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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
376+ 8.25% |
$71K - $84K
|
4.93K
$1.69M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.46K- 53.12% |
$275K - $325K
|
1.29K
$439K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
973New |
$184K - $217K
|
973
$333K
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-23- 1.99% |
$4.34K - $5.14K
|
1.13K
$386K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
96+ 1.01% |
$18.1K - $21.4K
|
9.56K
$3.27M
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.08KNew |
$205K - $242K
|
1.08K
$370K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
2+ 33.33% |
$378 - $447
|
8
$2.73K
|
|
|
Jul 19, 2023
Q2 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-391- 15.45% |
$73.9K - $87.3K
|
2.14K
$731K
|
|
|
Jul 17, 2023
Q2 2023
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-6.2K- 54.51% |
$1.17M - $1.38M
|
5.17K
$1.77M
|
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
BUY
|
- |
878New |
$166K - $196K
|
878
$300K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4New |
$756 - $894
|
4
$1.37K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-3.46K- 76.02% |
$654K - $773K
|
1.09K
$373K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
2+ 0.18% |
$378 - $447
|
1.14K
$390K
|
|
|
Jul 12, 2023
Q2 2023
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-4.64K- 75.58% |
$877K - $1.04M
|
1.5K
$513K
|
|
|
Jul 12, 2023
Q2 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
995New |
$188K - $222K
|
995
$340K
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-3.54K- 4.44% |
$668K - $790K
|
76.1K
$26M
|
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
BUY
|
- |
1.35KNew |
$254K - $300K
|
1.35K
$460K
|
|
|
Jul 10, 2023
Q2 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-124- 5.12% |
$23.4K - $27.7K
|
2.3K
$786K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 6.82% |
$567 - $670
|
41
$14K
|
|
| Q1 2023 | |||||||
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.42KClosed |
$192K - $284K
|
0
$0
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
103K+ 526.15% |
$13.8M - $20.5M
|
122K
$41.7M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-892- 88.67% |
$120K - $178K
|
114
$39K
|
|
|
May 19, 2023
Q1 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
CALL |
5.91KNew |
$797K - $1.18M
|
5.91K
$2.02M
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
7New |
$944 - $1.4K
|
7
$2.39K
|
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
1.77K+ 54.93% |
$239K - $354K
|
5K
$1.71M
|
|
|
May 15, 2023
Q1 2023
|
Josh Tarasoff
Greenlea Lane Capital Management, LLC | Weston, Ct
|
SELL
|
- |
-94.8K- 44.22% |
$12.8M - $18.9M
|
120K
$40.9M
|
|
|
May 15, 2023
Q1 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
1.5KNew |
$202K - $300K
|
1.5K
$513K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
66.7K+ 751.67% |
$9M - $13.3M
|
75.6K
$25.8M
|
|
|
May 15, 2023
Q1 2023
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
26.2KNew |
$3.53M - $5.23M
|
26.2K
$8.95M
|
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
32.5KNew |
$4.38M - $6.49M
|
32.5K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
4KNew |
$539K - $799K
|
4K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-3.86K- 75.12% |
$520K - $770K
|
1.28K
$436K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
SELL
|
- |
-4.09K- 68.84% |
$551K - $817K
|
1.85K
$633K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-382- 15.47% |
$51.5K - $76.3K
|
2.09K
$713K
|
|
|
May 15, 2023
Q1 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-500- 19.02% |
$67.4K - $99.9K
|
2.13K
$728K
|
|
|
May 15, 2023
Q1 2023
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
3KNew |
$404K - $599K
|
3K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Daniel Loeb
Third Point LLC | New York, Ny
|
BUY
|
- |
800KNew |
$108M - $160M
|
800K
$273M
|
|
|
May 15, 2023
Q1 2023
|
Ogborne Capital Management, LLC
San Francisco, CA |
BUY
|
- |
40KNew |
$5.39M - $7.99M
|
40K
$13.7M
|
|
|
May 15, 2023
Q1 2023
|
David Tepper
Appaloosa LP | Short Hills, Nj
|
SELL
|
- |
-10K- 3.33% |
$1.35M - $2M
|
290K
$99.1M
|
|
|
May 15, 2023
Q1 2023
|
Caz Investments LP
Houston, TX |
SELL
|
- |
-3K- 18.99% |
$404K - $599K
|
12.8K
$4.37M
|
|
|
May 15, 2023
Q1 2023
|
Islet Management, LP
New York, NY |
SELL
|
- |
-2.5K- 25.0% |
$337K - $499K
|
7.5K
$2.56M
|
|
|
May 15, 2023
Q1 2023
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-1.87K- 49.95% |
$251K - $373K
|
1.87K
$639K
|
|
|
May 15, 2023
Q1 2023
|
Metavasi Capital LP
Larchmont, NY |
BUY
|
- |
25KNew |
$3.37M - $4.99M
|
25K
$8.54M
|
|
|
May 15, 2023
Q1 2023
|
Sandler Capital Management
New York, NY |
BUY
|
- |
52.9KNew |
$7.13M - $10.6M
|
52.9K
$18.1M
|
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-35KClosed |
$4.72M - $6.99M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-40KClosed |
$5.39M - $7.99M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-500- 90.09% |
$67.4K - $99.9K
|
55
$18.8K
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
BUY
|
CALL |
150KNew |
$20.2M - $30M
|
150K
$51.3M
|
|
|
May 12, 2023
Q1 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-474K- 73.6% |
$63.9M - $94.7M
|
170K
$58.1M
|
|
|
May 12, 2023
Q1 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-1.6K- 51.2% |
$216K - $320K
|
1.53K
$521K
|
|