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 13, 2025
Q4 2024
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
47.2KNew |
$12.8M - $17.4M
|
47.2K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
962New |
$261K - $354K
|
962
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
883New |
$239K - $325K
|
883
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
BUY
|
- |
615New |
$167K - $226K
|
615
$162K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-37.9K- 40.18% |
$10.3M - $13.9M
|
56.4K
$14.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
19+ 30.16% |
$5.15K - $6.99K
|
82
$21.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
7.04KNew |
$1.91M - $2.59M
|
7.04K
$1.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
1.46KNew |
$395K - $537K
|
1.46K
$385K
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-1.9K- 4.75% |
$516K - $700K
|
38.2K
$10.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
690New |
$187K - $254K
|
690
$182K
|
|
|
Feb 12, 2025
Q4 2024
|
Premier Fund Managers LTD
|
BUY
|
- |
29.1KNew |
$7.89M - $10.7M
|
29.1K
$7.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
1.33KNew |
$361K - $490K
|
1.33K
$351K
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
CALL |
100New |
$27.1K - $36.8K
|
100
$26.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
619New |
$168K - $228K
|
619
$163K
|
|
|
Feb 12, 2025
Q4 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-50- 0.62% |
$13.5K - $18.4K
|
8.05K
$2.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-12- 5.5% |
$3.25K - $4.41K
|
206
$54.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
217+ 7.2% |
$58.8K - $79.8K
|
3.23K
$851K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
18New |
$4.88K - $6.62K
|
18
$4.74K
|
|
|
Feb 12, 2025
Q4 2024
|
Elwood Capital Partners LP
New York, NY |
BUY
|
- |
4KNew |
$1.08M - $1.47M
|
4K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Bornite Capital Management LP
|
BUY
|
- |
10K+ 25.0% |
$2.71M - $3.68M
|
50K
$13.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
BUY
|
- |
653New |
$177K - $240K
|
653
$172K
|
|
|
Feb 12, 2025
Q4 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
11.6K+ 146.84% |
$3.13M - $4.25M
|
19.4K
$5.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
69+ 4.26% |
$18.7K - $25.4K
|
1.69K
$445K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-69- 9.29% |
$18.7K - $25.4K
|
674
$178K
|
|
|
Feb 12, 2025
Q4 2024
|
Long Path Partners LP
Stamford, CT |
SELL
|
- |
-10.7K- 10.62% |
$2.9M - $3.94M
|
90.1K
$23.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
46KNew |
$12.4M - $16.9M
|
46K
$12.1M
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.32KNew |
$628K - $853K
|
2.32K
$611K
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
1.7K+ 188.89% |
$460K - $625K
|
2.6K
$685K
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
666New |
$180K - $245K
|
666
$176K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
39New |
$10.6K - $14.3K
|
39
$10.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
443+ 42.72% |
$120K - $163K
|
1.48K
$390K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
818New |
$222K - $301K
|
818
$216K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
16+ 1.12% |
$4.33K - $5.89K
|
1.44K
$380K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-1- 0.78% |
$271 - $368
|
128
$33.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-700- 57.61% |
$190K - $258K
|
515
$136K
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
35New |
$9.48K - $12.9K
|
35
$9.23K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
11New |
$2.98K - $4.05K
|
11
$2.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
257+ 6.27% |
$69.6K - $94.5K
|
4.36K
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-504- 33.38% |
$137K - $185K
|
1.01K
$265K
|
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
705New |
$191K - $259K
|
705
$186K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.03K+ 35.38% |
$278K - $377K
|
3.93K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
67+ 7.64% |
$18.1K - $24.6K
|
944
$249K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
17+ 0.61% |
$4.6K - $6.25K
|
2.79K
$735K
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.53K- 89.1% |
$414K - $562K
|
187
$49.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
42+ 5.3% |
$11.4K - $15.5K
|
834
$220K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-96- 0.42% |
$26K - $35.3K
|
22.6K
$5.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
62.8KNew |
$17M - $23.1M
|
62.8K
$16.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
PUT |
62.3KNew |
$16.9M - $22.9M
|
62.3K
$16.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
6.27K+ 35.09% |
$1.7M - $2.31M
|
24.1K
$6.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Parametrica Management LTD
|
BUY
|
- |
2.47K+ 36.9% |
$670K - $909K
|
9.17K
$2.42M
|