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 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-83- 33.07% |
$18.1K - $25.3K
|
168
$55.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
5.03KNew |
$1.1M - $1.53M
|
5.03K
$1.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
280New |
$61K - $85.3K
|
280
$92.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-4.87K- 98.98% |
$1.06M - $1.48M
|
50
$16.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.71K- 73.13% |
$373K - $521K
|
628
$208K
|
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
325+ 34.65% |
$70.9K - $99K
|
1.26K
$419K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
149KNew |
$32.5M - $45.5M
|
149K
$49.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
722New |
$157K - $220K
|
722
$239K
|
|
|
Aug 06, 2024
Q2 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-1.57K- 88.67% |
$341K - $477K
|
200
$66.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
58+ 5.75% |
$12.6K - $17.7K
|
1.07K
$354K
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-1.19K- 49.46% |
$260K - $364K
|
1.22K
$405K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-12- 3.86% |
$2.62K - $3.66K
|
299
$99.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-4- 0.39% |
$872 - $1.22K
|
1.01K
$336K
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.41K- 4.85% |
$308K - $430K
|
27.7K
$9.18M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-4.03K- 86.27% |
$879K - $1.23M
|
642
$213K
|
|
|
Aug 05, 2024
Q2 2024
|
Xy Capital LTD
Central, K3 |
SELL
|
PUT |
-1.1K- 21.15% |
$240K - $335K
|
4.1K
$1.36M
|
|
|
Aug 05, 2024
Q2 2024
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
5New |
$1.09K - $1.52K
|
5
$1.66K
|
|
|
Aug 05, 2024
Q2 2024
|
Ams Capital Ltda
|
BUY
|
- |
2.28K+ 11.36% |
$497K - $695K
|
22.4K
$7.42M
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
2.7K+ 18.41% |
$589K - $823K
|
17.4K
$5.76M
|
|
|
Aug 05, 2024
Q2 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-200- 17.86% |
$43.6K - $60.9K
|
920
$305K
|
|
|
Aug 05, 2024
Q2 2024
|
Maytus Capital Management, LLC
New York, NY |
BUY
|
- |
8.98K+ 49.89% |
$1.96M - $2.74M
|
27K
$8.95M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
63New |
$13.7K - $19.2K
|
63
$20.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.9K+ 26.11% |
$633K - $884K
|
14K
$4.65M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
95+ 4.3% |
$20.7K - $29K
|
2.3K
$763K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
25+ 1.43% |
$5.45K - $7.62K
|
1.77K
$588K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
153KNew |
$33.3M - $46.5M
|
153K
$50.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
27+ 0.78% |
$5.89K - $8.23K
|
3.48K
$1.15M
|
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
4.34K+ 8.4% |
$945K - $1.32M
|
56K
$18.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
376+ 2.3% |
$82K - $115K
|
16.7K
$5.54M
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
4.39KNew |
$956K - $1.34M
|
4.39K
$1.45M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-478- 29.54% |
$104K - $146K
|
1.14K
$378K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
55+ 0.85% |
$12K - $16.8K
|
6.54K
$2.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-139- 5.2% |
$30.3K - $42.4K
|
2.53K
$840K
|
|
|
Aug 02, 2024
Q2 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-8- 0.36% |
$1.74K - $2.44K
|
2.23K
$741K
|
|
|
Aug 02, 2024
Q2 2024
|
Pettee Investors, Inc.
|
BUY
|
- |
1.03KNew |
$225K - $315K
|
1.03K
$343K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
100+ 50.0% |
$21.8K - $30.5K
|
300
$99.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-3.47K- 61.24% |
$757K - $1.06M
|
2.2K
$729K
|
|
|
Aug 02, 2024
Q2 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-101- 11.26% |
$22K - $30.8K
|
796
$264K
|
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-315- 2.87% |
$68.7K - $96K
|
10.7K
$3.53M
|
|
|
Aug 01, 2024
Q2 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
2.1K+ 100.0% |
$458K - $640K
|
4.2K
$1.39M
|
|
|
Aug 01, 2024
Q2 2024
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-506- 6.27% |
$110K - $154K
|
7.57K
$2.51M
|
|
|
Aug 01, 2024
Q2 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-1.71K- 28.15% |
$372K - $520K
|
4.36K
$1.45M
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
35+ 29.17% |
$7.63K - $10.7K
|
155
$51.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-47- 2.8% |
$10.2K - $14.3K
|
1.63K
$542K
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
225+ 30.0% |
$49.1K - $68.6K
|
975
$323K
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
163+ 24.08% |
$35.5K - $49.7K
|
840
$279K
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
BUY
|
- |
275+ 32.28% |
$60K - $83.8K
|
1.13K
$374K
|
|
|
Aug 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-1.3K- 19.98% |
$283K - $396K
|
5.21K
$1.73M
|
|
|
Jul 31, 2024
Q2 2024
|
Alecta Tjanstepension Omsesidigt
|
SELL
|
- |
-187K- 65.11% |
$40.7M - $56.9M
|
100K
$33.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
11+ 78.57% |
$2.4K - $3.35K
|
25
$8.29K
|