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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-744- 77.99% |
$176K - $217K
|
210
$49.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-33- 14.04% |
$7.8K - $9.61K
|
202
$47.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Shaker Investments LLC
|
SELL
|
- |
-3.34K- 23.66% |
$789K - $972K
|
10.8K
$2.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-97- 4.4% |
$22.9K - $28.2K
|
2.11K
$500K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
10.3K+ 0.84% |
$2.44M - $3M
|
1.24M
$293M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-310- 88.07% |
$73.2K - $90.3K
|
42
$9.96K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
34New |
$8.03K - $9.9K
|
34
$8.06K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-15- 1.99% |
$3.54K - $4.37K
|
740
$175K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
55+ 2750.0% |
$13K - $16K
|
57
$13.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
14+ 0.66% |
$3.31K - $4.08K
|
2.13K
$506K
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
65+ 56.03% |
$15.4K - $18.9K
|
181
$42.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-4- 0.59% |
$945 - $1.16K
|
677
$160K
|
|
|
Jul 30, 2025
Q2 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
1KNew |
$236K - $291K
|
1K
$237K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
387+ 9.26% |
$91.4K - $113K
|
4.57K
$1.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
214+ 21.13% |
$50.6K - $62.3K
|
1.23K
$291K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
50New |
$11.8K - $14.6K
|
50
$11.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.44KNew |
$340K - $419K
|
1.44K
$341K
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-242- 60.5% |
$57.2K - $70.5K
|
158
$37.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
800New |
$189K - $233K
|
800
$190K
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
44+ 1.41% |
$10.4K - $12.8K
|
3.16K
$749K
|
|
|
Jul 29, 2025
Q2 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-90- 3.98% |
$21.3K - $26.2K
|
2.17K
$515K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
575+ 24.67% |
$136K - $167K
|
2.91K
$689K
|
|
|
Jul 29, 2025
Q2 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
1+ 0.11% |
$236 - $291
|
937
$222K
|
|
|
Jul 29, 2025
Q2 2025
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.6K+ 47.76% |
$1.32M - $1.63M
|
17.3K
$4.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Progressive Investment Management Corp
|
SELL
|
- |
-122- 0.83% |
$28.8K - $35.5K
|
14.7K
$3.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
350+ 9.65% |
$82.7K - $102K
|
3.98K
$942K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.08K- 30.74% |
$255K - $315K
|
2.44K
$577K
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
161+ 1.94% |
$38K - $46.9K
|
8.46K
$2.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
800New |
$189K - $233K
|
800
$190K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
39+ 2.33% |
$9.21K - $11.4K
|
1.72K
$407K
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-67- 8.34% |
$15.8K - $19.5K
|
736
$174K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.01K+ 118.89% |
$238K - $293K
|
1.85K
$439K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-36- 16.22% |
$8.51K - $10.5K
|
186
$44.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
820New |
$194K - $239K
|
820
$194K
|
|
|
Jul 25, 2025
Q2 2025
|
Oak Ridge Investments LLC
|
SELL
|
- |
-2- 0.1% |
$473 - $582
|
1.96K
$465K
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1.78KNew |
$421K - $518K
|
1.78K
$422K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.7K- 25.85% |
$403K - $496K
|
4.89K
$1.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-34- 0.62% |
$8.03K - $9.9K
|
5.44K
$1.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.98K+ 2.98% |
$467K - $576K
|
68.4K
$16.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-38- 4.64% |
$8.98K - $11.1K
|
781
$185K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-374- 32.86% |
$88.4K - $109K
|
764
$181K
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
113+ 4.54% |
$26.7K - $32.9K
|
2.6K
$617K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
31+ 2.86% |
$7.32K - $9.03K
|
1.12K
$265K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25.1K- 54.69% |
$5.92M - $7.3M
|
20.8K
$4.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2+ 0.19% |
$473 - $582
|
1.08K
$256K
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
1.06K+ 13.4% |
$251K - $310K
|
9.01K
$2.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
31New |
$7.32K - $9.03K
|
31
$7.35K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-43- 4.78% |
$10.2K - $12.5K
|
857
$203K
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
110+ 10.18% |
$26K - $32K
|
1.19K
$282K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-3- 0.31% |
$709 - $873
|
973
$231K
|
|