Latest Institutional Transactions on Salesforce, Inc. (CRM)
This table provides information on the latest institutional transactions involving Salesforce, Inc. (CRM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-5.24K- 25.42% |
$1.25M - $1.45M
|
15.4K
$4.78M
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
5.8K+ 1.51% |
$1.38M - $1.6M
|
390K
$121M
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
4.2K+ 0.15% |
$1M - $1.16M
|
2.88M
$894M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-6.7K- 55.02% |
$1.6M - $1.85M
|
5.48K
$1.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.8K+ 1.68% |
$3.29M - $3.81M
|
833K
$259M
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
100New |
$23.8K - $27.7K
|
100
$31.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
SELL
|
- |
-1.36K- 56.81% |
$325K - $377K
|
1.04K
$322K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-20- 1.2% |
$4.77K - $5.53K
|
1.65K
$514K
|
|
|
Nov 07, 2024
Q3 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
27.6K+ 234.84% |
$6.57M - $7.62M
|
39.3K
$12.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
62.7K+ 29.85% |
$15M - $17.3M
|
273K
$84.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
BUY
|
- |
530+ 11.6% |
$126K - $147K
|
5.1K
$1.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2- 0.12% |
$477 - $553
|
1.67K
$518K
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-304- 1.1% |
$72.5K - $84.1K
|
27.2K
$8.47M
|
|
|
Nov 07, 2024
Q3 2024
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
3.9KNew |
$930K - $1.08M
|
3.9K
$1.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.96K+ 4.27% |
$468K - $543K
|
47.9K
$14.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-35- 3.51% |
$8.34K - $9.68K
|
963
$299K
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
309+ 6.78% |
$73.7K - $85.4K
|
4.87K
$1.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-937- 12.29% |
$223K - $259K
|
6.69K
$2.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
94+ 20.84% |
$22.4K - $26K
|
545
$169K
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-2.39K- 1.12% |
$571K - $662K
|
211K
$65.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-402- 18.48% |
$95.8K - $111K
|
1.77K
$551K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-35- 1.14% |
$8.34K - $9.68K
|
3.03K
$942K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
85+ 6.26% |
$20.3K - $23.5K
|
1.44K
$448K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.9K- 4.58% |
$454K - $526K
|
39.6K
$12.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
1.83K+ 16.05% |
$437K - $507K
|
13.3K
$4.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-66.2K- 21.23% |
$15.8M - $18.3M
|
246K
$76.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-344- 3.97% |
$82K - $95.1K
|
8.33K
$2.59M
|
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
193+ 0.88% |
$46K - $53.4K
|
22.1K
$6.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-177- 4.37% |
$42.2K - $48.9K
|
3.87K
$1.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
2.19K+ 1.17% |
$522K - $605K
|
189K
$58.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-7.88K- 68.44% |
$1.88M - $2.18M
|
3.63K
$1.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-523- 10.75% |
$125K - $145K
|
4.34K
$1.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
1.26KNew |
$301K - $349K
|
1.26K
$392K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
27+ 2.58% |
$6.44K - $7.47K
|
1.07K
$333K
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-159- 2.68% |
$37.9K - $44K
|
5.77K
$1.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
424+ 5.65% |
$101K - $117K
|
7.93K
$2.47M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.4K- 1.64% |
$572K - $664K
|
144K
$44.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1.02KNew |
$243K - $282K
|
1.02K
$317K
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
182+ 0.53% |
$43.4K - $50.3K
|
34.2K
$10.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
534K+ 15.28% |
$127M - $148M
|
4.03M
$1.25B
|
|
|
Nov 07, 2024
Q3 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
26+ 2.67% |
$6.2K - $7.19K
|
999
$310K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-3.71K- 49.63% |
$884K - $1.03M
|
3.76K
$1.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.05K+ 7.98% |
$965K - $1.12M
|
54.8K
$17M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
492+ 3.64% |
$117K - $136K
|
14K
$4.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
20+ 0.77% |
$4.77K - $5.53K
|
2.61K
$812K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-153- 5.92% |
$36.5K - $42.3K
|
2.43K
$756K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
778New |
$185K - $215K
|
778
$242K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
490+ 7.9% |
$117K - $135K
|
6.7K
$2.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-829- 11.08% |
$198K - $229K
|
6.66K
$2.07M
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
26+ 1.53% |
$6.2K - $7.19K
|
1.73K
$537K
|