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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-1.04K- 8.05% |
$245K - $302K
|
11.9K
$2.81M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.03K- 5.77% |
$244K - $300K
|
16.9K
$4M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-1.02K- 92.61% |
$240K - $296K
|
81
$19.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
PUT |
-1K- 15.15% |
$236K - $291K
|
5.6K
$1.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-945- 98.44% |
$223K - $275K
|
15
$3.56K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-911- 20.16% |
$215K - $265K
|
3.61K
$855K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-797- 2.0% |
$188K - $232K
|
39.1K
$9.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-791- 46.45% |
$187K - $230K
|
912
$216K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-744- 77.99% |
$176K - $217K
|
210
$49.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-742- 5.06% |
$175K - $216K
|
13.9K
$3.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-687- 14.36% |
$162K - $200K
|
4.1K
$971K
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-666- 88.68% |
$157K - $194K
|
85
$20.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-638- 6.94% |
$151K - $186K
|
8.55K
$2.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-585- 17.3% |
$138K - $170K
|
2.8K
$663K
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-577- 39.9% |
$136K - $168K
|
869
$206K
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-549- 23.55% |
$130K - $160K
|
1.78K
$422K
|
|
|
Aug 14, 2025
Q2 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-538- 35.58% |
$127K - $157K
|
974
$231K
|
|
|
Aug 13, 2025
Q2 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-534- 20.92% |
$126K - $155K
|
2.02K
$479K
|
|
|
Aug 14, 2025
Q2 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-522- 33.38% |
$123K - $152K
|
1.04K
$247K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-485- 57.33% |
$115K - $141K
|
361
$85.6K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-459- 97.87% |
$108K - $134K
|
10
$2.37K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-458- 5.1% |
$108K - $133K
|
8.53K
$2.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-408- 34.78% |
$96.4K - $119K
|
765
$181K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-392- 31.39% |
$92.6K - $114K
|
857
$203K
|
|
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-390- 28.08% |
$92.1K - $114K
|
999
$237K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-374- 32.86% |
$88.4K - $109K
|
764
$181K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-366- 3.41% |
$86.5K - $107K
|
10.4K
$2.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-313- 52.25% |
$73.9K - $91.1K
|
286
$67.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-310- 88.07% |
$73.2K - $90.3K
|
42
$9.96K
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-307- 14.68% |
$72.5K - $89.4K
|
1.78K
$423K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-304- 28.92% |
$71.8K - $88.5K
|
747
$177K
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-298- 99.33% |
$70.4K - $86.8K
|
2
$474
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-295- 4.33% |
$69.7K - $85.9K
|
6.51K
$1.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-293- 23.09% |
$69.2K - $85.3K
|
976
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-285- 6.78% |
$67.3K - $83K
|
3.92K
$928K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-278- 16.81% |
$65.7K - $80.9K
|
1.38K
$326K
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-258- 6.13% |
$61K - $75.1K
|
3.95K
$936K
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-242- 60.5% |
$57.2K - $70.5K
|
158
$37.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Arjuna Capital
|
SELL
|
- |
-211- 4.68% |
$49.9K - $61.4K
|
4.3K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-210- 18.65% |
$49.6K - $61.1K
|
916
$217K
|
|
|
Aug 08, 2025
Q2 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-201- 11.59% |
$47.5K - $58.5K
|
1.53K
$363K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
PUT |
-200- 50.0% |
$47.3K - $58.2K
|
200
$47.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-199- 19.43% |
$47K - $57.9K
|
825
$196K
|
|
|
Aug 12, 2025
Q2 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-192- 4.21% |
$45.4K - $55.9K
|
4.37K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-191- 1.92% |
$45.1K - $55.6K
|
9.75K
$2.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-180- 2.13% |
$42.5K - $52.4K
|
8.29K
$1.96M
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-169- 14.43% |
$39.9K - $49.2K
|
1K
$238K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-169- 9.25% |
$39.9K - $49.2K
|
1.66K
$393K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-155- 16.35% |
$36.6K - $45.1K
|
793
$188K
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-146- 13.87% |
$34.5K - $42.5K
|
907
$215K
|
|