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 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
94+ 111.9% |
$21.8K - $25.7K
|
178
$42.2K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
15New |
$3.47K - $4.1K
|
15
$3.56K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.39K+ 21.74% |
$322K - $380K
|
7.77K
$1.84M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-98- 10.35% |
$22.7K - $26.8K
|
849
$201K
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
9.06KNew |
$2.1M - $2.48M
|
9.06K
$2.15M
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
BUY
|
- |
15.3K+ 109.04% |
$3.54M - $4.19M
|
29.3K
$6.95M
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
178+ 2.06% |
$41.2K - $48.7K
|
8.82K
$2.09M
|
|
|
Oct 06, 2025
Q3 2025
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
347+ 29.71% |
$80.4K - $95K
|
1.52K
$359K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
115+ 17.22% |
$26.6K - $31.5K
|
783
$186K
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-315- 24.51% |
$73K - $86.2K
|
970
$230K
|
|
|
Oct 03, 2025
Q3 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
75+ 1.42% |
$17.4K - $20.5K
|
5.35K
$1.27M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.37K+ 20.59% |
$318K - $376K
|
8.05K
$1.91M
|
|
|
Oct 03, 2025
Q3 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
46+ 0.7% |
$10.7K - $12.6K
|
6.62K
$1.57M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-135- 8.03% |
$31.3K - $36.9K
|
1.55K
$366K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
8New |
$1.85K - $2.19K
|
8
$1.9K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
1+ 0.05% |
$232 - $274
|
1.92K
$455K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-70- 30.43% |
$16.2K - $19.2K
|
160
$37.9K
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
901+ 9.36% |
$209K - $247K
|
10.5K
$2.49M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-196- 98.0% |
$45.4K - $53.6K
|
4
$948
|
|
|
Oct 01, 2025
Q3 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-5.8K- 30.41% |
$1.34M - $1.59M
|
13.3K
$3.15M
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-390- 28.08% |
$92.1K - $114K
|
999
$237K
|
|
|
Dec 18, 2025
Q2 2025
|
Danica Pension, Livsforsikringsaktieselskab
Copenhagen V, |
SELL
|
- |
-208K- 80.73% |
$49.3M - $60.7M
|
49.8K
$11.8M
|
|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
79.9K+ 8.55% |
$18.9M - $23.3M
|
1.01M
$240M
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.16K- 14.69% |
$511K - $629K
|
12.6K
$2.98M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-233K- 3.56% |
$55.1M - $67.9M
|
6.32M
$1.5B
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
PUT |
-14.3K- 89.38% |
$3.38M - $4.16M
|
1.7K
$403K
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
1.95K+ 45.76% |
$461K - $568K
|
6.22K
$1.47M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-4.16K- 19.13% |
$983K - $1.21M
|
17.6K
$4.17M
|
|
|
Nov 12, 2025
Q2 2025
|
Alpha Zero LLC
Boca Raton, FL |
BUY
|
- |
47+ 6.17% |
$11.1K - $13.7K
|
809
$192K
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
SELL
|
- |
-92- 10.29% |
$21.7K - $26.8K
|
802
$190K
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-169- 14.43% |
$39.9K - $49.2K
|
1K
$238K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.08K+ 22.29% |
$255K - $315K
|
5.93K
$1.41M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.59K- 28.33% |
$612K - $755K
|
6.56K
$1.55M
|
|
|
Sep 30, 2025
Q2 2025
|
Rydar Equities, Inc.
Weatherford, TX |
BUY
|
- |
839New |
$198K - $244K
|
839
$199K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
45+ 40.91% |
$10.6K - $13.1K
|
155
$36.7K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-20.6K- 18.82% |
$4.88M - $6.01M
|
89.1K
$21.1M
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
SELL
|
- |
-13.3KClosed |
$3.14M - $3.87M
|
0
$0
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-102- 3.22% |
$24.1K - $29.7K
|
3.06K
$726K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
423New |
$99.9K - $123K
|
423
$100K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
101New |
$23.9K - $29.4K
|
101
$23.9K
|
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
50+ 138.89% |
$11.8K - $14.6K
|
86
$20.4K
|
|
|
Aug 18, 2025
Q2 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
61+ 3.75% |
$14.4K - $17.8K
|
1.69K
$400K
|
|
|
Aug 18, 2025
Q2 2025
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
4.59K+ 11.5% |
$1.09M - $1.34M
|
44.5K
$10.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-12- 0.78% |
$2.84K - $3.49K
|
1.54K
$364K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
838+ 12.7% |
$198K - $244K
|
7.44K
$1.76M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.39K- 9.94% |
$328K - $405K
|
12.6K
$2.98M
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-459- 97.87% |
$108K - $134K
|
10
$2.37K
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
806New |
$190K - $235K
|
806
$191K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-80- 10.0% |
$18.9K - $23.3K
|
720
$171K
|
|
|
Aug 15, 2025
Q2 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
4.89K+ 2201.8% |
$1.15M - $1.42M
|
5.11K
$1.21M
|
|