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 16, 2021
Q2 2021
|
Capital Advantage, Inc.
|
SELL
|
- |
-1.43KClosed |
$301K - $353K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-5.3KClosed |
$1.12M - $1.31M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-5.84KClosed |
$1.23M - $1.44M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-216Closed |
$45.5K - $53.2K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Blue Pool Management Ltd.
Causeway Bay, K3 |
SELL
|
- |
-14.5KClosed |
$3.05M - $3.57M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Davide Leone & Partners Investment CO Ltd.
London, X0 |
SELL
|
- |
-128KClosed |
$26.9M - $31.5M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-1.26KClosed |
$265K - $310K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Tig Advisors, LLC
New York, NY |
BUY
|
CALL |
150KNew |
$31.6M - $36.9M
|
150K
$46.6M
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-146Closed |
$30.7K - $36K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
20.7KNew |
$4.35M - $5.09M
|
20.7K
$6.42M
|
|
|
Aug 16, 2021
Q2 2021
|
United Bank
Vienna, VA |
SELL
|
- |
-1KClosed |
$211K - $246K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.06KClosed |
$224K - $262K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-14.9KClosed |
$3.14M - $3.68M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Harvard Management CO Inc
Boston, MA |
SELL
|
- |
-165KClosed |
$34.7M - $40.5M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Elkhorn Partners Limited Partnership
Omaha, NE |
SELL
|
- |
-170Closed |
$35.8K - $41.9K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Carmignac Gestion
Paris, I0 |
BUY
|
CALL |
40KNew |
$8.42M - $9.85M
|
40K
$12.4M
|
|
|
Aug 13, 2021
Q2 2021
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
PUT |
-1KClosed |
$211K - $246K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Harbor Spring Capital, LLC
New York, NY |
BUY
|
CALL |
97.5KNew |
$20.5M - $24M
|
97.5K
$30.3M
|
|
|
Aug 12, 2021
Q2 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.42KNew |
$299K - $350K
|
1.42K
$442K
|
|
|
Aug 12, 2021
Q2 2021
|
Hourglass Capital, LLC
|
SELL
|
- |
-5KClosed |
$1.05M - $1.23M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-2.08KClosed |
$437K - $511K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
3.72K+ 31.29% |
$784K - $917K
|
15.6K
$4.86M
|
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-14KClosed |
$2.95M - $3.45M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Rwq Financial Management Services, Inc.
|
SELL
|
- |
-350Closed |
$73.7K - $86.2K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-2.62KClosed |
$552K - $646K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-554Closed |
$117K - $136K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-808Closed |
$170K - $199K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-192Closed |
$40.4K - $47.3K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Compass Capital Management, Inc
|
SELL
|
- |
-1KClosed |
$211K - $246K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Cypress Funds LLC
|
SELL
|
- |
-91.4KClosed |
$19.2M - $22.5M
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-150Closed |
$31.6K - $36.9K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Mckinley Capital Management LLC
|
SELL
|
- |
-7.57KClosed |
$1.59M - $1.86M
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-243Closed |
$51.2K - $59.8K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-53.6KClosed |
$11.3M - $13.2M
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
CALL |
260KNew |
$54.7M - $64M
|
260K
$80.8M
|
|
|
Jul 26, 2021
Q2 2021
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-2KClosed |
$421K - $493K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
995New |
$209K - $245K
|
995
$309K
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
5.6KNew |
$1.18M - $1.38M
|
5.6K
$1.74M
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-311Closed |
$65.5K - $76.6K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
48.7K+ 24327.0% |
$10.2M - $12M
|
48.9K
$15.2M
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-54Closed |
$11.4K - $13.3K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Providence First Trust CO
|
SELL
|
- |
-7.66KClosed |
$1.61M - $1.89M
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-25Closed |
$5.26K - $6.16K
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Western Financial Corporation
|
SELL
|
- |
-4.51KClosed |
$950K - $1.11M
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Lvz, Inc.
|
SELL
|
- |
-1.1KClosed |
$232K - $272K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
61+ 122.0% |
$12.8K - $15K
|
111
$34.5K
|
|
|
Jul 15, 2021
Q2 2021
|
New England Research & Management, Inc.
|
SELL
|
- |
-6.5KClosed |
$1.37M - $1.6M
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-25.6KClosed |
$5.38M - $6.29M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 09, 2023
Q1 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
165New |
$33.9K - $41K
|
165
$51.3K
|
|
|
Aug 13, 2021
Q1 2021
|
Shay Capital LLC
New York, NY |
BUY
|
PUT |
10KNew |
$2.05M - $2.49M
|
10K
$3.11M
|
|