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 08, 2022
Q4 2021
|
Q Pula Trading Management LP
New York, NY |
SELL
|
- |
-800Closed |
$198K - $248K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-5.86KClosed |
$1.45M - $1.82M
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
SELL
|
- |
-788Closed |
$195K - $244K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Tom Gayner
Markel Corp
|
SELL
|
- |
-1.75KClosed |
$433K - $543K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-4.05KClosed |
$1M - $1.26M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.71KClosed |
$423K - $531K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-66Closed |
$16.3K - $20.5K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
BUY
|
CALL |
200+ 22.22% |
$49.4K - $62K
|
1.1K
$286K
|
|
|
Feb 02, 2022
Q4 2021
|
Seneca House Advisors
|
SELL
|
- |
-880Closed |
$218K - $273K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-743Closed |
$184K - $230K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-761Closed |
$188K - $236K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Sicart Associates LLC
|
SELL
|
- |
-750Closed |
$185K - $232K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-38Closed |
$9.39K - $11.8K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-389Closed |
$96.2K - $121K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Iyo Bank, Ltd.
|
BUY
|
- |
43.5KNew |
$10.8M - $13.5M
|
43.5K
$11.3M
|
|
|
Jan 25, 2022
Q4 2021
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-43KClosed |
$10.6M - $13.3M
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-1.21KClosed |
$300K - $376K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-1.4KClosed |
$347K - $435K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-957Closed |
$237K - $297K
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
1.47KNew |
$364K - $457K
|
1.47K
$383K
|
|
|
Jan 06, 2022
Q4 2021
|
Magnolia Capital Management LTD
|
BUY
|
- |
700New |
$173K - $217K
|
700
$182K
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-21.1K- 66.14% |
$5.01M - $6.02M
|
10.8K
$2.8M
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
75+ 12.71% |
$17.8K - $21.4K
|
665
$173K
|
|
|
Nov 23, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-136K- 99.73% |
$32.2M - $38.7M
|
373
$96.9K
|
|
|
Nov 16, 2021
Q3 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-5.28KClosed |
$1.25M - $1.51M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-1.22KClosed |
$290K - $349K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Precept Management LLC
Dallas, TX |
SELL
|
PUT |
-5K- 25.0% |
$1.19M - $1.43M
|
15K
$3.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Strategic Vision Investment LTD
Hong Kong, K3 |
SELL
|
- |
-10KClosed |
$2.38M - $2.86M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ovata Capital Management LTD
|
SELL
|
- |
-2.13KClosed |
$507K - $610K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Shanda Asset Management Holdings LTD
Singapore, U0 |
SELL
|
- |
-50KClosed |
$11.9M - $14.3M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Toms Capital Investment Management LP
New York, NY |
SELL
|
- |
-19.4KClosed |
$4.61M - $5.54M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-79KClosed |
$18.8M - $22.6M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Pactiv General Employee Benefit Trust
Lake Forest, IL |
SELL
|
- |
-145KClosed |
$34.4M - $41.4M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-370Closed |
$87.9K - $106K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Park Circle CO
|
BUY
|
- |
54New |
$12.8K - $15.4K
|
54
$14K
|
|
|
Nov 12, 2021
Q3 2021
|
Wills Financial Group, Inc.
|
SELL
|
- |
-4.35KClosed |
$1.03M - $1.24M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-1KClosed |
$238K - $286K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-3.05KClosed |
$725K - $871K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
CALL |
-200Closed |
$47.5K - $57.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
United American Securities Inc. (D
New York, NY |
SELL
|
- |
-1KClosed |
$238K - $286K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Blue Whale Capital LLP
London, X0 |
SELL
|
- |
-133KClosed |
$31.6M - $38M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Palladiem, LLC
|
SELL
|
- |
-939Closed |
$223K - $268K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-20.6KClosed |
$4.9M - $5.89M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-988Closed |
$235K - $282K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-2.52KClosed |
$597K - $718K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Times Square Capital Management, LLC
|
SELL
|
- |
-2.05KClosed |
$487K - $586K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-6Closed |
$1.43K - $1.71K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Imc Chicago, LLC
|
BUY
|
PUT |
818KNew |
$194M - $234M
|
818K
$213M
|
|
|
Nov 04, 2021
Q3 2021
|
Close Asset Management LTD
|
SELL
|
- |
-1.02KClosed |
$242K - $291K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Harvest Management LLC
New York, NY |
SELL
|
PUT |
-15KClosed |
$3.56M - $4.28M
|
0
$0
|
|