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 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-130- 3.96% |
$35.2K - $47.8K
|
3.15K
$826K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
125+ 1.66% |
$33.9K - $46K
|
7.67K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
7.02KNew |
$1.9M - $2.58M
|
7.02K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Investment Managers Sa
Geneva, V8 |
BUY
|
- |
9.66KNew |
$2.62M - $3.55M
|
9.66K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Investment Managers Sa
Geneva, V8 |
BUY
|
PUT |
50KNew |
$13.5M - $18.4M
|
50K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
4.79KNew |
$1.3M - $1.76M
|
4.79K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
710New |
$192K - $261K
|
710
$186K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
643New |
$174K - $237K
|
643
$169K
|
|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
23.7KNew |
$6.43M - $8.73M
|
23.7K
$6.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
683New |
$185K - $251K
|
683
$179K
|
|
|
Feb 14, 2025
Q4 2024
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1.64KNew |
$444K - $604K
|
1.64K
$430K
|
|
|
Feb 14, 2025
Q4 2024
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
4.51KNew |
$1.22M - $1.66M
|
4.51K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
BUY
|
- |
551New |
$149K - $203K
|
551
$145K
|
|
|
Feb 14, 2025
Q4 2024
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
998New |
$270K - $367K
|
998
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Light Street Capital Management, LLC
Palo Alto, CA |
BUY
|
- |
172+ 0.34% |
$46.6K - $63.3K
|
50.3K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
184+ 8.98% |
$49.8K - $67.7K
|
2.23K
$586K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
BUY
|
- |
626New |
$170K - $230K
|
626
$164K
|
|
|
Feb 14, 2025
Q4 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.47KNew |
$397K - $539K
|
1.47K
$384K
|
|
|
Feb 14, 2025
Q4 2024
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
BUY
|
- |
1.46K+ 101.68% |
$394K - $535K
|
2.89K
$757K
|
|
|
Feb 14, 2025
Q4 2024
|
Candlestick Capital Management LP
Greenwich, CT |
BUY
|
- |
97.8KNew |
$26.5M - $36M
|
97.8K
$25.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Berkley W R Corp
Greenwich, CT |
BUY
|
- |
224KNew |
$60.6M - $82.3M
|
224K
$58.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Berkley W R Corp
Greenwich, CT |
BUY
|
PUT |
224KNew |
$60.6M - $82.3M
|
224K
$58.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Foxhaven Asset Management, LP
Charlottesville, VA |
BUY
|
- |
241KNew |
$65.4M - $88.8M
|
241K
$63.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
28.8KNew |
$7.79M - $10.6M
|
28.8K
$7.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Altimeter Capital Management, LP
Boston, MA |
SELL
|
- |
-186K- 40.64% |
$50.4M - $68.4M
|
272K
$71.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Contour Asset Management LLC
New York, NY |
BUY
|
- |
8.26K+ 1.29% |
$2.24M - $3.04M
|
647K
$170M
|
|
|
Feb 14, 2025
Q4 2024
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-379- 6.71% |
$103K - $139K
|
5.27K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Hidden Lake Asset Management LP
New York, NY |
BUY
|
- |
27.5KNew |
$7.44M - $10.1M
|
27.5K
$7.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-76.6K- 28.37% |
$20.7M - $28.2M
|
193K
$50.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Sandler Capital Management
New York, NY |
BUY
|
- |
20.8KNew |
$5.63M - $7.65M
|
20.8K
$5.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
6KNew |
$1.62M - $2.21M
|
6K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
2.61KNew |
$706K - $959K
|
2.61K
$684K
|
|
|
Feb 14, 2025
Q4 2024
|
Whale Rock Capital Management LLC
Boston, MA |
BUY
|
- |
600K+ 264.52% |
$162M - $221M
|
827K
$217M
|
|
|
Feb 14, 2025
Q4 2024
|
Kinetic Partners Management, LP
Miami, FL |
SELL
|
- |
-42K- 22.92% |
$11.4M - $15.5M
|
141K
$37M
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-45- 5.84% |
$12.2K - $16.6K
|
726
$190K
|
|
|
Feb 14, 2025
Q4 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
647New |
$175K - $238K
|
647
$170K
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.75KNew |
$744K - $1.01M
|
2.75K
$721K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
41.9KNew |
$11.3M - $15.4M
|
41.9K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-1.41K- 60.59% |
$381K - $518K
|
915
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
80New |
$21.7K - $29.4K
|
80
$21K
|
|
|
Feb 14, 2025
Q4 2024
|
Cypress Advisory Group LLC
Scottsdale, AZ |
BUY
|
- |
769New |
$208K - $283K
|
769
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
1.22KNew |
$329K - $447K
|
1.22K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
1.28KNew |
$345K - $469K
|
1.28K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-955- 33.29% |
$259K - $351K
|
1.91K
$502K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
186+ 13.68% |
$50.4K - $68.4K
|
1.55K
$405K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
600New |
$163K - $221K
|
600
$157K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
641New |
$174K - $236K
|
641
$168K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
602New |
$163K - $221K
|
602
$158K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
610New |
$165K - $224K
|
610
$160K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
CALL |
300New |
$81.3K - $110K
|
300
$78.7K
|