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 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-130- 27.72% |
$30.1K - $35.6K
|
339
$80.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-129- 3.53% |
$29.9K - $35.3K
|
3.53K
$836K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-128- 6.17% |
$29.7K - $35K
|
1.95K
$462K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-128- 4.16% |
$29.7K - $35K
|
2.95K
$699K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-127- 12.62% |
$29.4K - $34.8K
|
879
$208K
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-125- 0.79% |
$29K - $34.2K
|
15.7K
$3.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-124- 6.58% |
$28.7K - $33.9K
|
1.76K
$417K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-123- 4.31% |
$28.5K - $33.7K
|
2.73K
$648K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-123- 1.6% |
$28.5K - $33.7K
|
7.55K
$1.79M
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-123- 7.37% |
$28.5K - $33.7K
|
1.55K
$366K
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-123- 3.04% |
$28.5K - $33.7K
|
3.92K
$930K
|
|
|
Nov 06, 2025
Q3 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-122- 2.53% |
$28.3K - $33.4K
|
4.71K
$1.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-120- 4.16% |
$27.8K - $32.8K
|
2.77K
$656K
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-118- 6.16% |
$27.3K - $32.3K
|
1.8K
$426K
|
|
|
Oct 22, 2025
Q3 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-118- 0.6% |
$27.3K - $32.3K
|
19.6K
$4.64M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-115- 6.19% |
$26.6K - $31.5K
|
1.74K
$413K
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-113- 3.72% |
$26.2K - $30.9K
|
2.93K
$694K
|
|
|
Oct 27, 2025
Q3 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-113- 1.89% |
$26.2K - $30.9K
|
5.87K
$1.39M
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-113- 1.9% |
$26.2K - $30.9K
|
5.82K
$1.38M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
SELL
|
- |
-112- 7.73% |
$25.9K - $30.6K
|
1.34K
$317K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-111- 74.0% |
$25.7K - $30.4K
|
39
$9.24K
|
|
|
Nov 13, 2025
Q3 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-110- 5.82% |
$25.5K - $30.1K
|
1.78K
$422K
|
|
|
Nov 07, 2025
Q3 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-109- 7.08% |
$25.3K - $29.8K
|
1.43K
$339K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-107- 1.04% |
$24.8K - $29.3K
|
10.2K
$2.41M
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-106- 2.24% |
$24.6K - $29K
|
4.63K
$1.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-105- 51.22% |
$24.3K - $28.7K
|
100
$23.7K
|
|
|
Oct 27, 2025
Q3 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
SELL
|
- |
-105- 0.52% |
$24.3K - $28.7K
|
20.3K
$4.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
SELL
|
- |
-104- 9.38% |
$24.1K - $28.5K
|
1.01K
$238K
|
|
|
Nov 13, 2025
Q3 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
SELL
|
- |
-104- 9.77% |
$24.1K - $28.5K
|
960
$228K
|
|
|
Nov 10, 2025
Q3 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-104- 1.84% |
$24.1K - $28.5K
|
5.54K
$1.31M
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-103- 9.04% |
$23.9K - $28.2K
|
1.04K
$246K
|
|
|
Oct 15, 2025
Q3 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-103- 3.47% |
$23.9K - $28.2K
|
2.87K
$679K
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-102- 30.63% |
$23.6K - $27.9K
|
231
$54.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Lcm Capital Management Inc
|
SELL
|
- |
-101- 2.41% |
$23.4K - $27.6K
|
4.08K
$968K
|
|
|
Oct 22, 2025
Q3 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-101- 2.27% |
$23.4K - $27.6K
|
4.36K
$1.03M
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
PUT |
-100- 1.19% |
$23.2K - $27.4K
|
8.3K
$1.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-100- 1.27% |
$23.2K - $27.4K
|
7.76K
$1.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-100- 6.73% |
$23.2K - $27.4K
|
1.39K
$328K
|
|
|
Oct 30, 2025
Q3 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-100- 10.4% |
$23.2K - $27.4K
|
862
$204K
|
|
|
Nov 13, 2025
Q3 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-99- 2.23% |
$22.9K - $27.1K
|
4.35K
$1.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-98- 3.94% |
$22.7K - $26.8K
|
2.39K
$567K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-98- 10.35% |
$22.7K - $26.8K
|
849
$201K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-97- 5.86% |
$22.5K - $26.5K
|
1.56K
$369K
|
|
|
Nov 07, 2025
Q3 2025
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-97- 1.37% |
$22.5K - $26.5K
|
7.01K
$1.66M
|
|
|
Oct 24, 2025
Q3 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-96- 12.11% |
$22.2K - $26.3K
|
697
$165K
|
|
|
Nov 12, 2025
Q3 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-95- 4.61% |
$22K - $26K
|
1.97K
$466K
|
|
|
Nov 10, 2025
Q3 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-95- 1.87% |
$22K - $26K
|
5K
$1.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Sage Advisors, LLC
Boulder, CO |
SELL
|
- |
-95- 8.29% |
$22K - $26K
|
1.05K
$249K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-95- 2.29% |
$22K - $26K
|
4.06K
$963K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-94- 54.65% |
$21.8K - $25.7K
|
78
$18.5K
|
|