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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Lynch Asset Management, Inc.
|
SELL
|
- |
-1.25K- 15.63% |
$160K - $207K
|
6.75K
$2.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
3.25K+ 18.5% |
$416K - $536K
|
20.8K
$6.46M
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
2.84KNew |
$364K - $469K
|
2.84K
$881K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
10New |
$1.28K - $1.65K
|
10
$3.11K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
75New |
$9.62K - $12.4K
|
75
$23.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-6.42K- 2.97% |
$823K - $1.06M
|
210K
$65.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-39.3K- 97.28% |
$5.04M - $6.5M
|
1.1K
$342K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
1.8KNew |
$231K - $297K
|
1.8K
$559K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
86New |
$11K - $14.2K
|
86
$26.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
253New |
$32.4K - $41.8K
|
253
$78.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
161New |
$20.6K - $26.6K
|
161
$50K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
232New |
$29.7K - $38.3K
|
232
$72.1K
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
486+ 4.72% |
$62.3K - $80.3K
|
10.8K
$3.35M
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-690Closed |
$99.2K - $132K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
19.2K+ 34.74% |
$2.76M - $3.67M
|
74.3K
$23.1M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-54K- 35.86% |
$7.77M - $10.3M
|
96.6K
$30M
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-37Closed |
$5.32K - $7.08K
|
0
$0
|
|
|
Feb 27, 2023
Q3 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
280+ 0.92% |
$40.3K - $53.6K
|
30.7K
$9.53M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
406+ 9.65% |
$58.4K - $77.7K
|
4.61K
$1.43M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
17.8KNew |
$2.56M - $3.4M
|
17.8K
$5.53M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-2.08K- 7.7% |
$299K - $398K
|
24.9K
$7.74M
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
103New |
$14.8K - $19.7K
|
103
$32K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
2.7K+ 3.35% |
$389K - $517K
|
83.4K
$25.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-494- 10.43% |
$71.1K - $94.5K
|
4.24K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
45+ 1.65% |
$6.47K - $8.61K
|
2.77K
$861K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
500New |
$71.9K - $95.6K
|
500
$155K
|
|
|
Nov 14, 2022
Q3 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
9.56K+ 36.44% |
$1.38M - $1.83M
|
35.8K
$11.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-174- 6.74% |
$25K - $33.3K
|
2.41K
$748K
|
|
|
Nov 14, 2022
Q3 2022
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1.65K- 19.9% |
$237K - $315K
|
6.63K
$2.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-267- 0.67% |
$38.4K - $51.1K
|
39.5K
$12.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
- |
429KNew |
$61.8M - $82.1M
|
429K
$133M
|
|
|
Nov 14, 2022
Q3 2022
|
Unio Capital LLC
|
SELL
|
- |
-12.4K- 31.73% |
$1.78M - $2.37M
|
26.6K
$8.28M
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
832+ 53.23% |
$120K - $159K
|
2.4K
$744K
|
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
SELL
|
- |
-2.08K- 22.95% |
$299K - $397K
|
6.98K
$2.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.4K+ 8.41% |
$202K - $269K
|
18.1K
$5.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
BUY
|
- |
33.7KNew |
$4.85M - $6.45M
|
33.7K
$10.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Unigestion Holding Sa
|
BUY
|
- |
8.1K+ 4.98% |
$1.17M - $1.55M
|
171K
$53M
|
|
|
Nov 14, 2022
Q3 2022
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
33.1K+ 4122.04% |
$4.76M - $6.33M
|
33.9K
$10.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-5.73KClosed |
$824K - $1.1M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
822+ 0.67% |
$118K - $157K
|
124K
$38.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Breakline Capital LLC
New York, NY |
BUY
|
- |
20.2KNew |
$2.9M - $3.86M
|
20.2K
$6.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
563New |
$81K - $108K
|
563
$175K
|
|
|
Nov 14, 2022
Q3 2022
|
Chuck Akre
Akre Capital Management LLC | Middleburg, Va
|
BUY
|
- |
25.5K+ 0.83% |
$3.67M - $4.88M
|
3.1M
$962M
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
CALL |
100New |
$14.4K - $19.1K
|
100
$31.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
1.93K+ 31.24% |
$277K - $368K
|
8.09K
$2.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Governors Lane LP
New York, NY |
BUY
|
CALL |
22.5KNew |
$3.24M - $4.3M
|
22.5K
$6.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Carroll Investors, Inc
|
BUY
|
- |
3.41K+ 7.93% |
$490K - $652K
|
46.4K
$14.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-4.25K- 10.29% |
$611K - $813K
|
37K
$11.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Marlowe Partners LP
New York, NY |
SELL
|
- |
-12.1K- 30.87% |
$1.73M - $2.31M
|
27K
$8.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Public Investment Fund
Riyadh, T0 |
BUY
|
- |
2.65MNew |
$381M - $507M
|
2.65M
$824M
|
|