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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Trybe Capital Management LP
Greenwich, CT |
BUY
|
CALL |
200KNew |
$43.6M - $60.9M
|
200K
$52.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
357+ 2.78% |
$77.8K - $109K
|
13.2K
$3.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-152K- 99.42% |
$33.1M - $46.2M
|
891
$234K
|
|
|
Aug 14, 2024
Q2 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
10KNew |
$2.18M - $3.05M
|
10K
$2.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Hhlr Advisors, Ltd.
Grand Cayman, E9 |
SELL
|
- |
-366K- 79.15% |
$79.7M - $111M
|
96.4K
$25.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Select Equity Group, L.P.
New York, NY |
BUY
|
CALL |
2.4KNew |
$523K - $731K
|
2.4K
$629K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
240+ 9.23% |
$52.3K - $73.1K
|
2.84K
$745K
|
|
|
Aug 14, 2024
Q2 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-101- 11.14% |
$22K - $30.8K
|
806
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2+ 7.69% |
$436 - $609
|
28
$7.34K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
3.19KNew |
$695K - $972K
|
3.19K
$836K
|
|
|
Aug 14, 2024
Q2 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-8.99K- 80.18% |
$1.96M - $2.74M
|
2.22K
$583K
|
|
|
Aug 13, 2024
Q2 2024
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
SELL
|
- |
-86.1K- 98.58% |
$18.8M - $26.2M
|
1.24K
$326K
|
|
|
Aug 13, 2024
Q2 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-2.72K- 75.15% |
$593K - $829K
|
899
$236K
|
|
|
Aug 13, 2024
Q2 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
4.5K+ 37.82% |
$981K - $1.37M
|
16.4K
$4.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-1.8K- 59.41% |
$392K - $549K
|
1.23K
$323K
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
85New |
$18.5K - $25.9K
|
85
$22.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
324+ 44.88% |
$70.6K - $98.7K
|
1.05K
$274K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
9.77KNew |
$2.13M - $2.98M
|
9.77K
$2.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
CALL |
100New |
$21.8K - $30.5K
|
100
$26.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
5New |
$1.09K - $1.52K
|
5
$1.31K
|
|
|
Aug 13, 2024
Q2 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
1.48KNew |
$323K - $452K
|
1.48K
$389K
|
|
|
Aug 13, 2024
Q2 2024
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
5KNew |
$1.09M - $1.52M
|
5K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
190+ 730.77% |
$41.4K - $57.9K
|
216
$56.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.11M+ 2.91% |
$460M - $643M
|
74.6M
$19.6B
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1.04KNew |
$227K - $317K
|
1.04K
$273K
|
|
|
Aug 13, 2024
Q2 2024
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
11.9K+ 26.84% |
$2.59M - $3.62M
|
56.1K
$14.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Coatue Management LLC
New York, NY |
SELL
|
- |
-2.79M- 59.41% |
$609M - $851M
|
1.91M
$500M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
710+ 1.92% |
$155K - $216K
|
37.6K
$9.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Exor Capital LLP
London, X0 |
BUY
|
- |
13KNew |
$2.83M - $3.96M
|
13K
$3.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.05KNew |
$229K - $320K
|
1.05K
$275K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.23K+ 18.46% |
$268K - $375K
|
7.89K
$2.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
CALL |
100New |
$21.8K - $30.5K
|
100
$26.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
836New |
$182K - $255K
|
836
$219K
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
920+ 8.06% |
$201K - $280K
|
12.3K
$3.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-293- 19.66% |
$63.9K - $89.3K
|
1.2K
$314K
|
|
|
Aug 12, 2024
Q2 2024
|
Venator Management LLC
Pittsburgh, PA |
BUY
|
- |
2.5KNew |
$545K - $762K
|
2.5K
$656K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-22- 24.72% |
$4.8K - $6.7K
|
67
$17.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Mirabaud Asset Management LTD
London, X0 |
SELL
|
- |
-17.6KClosed |
$3.84M - $5.36M
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Lattice Capital Management, LLC
|
BUY
|
- |
938New |
$204K - $286K
|
938
$246K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.45K- 9.56% |
$971K - $1.36M
|
42.1K
$11.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
328New |
$71.5K - $100K
|
328
$86K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
816New |
$178K - $249K
|
816
$214K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
47New |
$10.2K - $14.3K
|
47
$12.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-154- 10.59% |
$33.6K - $46.9K
|
1.3K
$341K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
7+ 116.67% |
$1.53K - $2.13K
|
13
$3.41K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-7- 70.0% |
$1.53K - $2.13K
|
3
$787
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-4.91K- 10.6% |
$1.07M - $1.5M
|
41.4K
$10.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
80New |
$17.4K - $24.4K
|
80
$21K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-9- 0.11% |
$1.96K - $2.74K
|
7.93K
$2.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Union Investments & Development Ltd.
|
SELL
|
- |
-350- 50.0% |
$76.3K - $107K
|
350
$91.8K
|