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 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
141+ 7.02% |
$33.6K - $39K
|
2.15K
$734K
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
25+ 0.34% |
$5.96K - $6.91K
|
7.4K
$2.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-588- 1.31% |
$140K - $163K
|
44.4K
$15.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.44K- 0.76% |
$582K - $676K
|
318K
$109M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
144+ 12.18% |
$34.3K - $39.8K
|
1.33K
$453K
|
|
|
Oct 18, 2024
Q3 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-1K- 50.0% |
$238K - $277K
|
1K
$342K
|
|
|
Oct 18, 2024
Q3 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-1.4K- 22.37% |
$335K - $388K
|
4.87K
$1.66M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-400- 1.74% |
$95.4K - $111K
|
22.6K
$7.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-87.2K- 3.51% |
$20.8M - $24.1M
|
2.39M
$818M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
615+ 9.38% |
$147K - $170K
|
7.18K
$2.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-200- 16.26% |
$47.7K - $55.3K
|
1.03K
$352K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1- 1.04% |
$238 - $277
|
95
$32.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-21K- 71.15% |
$5M - $5.8M
|
8.51K
$2.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-28.9K- 2.75% |
$6.89M - $7.99M
|
1.02M
$349M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.97KNew |
$469K - $544K
|
1.97K
$672K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
14+ 3.17% |
$3.34K - $3.87K
|
456
$156K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-39- 9.38% |
$9.3K - $10.8K
|
377
$129K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-88- 59.06% |
$21K - $24.3K
|
61
$20.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
103New |
$24.6K - $28.5K
|
103
$35.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
419New |
$99.9K - $116K
|
419
$143K
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
23+ 2.61% |
$5.48K - $6.36K
|
903
$309K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
90+ 300.0% |
$21.5K - $24.9K
|
120
$41K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
125+ 2.49% |
$29.8K - $34.6K
|
5.15K
$1.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-10.8K- 2.12% |
$2.58M - $2.99M
|
499K
$170M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
929+ 54.07% |
$221K - $257K
|
2.65K
$905K
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
1.21KNew |
$288K - $334K
|
1.21K
$412K
|
|
|
Oct 18, 2024
Q3 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
3.26K+ 168.23% |
$778K - $902K
|
5.2K
$1.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
1.44K+ 1.83% |
$344K - $399K
|
80.2K
$27.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
60+ 3.42% |
$14.3K - $16.6K
|
1.81K
$620K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.2KNew |
$287K - $333K
|
1.2K
$411K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-14- 10.85% |
$3.34K - $3.87K
|
115
$39.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
1.3K+ 3.19% |
$309K - $359K
|
42K
$14.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.27K+ 25.71% |
$1.02M - $1.18M
|
20.9K
$7.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
157+ 8.1% |
$37.4K - $43.4K
|
2.1K
$716K
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-44- 1.25% |
$10.5K - $12.2K
|
3.47K
$1.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-188- 10.39% |
$44.8K - $52K
|
1.62K
$554K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.76K+ 109.45% |
$897K - $1.04M
|
7.2K
$2.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
38+ 3.46% |
$9.06K - $10.5K
|
1.14K
$388K
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.35% |
$715 - $830
|
862
$295K
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
1+ 0.08% |
$238 - $277
|
1.27K
$435K
|
|
|
Oct 18, 2024
Q3 2024
|
Verde Capital Management
|
BUY
|
- |
115+ 1.15% |
$27.4K - $31.8K
|
10.1K
$3.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
454+ 11.51% |
$108K - $126K
|
4.4K
$1.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-239- 2.46% |
$57K - $66.1K
|
9.48K
$3.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-866- 53.82% |
$206K - $239K
|
743
$254K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.25K+ 157.97% |
$298K - $345K
|
2.04K
$696K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
143+ 7.61% |
$34.1K - $39.5K
|
2.02K
$691K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-76- 1.58% |
$18.1K - $21K
|
4.72K
$1.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-7.36K- 2.84% |
$1.76M - $2.04M
|
252K
$86.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-403- 7.38% |
$96.1K - $111K
|
5.06K
$1.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
816+ 18.21% |
$195K - $226K
|
5.3K
$1.81M
|