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 06, 2025
Q2 2025
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
4.65K+ 10.56% |
$1.1M - $1.35M
|
48.7K
$11.5M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-16- 1.95% |
$3.78K - $4.66K
|
805
$191K
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-15- 1.92% |
$3.54K - $4.37K
|
765
$181K
|
|
|
Aug 06, 2025
Q2 2025
|
Warm Springs Advisors Inc.
Larkspur, CA |
SELL
|
- |
-74- 2.4% |
$17.5K - $21.5K
|
3K
$712K
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-105Closed |
$24.8K - $30.6K
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-17- 2.09% |
$4.02K - $4.95K
|
798
$189K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4+ 0.45% |
$945 - $1.16K
|
893
$212K
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-2.9K- 30.69% |
$685K - $844K
|
6.55K
$1.55M
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
3.91KNew |
$923K - $1.14M
|
3.91K
$926K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-4- 4.88% |
$945 - $1.16K
|
78
$18.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Westwood Wealth Management
|
SELL
|
- |
-1.56K- 49.56% |
$369K - $455K
|
1.59K
$377K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
28New |
$6.62K - $8.15K
|
28
$6.64K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-10- 9.52% |
$2.36K - $2.91K
|
95
$22.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
800+ 34.56% |
$189K - $233K
|
3.12K
$738K
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-98- 10.02% |
$23.2K - $28.5K
|
880
$209K
|
|
|
Aug 05, 2025
Q2 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
5.01KNew |
$1.18M - $1.46M
|
5.01K
$1.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-549- 23.55% |
$130K - $160K
|
1.78K
$422K
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1+ 0.1% |
$236 - $291
|
1.02K
$242K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-485- 57.33% |
$115K - $141K
|
361
$85.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
89New |
$21K - $25.9K
|
89
$21.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
150+ 15.51% |
$35.4K - $43.7K
|
1.12K
$265K
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
943New |
$223K - $275K
|
943
$224K
|
|
|
Aug 05, 2025
Q2 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
1.33KNew |
$313K - $386K
|
1.33K
$314K
|
|
|
Aug 05, 2025
Q2 2025
|
Lynwood Price Capital Management LP
Austin, TX |
SELL
|
- |
-9.94K- 17.75% |
$2.35M - $2.89M
|
46.1K
$10.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Tufton Capital Management
|
SELL
|
- |
-15- 1.94% |
$3.54K - $4.37K
|
760
$180K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
150+ 54.35% |
$35.4K - $43.7K
|
426
$101K
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
200+ 10.65% |
$47.3K - $58.2K
|
2.08K
$493K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.03K- 5.77% |
$244K - $300K
|
16.9K
$4M
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
138K+ 22.02% |
$32.6M - $40.2M
|
765K
$181M
|
|
|
Aug 05, 2025
Q2 2025
|
Ten Core Partners, LP
New York, NY |
SELL
|
- |
-6.08K- 11.99% |
$1.44M - $1.77M
|
44.6K
$10.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-307- 14.68% |
$72.5K - $89.4K
|
1.78K
$423K
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-1.44K- 62.73% |
$340K - $419K
|
855
$203K
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
10+ 1.27% |
$2.36K - $2.91K
|
798
$189K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-911- 20.16% |
$215K - $265K
|
3.61K
$855K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-169- 9.25% |
$39.9K - $49.2K
|
1.66K
$393K
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
936New |
$221K - $273K
|
936
$222K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
40+ 2.9% |
$9.45K - $11.6K
|
1.42K
$337K
|
|
|
Aug 01, 2025
Q2 2025
|
Australian Super Pty LTD
|
SELL
|
- |
-184K- 98.0% |
$43.4M - $53.4M
|
3.75K
$889K
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
857New |
$202K - $250K
|
857
$203K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-298- 99.33% |
$70.4K - $86.8K
|
2
$474
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
18+ 2.36% |
$4.25K - $5.24K
|
780
$185K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-458- 5.1% |
$108K - $133K
|
8.53K
$2.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
10K+ 70.93% |
$2.37M - $2.92M
|
24.2K
$5.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
29.5K+ 72.3% |
$6.96M - $8.58M
|
70.2K
$16.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-146- 13.87% |
$34.5K - $42.5K
|
907
$215K
|
|
|
Jul 31, 2025
Q2 2025
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-14- 1.86% |
$3.31K - $4.08K
|
738
$175K
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
123+ 9.33% |
$29.1K - $35.8K
|
1.44K
$342K
|
|
|
Jul 31, 2025
Q2 2025
|
Mcdaniel Terry & CO
|
SELL
|
- |
-1.16K- 48.02% |
$275K - $338K
|
1.26K
$298K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
477+ 1.35% |
$113K - $139K
|
35.8K
$8.48M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
4+ 400.0% |
$945 - $1.16K
|
5
$1.19K
|
|