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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Optimize Financial Inc
Laguna Hills, CA |
SELL
|
- |
-46- 0.71% |
$10.9K - $13.4K
|
6.48K
$1.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
15New |
$3.54K - $4.37K
|
15
$3.56K
|
|
|
Aug 13, 2025
Q2 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
1.31KNew |
$308K - $380K
|
1.31K
$309K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
153New |
$36.1K - $44.5K
|
153
$36.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-101- 10.15% |
$23.9K - $29.4K
|
894
$212K
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
637+ 11.12% |
$150K - $185K
|
6.37K
$1.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Clear Street LLC
|
BUY
|
- |
13.9K+ 23.17% |
$3.28M - $4.05M
|
73.9K
$17.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
PUT |
70KNew |
$16.5M - $20.4M
|
70K
$16.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.95K+ 544.41% |
$460K - $567K
|
2.31K
$547K
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
14.5K+ 111.54% |
$3.43M - $4.22M
|
27.5K
$6.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
12KNew |
$2.83M - $3.49M
|
12K
$2.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
32.1KNew |
$7.58M - $9.35M
|
32.1K
$7.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
7.44K+ 84.51% |
$1.76M - $2.16M
|
16.2K
$3.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
10KNew |
$2.36M - $2.91M
|
10K
$2.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
756New |
$179K - $220K
|
756
$179K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-392- 31.39% |
$92.6K - $114K
|
857
$203K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
11KNew |
$2.59M - $3.2M
|
11K
$2.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
76+ 4.94% |
$18K - $22.1K
|
1.62K
$383K
|
|
|
Aug 13, 2025
Q2 2025
|
Vega Investment Solutions
Paris, I0 |
SELL
|
- |
-10K- 35.33% |
$2.36M - $2.91M
|
18.3K
$4.34M
|
|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
917New |
$217K - $267K
|
917
$217K
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
2.27K+ 1.53% |
$536K - $660K
|
151K
$35.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
45+ 214.29% |
$10.6K - $13.1K
|
66
$15.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Alkeon Capital Management LLC
New York, NY |
BUY
|
CALL |
400K+ 40.0% |
$94.5M - $116M
|
1.4M
$332M
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1+ 16.67% |
$236 - $291
|
7
$1.66K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-313- 52.25% |
$73.9K - $91.1K
|
286
$67.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Belmont Capital, LLC
|
SELL
|
- |
-5K- 76.1% |
$1.18M - $1.46M
|
1.57K
$372K
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-199- 19.43% |
$47K - $57.9K
|
825
$196K
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
103+ 6.27% |
$24.3K - $30K
|
1.75K
$414K
|
|
|
Aug 12, 2025
Q2 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
1.46K+ 55.64% |
$344K - $424K
|
4.07K
$965K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
79New |
$18.7K - $23K
|
79
$18.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Private Management Group Inc
|
BUY
|
- |
777New |
$184K - $226K
|
777
$184K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
5.27K+ 282.61% |
$1.24M - $1.53M
|
7.13K
$1.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-25K- 36.92% |
$5.91M - $7.28M
|
42.7K
$10.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-5.33K- 81.61% |
$1.26M - $1.55M
|
1.2K
$284K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.99K- 31.17% |
$705K - $869K
|
6.59K
$1.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-2- -0.0% |
$473 - $582
|
51.3K
$12.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
455+ 115.19% |
$107K - $132K
|
850
$201K
|
|
|
Aug 12, 2025
Q2 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-192- 4.21% |
$45.4K - $55.9K
|
4.37K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.12KNew |
$263K - $325K
|
1.12K
$264K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 4.26% |
$473 - $582
|
49
$11.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.23K- 99.36% |
$291K - $359K
|
8
$1.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
891+ 105.69% |
$211K - $259K
|
1.73K
$411K
|
|
|
Aug 12, 2025
Q2 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
745New |
$176K - $217K
|
745
$177K
|
|
|
Aug 12, 2025
Q2 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-113- 9.09% |
$26.7K - $32.9K
|
1.13K
$268K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
PUT |
-200- 50.0% |
$47.3K - $58.2K
|
200
$47.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
2+ 0.23% |
$473 - $582
|
888
$210K
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
150KNew |
$35.4M - $43.7M
|
150K
$35.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
884New |
$209K - $257K
|
884
$210K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
15+ 1.54% |
$3.54K - $4.37K
|
987
$234K
|
|