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 10, 2025
Q4 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-10- 0.2% |
$2.71K - $3.68K
|
5.11K
$1.34M
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
905New |
$245K - $333K
|
905
$237K
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
7+ 0.83% |
$1.9K - $2.58K
|
847
$222K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
656New |
$178K - $241K
|
656
$172K
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
2New |
$542 - $736
|
2
$525
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
82+ 22.1% |
$22.2K - $30.2K
|
453
$119K
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-1.13K- 36.47% |
$307K - $416K
|
1.97K
$517K
|
|
Feb 10, 2025
Q4 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
685New |
$186K - $252K
|
685
$180K
|
|
Feb 10, 2025
Q4 2024
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
1.69KNew |
$458K - $622K
|
1.69K
$444K
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
9.15KNew |
$2.48M - $3.37M
|
9.15K
$2.4M
|
|
Feb 10, 2025
Q4 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.3KNew |
$352K - $478K
|
1.3K
$341K
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
1.32KNew |
$357K - $485K
|
1.32K
$346K
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
135New |
$36.6K - $49.7K
|
135
$35.4K
|
|
Feb 07, 2025
Q4 2024
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
BUY
|
CALL |
50KNew |
$13.5M - $18.4M
|
50K
$13.1M
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-2.16K- 71.39% |
$586K - $796K
|
867
$227K
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
1.25KNew |
$340K - $461K
|
1.25K
$329K
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
900New |
$244K - $331K
|
900
$236K
|
|
Feb 07, 2025
Q4 2024
|
Pettee Investors, Inc.
|
BUY
|
- |
156+ 15.09% |
$42.3K - $57.4K
|
1.19K
$312K
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
72+ 2.29% |
$19.5K - $26.5K
|
3.21K
$843K
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-5.2K- 10.83% |
$1.41M - $1.91M
|
42.8K
$11.2M
|
|
Feb 07, 2025
Q4 2024
|
Eos Management, L.P.
|
BUY
|
- |
5.84KNew |
$1.58M - $2.15M
|
5.84K
$1.53M
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-2- 0.25% |
$542 - $736
|
805
$211K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
60KNew |
$16.3M - $22.1M
|
60K
$15.7M
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
4.11KNew |
$1.11M - $1.51M
|
4.11K
$1.08M
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
PUT |
4KNew |
$1.08M - $1.47M
|
4K
$1.05M
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
976New |
$264K - $359K
|
976
$256K
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
616New |
$167K - $227K
|
616
$162K
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-99- 10.52% |
$26.8K - $36.4K
|
842
$221K
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-124- 4.9% |
$33.6K - $45.6K
|
2.41K
$632K
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-1.3K- 62.46% |
$353K - $479K
|
783
$205K
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-2- 0.74% |
$542 - $736
|
268
$70.3K
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
36New |
$9.75K - $13.2K
|
36
$9.44K
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
696New |
$189K - $256K
|
696
$183K
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
707New |
$192K - $260K
|
707
$185K
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
693New |
$188K - $255K
|
693
$182K
|
|
Feb 06, 2025
Q4 2024
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
CALL |
4.57KNew |
$1.24M - $1.68M
|
4.57K
$1.2M
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-4.94K- 72.68% |
$1.34M - $1.82M
|
1.86K
$487K
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-44- 1.54% |
$11.9K - $16.2K
|
2.82K
$739K
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
962New |
$261K - $354K
|
962
$252K
|
|
Feb 06, 2025
Q4 2024
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
3.89KNew |
$1.05M - $1.43M
|
3.89K
$1.02M
|
|
Feb 05, 2025
Q4 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
11.8KNew |
$3.18M - $4.32M
|
11.8K
$3.08M
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-1.5K- 27.7% |
$406K - $552K
|
3.92K
$1.03M
|
|
Feb 05, 2025
Q4 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
PUT |
500+ 11.11% |
$135K - $184K
|
5K
$1.31M
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.82KNew |
$492K - $668K
|
1.82K
$476K
|
|
Feb 05, 2025
Q4 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-600- 2.71% |
$163K - $221K
|
21.6K
$5.66M
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-7- 9.86% |
$1.9K - $2.58K
|
64
$16.8K
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-25- 67.57% |
$6.77K - $9.2K
|
12
$3.15K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
37+ 8.98% |
$10K - $13.6K
|
449
$118K
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
50New |
$13.5K - $18.4K
|
50
$13.1K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
218New |
$59K - $80.2K
|
218
$57.2K
|