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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.42KClosed |
$192K - $284K
|
0
$0
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-892- 88.67% |
$120K - $178K
|
114
$29.6K
|
|
|
May 19, 2023
Q1 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
CALL |
5.91KNew |
$797K - $1.18M
|
5.91K
$1.54M
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
7New |
$944 - $1.4K
|
7
$1.82K
|
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
1.77K+ 54.93% |
$239K - $354K
|
5K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Josh Tarasoff
Greenlea Lane Capital Management, LLC | Weston, Ct
|
SELL
|
- |
-94.8K- 44.22% |
$12.8M - $18.9M
|
120K
$31.1M
|
|
|
May 15, 2023
Q1 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
1.5KNew |
$202K - $300K
|
1.5K
$390K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
66.7K+ 751.67% |
$9M - $13.3M
|
75.6K
$19.6M
|
|
|
May 15, 2023
Q1 2023
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
26.2KNew |
$3.53M - $5.23M
|
26.2K
$6.81M
|
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
32.5KNew |
$4.38M - $6.49M
|
32.5K
$8.45M
|
|
|
May 15, 2023
Q1 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
4KNew |
$539K - $799K
|
4K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-3.86K- 75.12% |
$520K - $770K
|
1.28K
$332K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
SELL
|
- |
-4.09K- 68.84% |
$551K - $817K
|
1.85K
$481K
|
|
|
May 15, 2023
Q1 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-500- 19.02% |
$67.4K - $99.9K
|
2.13K
$553K
|
|
|
May 15, 2023
Q1 2023
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
3KNew |
$404K - $599K
|
3K
$780K
|
|
|
May 15, 2023
Q1 2023
|
Daniel Loeb
Third Point LLC | New York, Ny
|
BUY
|
- |
800KNew |
$108M - $160M
|
800K
$208M
|
|
|
May 15, 2023
Q1 2023
|
Ogborne Capital Management, LLC
San Francisco, CA |
BUY
|
- |
40KNew |
$5.39M - $7.99M
|
40K
$10.4M
|
|
|
May 15, 2023
Q1 2023
|
David Tepper
Appaloosa LP | Short Hills, Nj
|
SELL
|
- |
-10K- 3.33% |
$1.35M - $2M
|
290K
$75.4M
|
|
|
May 15, 2023
Q1 2023
|
Caz Investments LP
Houston, TX |
SELL
|
- |
-3K- 18.99% |
$404K - $599K
|
12.8K
$3.33M
|
|
|
May 15, 2023
Q1 2023
|
Islet Management, LP
New York, NY |
SELL
|
- |
-2.5K- 25.0% |
$337K - $499K
|
7.5K
$1.95M
|
|
|
May 15, 2023
Q1 2023
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-1.87K- 49.95% |
$251K - $373K
|
1.87K
$486K
|
|
|
May 15, 2023
Q1 2023
|
Metavasi Capital LP
Larchmont, NY |
BUY
|
- |
25KNew |
$3.37M - $4.99M
|
25K
$6.5M
|
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-35KClosed |
$4.72M - $6.99M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-40KClosed |
$5.39M - $7.99M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-500- 90.09% |
$67.4K - $99.9K
|
55
$14.3K
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
BUY
|
CALL |
150KNew |
$20.2M - $30M
|
150K
$39M
|
|
|
May 12, 2023
Q1 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-1.6K- 51.2% |
$216K - $320K
|
1.53K
$396K
|
|
|
May 12, 2023
Q1 2023
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
PUT |
15KNew |
$2.02M - $3M
|
15K
$3.9M
|
|
|
May 12, 2023
Q1 2023
|
Senator Investment Group LP
New York, NY |
BUY
|
- |
200KNew |
$27M - $40M
|
200K
$52M
|
|
|
May 12, 2023
Q1 2023
|
Cobalt Capital Management, Inc.
Short Hills, NJ |
BUY
|
- |
21KNew |
$2.83M - $4.2M
|
21K
$5.46M
|
|
|
May 12, 2023
Q1 2023
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
CALL |
2.5KNew |
$337K - $499K
|
2.5K
$650K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
CALL |
10New |
$1.35K - $2K
|
10
$2.6K
|
|
|
May 11, 2023
Q1 2023
|
First Growth Investment Manager LP
San Francisco, CA |
BUY
|
- |
1.15KNew |
$155K - $230K
|
1.15K
$299K
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.16K- 38.46% |
$156K - $231K
|
1.85K
$481K
|
|
|
May 10, 2023
Q1 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
CALL |
300New |
$40.4K - $59.9K
|
300
$78K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
117New |
$15.8K - $23.4K
|
117
$30.4K
|
|
|
May 09, 2023
Q1 2023
|
Compton Capital Management Inc
|
SELL
|
- |
-2.95K- 74.59% |
$398K - $589K
|
1.01K
$261K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
16+ 35.56% |
$2.16K - $3.2K
|
61
$15.9K
|
|
|
May 09, 2023
Q1 2023
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
BUY
|
- |
1.18KNew |
$159K - $236K
|
1.18K
$307K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
16+ 66.67% |
$2.16K - $3.2K
|
40
$10.4K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
224New |
$30.2K - $44.8K
|
224
$58.2K
|
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-2.49K- 60.58% |
$336K - $498K
|
1.62K
$422K
|
|
|
May 05, 2023
Q1 2023
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
12.9KNew |
$1.74M - $2.58M
|
12.9K
$3.35M
|
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
6.96KNew |
$939K - $1.39M
|
6.96K
$1.81M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
2.48K+ 98.61% |
$335K - $496K
|
5K
$1.3M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
9.7K+ 3233.33% |
$1.31M - $1.94M
|
10K
$2.6M
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-300- 5.46% |
$40.4K - $59.9K
|
5.2K
$1.35M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
3.4K+ 68.63% |
$458K - $679K
|
8.35K
$2.17M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
39+ 1.48% |
$5.26K - $7.79K
|
2.67K
$694K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
31+ 86.11% |
$4.18K - $6.19K
|
67
$17.4K
|