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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-526- 0.63% |
$125K - $145K
|
82.9K
$25.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
2.68K+ 4.76% |
$639K - $741K
|
59K
$18.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
12+ 4.24% |
$2.86K - $3.32K
|
295
$91.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-352- 4.87% |
$83.9K - $97.3K
|
6.88K
$2.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
7+ 1.0% |
$1.67K - $1.94K
|
707
$220K
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-3- 0.34% |
$715 - $830
|
880
$273K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
328+ 21.05% |
$78.2K - $90.7K
|
1.89K
$586K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-735- 4.4% |
$175K - $203K
|
16K
$4.96M
|
|
|
Oct 25, 2024
Q3 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-18.2K- 46.01% |
$4.34M - $5.04M
|
21.4K
$6.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-2.17K- 5.49% |
$516K - $599K
|
37.3K
$11.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
19.5K+ 2.64% |
$4.66M - $5.4M
|
760K
$236M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-375- 1.01% |
$89.4K - $104K
|
36.7K
$11.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
150+ 4.9% |
$35.8K - $41.5K
|
3.21K
$999K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
76+ 2.09% |
$18.1K - $21K
|
3.7K
$1.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
43+ 1.13% |
$10.3K - $11.9K
|
3.84K
$1.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
1.33K+ 89.53% |
$316K - $366K
|
2.81K
$872K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
6+ 1.13% |
$1.43K - $1.66K
|
539
$168K
|
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
BUY
|
- |
2.48KNew |
$591K - $686K
|
2.48K
$770K
|
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
CALL |
-5.5K- 57.89% |
$1.31M - $1.52M
|
4K
$1.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3- 0.27% |
$715 - $830
|
1.11K
$345K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.23K- 18.64% |
$1.01M - $1.17M
|
18.4K
$5.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-178- 38.2% |
$42.4K - $49.2K
|
288
$89.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.22K- 26.75% |
$292K - $338K
|
3.35K
$1.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
120+ 1.36% |
$28.6K - $33.2K
|
8.97K
$2.79M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.19K- 16.15% |
$521K - $605K
|
11.4K
$3.53M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
24+ 34.78% |
$5.72K - $6.64K
|
93
$28.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Wd Rutherford LLC
|
BUY
|
- |
278+ 2.03% |
$66.3K - $76.9K
|
14K
$4.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-204- 7.15% |
$48.6K - $56.4K
|
2.65K
$824K
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-745- 1.88% |
$178K - $206K
|
38.8K
$12.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
22+ 1.43% |
$5.25K - $6.08K
|
1.57K
$486K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
143+ 6.39% |
$34.1K - $39.5K
|
2.38K
$740K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-22- 1.56% |
$5.25K - $6.08K
|
1.38K
$430K
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
BUY
|
- |
166+ 2.23% |
$39.6K - $45.9K
|
7.6K
$2.36M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
377+ 14.19% |
$89.9K - $104K
|
3.03K
$943K
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
176+ 12.55% |
$42K - $48.7K
|
1.58K
$490K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-4.45K- 68.07% |
$1.06M - $1.23M
|
2.09K
$648K
|
|
|
Oct 25, 2024
Q3 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-119- 0.9% |
$28.4K - $32.9K
|
13K
$4.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
779+ 8.16% |
$186K - $215K
|
10.3K
$3.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
1.73K+ 60.2% |
$412K - $478K
|
4.6K
$1.43M
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
61.8KNew |
$14.7M - $17.1M
|
61.8K
$19.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
26.2KNew |
$6.26M - $7.26M
|
26.2K
$8.16M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
11+ 6.92% |
$2.62K - $3.04K
|
170
$52.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-56- 2.69% |
$13.4K - $15.5K
|
2.03K
$631K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-107- 4.48% |
$25.5K - $29.6K
|
2.28K
$710K
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
12.3K+ 44.79% |
$2.93M - $3.4M
|
39.7K
$12.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
3.45K+ 57.19% |
$823K - $955K
|
9.49K
$2.95M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
132+ 0.19% |
$31.5K - $36.5K
|
70.2K
$21.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-66- 2.37% |
$15.7K - $18.3K
|
2.71K
$843K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
41+ 0.73% |
$9.78K - $11.3K
|
5.69K
$1.77M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-126K- 27.98% |
$30M - $34.8M
|
324K
$101M
|