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
|
Edge Wealth Management LLC
|
SELL
|
- |
-309- 0.65% |
$73.7K - $85.4K
|
47.2K
$16.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
6+ 0.74% |
$1.43K - $1.66K
|
822
$281K
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-5.95K- 35.14% |
$1.42M - $1.65M
|
11K
$3.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-360- 6.23% |
$85.8K - $99.6K
|
5.42K
$1.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
204+ 3.26% |
$48.6K - $56.4K
|
6.45K
$2.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-333- 12.97% |
$79.4K - $92.1K
|
2.23K
$763K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
24+ 2.7% |
$5.72K - $6.64K
|
913
$312K
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-49- 0.24% |
$11.7K - $13.5K
|
20K
$6.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
972+ 17.75% |
$232K - $269K
|
6.45K
$2.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-368- 29.7% |
$87.7K - $102K
|
871
$298K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
108+ 1.65% |
$25.7K - $29.9K
|
6.67K
$2.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
50.2KNew |
$12M - $13.9M
|
50.2K
$17.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
141+ 62.11% |
$33.6K - $39K
|
368
$126K
|
|
|
Oct 15, 2024
Q3 2024
|
Scharf Investments, LLC
|
BUY
|
- |
283+ 2.99% |
$67.5K - $78.3K
|
9.76K
$3.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.8K- 1.09% |
$667K - $773K
|
253K
$86.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
847+ 18.71% |
$202K - $234K
|
5.37K
$1.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-338- 4.4% |
$80.6K - $93.5K
|
7.35K
$2.51M
|
|
|
Oct 11, 2024
Q3 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
908New |
$216K - $251K
|
908
$310K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.15K- 1.33% |
$751K - $871K
|
233K
$79.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
1.35K+ 1.35% |
$321K - $372K
|
101K
$34.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
70.6K+ 155.38% |
$16.8M - $19.5M
|
116K
$39.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$238 - $277
|
826
$282K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-151- 15.66% |
$36K - $41.8K
|
813
$278K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-90- 25.28% |
$21.5K - $24.9K
|
266
$90.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-105- 1.34% |
$25K - $29K
|
7.75K
$2.65M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-397- 17.73% |
$94.7K - $110K
|
1.84K
$629K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-10.9K- 10.23% |
$2.6M - $3.02M
|
95.7K
$32.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.4K+ 8.02% |
$4.14M - $4.8M
|
234K
$79.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-481- 49.23% |
$115K - $133K
|
496
$169K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
110+ 1.99% |
$26.2K - $30.4K
|
5.64K
$1.93M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
307+ 13.05% |
$73.2K - $84.9K
|
2.66K
$909K
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-26- 1.51% |
$6.2K - $7.19K
|
1.69K
$579K
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-319- 4.6% |
$76.1K - $88.2K
|
6.62K
$2.26M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-10.4K- 78.27% |
$2.49M - $2.88M
|
2.89K
$989K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
285+ 0.86% |
$67.9K - $78.8K
|
33.6K
$11.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
137+ 1.07% |
$32.7K - $37.9K
|
13K
$4.43M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
64+ 5.34% |
$15.3K - $17.7K
|
1.26K
$431K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.79K- 44.35% |
$666K - $772K
|
3.5K
$1.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
741New |
$177K - $205K
|
741
$253K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
324+ 29.45% |
$77.2K - $89.6K
|
1.42K
$487K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-307- 0.98% |
$73.2K - $84.9K
|
30.9K
$10.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
7+ 0.13% |
$1.67K - $1.94K
|
5.47K
$1.87M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-1- 0.02% |
$238 - $277
|
5.24K
$1.79M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
92+ 1.51% |
$21.9K - $25.4K
|
6.19K
$2.11M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.11KNew |
$503K - $584K
|
2.11K
$721K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
582New |
$139K - $161K
|
582
$199K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-435- 8.78% |
$104K - $120K
|
4.52K
$1.55M
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
8.39K+ 71.45% |
$2M - $2.32M
|
20.1K
$6.88M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-1.21K- 4.85% |
$289K - $336K
|
23.8K
$8.14M
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
348+ 1.85% |
$83K - $96.2K
|
19.2K
$6.55M
|