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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.56K+ 29.57% |
$1.23M - $1.68M
|
20K
$5.26M
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
3+ 0.05% |
$813 - $1.1K
|
5.6K
$1.48M
|
|
|
Feb 18, 2025
Q4 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-36- 5.29% |
$9.75K - $13.2K
|
645
$170K
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.07KNew |
$291K - $395K
|
1.07K
$283K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
SELL
|
- |
-99.9K- 82.7% |
$27.1M - $36.8M
|
20.9K
$5.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
1.22KNew |
$330K - $449K
|
1.22K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Jeffrey Ubben
Value Act Holdings, L.P. | San Francisco, Ca
|
SELL
|
- |
-1.02M- 25.95% |
$275M - $374M
|
2.9M
$764M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
114K+ 1.35% |
$31M - $42M
|
8.6M
$2.27B
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
844New |
$229K - $310K
|
844
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
CALL |
280New |
$75.8K - $103K
|
280
$73.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
184+ 1.36% |
$49.8K - $67.7K
|
13.8K
$3.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
337K+ 258.18% |
$91.3M - $124M
|
467K
$123M
|
|
|
Feb 14, 2025
Q4 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-5.66K- 8.4% |
$1.53M - $2.08M
|
61.7K
$16.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.61KNew |
$1.25M - $1.69M
|
4.61K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
5KNew |
$1.35M - $1.84M
|
5K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
739New |
$200K - $272K
|
739
$195K
|
|
|
Feb 14, 2025
Q4 2024
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
44KNew |
$11.9M - $16.2M
|
44K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
PUT |
-44.6K- 99.78% |
$12.1M - $16.4M
|
100
$26.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
PUT |
2K+ 48.78% |
$542K - $736K
|
6.1K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Kemnay Advisory Services Inc.
New York, NY |
BUY
|
- |
34.5KNew |
$9.34M - $12.7M
|
34.5K
$9.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-237- 0.85% |
$64.2K - $87.2K
|
27.7K
$7.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
10.5KNew |
$2.83M - $3.85M
|
10.5K
$2.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-649- 48.91% |
$176K - $239K
|
678
$179K
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
19+ 1.08% |
$5.15K - $6.99K
|
1.78K
$468K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
61New |
$16.5K - $22.4K
|
61
$16.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
158+ 1.99% |
$42.8K - $58.1K
|
8.09K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
100+ 6.49% |
$27.1K - $36.8K
|
1.64K
$433K
|
|
|
Feb 14, 2025
Q4 2024
|
Viking Global Investors LP
|
BUY
|
- |
667K+ 122.53% |
$181M - $245M
|
1.21M
$319M
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Holdings Group, LLC
New York, NY |
BUY
|
- |
49.5KNew |
$13.4M - $18.2M
|
49.5K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
93+ 5.02% |
$25.2K - $34.2K
|
1.95K
$513K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-46- 5.21% |
$12.5K - $16.9K
|
837
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
6.29K+ 846.3% |
$1.7M - $2.31M
|
7.03K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-2.21K- 4.08% |
$598K - $813K
|
51.9K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.7KNew |
$1M - $1.36M
|
3.7K
$976K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
204KNew |
$55.2M - $74.9M
|
204K
$53.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
2+ 0.67% |
$542 - $736
|
300
$79.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
687New |
$186K - $253K
|
687
$181K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
PUT |
-1.7K- 40.48% |
$460K - $625K
|
2.5K
$659K
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
837New |
$227K - $308K
|
837
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
CALL |
4.2KNew |
$1.14M - $1.55M
|
4.2K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Rdst Capital LLC
Seattle, WA |
SELL
|
- |
-30.5K- 35.74% |
$8.26M - $11.2M
|
54.8K
$14.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
625New |
$169K - $230K
|
625
$165K
|
|
|
Feb 14, 2025
Q4 2024
|
Ardsley Advisory Partners LP
Stamford, CT |
SELL
|
CALL |
-5K- 20.0% |
$1.35M - $1.84M
|
20K
$5.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
CALL |
-4.5K- 47.37% |
$1.22M - $1.66M
|
5K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-99- 51.56% |
$26.8K - $36.4K
|
93
$24.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
8.32K+ 23.2% |
$2.25M - $3.06M
|
44.2K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.04KNew |
$281K - $381K
|
1.04K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
10.2K+ 97.77% |
$2.77M - $3.77M
|
20.7K
$5.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Monolith Management LTD
Hong Kong, K3 |
BUY
|
- |
42KNew |
$11.4M - $15.5M
|
42K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
888+ 18.92% |
$241K - $327K
|
5.58K
$1.47M
|