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 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
4New |
$1.08K - $1.47K
|
4
$1.05K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-170- 95.51% |
$46K - $62.5K
|
8
$2.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
333New |
$90.2K - $123K
|
333
$87.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
783New |
$212K - $288K
|
783
$205K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
176New |
$47.7K - $64.7K
|
176
$46.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
53New |
$14.4K - $19.5K
|
53
$13.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Waverton Investment Management LTD
|
SELL
|
- |
-4.36K- 58.66% |
$1.18M - $1.6M
|
3.07K
$806K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
670New |
$181K - $246K
|
670
$176K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-542- 6.35% |
$147K - $199K
|
8K
$2.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
35+ 0.5% |
$9.48K - $12.9K
|
7.08K
$1.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.26K+ 525.94% |
$340K - $462K
|
1.5K
$392K
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
1.35K+ 2.71% |
$367K - $498K
|
51.3K
$13.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
143+ 7.63% |
$38.7K - $52.6K
|
2.02K
$529K
|
|
|
Feb 04, 2025
Q4 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
1.09K+ 4.97% |
$295K - $401K
|
23K
$6.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-68- 11.79% |
$18.4K - $25K
|
509
$134K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-335- 3.04% |
$90.7K - $123K
|
10.7K
$2.8M
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
3K+ 60.0% |
$813K - $1.1M
|
8K
$2.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-432- 10.26% |
$117K - $159K
|
3.78K
$991K
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1+ 0.13% |
$271 - $368
|
773
$203K
|
|
|
Feb 04, 2025
Q4 2024
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
652New |
$177K - $240K
|
652
$171K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-45- 0.19% |
$12.2K - $16.6K
|
23.8K
$6.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
400New |
$108K - $147K
|
400
$105K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-2.5K- 13.82% |
$677K - $920K
|
15.6K
$4.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
53New |
$14.4K - $19.5K
|
53
$13.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
2.8K+ 42.11% |
$758K - $1.03M
|
9.45K
$2.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
609New |
$165K - $224K
|
609
$160K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
SELL
|
- |
-169- 2.3% |
$45.8K - $62.2K
|
7.16K
$1.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-25- 3.74% |
$6.77K - $9.2K
|
644
$169K
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
639New |
$173K - $235K
|
639
$168K
|
|
|
Feb 03, 2025
Q4 2024
|
Valliance Asset Management LTD
|
BUY
|
- |
6KNew |
$1.63M - $2.21M
|
6K
$1.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
10+ 0.83% |
$2.71K - $3.68K
|
1.22K
$321K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
187+ 1246.67% |
$50.7K - $68.8K
|
202
$53K
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
714New |
$193K - $263K
|
714
$187K
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
11KNew |
$2.98M - $4.05M
|
11K
$2.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
35.5K+ 24.8% |
$9.61M - $13.1M
|
179K
$46.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
7New |
$1.9K - $2.58K
|
7
$1.84K
|
|
|
Jan 31, 2025
Q4 2024
|
Pinnbrook Capital Management LP
|
SELL
|
- |
-7.23K- 30.3% |
$1.96M - $2.66M
|
16.6K
$4.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Pinnbrook Capital Management LP
|
BUY
|
CALL |
87.5KNew |
$23.7M - $32.2M
|
87.5K
$22.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
7.33KNew |
$1.98M - $2.69M
|
7.33K
$1.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.29K- 2.74% |
$351K - $476K
|
46K
$12.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
623New |
$169K - $229K
|
623
$163K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.34K+ 9.56% |
$363K - $493K
|
15.4K
$4.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
11.1KNew |
$3M - $4.07M
|
11.1K
$2.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
104+ 46.64% |
$28.2K - $38.3K
|
327
$85.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
45+ 5.58% |
$12.2K - $16.6K
|
852
$223K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
771New |
$209K - $284K
|
771
$202K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
93New |
$25.2K - $34.2K
|
93
$24.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
5.48KNew |
$1.49M - $2.02M
|
5.48K
$1.44M
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
4.82KNew |
$1.31M - $1.77M
|
4.82K
$1.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.26K+ 19.2% |
$1.43M - $1.94M
|
32.7K
$8.57M
|