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 |
|---|---|---|---|---|---|---|---|
|
Dec 06, 2023
Q4 2022
|
Tegean Capital Management, LLC
New York, NY |
BUY
|
- |
40KNew |
$5.13M - $6.61M
|
40K
$13.7M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
72.5K+ 414.29% |
$9.3M - $12M
|
90K
$30.8M
|
|
|
May 17, 2023
Q4 2022
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-1.24K- 16.49% |
$159K - $205K
|
6.27K
$2.14M
|
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-10- 0.39% |
$1.28K - $1.65K
|
2.54K
$867K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
40New |
$5.13K - $6.61K
|
40
$13.7K
|
|
|
Feb 28, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
2.16KNew |
$277K - $358K
|
2.16K
$740K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
9.38KNew |
$1.2M - $1.55M
|
9.38K
$3.2M
|
|
|
Feb 23, 2023
Q4 2022
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
13.1KNew |
$1.68M - $2.16M
|
13.1K
$4.47M
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
50New |
$6.41K - $8.26K
|
50
$17.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
57New |
$7.31K - $9.42K
|
57
$19.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-34- 2.04% |
$4.36K - $5.62K
|
1.64K
$559K
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
27KNew |
$3.47M - $4.47M
|
27K
$9.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-15.4K- 29.34% |
$1.97M - $2.54M
|
37K
$12.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-269- 2.37% |
$34.5K - $44.5K
|
11.1K
$3.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-5.1K- 50.5% |
$654K - $843K
|
5K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
SELL
|
PUT |
-5.1K- 50.5% |
$654K - $843K
|
5K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
2.45K+ 36.89% |
$314K - $405K
|
9.09K
$3.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-158- 34.65% |
$20.3K - $26.1K
|
298
$102K
|
|
|
Feb 14, 2023
Q4 2022
|
Orbis Allan Gray LTD
Hamilton, D0 |
SELL
|
- |
-10.3K- 7.79% |
$1.32M - $1.7M
|
122K
$41.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
- |
160K+ 296.87% |
$20.5M - $26.4M
|
213K
$72.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
3.9KNew |
$500K - $645K
|
3.9K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
200New |
$25.6K - $33.1K
|
200
$68.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.1MNew |
$1.17B - $1.5B
|
9.1M
$3.11B
|
|
|
Feb 14, 2023
Q4 2022
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
38.6KNew |
$4.95M - $6.38M
|
38.6K
$13.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-3.7K- 48.06% |
$475K - $612K
|
4K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
1.26K+ 47.62% |
$161K - $208K
|
3.9K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.07K- 15.11% |
$137K - $177K
|
6.01K
$2.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-3.08K- 51.27% |
$394K - $508K
|
2.92K
$999K
|
|
|
Feb 14, 2023
Q4 2022
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
2.5KNew |
$321K - $413K
|
2.5K
$854K
|
|
|
Feb 14, 2023
Q4 2022
|
Snowhook Capital Management LP
New York, NY |
BUY
|
- |
29.4KNew |
$3.78M - $4.87M
|
29.4K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearline Capital LP
New York, NY |
BUY
|
- |
43.7K+ 799.4% |
$5.61M - $7.23M
|
49.2K
$16.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
CALL |
70KNew |
$8.97M - $11.6M
|
70K
$23.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
55.8KNew |
$7.15M - $9.22M
|
55.8K
$19.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Atmos Capital Gestao De Recursos Ltda.
Leblon Rio De Janeiro, D5 |
SELL
|
- |
-60.8K- 20.12% |
$7.8M - $10.1M
|
242K
$82.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
10.7KNew |
$1.37M - $1.77M
|
10.7K
$3.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Interval Partners, LP
New York, NY |
BUY
|
CALL |
15KNew |
$1.92M - $2.48M
|
15K
$5.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
PUT |
150KNew |
$19.2M - $24.8M
|
150K
$51.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
5.38KNew |
$690K - $889K
|
5.38K
$1.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Resonate Capital, LLC
San Francisco, CA |
SELL
|
- |
-1.13K- 9.84% |
$145K - $187K
|
10.4K
$3.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-1.07K- 7.61% |
$137K - $176K
|
12.9K
$4.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
529KNew |
$67.8M - $87.4M
|
529K
$181M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
43.3KNew |
$5.56M - $7.16M
|
43.3K
$14.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
105New |
$13.5K - $17.4K
|
105
$35.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
764New |
$98K - $126K
|
764
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-81.1K- 16.53% |
$10.4M - $13.4M
|
410K
$140M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
722+ 20.71% |
$92.6K - $119K
|
4.21K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Evr Research LP
Richmond, VA |
SELL
|
- |
-21K- 48.84% |
$2.69M - $3.47M
|
22K
$7.52M
|
|
|
Feb 13, 2023
Q4 2022
|
George Kaiser Family Foundation
|
BUY
|
- |
2.12K+ 28.64% |
$272K - $350K
|
9.52K
$3.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-111Closed |
$14.2K - $18.3K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
9.88K+ 136.65% |
$1.27M - $1.63M
|
17.1K
$5.84M
|