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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2019
Q4 2018
|
Supplemental Annuity Collective Trust Of Nj
|
BUY
|
- |
4K+ 100.0% |
$483K - $639K
|
8K
$2.49M
|
|
|
Jan 17, 2019
Q4 2018
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-66Closed |
$7.96K - $10.6K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-130Closed |
$15.7K - $20.8K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
322+ 5.46% |
$44.2K - $51.7K
|
6.22K
$1.93M
|
|
|
May 07, 2020
Q3 2018
|
Royal Fund Management, LLC
|
SELL
|
- |
-30Closed |
$4.11K - $4.81K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Bell Rock Capital LLC
|
SELL
|
- |
-100Closed |
$13.7K - $16K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-515Closed |
$70.6K - $82.6K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-3.63KClosed |
$497K - $582K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-800Closed |
$110K - $128K
|
0
$0
|
|
|
Oct 30, 2018
Q3 2018
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
CALL |
300New |
$41.1K - $48.1K
|
300
$93.2K
|
|
|
Oct 23, 2018
Q3 2018
|
Welch Capital Partners LLC
Brooklyn, NY |
SELL
|
- |
-52.1KClosed |
$7.15M - $8.36M
|
0
$0
|
|
|
Oct 15, 2018
Q3 2018
|
Equitec Proprietary Markets, LLC
|
SELL
|
PUT |
-11.5KClosed |
$1.58M - $1.84M
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-535Closed |
$61.7K - $74.8K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
BUY
|
PUT |
20KNew |
$2.31M - $2.8M
|
20K
$6.22M
|
|
|
Aug 13, 2018
Q2 2018
|
Weiss Asset Management LP
Boston, MA |
SELL
|
PUT |
-500KClosed |
$57.7M - $69.9M
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-3.23KClosed |
$372K - $451K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-68Closed |
$7.84K - $9.51K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
PUT |
28.5KNew |
$3.29M - $3.98M
|
28.5K
$8.86M
|
|
|
Aug 09, 2018
Q2 2018
|
Sapphire Ventures, L.L.C.
Austin, TX |
SELL
|
- |
-90.8KClosed |
$10.5M - $12.7M
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Tekne Capital Management, LLC
New York, NY |
SELL
|
- |
-349KClosed |
$36.3M - $44.7M
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Holowesko Partners Ltd.
Nassau, C5 |
SELL
|
PUT |
-170KClosed |
$17.7M - $21.8M
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-8.41KClosed |
$875K - $1.08M
|
0
$0
|
|
|
May 10, 2018
Q1 2018
|
Cypress Funds LLC
|
BUY
|
CALL |
540KNew |
$56.2M - $69.1M
|
540K
$168M
|
|
|
May 09, 2018
Q1 2018
|
Optimum Investment Advisors
|
BUY
|
CALL |
500New |
$52K - $64K
|
500
$155K
|
|
|
May 07, 2018
Q1 2018
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-358Closed |
$37.2K - $45.8K
|
0
$0
|
|
|
May 02, 2018
Q1 2018
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-37Closed |
$3.85K - $4.74K
|
0
$0
|
|
|
May 02, 2018
Q1 2018
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-6.09KClosed |
$634K - $779K
|
0
$0
|
|
|
Apr 20, 2018
Q1 2018
|
Mu Investments Co., Ltd.
|
SELL
|
- |
-380Closed |
$39.5K - $48.6K
|
0
$0
|
|
|
Apr 16, 2018
Q1 2018
|
Santori & Peters, Inc.
|
SELL
|
- |
-480Closed |
$49.9K - $61.4K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Srs Investment Management, LLC
New York, NY |
SELL
|
- |
-2.37MClosed |
$223M - $258M
|
0
$0
|
|
|
Feb 13, 2018
Q4 2017
|
Nippon Life Insurance CO
|
SELL
|
- |
-32.7KClosed |
$3.07M - $3.56M
|
0
$0
|
|
|
Feb 13, 2018
Q4 2017
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
CALL |
-2K- 36.36% |
$188K - $218K
|
3.5K
$1.09M
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-244KClosed |
$22.9M - $26.5M
|
0
$0
|
|
| Q3 2017 | |||||||
|
Oct 27, 2017
Q3 2017
|
Hoertkorn Richard Charles
|
BUY
|
- |
500New |
$43.8K - $48.9K
|
500
$155K
|
|