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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-109- 5.58% |
$29.5K - $40.1K
|
1.85K
$456K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-109- 8.64% |
$29.5K - $40.1K
|
1.15K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-108- 9.05% |
$29.3K - $39.7K
|
1.09K
$269K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-108- 1.24% |
$29.3K - $39.7K
|
8.59K
$2.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-108- 0.98% |
$29.3K - $39.7K
|
10.9K
$2.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-107- 1.26% |
$29K - $39.4K
|
8.4K
$2.08M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-105- 3.15% |
$28.4K - $38.6K
|
3.23K
$798K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-105- 6.08% |
$28.4K - $38.6K
|
1.62K
$401K
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-104- 5.74% |
$28.2K - $38.3K
|
1.71K
$422K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-104- 6.79% |
$28.2K - $38.3K
|
1.43K
$353K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-103- 1.69% |
$27.9K - $37.9K
|
5.98K
$1.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-102- 3.76% |
$27.6K - $37.5K
|
2.61K
$646K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
CALL |
-100- 9.09% |
$27.1K - $36.8K
|
1K
$247K
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-100- 6.83% |
$27.1K - $36.8K
|
1.36K
$337K
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-100- 12.25% |
$27.1K - $36.8K
|
716
$177K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-100- 8.77% |
$27.1K - $36.8K
|
1.04K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-99- 51.56% |
$26.8K - $36.4K
|
93
$23K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-99- 10.52% |
$26.8K - $36.4K
|
842
$208K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-99- 1.6% |
$26.8K - $36.4K
|
6.08K
$1.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-98- 4.47% |
$26.5K - $36.1K
|
2.1K
$518K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-97- 3.1% |
$26.3K - $35.7K
|
3.03K
$748K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-96- 0.42% |
$26K - $35.3K
|
22.6K
$5.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-96- 1.24% |
$26K - $35.3K
|
7.62K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-95- 4.65% |
$25.7K - $34.9K
|
1.95K
$481K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-94- 8.99% |
$25.5K - $34.6K
|
952
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-93- 0.22% |
$25.2K - $34.2K
|
42.3K
$10.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-90- 4.21% |
$24.4K - $33.1K
|
2.05K
$507K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-90- 8.73% |
$24.4K - $33.1K
|
941
$233K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-90- 0.63% |
$24.4K - $33.1K
|
14.1K
$3.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-89- 4.65% |
$24.1K - $32.7K
|
1.83K
$452K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-88- 9.44% |
$23.8K - $32.4K
|
844
$209K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-87- 1.31% |
$23.6K - $32K
|
6.57K
$1.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-87- 10.36% |
$23.6K - $32K
|
753
$186K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-86- 71.67% |
$23.3K - $31.6K
|
34
$8.41K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-85- 4.1% |
$23K - $31.3K
|
1.99K
$492K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-81- 1.66% |
$21.9K - $29.8K
|
4.81K
$1.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-79- 2.98% |
$21.4K - $29.1K
|
2.57K
$636K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-78- 0.64% |
$21.1K - $28.7K
|
12.1K
$3M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-78- 2.0% |
$21.1K - $28.7K
|
3.82K
$943K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-77- 6.09% |
$20.9K - $28.3K
|
1.19K
$293K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-76- 4.38% |
$20.6K - $28K
|
1.66K
$410K
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-74- 8.07% |
$20K - $27.2K
|
843
$208K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-72- 0.47% |
$19.5K - $26.5K
|
15.3K
$3.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-71- 1.11% |
$19.2K - $26.1K
|
6.34K
$1.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-71- 3.94% |
$19.2K - $26.1K
|
1.73K
$428K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-71- 6.27% |
$19.2K - $26.1K
|
1.06K
$263K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-71- 3.27% |
$19.2K - $26.1K
|
2.1K
$519K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-70- 0.46% |
$19K - $25.8K
|
15.2K
$3.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-69- 0.85% |
$18.7K - $25.4K
|
8.06K
$1.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-69- 9.29% |
$18.7K - $25.4K
|
674
$167K
|