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 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
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-93- 0.59% |
$21.5K - $25.4K
|
15.5K
$3.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-93- 4.3% |
$21.5K - $25.4K
|
2.07K
$491K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-93- 0.84% |
$21.5K - $25.4K
|
11K
$2.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Beck Bode, LLC
|
SELL
|
- |
-91- 7.04% |
$21.1K - $24.9K
|
1.2K
$285K
|
|
|
Oct 17, 2025
Q3 2025
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
SELL
|
- |
-91- 16.52% |
$21.1K - $24.9K
|
460
$109K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-89- 0.89% |
$20.6K - $24.4K
|
9.96K
$2.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-88- 3.49% |
$20.4K - $24.1K
|
2.44K
$577K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-87- 2.05% |
$20.2K - $23.8K
|
4.16K
$987K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-87- 0.34% |
$20.2K - $23.8K
|
25.1K
$5.96M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-86- 3.76% |
$19.9K - $23.5K
|
2.2K
$522K
|
|
|
Nov 07, 2025
Q3 2025
|
Mjp Associates Inc
|
SELL
|
- |
-85- 6.58% |
$19.7K - $23.3K
|
1.21K
$286K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-85- 7.71% |
$19.7K - $23.3K
|
1.02K
$241K
|
|
|
Nov 17, 2025
Q3 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-82- 21.58% |
$19K - $22.4K
|
298
$70.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-79- 5.83% |
$18.3K - $21.6K
|
1.28K
$302K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-78- 8.42% |
$18.1K - $21.3K
|
848
$201K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-77- 24.52% |
$17.8K - $21.1K
|
237
$56.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-75- 0.38% |
$17.4K - $20.5K
|
19.4K
$4.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-75- 4.34% |
$17.4K - $20.5K
|
1.65K
$392K
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-72- 1.14% |
$16.7K - $19.7K
|
6.27K
$1.48M
|
|
|
Nov 06, 2025
Q3 2025
|
B Long Financial, LLC
Memphis, TN |
SELL
|
- |
-71- 1.45% |
$16.4K - $19.4K
|
4.83K
$1.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-70- 1.57% |
$16.2K - $19.2K
|
4.39K
$1.04M
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-70- 30.43% |
$16.2K - $19.2K
|
160
$37.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-69- 2.74% |
$16K - $18.9K
|
2.45K
$581K
|
|