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 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
|
|
|
Oct 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-1.92K- 51.97% |
$444K - $524K
|
1.77K
$420K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
30K+ 1.87% |
$6.95M - $8.21M
|
1.64M
$389M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-14- 3.41% |
$3.24K - $3.83K
|
397
$94.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
11.7K+ 11.62% |
$2.71M - $3.2M
|
112K
$26.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
73+ 5.16% |
$16.9K - $20K
|
1.49K
$352K
|
|
|
Oct 15, 2025
Q3 2025
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
34.4K+ 16.37% |
$7.97M - $9.42M
|
245K
$58M
|
|
|
Oct 15, 2025
Q3 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-103- 3.47% |
$23.9K - $28.2K
|
2.87K
$679K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.83K- 67.62% |
$423K - $499K
|
874
$207K
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
3+ 0.31% |
$695 - $821
|
975
$231K
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
2.23K+ 43.16% |
$516K - $610K
|
7.39K
$1.75M
|
|
|
Oct 15, 2025
Q3 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-233- 17.32% |
$54K - $63.8K
|
1.11K
$264K
|
|
|
Oct 14, 2025
Q3 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-940- 8.06% |
$218K - $257K
|
10.7K
$2.54M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-682- 9.27% |
$158K - $187K
|
6.68K
$1.58M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-525- 1.63% |
$122K - $144K
|
31.7K
$7.51M
|
|
|
Oct 14, 2025
Q3 2025
|
Hall Laurie J Trustee
|
BUY
|
- |
3.43K+ 40.57% |
$794K - $938K
|
11.9K
$2.81M
|
|
|
Oct 14, 2025
Q3 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
753+ 6.18% |
$174K - $206K
|
12.9K
$3.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Mad River Investors
|
BUY
|
- |
900New |
$208K - $246K
|
900
$213K
|
|
|
Oct 14, 2025
Q3 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-27- 0.66% |
$6.25K - $7.39K
|
4.04K
$958K
|
|
|
Oct 14, 2025
Q3 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
25+ 0.12% |
$5.79K - $6.84K
|
20.2K
$4.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-16- 1.32% |
$3.71K - $4.38K
|
1.2K
$284K
|
|
|
Oct 14, 2025
Q3 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
SELL
|
- |
-882- 20.31% |
$204K - $241K
|
3.46K
$820K
|
|
|
Oct 14, 2025
Q3 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
2.29K+ 70.77% |
$530K - $626K
|
5.52K
$1.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
41+ 2.88% |
$9.5K - $11.2K
|
1.46K
$347K
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
7.05K+ 2.77% |
$1.63M - $1.93M
|
261K
$61.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.31K+ 17.22% |
$303K - $357K
|
8.89K
$2.11M
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
156+ 2.16% |
$36.1K - $42.7K
|
7.36K
$1.75M
|
|
|
Oct 14, 2025
Q3 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1.4K- 11.29% |
$324K - $383K
|
11K
$2.61M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-144- 6.73% |
$33.4K - $39.4K
|
2K
$473K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
625+ 11.2% |
$145K - $171K
|
6.21K
$1.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
35+ 0.48% |
$8.11K - $9.58K
|
7.37K
$1.75M
|
|
|
Oct 14, 2025
Q3 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
2.45K+ 3.18% |
$567K - $670K
|
79.4K
$18.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1.38KNew |
$320K - $378K
|
1.38K
$328K
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
SELL
|
- |
-858- 37.08% |
$199K - $235K
|
1.46K
$345K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
315+ 5.98% |
$73K - $86.2K
|
5.58K
$1.32M
|
|
|
Oct 14, 2025
Q3 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
19.5KNew |
$4.52M - $5.34M
|
19.5K
$4.63M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.76K+ 11.93% |
$639K - $755K
|
25.9K
$6.14M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
17.2K+ 31.09% |
$3.97M - $4.7M
|
72.4K
$17.1M
|
|