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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
103+ 5.28% |
$27.6K - $37.1K
|
2.05K
$539K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
953+ 0.93% |
$256K - $343K
|
104K
$27.1M
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-2.06K- 9.36% |
$553K - $741K
|
19.9K
$5.23M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
653+ 3.8% |
$175K - $235K
|
17.8K
$4.67M
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.38K+ 27.64% |
$370K - $497K
|
6.37K
$1.67M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
182New |
$48.8K - $65.5K
|
182
$47.7K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-10- 0.16% |
$2.68K - $3.6K
|
6.37K
$1.67M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-88- 0.61% |
$23.6K - $31.7K
|
14.3K
$3.76M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-20.9K- 46.01% |
$5.61M - $7.53M
|
24.5K
$6.44M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-118- 8.13% |
$31.7K - $42.5K
|
1.33K
$350K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-4.04K- 29.76% |
$1.08M - $1.45M
|
9.53K
$2.5M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
237+ 5.59% |
$63.6K - $85.3K
|
4.48K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.18K+ 2.54% |
$316K - $424K
|
47.5K
$12.5M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
12K+ 1.02% |
$3.23M - $4.33M
|
1.19M
$311M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-29.4K- 9.33% |
$7.88M - $10.6M
|
285K
$74.8M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
1.43K+ 17.3% |
$384K - $515K
|
9.7K
$2.54M
|
|
|
May 06, 2025
Q1 2025
|
Pier 88 Investment Partners LLC
San Francisco, CA |
BUY
|
- |
2.83KNew |
$759K - $1.02M
|
2.83K
$742K
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
4.46KNew |
$1.2M - $1.61M
|
4.46K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
14+ 1.27% |
$3.76K - $5.04K
|
1.12K
$294K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
20+ 2.54% |
$5.37K - $7.2K
|
806
$211K
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-109- 0.62% |
$29.3K - $39.2K
|
17.6K
$4.62M
|
|
|
May 06, 2025
Q1 2025
|
Sustainable Growth Advisers, LP
Stamford, CT |
BUY
|
- |
447K+ 37.85% |
$120M - $161M
|
1.63M
$427M
|
|
|
May 06, 2025
Q1 2025
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
SELL
|
- |
-51.3K- 72.92% |
$13.8M - $18.5M
|
19.1K
$5M
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
46+ 0.57% |
$12.3K - $16.6K
|
8.13K
$2.13M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-36- 1.29% |
$9.66K - $13K
|
2.76K
$723K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
4.7K+ 1.29% |
$1.26M - $1.69M
|
369K
$96.7M
|
|
|
May 06, 2025
Q1 2025
|
Teramo Advisors, LLC
Naples, FL |
BUY
|
- |
786New |
$211K - $283K
|
786
$206K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
2.03KNew |
$544K - $730K
|
2.03K
$532K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
1K+ 10.53% |
$268K - $360K
|
10.5K
$2.75M
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
BUY
|
- |
6.64K+ 77.63% |
$1.78M - $2.39M
|
15.2K
$3.98M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-25- 2.04% |
$6.71K - $9K
|
1.2K
$316K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
882+ 4.98% |
$237K - $317K
|
18.6K
$4.88M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
9.9KNew |
$2.66M - $3.56M
|
9.9K
$2.6M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-337- 3.04% |
$90.4K - $121K
|
10.8K
$2.82M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
30+ 1.71% |
$8.05K - $10.8K
|
1.79K
$469K
|
|
|
May 06, 2025
Q1 2025
|
Kidder Stephen W
|
BUY
|
- |
3.71K+ 94.55% |
$997K - $1.34M
|
7.64K
$2M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-232- 4.75% |
$62.3K - $83.5K
|
4.65K
$1.22M
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
6.63KNew |
$1.78M - $2.39M
|
6.63K
$1.74M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-41.6K- 98.18% |
$11.2M - $15M
|
771
$202K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
342+ 3.45% |
$91.8K - $123K
|
10.3K
$2.69M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
2+ 0.4% |
$537 - $720
|
506
$133K
|
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
BUY
|
- |
2.71K+ 231.88% |
$728K - $977K
|
3.88K
$1.02M
|
|
|
May 06, 2025
Q1 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
1.6K+ 71.61% |
$430K - $577K
|
3.84K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.76K+ 3.39% |
$1.28M - $1.71M
|
145K
$38M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-319- 19.8% |
$85.6K - $115K
|
1.29K
$339K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-19- 2.71% |
$5.1K - $6.84K
|
681
$179K
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
200New |
$53.7K - $72K
|
200
$52.5K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-198- 17.77% |
$53.1K - $71.3K
|
916
$240K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
1.24KNew |
$332K - $445K
|
1.24K
$324K
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
625+ 1.82% |
$168K - $225K
|
35K
$9.18M
|