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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
PUT |
15KNew |
$2.02M - $3M
|
15K
$5.13M
|
|
|
May 12, 2023
Q1 2023
|
Senator Investment Group LP
New York, NY |
BUY
|
- |
200KNew |
$27M - $40M
|
200K
$68.3M
|
|
|
May 12, 2023
Q1 2023
|
Cobalt Capital Management, Inc.
Short Hills, NJ |
BUY
|
- |
21KNew |
$2.83M - $4.2M
|
21K
$7.18M
|
|
|
May 12, 2023
Q1 2023
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
CALL |
2.5KNew |
$337K - $499K
|
2.5K
$854K
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.06KNew |
$142K - $211K
|
1.06K
$361K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
CALL |
10New |
$1.35K - $2K
|
10
$3.42K
|
|
|
May 11, 2023
Q1 2023
|
First Growth Investment Manager LP
San Francisco, CA |
BUY
|
- |
1.15KNew |
$155K - $230K
|
1.15K
$393K
|
|
|
May 11, 2023
Q1 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.33KNew |
$179K - $265K
|
1.33K
$453K
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.16K- 38.46% |
$156K - $231K
|
1.85K
$633K
|
|
|
May 10, 2023
Q1 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
CALL |
300New |
$40.4K - $59.9K
|
300
$103K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
117New |
$15.8K - $23.4K
|
117
$40K
|
|
|
May 09, 2023
Q1 2023
|
Compton Capital Management Inc
|
SELL
|
- |
-2.95K- 74.59% |
$398K - $589K
|
1.01K
$343K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
16+ 35.56% |
$2.16K - $3.2K
|
61
$20.8K
|
|
|
May 09, 2023
Q1 2023
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
BUY
|
- |
1.18KNew |
$159K - $236K
|
1.18K
$403K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
16+ 66.67% |
$2.16K - $3.2K
|
40
$13.7K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
224New |
$30.2K - $44.8K
|
224
$76.5K
|
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-2.49K- 60.58% |
$336K - $498K
|
1.62K
$554K
|
|
|
May 05, 2023
Q1 2023
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
12.9KNew |
$1.74M - $2.58M
|
12.9K
$4.41M
|
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
6.96KNew |
$939K - $1.39M
|
6.96K
$2.38M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
2.48K+ 98.61% |
$335K - $496K
|
5K
$1.71M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
9.7K+ 3233.33% |
$1.31M - $1.94M
|
10K
$3.42M
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-300- 5.46% |
$40.4K - $59.9K
|
5.2K
$1.78M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
3.4K+ 68.63% |
$458K - $679K
|
8.35K
$2.85M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
39+ 1.48% |
$5.26K - $7.79K
|
2.67K
$913K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
31+ 86.11% |
$4.18K - $6.19K
|
67
$22.9K
|
|
|
May 02, 2023
Q1 2023
|
Rheos Capital Works Inc.
|
BUY
|
- |
113KNew |
$15.2M - $22.5M
|
113K
$38.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.11KNew |
$150K - $223K
|
1.11K
$381K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-163- 68.2% |
$22K - $32.6K
|
76
$26K
|
|
|
Apr 26, 2023
Q1 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
1.4KNew |
$189K - $280K
|
1.4K
$478K
|
|
|
Apr 25, 2023
Q1 2023
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
BUY
|
- |
5K+ 7.41% |
$674K - $999K
|
72.5K
$24.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.34KNew |
$181K - $268K
|
1.34K
$459K
|
|
|
Apr 21, 2023
Q1 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-120- 7.75% |
$16.2K - $24K
|
1.43K
$488K
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-300- 13.64% |
$40.4K - $59.9K
|
1.9K
$649K
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
BUY
|
- |
1.13KNew |
$152K - $225K
|
1.13K
$384K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
1.2KNew |
$161K - $239K
|
1.2K
$409K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
200New |
$27K - $40K
|
200
$68.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-1.09K- 65.62% |
$147K - $218K
|
571
$195K
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.88K- 59.05% |
$254K - $376K
|
1.31K
$446K
|
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
3.94KNew |
$531K - $787K
|
3.94K
$1.35M
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-290- 9.69% |
$39.1K - $57.9K
|
2.7K
$924K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-1- 20.0% |
$135 - $200
|
4
$1.37K
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.81KNew |
$244K - $362K
|
1.81K
$620K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
50+ 1.49% |
$6.74K - $9.99K
|
3.4K
$1.16M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-625- 10.87% |
$84.3K - $125K
|
5.13K
$1.75M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
4.35K+ 138.1% |
$586K - $869K
|
7.5K
$2.56M
|
|
|
Apr 13, 2023
Q1 2023
|
Yarbrough Capital, LLC
|
SELL
|
- |
-2.45K- 3.26% |
$330K - $488K
|
72.5K
$24.8M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
509+ 11.18% |
$68.6K - $102K
|
5.06K
$1.73M
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-491- 61.3% |
$66.2K - $98.1K
|
310
$106K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
57+ 0.97% |
$7.31K - $9.42K
|
5.94K
$2.03M
|
|
|
Dec 14, 2023
Q4 2022
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.51KNew |
$449K - $579K
|
3.51K
$1.2M
|
|