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 12, 2025
Q2 2025
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
2+ 2.17% |
$473 - $582
|
94
$22.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
35New |
$8.27K - $10.2K
|
35
$8.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-108- 7.59% |
$25.5K - $31.4K
|
1.32K
$312K
|
|
|
Aug 12, 2025
Q2 2025
|
Silphium Asset Management LTD
London, X0 |
SELL
|
- |
-1.19K- 9.0% |
$281K - $346K
|
12K
$2.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
SELL
|
- |
-123- 12.54% |
$29.1K - $35.8K
|
858
$203K
|
|
|
Aug 11, 2025
Q2 2025
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
4.99KNew |
$1.18M - $1.45M
|
4.99K
$1.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
BUY
|
- |
7+ 0.19% |
$1.65K - $2.04K
|
3.65K
$864K
|
|
|
Aug 11, 2025
Q2 2025
|
Thames Capital Management LLC
New York, NY |
SELL
|
- |
-19.2K- 36.94% |
$4.53M - $5.58M
|
32.7K
$7.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-19- 1.87% |
$4.49K - $5.53K
|
999
$237K
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-577- 39.9% |
$136K - $168K
|
869
$206K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 1.08% |
$236 - $291
|
94
$22.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
871New |
$206K - $254K
|
871
$206K
|
|
|
Aug 11, 2025
Q2 2025
|
Atomvest LTD
Hong Kong, K3 |
BUY
|
- |
28.6K+ 32.76% |
$6.76M - $8.33M
|
116K
$27.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Artemis Investment Management LLP
|
SELL
|
- |
-18.5K- 29.5% |
$4.37M - $5.38M
|
44.2K
$10.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-5- 0.52% |
$1.18K - $1.46K
|
955
$226K
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
3.57K+ 317.51% |
$844K - $1.04M
|
4.7K
$1.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
119+ 195.08% |
$28.1K - $34.6K
|
180
$42.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Rit Capital Partners PLC
London, X0 |
BUY
|
- |
127KNew |
$30.1M - $37M
|
127K
$30.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-20- 2.5% |
$4.73K - $5.82K
|
781
$185K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-12.3K- 86.03% |
$2.92M - $3.59M
|
2K
$475K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.25KNew |
$296K - $365K
|
1.25K
$297K
|
|
|
Aug 11, 2025
Q2 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
54+ 2.66% |
$12.8K - $15.7K
|
2.08K
$493K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-154K- 12.87% |
$36.4M - $44.8M
|
1.04M
$247M
|
|
|
Aug 08, 2025
Q2 2025
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
1KNew |
$236K - $291K
|
1K
$237K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
86+ 330.77% |
$20.3K - $25K
|
112
$26.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Impax Asset Management Group PLC
|
SELL
|
- |
-9.13K- 36.54% |
$2.16M - $2.66M
|
15.9K
$3.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-201- 11.59% |
$47.5K - $58.5K
|
1.53K
$363K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-638- 6.94% |
$151K - $186K
|
8.55K
$2.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-366- 3.41% |
$86.5K - $107K
|
10.4K
$2.46M
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.03K+ 71.8% |
$242K - $299K
|
2.46K
$582K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-92- 10.62% |
$21.7K - $26.8K
|
774
$183K
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-25- 29.41% |
$5.91K - $7.28K
|
60
$14.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
284+ 710.0% |
$67.1K - $82.7K
|
324
$76.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.39K+ 4.03% |
$800K - $986K
|
87.3K
$20.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
22.6K+ 52.8% |
$5.34M - $6.58M
|
65.4K
$15.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
215New |
$50.8K - $62.6K
|
215
$51K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.35K+ 17.57% |
$318K - $392K
|
9.02K
$2.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
81+ 10.05% |
$19.1K - $23.6K
|
887
$210K
|
|
|
Aug 07, 2025
Q2 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-109- 0.93% |
$25.8K - $31.7K
|
11.6K
$2.75M
|
|
|
Aug 07, 2025
Q2 2025
|
Dje Kapital Ag
82049 Pullach, 2M |
BUY
|
- |
165K+ 123.02% |
$39M - $48M
|
299K
$70.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
809New |
$191K - $236K
|
809
$192K
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-295- 4.33% |
$69.7K - $85.9K
|
6.51K
$1.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
11New |
$2.6K - $3.2K
|
11
$2.61K
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
3.71KNew |
$875K - $1.08M
|
3.71K
$878K
|
|
|
Aug 07, 2025
Q2 2025
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-1.28M- 99.6% |
$303M - $374M
|
5.15K
$1.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
458+ 10.77% |
$108K - $133K
|
4.71K
$1.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-44- 21.46% |
$10.4K - $12.8K
|
161
$38.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
202+ 7.33% |
$47.7K - $58.8K
|
2.96K
$701K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
50+ 2.89% |
$11.8K - $14.6K
|
1.78K
$422K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-65- 7.85% |
$15.4K - $18.9K
|
763
$181K
|
|