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 22, 2024
Q3 2024
|
Blossom Wealth Management
|
SELL
|
- |
-30- 3.52% |
$7.15K - $8.3K
|
823
$281K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-1.7K- 47.7% |
$406K - $470K
|
1.87K
$637K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
207+ 18.89% |
$49.4K - $57.2K
|
1.3K
$445K
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-5- 0.27% |
$1.19K - $1.38K
|
1.86K
$634K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-9.66K- 87.67% |
$2.3M - $2.67M
|
1.36K
$464K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
312+ 0.5% |
$74.4K - $86.3K
|
62.6K
$21.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
163+ 5.6% |
$38.9K - $45.1K
|
3.08K
$1.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.24K- 1.99% |
$295K - $342K
|
61K
$20.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-26- 18.71% |
$6.2K - $7.19K
|
113
$38.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-62- 2.0% |
$14.8K - $17.1K
|
3.04K
$1.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-162- 0.15% |
$38.6K - $44.8K
|
107K
$36.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
805+ 0.81% |
$192K - $223K
|
99.8K
$34.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.91KNew |
$455K - $528K
|
1.91K
$652K
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-749- 2.26% |
$179K - $207K
|
32.4K
$11.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$238 - $277
|
1.87K
$640K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-5- 0.07% |
$1.19K - $1.38K
|
6.99K
$2.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-709- 19.72% |
$169K - $196K
|
2.89K
$986K
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
600+ 0.94% |
$143K - $166K
|
64.2K
$22M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.97K+ 46.24% |
$1.18M - $1.37M
|
15.7K
$5.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.32K- 5.3% |
$315K - $365K
|
23.6K
$8.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.07KNew |
$494K - $573K
|
2.07K
$708K
|
|
|
Oct 22, 2024
Q3 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
26+ 8.28% |
$6.2K - $7.19K
|
340
$116K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-49- 1.24% |
$11.7K - $13.5K
|
3.89K
$1.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
198+ 17.46% |
$47.2K - $54.8K
|
1.33K
$455K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.3K+ 74.37% |
$1.26M - $1.47M
|
12.4K
$4.25M
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-130- 6.06% |
$31K - $35.9K
|
2.01K
$688K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
811+ 4.4% |
$193K - $224K
|
19.2K
$6.57M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
53+ 1.42% |
$12.6K - $14.7K
|
3.78K
$1.29M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
764New |
$182K - $211K
|
764
$261K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.96K- 11.59% |
$705K - $818K
|
22.6K
$7.71M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
17+ 7.23% |
$4.05K - $4.7K
|
252
$86.1K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
999K+ 23664.17% |
$238M - $276M
|
1M
$343M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
312+ 3.39% |
$74.4K - $86.3K
|
9.53K
$3.26M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-8- 1.01% |
$1.91K - $2.21K
|
784
$268K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
337+ 2.61% |
$80.3K - $93.2K
|
13.3K
$4.53M
|
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-445- 23.63% |
$106K - $123K
|
1.44K
$491K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.13% |
$238 - $277
|
776
$265K
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
27+ 1.26% |
$6.44K - $7.47K
|
2.16K
$739K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-227- 0.11% |
$54.1K - $62.8K
|
200K
$68.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
707+ 1.54% |
$169K - $196K
|
46.7K
$16M
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
15+ 1.35% |
$3.58K - $4.15K
|
1.13K
$386K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
18New |
$4.29K - $4.98K
|
18
$6.15K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-750- 5.07% |
$179K - $207K
|
14K
$4.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-4.32K- 14.81% |
$1.03M - $1.19M
|
24.8K
$8.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
890+ 11.69% |
$212K - $246K
|
8.51K
$2.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-164- 13.72% |
$39.1K - $45.4K
|
1.03K
$352K
|
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
6+ 0.32% |
$1.43K - $1.66K
|
1.86K
$634K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
14+ 233.33% |
$3.34K - $3.87K
|
20
$6.83K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
30+ 3.59% |
$7.15K - $8.3K
|
865
$296K
|
|
|
Oct 21, 2024
Q3 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-21- 0.13% |
$5.01K - $5.81K
|
16.6K
$5.68M
|