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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.22KNew |
$920K - $1.29M
|
4.22K
$1.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-615- 2.59% |
$134K - $187K
|
23.1K
$7.67M
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.21K- 54.84% |
$264K - $370K
|
999
$331K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-25- 0.51% |
$5.45K - $7.62K
|
4.92K
$1.63M
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-27- 1.11% |
$5.89K - $8.23K
|
2.4K
$795K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-300- 3.92% |
$65.4K - $91.4K
|
7.36K
$2.44M
|
|
|
Aug 15, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
1.42K+ 25.46% |
$310K - $433K
|
7K
$2.32M
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2.06K+ 14.1% |
$448K - $626K
|
16.6K
$5.51M
|
|
|
Aug 15, 2024
Q2 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-6- 0.68% |
$1.31K - $1.83K
|
873
$290K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
20+ 111.11% |
$4.36K - $6.09K
|
38
$12.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.55K- 22.05% |
$337K - $471K
|
5.47K
$1.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Hmi Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
220K+ 75.03% |
$48M - $67M
|
513K
$170M
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-128- 34.04% |
$27.9K - $39K
|
248
$82.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Anomaly Capital Management, LP
New York, NY |
SELL
|
- |
-175K- 44.39% |
$38.1M - $53.2M
|
219K
$72.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-35- 8.33% |
$7.63K - $10.7K
|
385
$128K
|
|
|
Aug 14, 2024
Q2 2024
|
Kemnay Advisory Services Inc.
New York, NY |
BUY
|
- |
587+ 1.37% |
$128K - $179K
|
43.4K
$14.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
316+ 11.55% |
$68.9K - $96.3K
|
3.05K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-3.97K- 0.76% |
$865K - $1.21M
|
516K
$171M
|
|
|
Aug 14, 2024
Q2 2024
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
918New |
$200K - $280K
|
918
$304K
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.47K+ 28.11% |
$757K - $1.06M
|
15.8K
$5.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
CALL |
8KNew |
$1.74M - $2.44M
|
8K
$2.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
5+ 41.67% |
$1.09K - $1.52K
|
17
$5.64K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-93- 6.63% |
$20.3K - $28.3K
|
1.31K
$434K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
301+ 29.0% |
$65.6K - $91.7K
|
1.34K
$444K
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
92+ 11.43% |
$20.1K - $28K
|
897
$297K
|
|
|
Aug 14, 2024
Q2 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
CALL |
200KNew |
$43.6M - $60.9M
|
200K
$66.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-271- 9.29% |
$59.1K - $82.6K
|
2.65K
$878K
|
|
|
Aug 14, 2024
Q2 2024
|
Ardmore Road Asset Management LP
New York, NY |
BUY
|
- |
50KNew |
$10.9M - $15.2M
|
50K
$16.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
10.3KNew |
$2.25M - $3.14M
|
10.3K
$3.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Soros Capital Management LLC
New York, NY |
SELL
|
- |
-57.5K- 82.31% |
$12.5M - $17.5M
|
12.3K
$4.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Dorsal Capital Management, LLC
Redwood City, CA |
SELL
|
- |
-150K- 20.0% |
$32.7M - $45.7M
|
600K
$199M
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
10.8K+ 22.32% |
$2.36M - $3.29M
|
59.2K
$19.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Castle Knight Management LP
New York, NY |
BUY
|
CALL |
35KNew |
$7.63M - $10.7M
|
35K
$11.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
2.24K+ 11.01% |
$487K - $681K
|
22.5K
$7.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
56+ 8.33% |
$12.2K - $17.1K
|
728
$241K
|
|
|
Aug 14, 2024
Q2 2024
|
Jeffrey Ubben
Value Act Holdings, L.P. | San Francisco, Ca
|
BUY
|
- |
428K+ 12.28% |
$93.3M - $130M
|
3.91M
$1.3B
|
|
|
Aug 14, 2024
Q2 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
560+ 23.3% |
$122K - $171K
|
2.96K
$983K
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.02M- 41.25% |
$441M - $617M
|
2.88M
$956M
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
BUY
|
CALL |
286K+ 247.83% |
$62.2M - $87M
|
401K
$133M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
93.3K+ 18.28% |
$20.3M - $28.4M
|
604K
$200M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
4.64K+ 24.88% |
$1.01M - $1.41M
|
23.3K
$7.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-50- 1.14% |
$10.9K - $15.2K
|
4.33K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-10.9K- 3.27% |
$2.37M - $3.32M
|
322K
$107M
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
323+ 5.75% |
$70.4K - $98.4K
|
5.94K
$1.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-220- 9.06% |
$48K - $67K
|
2.21K
$733K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.3K+ 10.86% |
$3.11M - $4.35M
|
146K
$48.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Weitz Investment Management, Inc.
Omaha, NE |
SELL
|
- |
-15K- 13.64% |
$3.27M - $4.57M
|
95K
$31.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Crosslink Capital Inc
Menlo Park, CA |
SELL
|
- |
-22.8K- 15.1% |
$4.97M - $6.94M
|
128K
$42.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-4.69K- 69.22% |
$1.02M - $1.43M
|
2.08K
$691K
|
|
|
Aug 14, 2024
Q2 2024
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
203K+ 67.07% |
$44.2M - $61.9M
|
506K
$168M
|