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 12, 2025
Q3 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-29- 0.92% |
$6.72K - $7.94K
|
3.13K
$742K
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-29- 50.88% |
$6.72K - $7.94K
|
28
$6.64K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-29- 7.9% |
$6.72K - $7.94K
|
338
$80.1K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-29- 0.69% |
$6.72K - $7.94K
|
4.17K
$988K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-28- 0.63% |
$6.49K - $7.66K
|
4.45K
$1.05M
|
|
|
Nov 05, 2025
Q3 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-27- 1.38% |
$6.25K - $7.39K
|
1.94K
$459K
|
|
|
Oct 14, 2025
Q3 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-27- 0.66% |
$6.25K - $7.39K
|
4.04K
$958K
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-26- 0.44% |
$6.02K - $7.11K
|
5.89K
$1.39M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-26- 24.76% |
$6.02K - $7.11K
|
79
$18.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-25- 1.04% |
$5.79K - $6.84K
|
2.38K
$565K
|
|
|
Nov 04, 2025
Q3 2025
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-25- 0.51% |
$5.79K - $6.84K
|
4.88K
$1.16M
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-25- 3.13% |
$5.79K - $6.84K
|
775
$184K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-25- 0.27% |
$5.79K - $6.84K
|
9.23K
$2.19M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-25- 1.93% |
$5.79K - $6.84K
|
1.27K
$301K
|
|
|
Oct 27, 2025
Q3 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-25- 0.8% |
$5.79K - $6.84K
|
3.1K
$736K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-25- 1.46% |
$5.79K - $6.84K
|
1.68K
$399K
|
|
|
Nov 12, 2025
Q3 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-24- 1.55% |
$5.56K - $6.57K
|
1.52K
$361K
|
|
|
Nov 06, 2025
Q3 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-24- 0.93% |
$5.56K - $6.57K
|
2.57K
$609K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-23- 1.77% |
$5.33K - $6.29K
|
1.28K
$302K
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-22- 0.36% |
$5.1K - $6.02K
|
6.01K
$1.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-22- 1.19% |
$5.1K - $6.02K
|
1.83K
$434K
|
|
|
Nov 10, 2025
Q3 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-22- 1.76% |
$5.1K - $6.02K
|
1.23K
$291K
|
|
|
Oct 28, 2025
Q3 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-22- 0.89% |
$5.1K - $6.02K
|
2.45K
$580K
|
|
|
Nov 18, 2025
Q3 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-21- 0.92% |
$4.86K - $5.75K
|
2.26K
$536K
|
|
|
Nov 03, 2025
Q3 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-21- 3.95% |
$4.86K - $5.75K
|
510
$121K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-21- 0.39% |
$4.86K - $5.75K
|
5.37K
$1.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-20- 8.66% |
$4.63K - $5.47K
|
211
$50K
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-20- 0.29% |
$4.63K - $5.47K
|
6.78K
$1.61M
|
|
|
Nov 14, 2025
Q3 2025
|
S&T Bank
Indiana, PA |
SELL
|
- |
-19- 40.43% |
$4.4K - $5.2K
|
28
$6.64K
|
|
|
Nov 13, 2025
Q3 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-19- 0.11% |
$4.4K - $5.2K
|
16.7K
$3.96M
|
|
|
Nov 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-19- 6.51% |
$4.4K - $5.2K
|
273
$64.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-19- 0.41% |
$4.4K - $5.2K
|
4.61K
$1.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-19- 1.74% |
$4.4K - $5.2K
|
1.07K
$254K
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
SELL
|
- |
-19- 1.16% |
$4.4K - $5.2K
|
1.61K
$383K
|
|
|
Nov 14, 2025
Q3 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-18- 36.0% |
$4.17K - $4.93K
|
32
$7.58K
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-18- 1.02% |
$4.17K - $4.93K
|
1.75K
$415K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-18- 51.43% |
$4.17K - $4.93K
|
17
$4.03K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-18- 30.0% |
$4.17K - $4.93K
|
42
$9.96K
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-16- 64.0% |
$3.71K - $4.38K
|
9
$2.13K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-16- 8.33% |
$3.71K - $4.38K
|
176
$41.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-16- 1.15% |
$3.71K - $4.38K
|
1.38K
$326K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-16- 0.37% |
$3.71K - $4.38K
|
4.29K
$1.02M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-15- 1.68% |
$3.47K - $4.1K
|
880
$209K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-14- 6.39% |
$3.24K - $3.83K
|
205
$48.6K
|
|
|
Oct 17, 2025
Q3 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-14- 30.43% |
$3.24K - $3.83K
|
32
$7.58K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-14- 3.41% |
$3.24K - $3.83K
|
397
$94.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-13- 0.77% |
$3.01K - $3.56K
|
1.68K
$398K
|
|
|
Nov 12, 2025
Q3 2025
|
Tandem Capital Management Corp
|
SELL
|
- |
-13- 0.47% |
$3.01K - $3.56K
|
2.78K
$658K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-13- 0.97% |
$3.01K - $3.56K
|
1.32K
$314K
|
|
|
Nov 05, 2025
Q3 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-13- 1.19% |
$3.01K - $3.56K
|
1.08K
$255K
|
|