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
|
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
|
|
|
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
|