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 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
924New |
$220K - $256K
|
924
$287K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
5+ 0.2% |
$1.19K - $1.38K
|
2.52K
$783K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
42New |
$10K - $11.6K
|
42
$13.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
61+ 5.3% |
$14.5K - $16.9K
|
1.21K
$377K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
130+ 15.8% |
$31K - $35.9K
|
953
$296K
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-108- 0.9% |
$25.7K - $29.9K
|
11.9K
$3.7M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1- 5.0% |
$238 - $277
|
19
$5.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
3.15K+ 27.56% |
$752K - $872K
|
14.6K
$4.54M
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
58+ 0.49% |
$13.8K - $16K
|
11.8K
$3.66M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 0.24% |
$238 - $277
|
412
$128K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-193- 14.69% |
$46K - $53.4K
|
1.12K
$348K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3.15K+ 1.38% |
$751K - $871K
|
231K
$71.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.27K- 26.12% |
$1.02M - $1.18M
|
12.1K
$3.75M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-4.21K- 35.04% |
$1M - $1.16M
|
7.8K
$2.42M
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
2.12K+ 1.22% |
$506K - $587K
|
176K
$54.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-7- 0.11% |
$1.67K - $1.94K
|
6.64K
$2.06M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-247- 8.21% |
$58.9K - $68.3K
|
2.76K
$858K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
9.55K+ 4.03% |
$2.28M - $2.64M
|
246K
$76.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
64+ 1.48% |
$15.3K - $17.7K
|
4.4K
$1.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.07K+ 35.87% |
$731K - $848K
|
11.6K
$3.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
698+ 2.98% |
$166K - $193K
|
24.1K
$7.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
881+ 39.3% |
$210K - $244K
|
3.12K
$971K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.24KNew |
$296K - $343K
|
1.24K
$386K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
283+ 0.81% |
$67.5K - $78.3K
|
35.2K
$10.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.36K- 8.47% |
$800K - $928K
|
36.3K
$11.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.24K+ 8.16% |
$533K - $618K
|
29.6K
$9.21M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-20- 1.5% |
$4.77K - $5.53K
|
1.31K
$408K
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-9.36K- 85.52% |
$2.23M - $2.59M
|
1.58K
$492K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.88K- 22.94% |
$449K - $521K
|
6.32K
$1.97M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.74K+ 35.06% |
$416K - $482K
|
6.72K
$2.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-24- 2.28% |
$5.72K - $6.64K
|
1.03K
$320K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
496+ 9.08% |
$118K - $137K
|
5.96K
$1.85M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
14+ 0.18% |
$3.34K - $3.87K
|
7.91K
$2.46M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.35K+ 12.06% |
$561K - $651K
|
21.9K
$6.8M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
101+ 6.73% |
$24.1K - $27.9K
|
1.6K
$498K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
103+ 15.47% |
$24.6K - $28.5K
|
769
$239K
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.07K+ 0.55% |
$256K - $297K
|
197K
$61.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
683+ 39.85% |
$163K - $189K
|
2.4K
$745K
|
|
|
Oct 17, 2024
Q3 2024
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
49.5K+ 212.5% |
$11.8M - $13.7M
|
72.7K
$22.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
260+ 2.45% |
$62K - $71.9K
|
10.9K
$3.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-379- 3.15% |
$90.4K - $105K
|
11.6K
$3.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-84- 4.72% |
$20K - $23.2K
|
1.7K
$527K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
64+ 145.45% |
$15.3K - $17.7K
|
108
$33.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.9K- 3.06% |
$453K - $526K
|
60.3K
$18.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
42+ 1.32% |
$10K - $11.6K
|
3.24K
$1.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
74+ 6.83% |
$17.6K - $20.5K
|
1.16K
$360K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
96+ 4.23% |
$22.9K - $26.5K
|
2.36K
$734K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.58K+ 8.93% |
$376K - $436K
|
19.2K
$5.98M
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
64.6KNew |
$15.4M - $17.9M
|
64.6K
$20.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-1K- 26.9% |
$239K - $277K
|
2.72K
$846K
|