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 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-106K- 1.62% |
$20.9M - $28.4M
|
6.44M
$1.67B
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
3.6KNew |
$707K - $962K
|
3.6K
$936K
|
|
|
Jul 22, 2024
Q4 2023
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
BUY
|
- |
37K+ 3700.0% |
$7.26M - $9.89M
|
38K
$9.88M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-993Closed |
$195K - $265K
|
0
$0
|
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
7.52KNew |
$1.48M - $2.01M
|
7.52K
$1.96M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-4- 44.44% |
$785 - $1.07K
|
5
$1.3K
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
150New |
$29.4K - $40.1K
|
150
$39K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
27+ 2700.0% |
$5.3K - $7.22K
|
28
$7.28K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
265New |
$52K - $70.8K
|
265
$68.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
3+ 1.58% |
$589 - $802
|
193
$50.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
BUY
|
PUT |
2.8KNew |
$550K - $748K
|
2.8K
$728K
|
|
|
Feb 14, 2024
Q4 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
CALL |
17.9KNew |
$3.51M - $4.78M
|
17.9K
$4.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-205K- 9.1% |
$40.2M - $54.8M
|
2.05M
$532M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
944New |
$185K - $252K
|
944
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
665+ 12.03% |
$131K - $178K
|
6.19K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-94.8K- 85.18% |
$18.6M - $25.3M
|
16.5K
$4.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
20.2K+ 240.48% |
$3.96M - $5.4M
|
28.6K
$7.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
69New |
$13.5K - $18.4K
|
69
$17.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
20KNew |
$3.93M - $5.35M
|
20K
$5.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
1.91KNew |
$376K - $512K
|
1.91K
$497K
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
12.9KNew |
$2.53M - $3.45M
|
12.9K
$3.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-18- 15.25% |
$3.53K - $4.81K
|
100
$26K
|
|
|
Feb 13, 2024
Q4 2023
|
Varenne Capital Partners
|
BUY
|
- |
6.42KNew |
$1.26M - $1.71M
|
6.42K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
119+ 9.92% |
$23.4K - $31.8K
|
1.32K
$343K
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-1.8K- 2.56% |
$353K - $481K
|
68.4K
$17.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Independent Franchise Partners LLP
London, X0 |
SELL
|
- |
-755K- 26.31% |
$148M - $202M
|
2.12M
$550M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
106+ 8.45% |
$20.8K - $28.3K
|
1.36K
$354K
|
|
|
Feb 13, 2024
Q4 2023
|
Advent Capital Management
New York, NY |
BUY
|
- |
10KNew |
$1.96M - $2.67M
|
10K
$2.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
CALL |
100New |
$19.6K - $26.7K
|
100
$26K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
451+ 35.4% |
$88.5K - $121K
|
1.73K
$448K
|
|
|
Feb 12, 2024
Q4 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
3.26KNew |
$641K - $872K
|
3.26K
$848K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.9KNew |
$1.35M - $1.84M
|
6.9K
$1.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
31New |
$6.08K - $8.28K
|
31
$8.06K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
11.1K+ 4137.17% |
$2.18M - $2.97M
|
11.4K
$2.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Palo Ds Manager LLC
Miami Beach, FL |
BUY
|
- |
21.5KNew |
$4.22M - $5.74M
|
21.5K
$5.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Codex Capital, L.L.C.
New York, NY |
SELL
|
- |
-400- 1.52% |
$78.5K - $107K
|
25.9K
$6.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
CALL |
17New |
$3.34K - $4.54K
|
17
$4.42K
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
SELL
|
- |
-37- 1.74% |
$7.26K - $9.89K
|
2.09K
$544K
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
770New |
$151K - $206K
|
770
$200K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-909- 61.05% |
$178K - $243K
|
580
$151K
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-29K- 65.51% |
$5.7M - $7.76M
|
15.3K
$3.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
39+ 2.93% |
$7.65K - $10.4K
|
1.37K
$356K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-459- 8.01% |
$90.1K - $123K
|
5.27K
$1.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
10+ 13.7% |
$1.96K - $2.67K
|
83
$21.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-5- 17.24% |
$981 - $1.34K
|
24
$6.24K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
313+ 14.98% |
$61.4K - $83.6K
|
2.4K
$624K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
3.85K+ 102.67% |
$756K - $1.03M
|
7.6K
$1.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
775New |
$152K - $207K
|
775
$201K
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
883New |
$173K - $236K
|
883
$229K
|
|
|
Feb 05, 2024
Q4 2023
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
PUT |
28.8KNew |
$5.65M - $7.7M
|
28.8K
$7.48M
|