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 17, 2025
Q3 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-6.66K- 10.02% |
$1.54M - $1.82M
|
59.8K
$14.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
244+ 5.23% |
$56.5K - $66.8K
|
4.91K
$1.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.01K+ 9.33% |
$235K - $277K
|
11.9K
$2.82M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
234+ 4.51% |
$54.2K - $64K
|
5.43K
$1.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-351- 3.44% |
$81.3K - $96.1K
|
9.84K
$2.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-180- 17.29% |
$41.7K - $49.3K
|
861
$204K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-85- 7.71% |
$19.7K - $23.3K
|
1.02K
$241K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-139- 13.37% |
$32.2K - $38K
|
901
$214K
|
|
|
Oct 17, 2025
Q3 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-14- 30.43% |
$3.24K - $3.83K
|
32
$7.58K
|
|
|
Oct 17, 2025
Q3 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
958+ 36.55% |
$222K - $262K
|
3.58K
$848K
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
874New |
$202K - $239K
|
874
$207K
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
286+ 5.0% |
$66.3K - $78.3K
|
6.01K
$1.42M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-455- 0.44% |
$105K - $125K
|
102K
$24.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
4+ 1.04% |
$927 - $1.09K
|
388
$92K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
7.92K+ 5.81% |
$1.83M - $2.17M
|
144K
$34.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
84+ 9.72% |
$19.5K - $23K
|
948
$225K
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-170- 0.27% |
$39.4K - $46.5K
|
63.7K
$15.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-2.75K- 4.98% |
$636K - $751K
|
52.3K
$12.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.09K+ 11.08% |
$484K - $572K
|
21K
$4.97M
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
36+ 1.17% |
$8.34K - $9.85K
|
3.12K
$740K
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-1.27K- 7.1% |
$294K - $348K
|
16.6K
$3.94M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.86K+ 5.91% |
$663K - $783K
|
51.3K
$12.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
508+ 19.83% |
$118K - $139K
|
3.07K
$728K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
CALL |
200New |
$46.3K - $54.7K
|
200
$47.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.12% |
$695 - $821
|
2.49K
$590K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
348+ 18.13% |
$80.6K - $95.2K
|
2.27K
$538K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
SELL
|
- |
-248- 24.65% |
$57.5K - $67.9K
|
758
$180K
|
|
|
Oct 16, 2025
Q3 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
14.2KNew |
$3.28M - $3.88M
|
14.2K
$3.36M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3- 0.21% |
$695 - $821
|
1.41K
$333K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-133- 1.34% |
$30.8K - $36.4K
|
9.81K
$2.32M
|
|
|
Oct 16, 2025
Q3 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-530- 7.92% |
$123K - $145K
|
6.17K
$1.46M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.49K- 33.58% |
$577K - $681K
|
4.93K
$1.17M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
45+ 0.3% |
$10.4K - $12.3K
|
15K
$3.57M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-487- 28.99% |
$113K - $133K
|
1.19K
$283K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.5K- 19.38% |
$348K - $412K
|
6.26K
$1.48M
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-3.81K- 2.1% |
$883K - $1.04M
|
178K
$42.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
26+ 0.62% |
$6.02K - $7.11K
|
4.19K
$994K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
7.1KNew |
$1.64M - $1.94M
|
7.1K
$1.68M
|
|
|
Oct 16, 2025
Q3 2025
|
Krs Capital Management, LLC
|
SELL
|
- |
-16- 0.3% |
$3.71K - $4.38K
|
5.37K
$1.27M
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
SELL
|
- |
-7.56K- 29.3% |
$1.75M - $2.07M
|
18.2K
$4.32M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
2+ 0.08% |
$463 - $547
|
2.57K
$608K
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
123+ 0.35% |
$28.5K - $33.7K
|
35.7K
$8.46M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-3- 0.25% |
$695 - $821
|
1.18K
$280K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
SELL
|
- |
-2.83K- 46.34% |
$655K - $774K
|
3.28K
$777K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-2.19K- 37.54% |
$508K - $600K
|
3.65K
$865K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.72% |
$232 - $274
|
59
$14K
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.67% |
$232 - $274
|
61
$14.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
738+ 5.99% |
$171K - $202K
|
13.1K
$3.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-2.63K- 1.33% |
$609K - $720K
|
195K
$46.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-106- 2.24% |
$24.6K - $29K
|
4.63K
$1.1M
|
|