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 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.59K- 97.99% |
$616K - $715K
|
53
$18.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Suncoast Equity Management
|
SELL
|
- |
-8.54K- 6.09% |
$2.04M - $2.36M
|
132K
$45M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-6.05K- 7.93% |
$1.44M - $1.67M
|
70.2K
$24M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-32.9K- 8.05% |
$7.85M - $9.1M
|
376K
$128M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
PUT |
255New |
$60.8K - $70.5K
|
255
$87.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-654- 7.76% |
$156K - $181K
|
7.77K
$2.66M
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-107- 11.4% |
$25.5K - $29.6K
|
832
$284K
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
574+ 3.68% |
$137K - $159K
|
16.2K
$5.53M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
744+ 5.26% |
$177K - $206K
|
14.9K
$5.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-60- 2.23% |
$14.3K - $16.6K
|
2.63K
$898K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
919+ 13.41% |
$219K - $254K
|
7.77K
$2.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
783+ 10.18% |
$187K - $217K
|
8.47K
$2.9M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-459- 14.34% |
$109K - $127K
|
2.74K
$937K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-286- 3.56% |
$68.2K - $79.1K
|
7.76K
$2.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
13.2K+ 24.28% |
$3.14M - $3.64M
|
67.5K
$23.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-2.2K- 46.88% |
$525K - $609K
|
2.5K
$853K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
758+ 0.71% |
$181K - $210K
|
108K
$36.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
410+ 0.87% |
$97.8K - $113K
|
47.7K
$16.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-257- 1.58% |
$61.3K - $71.1K
|
16.1K
$5.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
837+ 4.64% |
$200K - $231K
|
18.9K
$6.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-154- 3.19% |
$36.7K - $42.6K
|
4.68K
$1.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
29+ 111.54% |
$6.91K - $8.02K
|
55
$18.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3K- 2.56% |
$715K - $829K
|
114K
$39M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
298New |
$71K - $82.4K
|
298
$102K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
451+ 4.95% |
$108K - $125K
|
9.56K
$3.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-36- 0.75% |
$8.58K - $9.96K
|
4.76K
$1.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-98- 6.36% |
$23.4K - $27.1K
|
1.44K
$493K
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-415- 4.15% |
$98.9K - $115K
|
9.59K
$3.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-6- 0.17% |
$1.43K - $1.66K
|
3.54K
$1.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-10.3K- 93.21% |
$2.45M - $2.84M
|
747
$255K
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
387+ 5.04% |
$92.3K - $107K
|
8.07K
$2.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-24- 11.16% |
$5.72K - $6.64K
|
191
$65.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.89K+ 18.23% |
$1.17M - $1.35M
|
31.7K
$10.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
130+ 7.52% |
$31K - $35.9K
|
1.86K
$635K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
172+ 0.75% |
$41K - $47.6K
|
23K
$7.86M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-143- 0.61% |
$34.1K - $39.5K
|
23.1K
$7.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-229- 2.13% |
$54.6K - $63.3K
|
10.5K
$3.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-32- 2.74% |
$7.63K - $8.85K
|
1.14K
$388K
|
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
28.5K+ 79.0% |
$6.8M - $7.89M
|
64.6K
$22.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-229- 10.7% |
$54.6K - $63.3K
|
1.91K
$653K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-82- 0.64% |
$19.6K - $22.7K
|
12.8K
$4.38M
|
|
|
Oct 21, 2024
Q3 2024
|
Shariaportfolio, Inc.
Lake Mary, FL |
BUY
|
- |
1+ 0.02% |
$238 - $277
|
4.32K
$1.48M
|
|
|
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
|