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 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
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
42+ 4.26% |
$10K - $11.6K
|
1.03K
$341K
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
37+ 1.5% |
$8.82K - $10.2K
|
2.51K
$831K
|
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
1.03K+ 10.19% |
$247K - $286K
|
11.2K
$3.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-669- 17.9% |
$160K - $185K
|
3.07K
$1.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
121+ 40.74% |
$28.8K - $33.5K
|
418
$139K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
606+ 26.34% |
$144K - $168K
|
2.91K
$964K
|
|
|
Oct 07, 2024
Q3 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
3.5K+ 16.93% |
$834K - $968K
|
24.2K
$8.02M
|
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-313- 4.82% |
$74.6K - $86.6K
|
6.18K
$2.05M
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.7K+ 0.82% |
$644K - $747K
|
332K
$110M
|
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
BUY
|
- |
343+ 3.02% |
$81.8K - $94.8K
|
11.7K
$3.88M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-381- 27.19% |
$90.8K - $105K
|
1.02K
$338K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-94- 36.29% |
$22.4K - $26K
|
165
$54.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.73K- 36.41% |
$650K - $754K
|
4.76K
$1.58M
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-1.7K- 8.95% |
$405K - $470K
|
17.3K
$5.74M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.5K- 13.38% |
$596K - $691K
|
16.2K
$5.36M
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-624- 6.39% |
$149K - $173K
|
9.14K
$3.03M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.37K- 32.3% |
$1.76M - $2.04M
|
15.4K
$5.12M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-36- 3.23% |
$8.58K - $9.96K
|
1.08K
$357K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-47- 1.53% |
$11.2K - $13K
|
3.02K
$1M
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-34- 0.56% |
$8.11K - $9.4K
|
6.08K
$2.02M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-80- 0.28% |
$19.1K - $22.1K
|
29K
$9.62M
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
4+ 0.43% |
$954 - $1.11K
|
939
$311K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1.25K+ 57.05% |
$297K - $345K
|
3.43K
$1.14M
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
271+ 4.4% |
$64.6K - $74.9K
|
6.43K
$2.13M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-442- 5.37% |
$105K - $122K
|
7.79K
$2.58M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-281- 2.4% |
$67K - $77.7K
|
11.4K
$3.79M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
342+ 17.5% |
$81.5K - $94.6K
|
2.3K
$761K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
18+ 2.16% |
$4.29K - $4.98K
|
852
$283K
|
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-82- 1.78% |
$19.6K - $22.7K
|
4.53K
$1.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.29K+ 46.79% |
$785K - $910K
|
10.3K
$3.43M
|
|
|
Oct 03, 2024
Q3 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-14.2K- 0.98% |
$3.39M - $3.93M
|
1.43M
$474M
|
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
12.3K+ 6.65% |
$2.94M - $3.41M
|
197K
$65.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
798+ 12.93% |
$190K - $221K
|
6.97K
$2.31M
|