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 09, 2022
Q1 2022
|
John Armitage
Egerton Capital (Uk) LLP
|
SELL
|
- |
-595KClosed |
$113M - $152M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-20Closed |
$3.81K - $5.11K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-50.3KClosed |
$9.59M - $12.9M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
24New |
$4.57K - $6.13K
|
24
$6.24K
|
|
|
May 09, 2022
Q1 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-900Closed |
$171K - $230K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
4.67KNew |
$889K - $1.19M
|
4.67K
$1.21M
|
|
|
May 06, 2022
Q1 2022
|
Helios Capital Management Pte. LTD
|
SELL
|
- |
-5.95KClosed |
$1.13M - $1.52M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-108Closed |
$20.6K - $27.6K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Ivy Rock Asset Management (Hk) LTD
Sheung Wan, K3 |
BUY
|
- |
2.5KNew |
$476K - $639K
|
2.5K
$650K
|
|
|
May 06, 2022
Q1 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-17.3KClosed |
$3.29M - $4.41M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-809Closed |
$154K - $207K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1.2KClosed |
$228K - $306K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Ycg, LLC
|
BUY
|
- |
5.08KNew |
$967K - $1.3M
|
5.08K
$1.32M
|
|
|
May 04, 2022
Q1 2022
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-20.5KClosed |
$3.9M - $5.23M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Newfound Research LLC
|
SELL
|
- |
-393Closed |
$74.9K - $100K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
William Allan, LLC
|
SELL
|
- |
-5Closed |
$953 - $1.28K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-849Closed |
$162K - $217K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-530Closed |
$101K - $135K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-60Closed |
$11.4K - $15.3K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-930Closed |
$177K - $238K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-200- 80.97% |
$38.1K - $51.1K
|
47
$12.2K
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
11.8KNew |
$2.26M - $3.03M
|
11.8K
$3.08M
|
|
|
May 02, 2022
Q1 2022
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-434Closed |
$82.7K - $111K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Manteio Capital LLC
|
SELL
|
- |
-896Closed |
$171K - $229K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-63.1KClosed |
$12M - $16.1M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
General American Investors CO Inc
|
SELL
|
- |
-17.8KClosed |
$3.4M - $4.55M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Kercheville Advisors, LLC
|
SELL
|
- |
-3.02KClosed |
$575K - $771K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mitchell Capital Management CO
|
SELL
|
- |
-16.7KClosed |
$3.19M - $4.28M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-980Closed |
$187K - $250K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Ibex Investors LLC
|
SELL
|
- |
-18.3KClosed |
$3.49M - $4.67M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-457Closed |
$87.1K - $117K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-919Closed |
$175K - $235K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-48Closed |
$9.15K - $12.3K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-7Closed |
$1.33K - $1.79K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Westpark Management, LLC
|
SELL
|
- |
-12KClosed |
$2.29M - $3.07M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-804Closed |
$153K - $205K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-4.7KClosed |
$895K - $1.2M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Tamar Securities, LLC
|
SELL
|
- |
-17.3KClosed |
$3.3M - $4.43M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
4New |
$762 - $1.02K
|
4
$1.04K
|
|
|
Apr 26, 2022
Q1 2022
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-797Closed |
$152K - $204K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Vista Finance, LLC
|
SELL
|
- |
-2.18KClosed |
$416K - $557K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
SELL
|
CALL |
-100- 50.0% |
$19.1K - $25.5K
|
100
$26K
|
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
SELL
|
- |
-883Closed |
$168K - $226K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-600Closed |
$114K - $153K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
SELL
|
- |
-12- 70.59% |
$2.29K - $3.07K
|
5
$1.3K
|
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-3.76KClosed |
$717K - $962K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
100+ 9.4% |
$19.1K - $25.5K
|
1.16K
$303K
|
|
|
Apr 21, 2022
Q1 2022
|
New Century Advisors, LLC
|
BUY
|
- |
360+ 7.38% |
$68.6K - $92K
|
5.24K
$1.36M
|
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.94KClosed |
$370K - $496K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Surience Private Wealth LLC
|
SELL
|
- |
-17.2KClosed |
$3.27M - $4.38M
|
0
$0
|