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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-436- 4.48% |
$101K - $119K
|
9.29K
$2.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Jag Capital Management, LLC
|
SELL
|
- |
-427- 25.06% |
$98.9K - $117K
|
1.28K
$303K
|
|
|
Oct 27, 2025
Q3 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-425- 48.85% |
$98.5K - $116K
|
445
$105K
|
|
|
Nov 13, 2025
Q3 2025
|
Farringdon Capital, Ltd.
London, X0 |
SELL
|
- |
-424- 18.53% |
$98.2K - $116K
|
1.86K
$442K
|
|
|
Nov 05, 2025
Q3 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-423- 14.75% |
$98K - $116K
|
2.45K
$580K
|
|
|
Oct 28, 2025
Q3 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-417- 26.7% |
$96.6K - $114K
|
1.15K
$271K
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-414- 22.35% |
$95.9K - $113K
|
1.44K
$341K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-411- 6.71% |
$95.2K - $112K
|
5.72K
$1.35M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-403- 5.4% |
$93.4K - $110K
|
7.06K
$1.67M
|
|
|
Nov 03, 2025
Q3 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-402- 13.24% |
$93.1K - $110K
|
2.63K
$624K
|
|
|
Oct 23, 2025
Q3 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-400- 4.15% |
$92.7K - $109K
|
9.23K
$2.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-400- 25.19% |
$92.7K - $109K
|
1.19K
$282K
|
|
|
Nov 13, 2025
Q3 2025
|
F
|
SELL
|
- |
-397- 2.22% |
$92K - $109K
|
17.5K
$4.15M
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-391- 2.49% |
$90.6K - $107K
|
15.3K
$3.63M
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-381- 19.68% |
$88.3K - $104K
|
1.56K
$369K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-380- 11.45% |
$88K - $104K
|
2.94K
$697K
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-377- 28.96% |
$87.3K - $103K
|
925
$219K
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-373- 7.17% |
$86.4K - $102K
|
4.83K
$1.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-369- 0.38% |
$85.5K - $101K
|
96.2K
$22.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-369- 2.94% |
$85.5K - $101K
|
12.2K
$2.89M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-367- 5.46% |
$85K - $100K
|
6.35K
$1.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-366- 12.0% |
$84.8K - $100K
|
2.69K
$636K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-364- 13.54% |
$84.3K - $99.6K
|
2.33K
$551K
|
|
|
Oct 20, 2025
Q3 2025
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-364- 6.18% |
$84.3K - $99.6K
|
5.53K
$1.31M
|
|
|
Nov 06, 2025
Q3 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-354- 0.28% |
$82K - $96.9K
|
128K
$30.2M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-354- 10.68% |
$82K - $96.9K
|
2.96K
$702K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-351- 3.44% |
$81.3K - $96.1K
|
9.84K
$2.33M
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-350- 72.16% |
$81.1K - $95.8K
|
135
$32K
|
|
|
Nov 12, 2025
Q3 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-347- 15.99% |
$80.4K - $95K
|
1.82K
$432K
|
|
|
Nov 12, 2025
Q3 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-346- 1.15% |
$80.2K - $94.7K
|
29.8K
$7.07M
|
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
SELL
|
- |
-344- 7.86% |
$79.7K - $94.1K
|
4.03K
$956K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-344- 27.26% |
$79.7K - $94.1K
|
918
$218K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-343- 20.58% |
$79.5K - $93.9K
|
1.32K
$314K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-342- 3.75% |
$79.2K - $93.6K
|
8.77K
$2.08M
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-341- 21.21% |
$79K - $93.3K
|
1.27K
$300K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-335- 6.06% |
$77.6K - $91.7K
|
5.19K
$1.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-334- 9.56% |
$77.4K - $91.4K
|
3.16K
$749K
|
|
|
Nov 07, 2025
Q3 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-333- 0.75% |
$77.1K - $91.1K
|
44.2K
$10.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-331- 8.66% |
$76.7K - $90.6K
|
3.49K
$827K
|
|
|
Nov 13, 2025
Q3 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-330- 13.16% |
$76.4K - $90.3K
|
2.18K
$516K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-330- 6.86% |
$76.4K - $90.3K
|
4.48K
$1.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-328- 3.15% |
$76K - $89.8K
|
10.1K
$2.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-328- 6.4% |
$76K - $89.8K
|
4.8K
$1.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-326- 0.43% |
$75.5K - $89.2K
|
75.5K
$17.9M
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-319- 1.93% |
$73.9K - $87.3K
|
16.2K
$3.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-318- 75.53% |
$73.7K - $87K
|
103
$24.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-316- 82.72% |
$73.2K - $86.5K
|
66
$15.6K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-316- 6.62% |
$73.2K - $86.5K
|
4.46K
$1.06M
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-315- 24.51% |
$73K - $86.2K
|
970
$230K
|
|
|
Nov 12, 2025
Q3 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-310- 3.14% |
$71.8K - $84.8K
|
9.57K
$2.27M
|
|