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 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
988New |
$236K - $273K
|
988
$338K
|
|
|
Oct 15, 2024
Q3 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-1.57K- 1.63% |
$373K - $433K
|
94.6K
$32.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-9- 0.31% |
$2.15K - $2.49K
|
2.85K
$975K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-83- 0.62% |
$19.8K - $23K
|
13.3K
$4.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
13.8K+ 252.1% |
$3.3M - $3.83M
|
19.3K
$6.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
359+ 3.87% |
$85.6K - $99.3K
|
9.64K
$3.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-34- 1.7% |
$8.11K - $9.4K
|
1.97K
$673K
|
|
|
Oct 15, 2024
Q3 2024
|
Norway Savings Bank
|
BUY
|
- |
231+ 2.54% |
$55.1K - $63.9K
|
9.32K
$3.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
11+ 1.22% |
$2.62K - $3.04K
|
912
$312K
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-250- 44.72% |
$59.6K - $69.1K
|
309
$106K
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-296- 5.18% |
$70.6K - $81.9K
|
5.42K
$1.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-197- 16.15% |
$47K - $54.5K
|
1.02K
$350K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-607- 4.97% |
$145K - $168K
|
11.6K
$3.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
98+ 9.57% |
$23.4K - $27.1K
|
1.12K
$383K
|
|
|
Oct 15, 2024
Q3 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-182- 0.56% |
$43.4K - $50.3K
|
32.4K
$11.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.41K+ 29.0% |
$1.29M - $1.49M
|
24K
$8.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-17.4K- 48.25% |
$4.14M - $4.8M
|
18.6K
$6.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
749+ 18.36% |
$179K - $207K
|
4.83K
$1.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
748+ 12.44% |
$178K - $207K
|
6.76K
$2.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-13- 1.03% |
$3.1K - $3.59K
|
1.25K
$426K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.15K+ 22.04% |
$988K - $1.15M
|
23K
$7.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-4- 3.67% |
$954 - $1.11K
|
105
$35.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-42.2K- 1.59% |
$10.1M - $11.7M
|
2.61M
$892M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
49.5K+ 1875.54% |
$11.8M - $13.7M
|
52.2K
$17.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-4.66K- 1.47% |
$1.11M - $1.29M
|
313K
$107M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
3.06K+ 80.57% |
$731K - $847K
|
6.87K
$2.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
838New |
$200K - $232K
|
838
$286K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
139+ 5.85% |
$33.1K - $38.4K
|
2.52K
$860K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
148+ 13.26% |
$35.3K - $40.9K
|
1.26K
$432K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-24- 0.31% |
$5.72K - $6.64K
|
7.79K
$2.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-123- 5.38% |
$29.3K - $34K
|
2.16K
$739K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
18+ 19.35% |
$4.29K - $4.98K
|
111
$37.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
149+ 19.15% |
$35.5K - $41.2K
|
927
$317K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
221+ 7.12% |
$52.7K - $61.1K
|
3.32K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.15KNew |
$275K - $319K
|
1.15K
$394K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.12KNew |
$266K - $309K
|
1.12K
$381K
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
312+ 2.92% |
$74.4K - $86.3K
|
11K
$3.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-914- 10.46% |
$218K - $253K
|
7.83K
$2.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.17K- 9.42% |
$278K - $322K
|
11.2K
$3.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
920New |
$219K - $254K
|
920
$314K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-239- 19.69% |
$57K - $66.1K
|
975
$333K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
506+ 7.91% |
$121K - $140K
|
6.9K
$2.36M
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-229- 9.9% |
$54.6K - $63.3K
|
2.09K
$712K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.33K- 19.28% |
$555K - $643K
|
9.75K
$3.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
17+ 1.83% |
$4.05K - $4.7K
|
946
$323K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
322+ 1.79% |
$76.8K - $89K
|
18.3K
$6.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
75+ 9.26% |
$17.9K - $20.7K
|
885
$302K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-83- 3.44% |
$19.8K - $23K
|
2.33K
$797K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-113- 2.47% |
$26.9K - $31.2K
|
4.46K
$1.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 3.73% |
$440K - $510K
|
51.3K
$17.5M
|