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 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.32K- 16.12% |
$357K - $484K
|
6.85K
$2.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-1.31K- 44.58% |
$355K - $482K
|
1.63K
$542K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.16K- 19.23% |
$314K - $426K
|
4.87K
$1.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.11K- 2.34% |
$299K - $406K
|
46.1K
$15.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-1.1K- 10.88% |
$298K - $405K
|
9.01K
$3M
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-1K- 3.53% |
$271K - $368K
|
27.3K
$9.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-982- 3.03% |
$266K - $361K
|
31.4K
$10.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-926- 5.39% |
$251K - $341K
|
16.3K
$5.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-879- 0.99% |
$238K - $323K
|
87.5K
$29.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-872- 11.7% |
$236K - $321K
|
6.58K
$2.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-870- 2.37% |
$236K - $320K
|
35.8K
$11.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-797- 6.0% |
$216K - $293K
|
12.5K
$4.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-783- 8.12% |
$212K - $288K
|
8.86K
$2.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-755- 4.26% |
$205K - $278K
|
17K
$5.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-722- 38.08% |
$196K - $266K
|
1.17K
$390K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-703- 3.85% |
$190K - $259K
|
17.6K
$5.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-696- 2.92% |
$189K - $256K
|
23.1K
$7.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-662- 2.74% |
$179K - $244K
|
23.5K
$7.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-661- 35.27% |
$179K - $243K
|
1.21K
$403K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-606- 5.34% |
$164K - $223K
|
10.8K
$3.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
PUT |
-600- 13.95% |
$163K - $221K
|
3.7K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-589- 8.9% |
$160K - $217K
|
6.03K
$2.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-579- 6.17% |
$157K - $213K
|
8.81K
$2.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-571- 15.44% |
$155K - $210K
|
3.13K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-565- 11.97% |
$153K - $208K
|
4.16K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-563- 0.9% |
$152K - $207K
|
62K
$20.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-526- 11.55% |
$142K - $193K
|
4.03K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-508- 10.86% |
$138K - $187K
|
4.17K
$1.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-475- 9.85% |
$129K - $175K
|
4.35K
$1.45M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-472- 8.77% |
$128K - $174K
|
4.91K
$1.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-461- 2.21% |
$125K - $170K
|
20.4K
$6.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-454- 4.01% |
$123K - $167K
|
10.9K
$3.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-449- 8.48% |
$122K - $165K
|
4.85K
$1.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-445- 2.04% |
$121K - $164K
|
21.3K
$7.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-437- 10.22% |
$118K - $161K
|
3.84K
$1.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-420- 21.4% |
$114K - $155K
|
1.54K
$513K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-397- 11.47% |
$108K - $146K
|
3.06K
$1.02M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-367- 1.71% |
$99.4K - $135K
|
21.1K
$7.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-362- 1.81% |
$98.1K - $133K
|
19.7K
$6.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-361- 1.76% |
$97.8K - $133K
|
20.1K
$6.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-359- 1.24% |
$97.2K - $132K
|
28.6K
$9.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-338- 74.12% |
$91.6K - $124K
|
118
$39.2K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-328- 16.09% |
$88.8K - $121K
|
1.71K
$569K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-321- 0.96% |
$86.9K - $118K
|
33.3K
$11.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-316- 1.86% |
$85.6K - $116K
|
16.7K
$5.54M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-294- 4.84% |
$79.6K - $108K
|
5.78K
$1.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-290- 3.32% |
$78.6K - $107K
|
8.44K
$2.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-282- 29.65% |
$76.4K - $104K
|
669
$223K
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-280- 1.62% |
$75.8K - $103K
|
17K
$5.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-275- 2.07% |
$74.5K - $101K
|
13K
$4.32M
|