Latest Institutional Sells of Salesforce, Inc. (CRM)
This list provides information on the latest institutional transactions involving Salesforce, Inc. (CRM) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-703- 3.85% |
$190K - $259K
|
17.6K
$4.47M
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-701- 15.37% |
$190K - $258K
|
3.86K
$983K
|
|
Feb 13, 2025
Q4 2024
|
Ecofi Investissements Sa
Nanterre, I0 |
SELL
|
- |
-700- 18.42% |
$190K - $258K
|
3.1K
$789K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-700- 57.61% |
$190K - $258K
|
515
$131K
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-683- 6.86% |
$185K - $251K
|
9.28K
$2.36M
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-673- 1.75% |
$182K - $248K
|
37.9K
$9.64M
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-670- 14.99% |
$181K - $246K
|
3.8K
$967K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-661- 35.27% |
$179K - $243K
|
1.21K
$309K
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-657- 9.67% |
$178K - $242K
|
6.14K
$1.56M
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-649- 48.91% |
$176K - $239K
|
678
$173K
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-643- 9.27% |
$174K - $237K
|
6.29K
$1.6M
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-642- 6.98% |
$174K - $236K
|
8.56K
$2.18M
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-639- 6.45% |
$173K - $235K
|
9.26K
$2.36M
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-627- 9.55% |
$170K - $231K
|
5.94K
$1.51M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-606- 5.34% |
$164K - $223K
|
10.8K
$2.74M
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-604- 4.61% |
$164K - $222K
|
12.5K
$3.18M
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-601- 0.21% |
$163K - $221K
|
287K
$73.1M
|
|
Feb 14, 2025
Q4 2024
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-600- 3.71% |
$163K - $221K
|
15.6K
$3.96M
|
|
Feb 05, 2025
Q4 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-600- 2.71% |
$163K - $221K
|
21.6K
$5.49M
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
PUT |
-600- 13.95% |
$163K - $221K
|
3.7K
$942K
|
|
Feb 12, 2025
Q4 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-596- 1.36% |
$161K - $219K
|
43.3K
$11M
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-590- 12.46% |
$160K - $217K
|
4.15K
$1.06M
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-589- 8.9% |
$160K - $217K
|
6.03K
$1.53M
|
|
Feb 13, 2025
Q4 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-587- 0.84% |
$159K - $216K
|
69.4K
$17.7M
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-576- 6.47% |
$156K - $212K
|
8.32K
$2.12M
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-574- 18.61% |
$155K - $211K
|
2.51K
$639K
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-571- 15.44% |
$155K - $210K
|
3.13K
$796K
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-569- 0.91% |
$154K - $209K
|
62.1K
$15.8M
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-565- 11.97% |
$153K - $208K
|
4.16K
$1.06M
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-563- 1.37% |
$152K - $207K
|
40.6K
$10.3M
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-563- 0.9% |
$152K - $207K
|
62K
$15.8M
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-545- 10.82% |
$148K - $200K
|
4.49K
$1.14M
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-542- 1.09% |
$147K - $199K
|
49.1K
$12.5M
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-542- 6.35% |
$147K - $199K
|
8K
$2.04M
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-541- 8.76% |
$147K - $199K
|
5.63K
$1.43M
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-527- 9.67% |
$143K - $194K
|
4.92K
$1.25M
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-526- 11.55% |
$142K - $193K
|
4.03K
$1.03M
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-521- 2.71% |
$141K - $192K
|
18.7K
$4.76M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-520- 12.18% |
$141K - $191K
|
3.75K
$954K
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-515- 6.63% |
$139K - $189K
|
7.26K
$1.85M
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-511- 3.23% |
$138K - $188K
|
15.3K
$3.89M
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-508- 10.86% |
$138K - $187K
|
4.17K
$1.06M
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-504- 33.38% |
$137K - $185K
|
1.01K
$256K
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-500- 5.09% |
$135K - $184K
|
9.32K
$2.37M
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
SELL
|
- |
-490- 6.64% |
$133K - $180K
|
6.89K
$1.75M
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-488- 1.95% |
$132K - $180K
|
24.5K
$6.23M
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-486- 11.33% |
$132K - $179K
|
3.8K
$968K
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-475- 54.41% |
$129K - $175K
|
398
$101K
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-475- 9.85% |
$129K - $175K
|
4.35K
$1.11M
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-465- 0.26% |
$126K - $171K
|
176K
$44.8M
|