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 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
298New |
$71K - $82.4K
|
298
$78.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Shariaportfolio, Inc.
Lake Mary, FL |
BUY
|
- |
1+ 0.02% |
$238 - $277
|
4.32K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-87.2K- 3.51% |
$20.8M - $24.1M
|
2.39M
$628M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-28.9K- 2.75% |
$6.89M - $7.99M
|
1.02M
$268M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-88- 59.06% |
$21K - $24.3K
|
61
$16K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
103New |
$24.6K - $28.5K
|
103
$27K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
157+ 8.1% |
$37.4K - $43.4K
|
2.1K
$550K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
10+ 1.26% |
$2.38K - $2.77K
|
804
$211K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
42New |
$10K - $11.6K
|
42
$11K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.24KNew |
$296K - $343K
|
1.24K
$326K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
74+ 6.83% |
$17.6K - $20.5K
|
1.16K
$304K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-93- 51.1% |
$22.2K - $25.7K
|
89
$23.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
80+ 135.59% |
$19.1K - $22.1K
|
139
$36.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1+ 0.1% |
$238 - $277
|
954
$250K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
936+ 111.96% |
$223K - $259K
|
1.77K
$465K
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-250- 44.72% |
$59.6K - $69.1K
|
309
$81K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-368- 29.7% |
$87.7K - $102K
|
871
$228K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
141+ 62.11% |
$33.6K - $39K
|
368
$96.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-105- 1.34% |
$25K - $29K
|
7.75K
$2.03M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
582New |
$139K - $161K
|
582
$153K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
992New |
$237K - $274K
|
992
$260K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
65+ 7.84% |
$15.5K - $18K
|
894
$234K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
764New |
$182K - $211K
|
764
$200K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2+ 28.57% |
$477 - $553
|
9
$2.36K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-9- 0.54% |
$2.15K - $2.49K
|
1.65K
$433K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
799New |
$190K - $221K
|
799
$210K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
96+ 1.55% |
$22.9K - $26.5K
|
6.27K
$1.65M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-94- 36.29% |
$22.4K - $26K
|
165
$43.3K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-149- 1.99% |
$35.5K - $41.2K
|
7.34K
$1.93M
|
|
|
Oct 02, 2024
Q3 2024
|
Weybosset Research & Management LLC
|
BUY
|
- |
70+ 6.97% |
$16.7K - $19.4K
|
1.08K
$282K
|
|
| Q2 2024 | |||||||
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-402- 27.59% |
$87.6K - $123K
|
1.06K
$277K
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-1.5KClosed |
$328K - $458K
|
0
$0
|
|
|
Feb 12, 2025
Q2 2024
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
13.5K+ 48214.29% |
$2.94M - $4.11M
|
13.5K
$3.55M
|
|
|
Feb 07, 2025
Q2 2024
|
Wealth High Governance Capital Ltda
Sao Paulo, D5 |
SELL
|
- |
-10KClosed |
$2.18M - $3.05M
|
0
$0
|
|
|
Feb 05, 2025
Q2 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-20- 2.09% |
$4.36K - $6.09K
|
935
$245K
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-54.4K- 92.99% |
$11.9M - $16.6M
|
4.1K
$1.08M
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
12KNew |
$2.61M - $3.65M
|
12K
$3.14M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
CALL |
1KNew |
$218K - $305K
|
1K
$262K
|
|
|
Aug 14, 2024
Q2 2024
|
Hmi Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
220K+ 75.03% |
$48M - $67M
|
513K
$135M
|
|
|
Aug 14, 2024
Q2 2024
|
Anomaly Capital Management, LP
New York, NY |
SELL
|
- |
-175K- 44.39% |
$38.1M - $53.2M
|
219K
$57.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
918New |
$200K - $280K
|
918
$241K
|
|
|
Aug 14, 2024
Q2 2024
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
CALL |
8KNew |
$1.74M - $2.44M
|
8K
$2.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
5+ 41.67% |
$1.09K - $1.52K
|
17
$4.46K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
301+ 29.0% |
$65.6K - $91.7K
|
1.34K
$351K
|
|
|
Aug 14, 2024
Q2 2024
|
Ardmore Road Asset Management LP
New York, NY |
BUY
|
- |
50KNew |
$10.9M - $15.2M
|
50K
$13.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Dorsal Capital Management, LLC
Redwood City, CA |
SELL
|
- |
-150K- 20.0% |
$32.7M - $45.7M
|
600K
$157M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-50- 1.14% |
$10.9K - $15.2K
|
4.33K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-10.9K- 3.27% |
$2.37M - $3.32M
|
322K
$84.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Crosslink Capital Inc
Menlo Park, CA |
SELL
|
- |
-22.8K- 15.1% |
$4.97M - $6.94M
|
128K
$33.6M
|
|