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
|
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
|
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
|
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
|
|