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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
603+ 69.55% |
$162K - $217K
|
1.47K
$348K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
29+ 3.11% |
$7.78K - $10.4K
|
960
$228K
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
3.63KNew |
$975K - $1.31M
|
3.63K
$861K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.71KNew |
$459K - $616K
|
1.71K
$405K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
1+ 33.33% |
$268 - $360
|
4
$948
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-37- 3.42% |
$9.93K - $13.3K
|
1.04K
$247K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
11.7KNew |
$3.14M - $4.22M
|
11.7K
$2.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-15- 1.97% |
$4.03K - $5.4K
|
747
$177K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
17+ 4.04% |
$4.56K - $6.12K
|
438
$104K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
838+ 6.29% |
$225K - $302K
|
14.2K
$3.36M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
1.03K+ 30.93% |
$277K - $371K
|
4.37K
$1.04M
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
850New |
$228K - $306K
|
850
$201K
|
|
| Q4 2024 | |||||||
|
Jan 05, 2026
Q4 2024
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
BUY
|
- |
10New |
$2.71K - $3.68K
|
10
$2.37K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
SELL
|
- |
-275- 5.65% |
$74.5K - $101K
|
4.59K
$1.09M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Asset Management LTD
London, |
SELL
|
- |
-19- 5.72% |
$5.15K - $6.99K
|
313
$74.2K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
258+ 7.68% |
$69.9K - $94.9K
|
3.62K
$858K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
SELL
|
- |
-1.5K- 5.86% |
$405K - $550K
|
24K
$5.7M
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
85New |
$23K - $31.3K
|
85
$20.1K
|
|
|
Jun 04, 2025
Q4 2024
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
5.18KNew |
$1.4M - $1.9M
|
5.18K
$1.23M
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
351New |
$95.1K - $129K
|
351
$83.2K
|
|
|
May 01, 2025
Q4 2024
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
666New |
$180K - $245K
|
666
$158K
|
|
|
Apr 29, 2025
Q4 2024
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.18KNew |
$318K - $432K
|
1.18K
$279K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
7.37KNew |
$2M - $2.71M
|
7.37K
$1.75M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
51New |
$13.8K - $18.8K
|
51
$12.1K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
50New |
$13.5K - $18.4K
|
50
$11.9K
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
PUT |
100KNew |
$27.1M - $36.8M
|
100K
$23.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
3+ 0.05% |
$813 - $1.1K
|
5.6K
$1.33M
|
|
|
Feb 18, 2025
Q4 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-36- 5.29% |
$9.75K - $13.2K
|
645
$153K
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.07KNew |
$291K - $395K
|
1.07K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
1.22KNew |
$330K - $449K
|
1.22K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Jeffrey Ubben
Value Act Holdings, L.P. | San Francisco, Ca
|
SELL
|
- |
-1.02M- 25.95% |
$275M - $374M
|
2.9M
$687M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
114K+ 1.35% |
$31M - $42M
|
8.6M
$2.04B
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
844New |
$229K - $310K
|
844
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
CALL |
280New |
$75.8K - $103K
|
280
$66.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
5KNew |
$1.35M - $1.84M
|
5K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
739New |
$200K - $272K
|
739
$175K
|
|
|
Feb 14, 2025
Q4 2024
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
44KNew |
$11.9M - $16.2M
|
44K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
PUT |
2K+ 48.78% |
$542K - $736K
|
6.1K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Kemnay Advisory Services Inc.
New York, NY |
BUY
|
- |
34.5KNew |
$9.34M - $12.7M
|
34.5K
$8.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-649- 48.91% |
$176K - $239K
|
678
$161K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
158+ 1.99% |
$42.8K - $58.1K
|
8.09K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
100+ 6.49% |
$27.1K - $36.8K
|
1.64K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Viking Global Investors LP
|
BUY
|
- |
667K+ 122.53% |
$181M - $245M
|
1.21M
$287M
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Holdings Group, LLC
New York, NY |
BUY
|
- |
49.5KNew |
$13.4M - $18.2M
|
49.5K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
93+ 5.02% |
$25.2K - $34.2K
|
1.95K
$461K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-46- 5.21% |
$12.5K - $16.9K
|
837
$198K
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-2.21K- 4.08% |
$598K - $813K
|
51.9K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.7KNew |
$1M - $1.36M
|
3.7K
$877K
|
|
|
Feb 14, 2025
Q4 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
687New |
$186K - $253K
|
687
$163K
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
837New |
$227K - $308K
|
837
$198K
|
|