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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-43- 43.0% |
$6.19K - $8.22K
|
57
$17.7K
|
|
|
Nov 01, 2022
Q3 2022
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-23.5K- 46.75% |
$3.38M - $4.49M
|
26.7K
$8.31M
|
|
|
Nov 01, 2022
Q3 2022
|
Chapman Investment Management, LLC
|
BUY
|
- |
169+ 0.99% |
$24.3K - $32.3K
|
17.3K
$5.38M
|
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-25- 36.23% |
$3.6K - $4.78K
|
44
$13.7K
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
60.6KNew |
$8.71M - $11.6M
|
60.6K
$18.8M
|
|
|
Oct 31, 2022
Q3 2022
|
Zenyatta Capital Management LP
|
BUY
|
- |
5K+ 100.0% |
$719K - $956K
|
10K
$3.11M
|
|
|
Oct 31, 2022
Q3 2022
|
Parthenon LLC
|
SELL
|
- |
-500- 25.0% |
$71.9K - $95.6K
|
1.5K
$466K
|
|
|
Oct 28, 2022
Q3 2022
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-559- 6.25% |
$80.4K - $107K
|
8.39K
$2.61M
|
|
|
Oct 28, 2022
Q3 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-365- 20.1% |
$52.5K - $69.8K
|
1.45K
$451K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
2.7KNew |
$388K - $516K
|
2.7K
$839K
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
167+ 506.06% |
$24K - $31.9K
|
200
$62.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-953- 8.27% |
$137K - $182K
|
10.6K
$3.29M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
8.2KNew |
$1.18M - $1.57M
|
8.2K
$2.55M
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
11.3K+ 95.1% |
$1.63M - $2.17M
|
23.2K
$7.22M
|
|
|
Oct 26, 2022
Q3 2022
|
Belvedere Trading LLC
|
BUY
|
- |
253+ 290.8% |
$36.4K - $48.4K
|
340
$106K
|
|
|
Oct 26, 2022
Q3 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
2.7K+ 17.88% |
$388K - $516K
|
17.8K
$5.53M
|
|
|
Oct 25, 2022
Q3 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-1.81K- 13.08% |
$260K - $345K
|
12K
$3.73M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-350- 10.41% |
$50.3K - $66.9K
|
3.01K
$936K
|
|
|
Oct 24, 2022
Q3 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
6+ 0.21% |
$863 - $1.15K
|
2.88K
$894K
|
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-4.61K- 8.6% |
$664K - $883K
|
49K
$15.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
853New |
$123K - $163K
|
853
$265K
|
|
|
Oct 20, 2022
Q3 2022
|
Mcia Inc
|
SELL
|
- |
-1.07K- 8.68% |
$154K - $205K
|
11.3K
$3.51M
|
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
BUY
|
- |
100+ 6.9% |
$14.4K - $19.1K
|
1.55K
$482K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-3.6KClosed |
$518K - $688K
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Corundum Group, Inc.
|
BUY
|
- |
191+ 4.43% |
$27.5K - $36.5K
|
4.5K
$1.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Security National Bank
|
SELL
|
- |
-260- 1.31% |
$37.4K - $49.7K
|
19.6K
$6.08M
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-241- 6.98% |
$34.7K - $46.1K
|
3.21K
$999K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-2.33K- 9.52% |
$336K - $446K
|
22.2K
$6.89M
|
|
|
Oct 14, 2022
Q3 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-425- 0.85% |
$61.1K - $81.3K
|
49.3K
$15.3M
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
CALL |
100New |
$14.4K - $19.1K
|
100
$31.1K
|
|
|
Oct 13, 2022
Q3 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-1.05K- 16.73% |
$150K - $200K
|
5.21K
$1.62M
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
SELL
|
- |
-111- 64.91% |
$16K - $21.2K
|
60
$18.6K
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-9- 0.6% |
$1.29K - $1.72K
|
1.5K
$465K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
73+ 182.5% |
$10.5K - $14K
|
113
$35.1K
|
|
| Q2 2022 | |||||||
|
Aug 07, 2024
Q2 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-8.49KClosed |
$1.32M - $1.86M
|
0
$0
|
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.07KClosed |
$167K - $235K
|
0
$0
|
|
|
Dec 08, 2022
Q2 2022
|
Kettle Hill Capital Management, LLC
New York, NY |
SELL
|
- |
-152KClosed |
$23.6M - $33.2M
|
0
$0
|
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-1.47KClosed |
$229K - $321K
|
0
$0
|
|
|
Nov 10, 2022
Q2 2022
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-68.4KClosed |
$10.6M - $15M
|
0
$0
|
|
|
Oct 21, 2022
Q2 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
700+ 43.75% |
$109K - $153K
|
2.3K
$715K
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
566+ 8.71% |
$88.1K - $124K
|
7.06K
$2.2M
|
|
|
Aug 16, 2022
Q2 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-1KClosed |
$156K - $219K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ao Asset Management, LP
New York, NY |
BUY
|
- |
26.8KNew |
$4.17M - $5.87M
|
26.8K
$8.33M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-165Closed |
$25.7K - $36.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Caxton Corp
Princeton, NJ |
SELL
|
- |
-3.29KClosed |
$513K - $721K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hitchwood Capital Management LP
New York, NY |
SELL
|
- |
-205KClosed |
$31.9M - $44.9M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ionic Capital Management LLC
New York, NY |
SELL
|
- |
-1.72KClosed |
$267K - $375K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Kcl Capital, L.P.
New York, NY |
SELL
|
- |
-50KClosed |
$7.78M - $10.9M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Kayak Investment Partners LLC
San Francisco, CA |
SELL
|
- |
-15K- 66.9% |
$2.33M - $3.27M
|
7.4K
$2.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Mark Asset Management LP
New York, NY |
BUY
|
- |
20KNew |
$3.11M - $4.38M
|
20K
$6.22M
|
|