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 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-95- 2.29% |
$22K - $26K
|
4.06K
$963K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-323- 32.96% |
$74.8K - $88.4K
|
657
$156K
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.11K- 0.58% |
$258K - $305K
|
190K
$45M
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
SELL
|
- |
-19- 1.16% |
$4.4K - $5.2K
|
1.61K
$383K
|
|
|
Oct 14, 2025
Q3 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
3.18KNew |
$736K - $869K
|
3.18K
$753K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-87- 0.34% |
$20.2K - $23.8K
|
25.1K
$5.96M
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
155+ 16.06% |
$35.9K - $42.4K
|
1.12K
$265K
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-56.2K- 26.0% |
$13M - $15.4M
|
160K
$37.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-113- 1.9% |
$26.2K - $30.9K
|
5.82K
$1.38M
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
46+ 4.76% |
$10.7K - $12.6K
|
1.01K
$240K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-292- 5.76% |
$67.6K - $79.9K
|
4.78K
$1.13M
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-544- 2.41% |
$126K - $149K
|
22K
$5.22M
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
BUY
|
- |
103New |
$23.9K - $28.2K
|
103
$24.4K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.88K- 4.74% |
$899K - $1.06M
|
78K
$18.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
SELL
|
- |
-12- 0.55% |
$2.78K - $3.28K
|
2.17K
$513K
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
130+ 2.46% |
$30.1K - $35.6K
|
5.42K
$1.28M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.61K+ 6.49% |
$372K - $439K
|
26.3K
$6.24M
|
|
|
Oct 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.19K- 16.29% |
$275K - $325K
|
6.11K
$1.45M
|
|
|
Oct 10, 2025
Q3 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
51.1K+ 25.37% |
$11.8M - $14M
|
253K
$59.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
19+ 2.06% |
$4.4K - $5.2K
|
942
$223K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
3.43K+ 3.36% |
$794K - $938K
|
106K
$25M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
13.5K+ 22.86% |
$3.13M - $3.7M
|
72.6K
$17.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-200- 43.2% |
$46.3K - $54.7K
|
263
$62.3K
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-114- 1.77% |
$26.4K - $31.2K
|
6.32K
$1.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
137+ 1.06% |
$31.7K - $37.5K
|
13.1K
$3.11M
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-2.24K- 30.97% |
$519K - $613K
|
4.99K
$1.18M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
17+ 1.21% |
$3.94K - $4.65K
|
1.43K
$338K
|
|
|
Oct 10, 2025
Q3 2025
|
Hixon Zuercher, LLC
|
SELL
|
- |
-43- 0.3% |
$9.96K - $11.8K
|
14.3K
$3.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.86K- 16.09% |
$432K - $510K
|
9.72K
$2.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Tower Trust & Investment CO
Davenport, IA |
SELL
|
- |
-338- 5.89% |
$78.3K - $92.5K
|
5.4K
$1.28M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
39+ 2.8% |
$9.03K - $10.7K
|
1.43K
$339K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-473- 8.07% |
$110K - $129K
|
5.39K
$1.28M
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.02KNew |
$237K - $280K
|
1.02K
$242K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
3+ 9.38% |
$695 - $821
|
35
$8.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-261- 21.22% |
$60.5K - $71.4K
|
969
$230K
|
|
|
Oct 09, 2025
Q3 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
52+ 8.14% |
$12K - $14.2K
|
691
$164K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 17.24% |
$1.16K - $1.37K
|
34
$8.06K
|
|
|
Oct 09, 2025
Q3 2025
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-545- 6.48% |
$126K - $149K
|
7.87K
$1.87M
|
|
|
Oct 09, 2025
Q3 2025
|
Sky Investment Group LLC
|
BUY
|
- |
232+ 6.45% |
$53.7K - $63.5K
|
3.83K
$907K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-403- 5.4% |
$93.4K - $110K
|
7.06K
$1.67M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-435K- 31.05% |
$101M - $119M
|
966K
$229M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-5.98K- 91.04% |
$1.39M - $1.64M
|
589
$140K
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
121+ 3.57% |
$28K - $33.1K
|
3.51K
$832K
|
|
|
Oct 09, 2025
Q3 2025
|
Franklin Street Advisors Inc
|
SELL
|
- |
-77.8K- 97.59% |
$18M - $21.3M
|
1.92K
$456K
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
302+ 11.19% |
$70K - $82.6K
|
3K
$711K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.87K- 14.3% |
$433K - $511K
|
11.2K
$2.65M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-29- 0.69% |
$6.72K - $7.94K
|
4.17K
$988K
|
|
|
Oct 09, 2025
Q3 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
7.65K+ 26.22% |
$1.77M - $2.09M
|
36.8K
$8.72M
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-350- 72.16% |
$81.1K - $95.8K
|
135
$32K
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
100+ 4.88% |
$23.2K - $27.4K
|
2.15K
$510K
|
|