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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Claybrook Capital, LLC
|
SELL
|
- |
-3.09K- 62.48% |
$626K - $725K
|
1.86K
$635K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-12- 0.74% |
$2.43K - $2.81K
|
1.61K
$548K
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-598- 90.61% |
$121K - $140K
|
62
$21.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-295- 1.73% |
$59.7K - $69.1K
|
16.8K
$5.73M
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-625- 4.64% |
$127K - $146K
|
12.8K
$4.39M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-24- 2.29% |
$4.86K - $5.62K
|
1.03K
$350K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-8.54K- 27.04% |
$1.73M - $2M
|
23K
$7.87M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-3- 3.0% |
$607 - $703
|
97
$33.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-305- 17.14% |
$61.8K - $71.5K
|
1.47K
$504K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-120- 3.11% |
$24.3K - $28.1K
|
3.74K
$1.28M
|
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-37- 3.56% |
$7.49K - $8.67K
|
1K
$342K
|
|
|
Oct 17, 2023
Q3 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
3.81K+ 40.11% |
$770K - $892K
|
13.3K
$4.54M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
28+ 0.06% |
$5.67K - $6.56K
|
47.5K
$16.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Lannebo Fonder Ab
|
BUY
|
- |
10.9K+ 6.61% |
$2.21M - $2.55M
|
176K
$60.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
12.1KNew |
$2.44M - $2.82M
|
12.1K
$4.12M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
53New |
$10.7K - $12.4K
|
53
$18.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-409- 3.43% |
$82.8K - $95.9K
|
11.5K
$3.93M
|
|
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
BUY
|
- |
12.3KNew |
$2.5M - $2.89M
|
12.3K
$4.21M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
2.86K+ 35.46% |
$580K - $671K
|
10.9K
$3.74M
|
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
78New |
$15.8K - $18.3K
|
78
$26.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-413- 10.84% |
$83.6K - $96.8K
|
3.4K
$1.16M
|
|
| Q2 2023 | |||||||
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
50+ 100.0% |
$9.44K - $11.2K
|
100
$34.2K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-789- 81.51% |
$149K - $176K
|
179
$61.2K
|
|
|
Mar 07, 2024
Q2 2023
|
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv
|
BUY
|
- |
25.5K+ 21.27% |
$4.82M - $5.7M
|
146K
$49.7M
|
|
|
Jan 23, 2024
Q2 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-837- 2.31% |
$158K - $187K
|
35.4K
$12.1M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-22K- 33.13% |
$4.15M - $4.9M
|
44.3K
$15.1M
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
58New |
$11K - $13K
|
58
$19.8K
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-30- 50.85% |
$5.67K - $6.7K
|
29
$9.91K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
CALL |
400New |
$75.6K - $89.4K
|
400
$137K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
236New |
$44.6K - $52.7K
|
236
$80.6K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-15.1K- 28.25% |
$2.85M - $3.36M
|
38.2K
$13.1M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
223New |
$42.1K - $49.8K
|
223
$76.2K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
422New |
$79.7K - $94.3K
|
422
$144K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-10- 0.57% |
$1.89K - $2.23K
|
1.73K
$592K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-151- 27.66% |
$28.5K - $33.7K
|
395
$135K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
2.75KNew |
$519K - $614K
|
2.75K
$940K
|
|
|
Aug 14, 2023
Q2 2023
|
Deccan Value Investors L.P.
Greenwich, CT |
SELL
|
- |
-49.2K- 5.0% |
$9.29M - $11M
|
935K
$319M
|
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
600New |
$113K - $134K
|
600
$205K
|
|
|
Aug 14, 2023
Q2 2023
|
Selkirk Management LLC
Chatham, NJ |
BUY
|
- |
10K+ 58.82% |
$1.89M - $2.23M
|
27K
$9.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
9.65KNew |
$1.82M - $2.16M
|
9.65K
$3.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
4.12KNew |
$779K - $921K
|
4.12K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.14KNew |
$215K - $255K
|
1.14K
$390K
|
|
|
Aug 14, 2023
Q2 2023
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
SELL
|
PUT |
-1.7K- 4.79% |
$321K - $380K
|
33.8K
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
- |
2.5KNew |
$472K - $558K
|
2.5K
$854K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
829+ 112.18% |
$157K - $185K
|
1.57K
$536K
|
|
|
Aug 14, 2023
Q2 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
21.7KNew |
$4.11M - $4.85M
|
21.7K
$7.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-246- 10.83% |
$46.5K - $55K
|
2.03K
$692K
|
|
|
Aug 14, 2023
Q2 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-1.22K- 17.28% |
$230K - $273K
|
5.84K
$2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-7.6K- 63.19% |
$1.43M - $1.7M
|
4.43K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
32.1KNew |
$6.07M - $7.18M
|
32.1K
$11M
|
|