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 09, 2022
Q2 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
15+ 0.65% |
$2.33K - $3.28K
|
2.33K
$725K
|
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.9KClosed |
$295K - $415K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
2.06KNew |
$321K - $452K
|
2.06K
$641K
|
|
|
Aug 08, 2022
Q2 2022
|
Tesco Pension Investment LTD
|
SELL
|
- |
-345KClosed |
$53.7M - $75.6M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
BUY
|
- |
15New |
$2.33K - $3.28K
|
15
$4.66K
|
|
|
Aug 08, 2022
Q2 2022
|
Crossvault Capital Management LLC
|
SELL
|
- |
-4.17K- 11.48% |
$648K - $912K
|
32.1K
$9.99M
|
|
|
Aug 08, 2022
Q2 2022
|
Tpi Fund Managers LTD
|
SELL
|
- |
-63.1KClosed |
$9.81M - $13.8M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-1.75KClosed |
$272K - $382K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-8.49KClosed |
$1.32M - $1.86M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-4.74KClosed |
$738K - $1.04M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
286New |
$44.5K - $62.6K
|
286
$88.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-1.02KClosed |
$158K - $222K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Cowen And Company, LLC
|
SELL
|
PUT |
-172K- 95.57% |
$26.8M - $37.7M
|
8K
$2.49M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
717+ 33.92% |
$112K - $157K
|
2.83K
$880K
|
|
|
Aug 05, 2022
Q2 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-1.52KClosed |
$236K - $332K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.98KNew |
$308K - $434K
|
1.98K
$616K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
50+ 7.86% |
$7.78K - $10.9K
|
686
$213K
|
|
|
Aug 04, 2022
Q2 2022
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-4.48KClosed |
$697K - $980K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-1.12KClosed |
$174K - $244K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-1.02KClosed |
$158K - $223K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-1.78KClosed |
$276K - $389K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
615+ 6.13% |
$95.7K - $135K
|
10.6K
$3.31M
|
|
|
Aug 04, 2022
Q2 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-1.01KClosed |
$157K - $221K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-1.1KClosed |
$171K - $241K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-142KClosed |
$22M - $31M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-13.3KClosed |
$2.07M - $2.91M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Sp Asset Management
|
SELL
|
- |
-44- 0.15% |
$6.85K - $9.63K
|
30K
$9.34M
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
2.29KNew |
$356K - $500K
|
2.29K
$710K
|
|
|
Aug 02, 2022
Q2 2022
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-1.17KClosed |
$182K - $256K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-98- 4.74% |
$15.2K - $21.4K
|
1.97K
$612K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
SELL
|
- |
-65- 13.18% |
$10.1K - $14.2K
|
428
$133K
|
|
|
Aug 02, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.63KNew |
$254K - $358K
|
1.63K
$508K
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
SELL
|
- |
-1.1KClosed |
$171K - $241K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Chelsea Counsel CO
|
SELL
|
- |
-994Closed |
$155K - $218K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-47KClosed |
$7.31M - $10.3M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
66+ 7.15% |
$10.3K - $14.4K
|
989
$307K
|
|
|
Jul 28, 2022
Q2 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1KClosed |
$156K - $219K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-83- 8.53% |
$12.9K - $18.2K
|
890
$277K
|
|
|
Jul 28, 2022
Q2 2022
|
Privium Fund Management B.V.
|
BUY
|
PUT |
20+ 12.5% |
$3.11K - $4.38K
|
180
$55.9K
|
|
|
Jul 27, 2022
Q2 2022
|
Leisure Capital Management
|
SELL
|
- |
-1.21KClosed |
$189K - $265K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Sea Town Holdings Pte. Ltd.
|
SELL
|
- |
-11.2KClosed |
$1.73M - $2.44M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
SELL
|
- |
-2.57KClosed |
$399K - $561K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.09KClosed |
$169K - $237K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
SELL
|
- |
-6.91KClosed |
$1.08M - $1.51M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-3.32K- 8.34% |
$516K - $725K
|
36.4K
$11.3M
|
|
|
Jul 25, 2022
Q2 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-2.19KClosed |
$341K - $479K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
4.22KNew |
$656K - $923K
|
4.22K
$1.31M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
416+ 3.78% |
$64.7K - $91K
|
11.4K
$3.55M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-1.08KClosed |
$167K - $235K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-1.42K- 4.39% |
$221K - $311K
|
30.9K
$9.6M
|