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 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
897+ 45.1% |
$214K - $248K
|
2.89K
$897K
|
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
54+ 0.54% |
$12.9K - $14.9K
|
10K
$3.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
16+ 0.93% |
$3.81K - $4.42K
|
1.74K
$541K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
711+ 29.32% |
$170K - $197K
|
3.14K
$975K
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-525- 23.17% |
$125K - $145K
|
1.74K
$541K
|
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-1.25K- 13.75% |
$297K - $344K
|
7.81K
$2.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
575+ 8.93% |
$137K - $159K
|
7.01K
$2.18M
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
5KNew |
$1.19M - $1.38M
|
5K
$1.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-97- 6.88% |
$23.1K - $26.8K
|
1.31K
$408K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
335+ 38.15% |
$79.9K - $92.6K
|
1.21K
$377K
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
7.42K+ 0.68% |
$1.77M - $2.05M
|
1.11M
$344M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.01K- 38.63% |
$956K - $1.11M
|
6.37K
$1.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
469+ 11.3% |
$112K - $130K
|
4.62K
$1.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
11+ 0.05% |
$2.62K - $3.04K
|
23.9K
$7.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
190+ 1.69% |
$45.3K - $52.5K
|
11.5K
$3.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
76+ 3.22% |
$18.1K - $21K
|
2.44K
$758K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
84+ 3.41% |
$20K - $23.2K
|
2.55K
$792K
|
|
|
Oct 24, 2024
Q3 2024
|
A16z Perennial Management, L.P.
Menlo Park, CA |
SELL
|
- |
-3.9K- 28.83% |
$930K - $1.08M
|
9.63K
$2.99M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.65K- 32.22% |
$1.11M - $1.29M
|
9.79K
$3.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
6+ 0.75% |
$1.43K - $1.66K
|
807
$251K
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
205+ 19.16% |
$48.9K - $56.7K
|
1.28K
$396K
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-473- 1.11% |
$113K - $131K
|
42K
$13.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
17+ 0.98% |
$4.05K - $4.7K
|
1.75K
$544K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
30+ 2.54% |
$7.15K - $8.3K
|
1.21K
$376K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-14- 0.55% |
$3.34K - $3.87K
|
2.54K
$790K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.53K- 25.8% |
$604K - $701K
|
7.29K
$2.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.2K+ 37.47% |
$524K - $608K
|
8.06K
$2.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-14- 1.64% |
$3.34K - $3.87K
|
840
$261K
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.29K+ 30.69% |
$308K - $357K
|
5.49K
$1.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
36+ 1.21% |
$8.58K - $9.96K
|
3.01K
$934K
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
296+ 1.99% |
$70.6K - $81.9K
|
15.2K
$4.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-186- 7.33% |
$44.3K - $51.4K
|
2.35K
$731K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
145+ 21.9% |
$34.6K - $40.1K
|
807
$251K
|
|
|
Oct 23, 2024
Q3 2024
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
23.5K+ 1566.67% |
$5.6M - $6.5M
|
25K
$7.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
1+ 0.05% |
$238 - $277
|
1.82K
$567K
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-55.8K- 14.56% |
$13.3M - $15.4M
|
327K
$102M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
BUY
|
- |
959+ 1.6% |
$229K - $265K
|
61K
$19M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
260+ 0.14% |
$62K - $71.9K
|
190K
$58.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-18.4K- 22.71% |
$4.39M - $5.09M
|
62.6K
$19.5M
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
2+ 0.03% |
$477 - $553
|
6.55K
$2.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-345- 5.87% |
$82.3K - $95.4K
|
5.53K
$1.72M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-25- 2.2% |
$5.96K - $6.91K
|
1.11K
$346K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-103- 0.16% |
$24.6K - $28.5K
|
64.2K
$19.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-290- 5.48% |
$69.1K - $80.2K
|
5.01K
$1.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
25+ 1.8% |
$5.96K - $6.91K
|
1.42K
$440K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-369- 27.54% |
$88K - $102K
|
971
$302K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 0.73% |
$95.4K - $111K
|
54.6K
$17M
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
218New |
$52K - $60.3K
|
218
$67.8K
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.68K- 1.23% |
$639K - $741K
|
215K
$66.9M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
11.9K+ 732.12% |
$2.84M - $3.29M
|
13.5K
$4.2M
|