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 16, 2025
Q3 2025
|
Cohen Klingenstein LLC
|
SELL
|
- |
-280- 1.03% |
$64.9K - $76.6K
|
27K
$6.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Meyer Handelman CO
|
SELL
|
- |
-2.27K- 7.36% |
$525K - $620K
|
28.5K
$6.75M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.42K- 5.92% |
$329K - $388K
|
22.6K
$5.35M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
175+ 20.76% |
$40.5K - $47.9K
|
1.02K
$241K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
163+ 150.93% |
$37.8K - $44.6K
|
271
$64.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
SELL
|
- |
-344- 7.86% |
$79.7K - $94.1K
|
4.03K
$956K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-4- 11.43% |
$927 - $1.09K
|
31
$7.35K
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
320+ 2.65% |
$74.1K - $87.6K
|
12.4K
$2.94M
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
74+ 0.86% |
$17.1K - $20.3K
|
8.7K
$2.06M
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-534- 25.82% |
$124K - $146K
|
1.53K
$364K
|
|
|
Oct 16, 2025
Q3 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
750+ 0.66% |
$174K - $205K
|
115K
$27.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-48.9K- 86.83% |
$11.3M - $13.4M
|
7.41K
$1.76M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
75+ 2.91% |
$17.4K - $20.5K
|
2.65K
$629K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
22+ 1.48% |
$5.1K - $6.02K
|
1.51K
$357K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-29- 7.9% |
$6.72K - $7.94K
|
338
$80.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-785- 2.72% |
$182K - $215K
|
28.1K
$6.66M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-25- 1.46% |
$5.79K - $6.84K
|
1.68K
$399K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-839- 5.75% |
$194K - $230K
|
13.7K
$3.26M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-1.18K- 19.99% |
$273K - $322K
|
4.71K
$1.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-18- 0.61% |
$4.17K - $4.93K
|
2.95K
$699K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
7.55K+ 2.42% |
$1.75M - $2.07M
|
319K
$75.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
CALL |
-56.5K- 67.66% |
$13.1M - $15.5M
|
27K
$6.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
SELL
|
- |
-479- 2.88% |
$111K - $131K
|
16.1K
$3.83M
|
|
|
Oct 15, 2025
Q3 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-147- 0.73% |
$34.1K - $40.2K
|
20K
$4.74M
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-428K- 14.15% |
$99.2M - $117M
|
2.6M
$616M
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
47+ 7.74% |
$10.9K - $12.9K
|
654
$155K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.48K- 30.02% |
$342K - $404K
|
3.44K
$815K
|
|
|
Oct 15, 2025
Q3 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
1.93KNew |
$448K - $529K
|
1.93K
$458K
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
64+ 3.29% |
$14.8K - $17.5K
|
2.01K
$477K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.2K- 23.31% |
$510K - $603K
|
7.24K
$1.72M
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-500- 0.66% |
$116K - $137K
|
75.6K
$17.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-700- 1.02% |
$162K - $192K
|
67.8K
$16.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-729- 4.97% |
$169K - $199K
|
13.9K
$3.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-9- 0.45% |
$2.08K - $2.46K
|
1.97K
$467K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
33.1K+ 66.22% |
$7.66M - $9.05M
|
83K
$19.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
516+ 0.8% |
$120K - $141K
|
65.3K
$15.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
235+ 29.52% |
$54.4K - $64.3K
|
1.03K
$244K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
393+ 1.91% |
$91K - $108K
|
21K
$4.98M
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
18+ 0.9% |
$4.17K - $4.93K
|
2.03K
$480K
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
31New |
$7.18K - $8.48K
|
31
$7.35K
|
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-70- 1.57% |
$16.2K - $19.2K
|
4.39K
$1.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
1.37K+ 32.72% |
$318K - $376K
|
5.57K
$1.32M
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
15+ 4.31% |
$3.47K - $4.1K
|
363
$86K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
45+ 4.91% |
$10.4K - $12.3K
|
961
$228K
|
|
|
Oct 15, 2025
Q3 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-223- 15.59% |
$51.7K - $61K
|
1.21K
$286K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
7.31K+ 281.66% |
$1.69M - $2M
|
9.91K
$2.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-2.95K- 67.26% |
$683K - $807K
|
1.44K
$340K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.51KNew |
$581K - $686K
|
2.51K
$594K
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
15+ 1.56% |
$3.47K - $4.1K
|
978
$232K
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
11.5K+ 43.0% |
$2.66M - $3.14M
|
38.1K
$9.04M
|
|