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 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-11- 0.68% |
$2.98K - $4.05K
|
1.61K
$410K
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-11- 1.25% |
$2.98K - $4.05K
|
872
$222K
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-11- 1.34% |
$2.98K - $4.05K
|
811
$206K
|
|
Feb 13, 2025
Q4 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-10- 0.88% |
$2.71K - $3.68K
|
1.12K
$285K
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-10- 0.2% |
$2.71K - $3.68K
|
5.11K
$1.3M
|
|
Feb 10, 2025
Q4 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-10- -0.0% |
$2.71K - $3.68K
|
284K
$72.4M
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-10- 0.54% |
$2.71K - $3.68K
|
1.85K
$470K
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-10- 0.49% |
$2.71K - $3.68K
|
2.02K
$514K
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-10- 1.0% |
$2.71K - $3.68K
|
989
$252K
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-10- 0.27% |
$2.71K - $3.68K
|
3.67K
$933K
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
SELL
|
- |
-10- 0.3% |
$2.71K - $3.68K
|
3.37K
$858K
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-9- 0.24% |
$2.44K - $3.31K
|
3.76K
$957K
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-9- 0.43% |
$2.44K - $3.31K
|
2.07K
$526K
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-9- 0.81% |
$2.44K - $3.31K
|
1.11K
$282K
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-8- 0.62% |
$2.17K - $2.94K
|
1.29K
$328K
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-8- 0.91% |
$2.17K - $2.94K
|
869
$221K
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-8- 2.93% |
$2.17K - $2.94K
|
265
$67.5K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-8- 0.21% |
$2.17K - $2.94K
|
3.82K
$971K
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-8- 1.71% |
$2.17K - $2.94K
|
460
$117K
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-8- 0.37% |
$2.17K - $2.94K
|
2.15K
$546K
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-8- 0.41% |
$2.17K - $2.94K
|
1.95K
$496K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-8- 1.0% |
$2.17K - $2.94K
|
796
$203K
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-7- 0.99% |
$1.9K - $2.58K
|
700
$178K
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-7- 2.37% |
$1.9K - $2.58K
|
288
$73.3K
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-7- 9.86% |
$1.9K - $2.58K
|
64
$16.3K
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-7- 0.33% |
$1.9K - $2.58K
|
2.1K
$536K
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-6- 1.11% |
$1.63K - $2.21K
|
533
$136K
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-6- 28.57% |
$1.63K - $2.21K
|
15
$3.82K
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-6- 0.08% |
$1.63K - $2.21K
|
7.2K
$1.83M
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-6- 0.33% |
$1.63K - $2.21K
|
1.84K
$467K
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-6- 0.46% |
$1.63K - $2.21K
|
1.29K
$329K
|
|
Feb 14, 2025
Q4 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-5- 0.14% |
$1.35K - $1.84K
|
3.54K
$900K
|
|
Feb 10, 2025
Q4 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-5- 0.07% |
$1.35K - $1.84K
|
6.99K
$1.78M
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-5- -0.0% |
$1.35K - $1.84K
|
127K
$32.4M
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-5- 0.28% |
$1.35K - $1.84K
|
1.81K
$459K
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-5- 2.56% |
$1.35K - $1.84K
|
190
$48.4K
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-5- 0.16% |
$1.35K - $1.84K
|
3.14K
$799K
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-4- 0.18% |
$1.08K - $1.47K
|
2.22K
$565K
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-4- 0.55% |
$1.08K - $1.47K
|
723
$184K
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-4- 16.67% |
$1.08K - $1.47K
|
20
$5.09K
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-3- 0.15% |
$813 - $1.1K
|
2K
$509K
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-3- 0.07% |
$813 - $1.1K
|
4.32K
$1.1M
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-3- 0.09% |
$813 - $1.1K
|
3.49K
$887K
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2- 0.08% |
$542 - $736
|
2.61K
$665K
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2- 0.14% |
$542 - $736
|
1.39K
$355K
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-2- 0.12% |
$542 - $736
|
1.65K
$420K
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-2- 0.25% |
$542 - $736
|
805
$205K
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-2- 0.74% |
$542 - $736
|
268
$68.2K
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-2- 0.03% |
$542 - $736
|
6.77K
$1.72M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2- 0.09% |
$542 - $736
|
2.2K
$561K
|