
- |
-32- 2.06% |
$7.41K - $8.76K
|
1.52K
$361K
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
112+ 2.99% |
$25.9K - $30.6K
|
3.86K
$916K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
173+ 5.54% |
$40.1K - $47.3K
|
3.3K
$781K
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-93- 8.87% |
$21.5K - $25.4K
|
955
$226K
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
888+ 17.35% |
$206K - $243K
|
6.01K
$1.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-140- 2.17% |
$32.4K - $38.3K
|
6.31K
$1.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
157+ 3.89% |
$36.4K - $43K
|
4.19K
$993K
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
21+ 0.1% |
$4.86K - $5.75K
|
21.3K
$5.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
291New |
$67.4K - $79.6K
|
291
$69K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-18- 30.0% |
$4.17K - $4.93K
|
42
$9.96K
|
|
|
Oct 20, 2025
Q3 2025
|
Dupont Capital Management Corp
|
SELL
|
- |
-5.14K- 11.52% |
$1.19M - $1.41M
|
39.4K
$9.35M
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
803+ 11.93% |
$186K - $220K
|
7.54K
$1.79M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
476New |
$110K - $130K
|
476
$113K
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
49+ 1.18% |
$11.4K - $13.4K
|
4.2K
$996K
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
1.03KNew |
$239K - $283K
|
1.03K
$245K
|
|
|
Oct 17, 2025
Q3 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-554- 23.17% |
$128K - $152K
|
1.84K
$435K
|
|
|
Oct 17, 2025
Q3 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
418+ 3.75% |
$96.8K - $114K
|
11.6K
$2.74M
|
|
|
Oct 17, 2025
Q3 2025
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
SELL
|
- |
-91- 16.52% |
$21.1K - $24.9K
|
460
$109K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-36- 0.68% |
$8.34K - $9.85K
|
5.24K
$1.24M
|
|
|
Oct 17, 2025
Q3 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
410+ 19.77% |
$95K - $112K
|
2.48K
$589K
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-5- 0.43% |
$1.16K - $1.37K
|
1.16K
$275K
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
7.86K+ 770.88% |
$1.82M - $2.15M
|
8.88K
$2.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.11K+ 6.89% |
$720K - $850K
|
48.2K
$11.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
752+ 54.45% |
$174K - $206K
|
2.13K
$506K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-190- 17.21% |
$44K - $52K
|
914
$217K
|
|