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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-56- 47.06% |
$14.1K - $17.7K
|
63
$16.4K
|
|
|
May 13, 2024
Q1 2024
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
3.86KNew |
$970K - $1.22M
|
3.86K
$1M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
829+ 0.28% |
$208K - $263K
|
293K
$76M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.08KNew |
$270K - $341K
|
1.08K
$280K
|
|
|
May 13, 2024
Q1 2024
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
3.02MNew |
$759M - $958M
|
3.02M
$785M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
621+ 18.05% |
$156K - $197K
|
4.06K
$1.06M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.34KNew |
$336K - $424K
|
1.34K
$348K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
46+ 0.64% |
$11.6K - $14.6K
|
7.19K
$1.87M
|
|
|
May 10, 2024
Q1 2024
|
Ascension Asset Management LLC
|
BUY
|
- |
25+ 0.53% |
$6.28K - $7.92K
|
4.72K
$1.23M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
317K+ 89.66% |
$79.5M - $100M
|
670K
$174M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.99KNew |
$498K - $629K
|
1.99K
$516K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-134K- 6.55% |
$33.8M - $42.6M
|
1.92M
$499M
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
735New |
$185K - $233K
|
735
$191K
|
|
|
May 10, 2024
Q1 2024
|
Barrier Capital Management, LLC
San Francisco, CA |
BUY
|
- |
5.34K+ 20.6% |
$1.34M - $1.69M
|
31.3K
$8.13M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
CALL |
-35.1K- 50.07% |
$8.81M - $11.1M
|
35K
$9.1M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-33- 3.75% |
$8.29K - $10.5K
|
847
$220K
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
825New |
$207K - $261K
|
825
$214K
|
|
|
May 09, 2024
Q1 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1.8KNew |
$451K - $569K
|
1.8K
$466K
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
665New |
$167K - $211K
|
665
$173K
|
|
|
May 09, 2024
Q1 2024
|
Mizuho Markets Cayman LP
|
BUY
|
PUT |
1.89KNew |
$475K - $600K
|
1.89K
$492K
|
|
|
May 08, 2024
Q1 2024
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
447New |
$112K - $142K
|
447
$116K
|
|
|
May 08, 2024
Q1 2024
|
Milestone Resources Group LTD
|
SELL
|
- |
-39- 0.01% |
$9.79K - $12.4K
|
324K
$84.3M
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
SELL
|
- |
-100- 12.21% |
$25.1K - $31.7K
|
719
$187K
|
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
SELL
|
- |
-150- 17.38% |
$37.7K - $47.5K
|
713
$185K
|
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.38KNew |
$848K - $1.07M
|
3.38K
$878K
|
|
|
May 08, 2024
Q1 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-250- 3.29% |
$62.8K - $79.2K
|
7.35K
$1.91M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
184+ 0.31% |
$46.2K - $58.3K
|
58.7K
$15.3M
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
BUY
|
- |
708New |
$178K - $224K
|
708
$184K
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1.24K+ 12.36% |
$311K - $392K
|
11.2K
$2.92M
|
|
|
May 07, 2024
Q1 2024
|
Value Star Asset Management (Hong Kong) LTD
Hong Kong, K3 |
BUY
|
- |
4KNew |
$1M - $1.27M
|
4K
$1.04M
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
1.08KNew |
$271K - $342K
|
1.08K
$280K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
4.25KNew |
$1.07M - $1.35M
|
4.25K
$1.1M
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
12.9KNew |
$3.25M - $4.1M
|
12.9K
$3.36M
|
|
|
May 03, 2024
Q1 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
1.35K+ 19.29% |
$340K - $428K
|
8.36K
$2.17M
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-5- 9.09% |
$1.26K - $1.58K
|
50
$13K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-185- 2.9% |
$46.5K - $58.6K
|
6.2K
$1.61M
|
|
|
May 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-350- 10.0% |
$87.9K - $111K
|
3.15K
$819K
|
|
|
May 02, 2024
Q1 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-11K- 24.83% |
$2.76M - $3.49M
|
33.3K
$8.65M
|
|
|
May 02, 2024
Q1 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-68- 31.19% |
$17.1K - $21.5K
|
150
$39K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
373New |
$93.7K - $118K
|
373
$96.9K
|
|
|
May 02, 2024
Q1 2024
|
Belfer Management LLC
|
BUY
|
- |
6+ 0.55% |
$1.51K - $1.9K
|
1.1K
$286K
|
|
|
May 02, 2024
Q1 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-38- 0.37% |
$9.54K - $12K
|
10.3K
$2.69M
|
|
|
May 01, 2024
Q1 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
14.2KNew |
$3.55M - $4.48M
|
14.2K
$3.68M
|
|
|
May 01, 2024
Q1 2024
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
40.8KNew |
$10.2M - $12.9M
|
40.8K
$10.6M
|
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-6.4K- 58.18% |
$1.61M - $2.03M
|
4.6K
$1.2M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
100New |
$25.1K - $31.7K
|
100
$26K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
32New |
$8.04K - $10.1K
|
32
$8.32K
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-1.43K- 10.39% |
$358K - $452K
|
12.3K
$3.19M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
697New |
$175K - $221K
|
697
$181K
|
|
|
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-326- 22.85% |
$81.9K - $103K
|
1.1K
$286K
|