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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
62New |
$12.2K - $16.6K
|
62
$16.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
317+ 13.67% |
$62.2K - $84.7K
|
2.64K
$685K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
653+ 4.97% |
$128K - $175K
|
13.8K
$3.58M
|
|
|
Feb 01, 2024
Q4 2023
|
Shikiar Asset Management Inc
|
SELL
|
- |
-2.18K- 70.78% |
$428K - $583K
|
900
$234K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-17- 5.67% |
$3.34K - $4.54K
|
283
$73.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-1.4K- 26.27% |
$274K - $373K
|
3.92K
$1.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
117New |
$23K - $31.3K
|
117
$30.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
42New |
$8.24K - $11.2K
|
42
$10.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-2.45K- 7.89% |
$481K - $655K
|
28.6K
$7.44M
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-46- 28.22% |
$9.03K - $12.3K
|
117
$30.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
292+ 973.33% |
$57.3K - $78K
|
322
$83.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
6New |
$1.18K - $1.6K
|
6
$1.56K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-8.02K- 26.66% |
$1.57M - $2.14M
|
22.1K
$5.73M
|
|
|
Jan 29, 2024
Q4 2023
|
Westwood Management Corp
|
SELL
|
- |
-23K- 72.68% |
$4.51M - $6.15M
|
8.64K
$2.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
24+ 0.23% |
$4.71K - $6.41K
|
10.5K
$2.72M
|
|
|
Jan 29, 2024
Q4 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-12.6K- 4.8% |
$2.47M - $3.36M
|
249K
$64.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
1.51KNew |
$297K - $404K
|
1.51K
$393K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
15New |
$2.94K - $4.01K
|
15
$3.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-115- 2.34% |
$22.6K - $30.7K
|
4.79K
$1.25M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsn Capital Partners LTD
|
BUY
|
- |
191KNew |
$37.5M - $51M
|
191K
$49.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-59- 0.46% |
$11.6K - $15.8K
|
12.7K
$3.31M
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-910- 22.84% |
$179K - $243K
|
3.08K
$799K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
79+ 61.72% |
$15.5K - $21.1K
|
207
$53.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
898New |
$176K - $240K
|
898
$233K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
140New |
$27.5K - $37.4K
|
140
$36.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.94K- 20.92% |
$381K - $519K
|
7.35K
$1.91M
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-75- 1.74% |
$14.7K - $20K
|
4.25K
$1.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
904New |
$177K - $242K
|
904
$235K
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
1.05KNew |
$207K - $281K
|
1.05K
$274K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.25K+ 18.23% |
$244K - $333K
|
8.08K
$2.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-38- 2.56% |
$7.46K - $10.2K
|
1.45K
$376K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-4- 21.05% |
$785 - $1.07K
|
15
$3.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-44- 3.69% |
$8.64K - $11.8K
|
1.15K
$298K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.12K- 20.8% |
$219K - $298K
|
4.25K
$1.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-5- 3.73% |
$981 - $1.34K
|
129
$33.5K
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
BUY
|
- |
2.5KNew |
$491K - $668K
|
2.5K
$650K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-7- 4.83% |
$1.37K - $1.87K
|
138
$35.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
31+ 0.15% |
$6.08K - $8.28K
|
20.6K
$5.34M
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.84K- 66.32% |
$556K - $758K
|
1.44K
$374K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
6.01K+ 2.57% |
$1.18M - $1.61M
|
240K
$62.4M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
797New |
$156K - $213K
|
797
$207K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-29- 2.63% |
$5.69K - $7.75K
|
1.07K
$279K
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.73K- 92.13% |
$351K - $406K
|
148
$38.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-29- 4.5% |
$5.87K - $6.8K
|
616
$160K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-4.99K- 43.14% |
$1.01M - $1.17M
|
6.58K
$1.71M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-46- 60.53% |
$9.31K - $10.8K
|
30
$7.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
CALL |
100New |
$20.2K - $23.4K
|
100
$26K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-187- 0.9% |
$37.9K - $43.8K
|
20.7K
$5.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-149- 2.08% |
$30.2K - $34.9K
|
7.02K
$1.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
7.76K+ 388.77% |
$1.57M - $1.82M
|
9.75K
$2.53M
|
|