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 |
|---|---|---|---|---|---|---|---|
|
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 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
|
|
|
Nov 10, 2025
Q3 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-309- 9.59% |
$71.6K - $84.6K
|
2.91K
$690K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-307- 2.5% |
$71.1K - $84K
|
12K
$2.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-300- 22.22% |
$69.5K - $82.1K
|
1.05K
$249K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-292- 5.76% |
$67.6K - $79.9K
|
4.78K
$1.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-287- 24.22% |
$66.5K - $78.5K
|
898
$213K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-284- 11.62% |
$65.8K - $77.7K
|
2.16K
$512K
|
|
|
Nov 12, 2025
Q3 2025
|
Washington Trust CO
|
SELL
|
- |
-281- 0.39% |
$65.1K - $76.9K
|
71K
$16.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-281- 84.38% |
$65.1K - $76.9K
|
52
$12.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-281- 3.04% |
$65.1K - $76.9K
|
8.97K
$2.13M
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-280- 13.08% |
$64.9K - $76.6K
|
1.86K
$441K
|
|
|
Oct 16, 2025
Q3 2025
|
Cohen Klingenstein LLC
|
SELL
|
- |
-280- 1.03% |
$64.9K - $76.6K
|
27K
$6.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-279- 23.33% |
$64.6K - $76.3K
|
917
$217K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-272- 5.54% |
$63K - $74.4K
|
4.64K
$1.1M
|
|
|
Dec 03, 2025
Q3 2025
|
Severin Investments, LLC
St. Louis, MO |
SELL
|
- |
-271- 9.75% |
$62.8K - $74.2K
|
2.51K
$594K
|
|
|
Nov 13, 2025
Q3 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-271- 2.7% |
$62.8K - $74.2K
|
9.76K
$2.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Wd Rutherford LLC
|
SELL
|
- |
-270- 1.97% |
$62.5K - $73.9K
|
13.4K
$3.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-262- 22.66% |
$60.7K - $71.7K
|
894
$212K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-261- 4.73% |
$60.5K - $71.4K
|
5.26K
$1.25M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-261- 21.22% |
$60.5K - $71.4K
|
969
$230K
|
|
|
Nov 05, 2025
Q3 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
SELL
|
- |
-258- 5.35% |
$59.8K - $70.6K
|
4.56K
$1.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-251- 17.45% |
$58.1K - $68.7K
|
1.19K
$281K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
SELL
|
- |
-248- 24.65% |
$57.5K - $67.9K
|
758
$180K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-246- 0.63% |
$57K - $67.3K
|
39K
$9.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-241- 6.75% |
$55.8K - $65.9K
|
3.33K
$789K
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-239- 18.13% |
$55.4K - $65.4K
|
1.08K
$256K
|
|
|
Nov 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-239- 11.63% |
$55.4K - $65.4K
|
1.82K
$430K
|
|
|
Nov 12, 2025
Q3 2025
|
1 St Source Bank
|
SELL
|
- |
-239- 3.69% |
$55.4K - $65.4K
|
6.24K
$1.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-239- 2.26% |
$55.4K - $65.4K
|
10.3K
$2.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-234- 1.29% |
$54.2K - $64K
|
17.9K
$4.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-233- 17.81% |
$54K - $63.8K
|
1.08K
$255K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-233- 8.02% |
$54K - $63.8K
|
2.67K
$634K
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-232- 13.4% |
$53.7K - $63.5K
|
1.5K
$355K
|
|
|
Oct 29, 2025
Q3 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-232- 5.57% |
$53.7K - $63.5K
|
3.93K
$932K
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-230- 2.03% |
$53.3K - $62.9K
|
11.1K
$2.63M
|
|