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 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-197- 9.26% |
$47K - $54.5K
|
1.93K
$600K
|
|
|
Nov 08, 2024
Q3 2024
|
Parnassus Investments, LLC
|
SELL
|
- |
-620K- 10.23% |
$148M - $171M
|
5.44M
$1.69B
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16.7K+ 7.56% |
$3.99M - $4.62M
|
238K
$74M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-9.63K- 16.5% |
$2.3M - $2.66M
|
48.7K
$15.1M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-471K- 76.05% |
$112M - $130M
|
148K
$46.1M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-143- 0.84% |
$34.1K - $39.5K
|
16.9K
$5.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
1K+ 48.64% |
$239K - $277K
|
3.07K
$953K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-100- 4.67% |
$23.8K - $27.7K
|
2.04K
$634K
|
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
325+ 21.04% |
$77.5K - $89.9K
|
1.87K
$581K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.81M+ 14.05% |
$431M - $500M
|
14.7M
$4.56B
|
|
|
Nov 08, 2024
Q3 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
5.1K+ 3.35% |
$1.22M - $1.41M
|
158K
$49M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.15K+ 4.8% |
$989K - $1.15M
|
90.5K
$28.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
883New |
$211K - $244K
|
883
$274K
|
|
|
Nov 08, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-6.86K- 42.6% |
$1.63M - $1.9M
|
9.24K
$2.87M
|
|
|
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
|