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 12, 2024
Q2 2024
|
Lattice Capital Management, LLC
|
BUY
|
- |
938New |
$204K - $286K
|
938
$311K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.45K- 9.56% |
$971K - $1.36M
|
42.1K
$14M
|
|
|
Aug 12, 2024
Q2 2024
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-1.19K- 5.14% |
$259K - $361K
|
21.9K
$7.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-24- 1.38% |
$5.23K - $7.31K
|
1.72K
$569K
|
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
262+ 17.53% |
$57.1K - $79.8K
|
1.76K
$583K
|
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
44+ 2.87% |
$9.59K - $13.4K
|
1.58K
$522K
|
|
|
Aug 12, 2024
Q2 2024
|
Keystone Investors Pte LTD
Singapore, U0 |
BUY
|
- |
7.36K+ 79.29% |
$1.6M - $2.24M
|
16.6K
$5.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Winton Group LTD
London, X0 |
SELL
|
- |
-2.1K- 18.66% |
$458K - $641K
|
9.16K
$3.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
20+ 7.52% |
$4.36K - $6.09K
|
286
$94.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
211+ 8.24% |
$46K - $64.3K
|
2.77K
$920K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
328New |
$71.5K - $100K
|
328
$109K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
816New |
$178K - $249K
|
816
$271K
|
|
|
Aug 09, 2024
Q2 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
9+ 0.86% |
$1.96K - $2.74K
|
1.05K
$349K
|
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
53+ 0.52% |
$11.6K - $16.2K
|
10.2K
$3.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-56- 3.17% |
$12.2K - $17.1K
|
1.71K
$566K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-4- 1.66% |
$872 - $1.22K
|
237
$78.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-51- 3.14% |
$11.1K - $15.5K
|
1.57K
$522K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
148+ 197.33% |
$32.3K - $45.1K
|
223
$74K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
47New |
$10.2K - $14.3K
|
47
$15.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-154- 10.59% |
$33.6K - $46.9K
|
1.3K
$431K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1+ 0.1% |
$218 - $305
|
1.02K
$337K
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-50- 1.55% |
$10.9K - $15.2K
|
3.17K
$1.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-1.3K- 2.64% |
$283K - $396K
|
48K
$15.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Ctc LLC
|
BUY
|
- |
18.6K+ 42.17% |
$4.07M - $5.68M
|
62.9K
$20.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Ctc LLC
|
BUY
|
PUT |
490+ 11.02% |
$107K - $149K
|
4.94K
$1.64M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-7.97K- 85.08% |
$1.74M - $2.43M
|
1.4K
$464K
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-59- 7.01% |
$12.9K - $18K
|
783
$260K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
7+ 116.67% |
$1.53K - $2.13K
|
13
$4.31K
|
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-132- 4.44% |
$28.8K - $40.2K
|
2.84K
$942K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-7- 70.0% |
$1.53K - $2.13K
|
3
$995
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-4.91K- 10.6% |
$1.07M - $1.5M
|
41.4K
$13.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
80New |
$17.4K - $24.4K
|
80
$26.5K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-9- 0.11% |
$1.96K - $2.74K
|
7.93K
$2.63M
|
|
|
Aug 08, 2024
Q2 2024
|
Union Investments & Development Ltd.
|
SELL
|
- |
-350- 50.0% |
$76.3K - $107K
|
350
$116K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-278- 0.68% |
$60.6K - $84.7K
|
40.8K
$13.5M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
1.5K+ 36.73% |
$326K - $456K
|
5.57K
$1.85M
|
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-14- 0.56% |
$3.05K - $4.27K
|
2.47K
$818K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.29K- 91.35% |
$281K - $393K
|
122
$40.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-673- 15.24% |
$147K - $205K
|
3.74K
$1.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Allen Investment Management LLC
|
BUY
|
- |
29K+ 31.25% |
$6.32M - $8.84M
|
122K
$40.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Exane Asset Management
|
BUY
|
- |
2.79KNew |
$608K - $850K
|
2.79K
$925K
|
|
|
Aug 07, 2024
Q2 2024
|
Monaco Asset Management Sam
|
BUY
|
PUT |
35KNew |
$7.63M - $10.7M
|
35K
$11.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-39.2K- 19.57% |
$8.54M - $11.9M
|
161K
$53.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-633- 3.68% |
$138K - $193K
|
16.6K
$5.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-10.4K- 91.9% |
$2.27M - $3.18M
|
919
$305K
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-275- 1.49% |
$60K - $83.8K
|
18.2K
$6.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Campbell Wealth Management
|
BUY
|
- |
200+ 29.81% |
$43.6K - $60.9K
|
871
$289K
|
|
|
Aug 07, 2024
Q2 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-196K- 35.38% |
$42.7M - $59.7M
|
358K
$119M
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-309- 1.09% |
$67.4K - $94.2K
|
28.1K
$9.33M
|
|
|
Aug 07, 2024
Q2 2024
|
Robert Vinall
Rv Capital Ag | Schindellegi, V8
|
BUY
|
- |
7KNew |
$1.53M - $2.13M
|
7K
$2.32M
|