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 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
489+ 31.63% |
$117K - $135K
|
2.04K
$632K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
20+ 0.2% |
$4.77K - $5.53K
|
9.95K
$3.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
652+ 4.28% |
$155K - $180K
|
15.9K
$4.93M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-93- 51.1% |
$22.2K - $25.7K
|
89
$27.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
48+ 4.0% |
$11.4K - $13.3K
|
1.25K
$388K
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-322- 1.8% |
$76.8K - $89K
|
17.6K
$5.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-15- 0.29% |
$3.58K - $4.15K
|
5.08K
$1.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
117+ 5.73% |
$27.9K - $32.4K
|
2.16K
$671K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-59- 1.09% |
$14.1K - $16.3K
|
5.37K
$1.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
80+ 135.59% |
$19.1K - $22.1K
|
139
$43.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
71+ 3.69% |
$16.9K - $19.6K
|
2K
$620K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
183+ 4.73% |
$43.6K - $50.6K
|
4.05K
$1.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-145- 1.02% |
$34.6K - $40.1K
|
14K
$4.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
186+ 2.34% |
$44.3K - $51.4K
|
8.12K
$2.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
167+ 9.49% |
$39.8K - $46.2K
|
1.93K
$599K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-2.54K- 16.11% |
$604K - $701K
|
13.2K
$4.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1+ 0.1% |
$238 - $277
|
954
$296K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
452+ 1.22% |
$108K - $125K
|
37.6K
$11.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-115- 13.56% |
$27.4K - $31.8K
|
733
$228K
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-32- 3.86% |
$7.63K - $8.85K
|
796
$247K
|
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-74.7K- 99.61% |
$17.8M - $20.7M
|
289
$89.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.71K+ 32.53% |
$408K - $473K
|
6.97K
$2.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-8.03K- 85.63% |
$1.91M - $2.22M
|
1.35K
$419K
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
7.22KNew |
$1.72M - $2M
|
7.22K
$2.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
308+ 1.34% |
$73.4K - $85.2K
|
23.3K
$7.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.62K+ 6.43% |
$385K - $447K
|
26.7K
$8.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
122+ 6.79% |
$29.1K - $33.7K
|
1.92K
$597K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
581+ 35.54% |
$139K - $161K
|
2.22K
$689K
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
346+ 2.4% |
$82.5K - $95.7K
|
14.7K
$4.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4- 0.03% |
$954 - $1.11K
|
14K
$4.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
1.5K+ 18.71% |
$358K - $415K
|
9.53K
$2.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
4+ 0.31% |
$954 - $1.11K
|
1.31K
$406K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
25+ 1.15% |
$5.96K - $6.91K
|
2.19K
$681K
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
88+ 2.66% |
$21K - $24.3K
|
3.4K
$1.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1+ 0.1% |
$238 - $277
|
964
$300K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-302- 6.59% |
$72K - $83.5K
|
4.28K
$1.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-551- 1.15% |
$131K - $152K
|
47.4K
$14.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
184+ 6.18% |
$43.9K - $50.9K
|
3.16K
$983K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.35% |
$1.43K - $1.66K
|
1.73K
$538K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
936+ 111.96% |
$223K - $259K
|
1.77K
$551K
|
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-128- 14.22% |
$30.5K - $35.4K
|
772
$240K
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-92- 0.44% |
$21.9K - $25.4K
|
20.7K
$6.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-16- 0.01% |
$3.81K - $4.42K
|
115K
$35.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
49+ 5.16% |
$11.7K - $13.5K
|
999
$310K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-214- 21.15% |
$51K - $59.2K
|
798
$248K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
53+ 0.5% |
$12.6K - $14.7K
|
10.7K
$3.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
44+ 110.0% |
$10.5K - $12.2K
|
84
$26.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-60- 4.64% |
$14.3K - $16.6K
|
1.23K
$383K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-43- 2.68% |
$10.3K - $11.9K
|
1.56K
$486K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
96+ 67.61% |
$22.9K - $26.5K
|
238
$74K
|