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 03, 2021
Q4 2020
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.3KClosed |
$286K - $347K
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.38KClosed |
$304K - $369K
|
0
$0
|
|
Jan 21, 2021
Q4 2020
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-797Closed |
$175K - $213K
|
0
$0
|
|
Jan 19, 2021
Q4 2020
|
Peregrine Capital Management LLC
|
SELL
|
- |
-2.55KClosed |
$562K - $682K
|
0
$0
|
|
Jan 15, 2021
Q4 2020
|
Portland Hill Asset Management LTD
London, X0 |
BUY
|
- |
311New |
$68.5K - $83.1K
|
311
$80.8K
|
|
Jan 14, 2021
Q4 2020
|
Kovack Advisors, Inc.
|
BUY
|
PUT |
3New |
$660 - $801
|
3
$780
|
|
Jan 12, 2021
Q4 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-40Closed |
$8.81K - $10.7K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
Founders Capital Management
|
BUY
|
- |
50+ 20.0% |
$11K - $13.4K
|
300
$78K
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
3.59K+ 16.17% |
$790K - $959K
|
25.8K
$6.7M
|
|
Q3 2020 | |||||||
May 14, 2021
Q3 2020
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-54Closed |
$10K - $15.2K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-5KClosed |
$928K - $1.41M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-3.6KClosed |
$667K - $1.01M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Hbk Investments L P
Dallas, TX |
SELL
|
- |
-30.4K- 95.66% |
$5.65M - $8.56M
|
1.38K
$359K
|
|
Nov 16, 2020
Q3 2020
|
York Capital Management Global Advisors, LLC
New York, NY |
SELL
|
- |
-141KClosed |
$26.1M - $39.5M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Odey Asset Management Group LTD
London, X0 |
SELL
|
- |
-3.53KClosed |
$654K - $991K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Peconic Partners LLC
New York, NY |
SELL
|
- |
-6KClosed |
$1.11M - $1.69M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Gabriel Plotkin
Melvin Capital Management LP | New York, Ny
|
SELL
|
- |
-2.24MClosed |
$416M - $631M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Titan Capital Management, LLC
|
BUY
|
- |
1.22KNew |
$226K - $342K
|
1.22K
$316K
|
|
Nov 13, 2020
Q3 2020
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-1.23KClosed |
$227K - $345K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Blue Rock Advisors, LLC
Wayzata, MN |
SELL
|
- |
-4.64KClosed |
$860K - $1.3M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
105New |
$19.5K - $29.5K
|
105
$27.3K
|
|
Nov 12, 2020
Q3 2020
|
Pcj Investment Counsel Ltd.
|
SELL
|
- |
-6KClosed |
$1.11M - $1.69M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Western Asset Management Company, LLC
Pasadena, CA |
SELL
|
- |
-28Closed |
$5.19K - $7.88K
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
Banque Cantonale Vaudoise
|
BUY
|
CALL |
25New |
$4.64K - $7.03K
|
25
$6.5K
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-39Closed |
$7.23K - $11K
|
0
$0
|
|
Oct 09, 2020
Q3 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-50Closed |
$9.28K - $14.1K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-345Closed |
$64K - $97K
|
0
$0
|
|
Oct 05, 2020
Q3 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-17.4KClosed |
$3.23M - $4.89M
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
492+ 4.68% |
$66K - $94.3K
|
11K
$2.86M
|
|
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-198Closed |
$26.5K - $37.9K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Luxor Capital Group, LP
New York, NY |
SELL
|
- |
-17.5KClosed |
$2.35M - $3.35M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-30Closed |
$4.02K - $5.75K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
SELL
|
- |
-25.5KClosed |
$3.42M - $4.89M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Venator Capital Management Ltd.
Toronto, A6 |
SELL
|
- |
-26.4KClosed |
$3.54M - $5.06M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Leonard Green & Partners, L.P.
Los Angeles, CA |
SELL
|
CALL |
-50KClosed |
$6.7M - $9.58M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Think Investments LP
San Francisco, CA |
SELL
|
- |
-66.6KClosed |
$8.93M - $12.8M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Key Square Capital Management LLC
Greenwich, CT |
SELL
|
- |
-73.6KClosed |
$9.86M - $14.1M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Riverpark Capital Management LLC
New York, NY |
SELL
|
- |
-7.91KClosed |
$1.06M - $1.52M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Scopia Capital Management LP
New York, NY |
SELL
|
PUT |
-96.5KClosed |
$12.9M - $18.5M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Intrua Financial, LLC
Houston, TX |
BUY
|
CALL |
495New |
$66.4K - $94.9K
|
495
$129K
|
|
Aug 14, 2020
Q2 2020
|
Ratan Capital Management LP
Miami Beach, FL |
SELL
|
- |
-22KClosed |
$2.95M - $4.22M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Senvest Management, LLC
New York, NY |
SELL
|
- |
-1.83KClosed |
$245K - $351K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
PUT |
-15KClosed |
$2.01M - $2.87M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
K2 Principal Fund, L.P.
Toronto, A6 |
SELL
|
PUT |
-35KClosed |
$4.69M - $6.71M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Francisco Partners Management, LP
San Francisco, CA |
SELL
|
- |
-1.25MClosed |
$167M - $239M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Tybourne Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-1.45MClosed |
$194M - $278M
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Drh Investments, Inc.
Los Angeles, CA |
SELL
|
- |
-62.7KClosed |
$8.4M - $12M
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Kingfisher Capital LLC
|
SELL
|
- |
-6.6KClosed |
$885K - $1.26M
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Emerald Advisors, LLC
|
SELL
|
- |
-2.4KClosed |
$322K - $460K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Thornburg Investment Management Inc
|
SELL
|
- |
-128KClosed |
$17.1M - $24.5M
|
0
$0
|