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 08, 2024
Q3 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
191+ 0.88% |
$45.5K - $52.8K
|
21.8K
$7.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-4.09K- 5.07% |
$976K - $1.13M
|
76.6K
$25.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.74K+ 6.55% |
$1.13M - $1.31M
|
77.1K
$25.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-114- 12.24% |
$27.2K - $31.5K
|
817
$271K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
396+ 0.23% |
$94.4K - $110K
|
175K
$58.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2+ 0.2% |
$477 - $553
|
979
$325K
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-10- 0.88% |
$2.38K - $2.77K
|
1.12K
$373K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.15KNew |
$274K - $317K
|
1.15K
$381K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
400+ 634.92% |
$95.4K - $111K
|
463
$154K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-18- 0.99% |
$4.29K - $4.98K
|
1.8K
$598K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
63+ 7.47% |
$15K - $17.4K
|
906
$300K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
102+ 6.66% |
$24.3K - $28.2K
|
1.63K
$542K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-22- 1.76% |
$5.25K - $6.08K
|
1.23K
$408K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.15K+ 6.37% |
$512K - $594K
|
35.9K
$11.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
6.78KNew |
$1.62M - $1.87M
|
6.78K
$2.25M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
811New |
$193K - $224K
|
811
$269K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-126- 8.62% |
$30K - $34.8K
|
1.34K
$443K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.02K- 1.14% |
$242K - $281K
|
88.4K
$29.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-75- 1.09% |
$17.9K - $20.7K
|
6.78K
$2.25M
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-9- 0.54% |
$2.15K - $2.49K
|
1.65K
$548K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.49KNew |
$355K - $412K
|
1.49K
$494K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-840- 4.19% |
$200K - $232K
|
19.2K
$6.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
63+ 5.22% |
$15K - $17.4K
|
1.27K
$421K
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
118+ 12.8% |
$28.1K - $32.6K
|
1.04K
$345K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2+ 0.04% |
$477 - $553
|
4.95K
$1.64M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-52- 6.03% |
$12.4K - $14.4K
|
810
$269K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.58K- 11.45% |
$376K - $436K
|
12.2K
$4.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-119- 6.36% |
$28.4K - $32.9K
|
1.75K
$581K
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1.68K+ 10.39% |
$400K - $463K
|
17.8K
$5.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
500+ 5.2% |
$119K - $138K
|
10.1K
$3.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
799New |
$190K - $221K
|
799
$265K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-4.33K- 44.56% |
$1.03M - $1.2M
|
5.39K
$1.79M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
3.15K+ 15.66% |
$751K - $871K
|
23.3K
$7.72M
|
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
55+ 0.27% |
$13.1K - $15.2K
|
20.5K
$6.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
85+ 10.37% |
$20.3K - $23.5K
|
905
$300K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-336- 0.7% |
$80.1K - $92.9K
|
47.4K
$15.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
677+ 3.0% |
$161K - $187K
|
23.2K
$7.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-19- 1.41% |
$4.53K - $5.25K
|
1.33K
$440K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-38- 2.9% |
$9.06K - $10.5K
|
1.27K
$422K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-177- 5.34% |
$42.2K - $48.9K
|
3.14K
$1.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
313+ 1.45% |
$74.6K - $86.6K
|
21.9K
$7.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
96+ 1.55% |
$22.9K - $26.5K
|
6.27K
$2.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
1.41K+ 28.16% |
$336K - $390K
|
6.42K
$2.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.81K- 78.22% |
$670K - $777K
|
782
$259K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-200- 2.47% |
$47.7K - $55.3K
|
7.9K
$2.62M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
38+ 0.41% |
$9.06K - $10.5K
|
9.27K
$3.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
BUY
|
- |
1.38KNew |
$330K - $382K
|
1.38K
$459K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-112- 9.71% |
$26.7K - $31K
|
1.04K
$346K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
519+ 2.36% |
$124K - $144K
|
22.5K
$7.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
12+ 1.26% |
$2.86K - $3.32K
|
965
$320K
|