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 24, 2025
Q4 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
688+ 0.9% |
$186K - $253K
|
77.3K
$25.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Rheos Capital Works Inc.
|
BUY
|
- |
29KNew |
$7.86M - $10.7M
|
29K
$9.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-314- 2.46% |
$85.1K - $116K
|
12.4K
$4.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
170+ 7.91% |
$46K - $62.5K
|
2.32K
$774K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
41+ 0.52% |
$11.1K - $15.1K
|
7.91K
$2.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.86K+ 1.88% |
$504K - $684K
|
101K
$33.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
28+ 2.31% |
$7.58K - $10.3K
|
1.24K
$414K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
392+ 2.7% |
$106K - $144K
|
14.9K
$4.98M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
1+ 0.12% |
$271 - $368
|
833
$278K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
878+ 5.89% |
$238K - $323K
|
15.8K
$5.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
257+ 4.0% |
$69.6K - $94.5K
|
6.68K
$2.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
3.55K+ 266.72% |
$962K - $1.31M
|
4.88K
$1.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
16+ 0.92% |
$4.33K - $5.89K
|
1.76K
$587K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
14+ 1.12% |
$3.79K - $5.15K
|
1.26K
$421K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-4.28K- 22.99% |
$1.16M - $1.57M
|
14.3K
$4.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
646New |
$175K - $238K
|
646
$216K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-569- 0.91% |
$154K - $209K
|
62.1K
$20.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
54+ 1.49% |
$14.6K - $19.9K
|
3.68K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
SELL
|
- |
-8.51K- 13.16% |
$2.3M - $3.13M
|
56.1K
$18.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
276+ 24.6% |
$74.8K - $102K
|
1.4K
$467K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
18.7K+ 884.0% |
$5.06M - $6.87M
|
20.8K
$6.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
87+ 4.69% |
$23.6K - $32K
|
1.94K
$648K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
718New |
$194K - $264K
|
718
$240K
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
68+ 4.31% |
$18.4K - $25K
|
1.65K
$550K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.71K+ 37.88% |
$1.27M - $1.73M
|
17.1K
$5.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.43K- 2.44% |
$659K - $895K
|
97.4K
$32.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-102- 64.56% |
$27.6K - $37.5K
|
56
$18.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
127+ 1.38% |
$34.4K - $46.7K
|
9.33K
$3.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.85K+ 7.84% |
$501K - $681K
|
25.4K
$8.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
137+ 17.47% |
$37.1K - $50.4K
|
921
$308K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
12+ 0.57% |
$3.25K - $4.41K
|
2.13K
$710K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2+ 10.53% |
$542 - $736
|
21
$7.01K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-199- 0.47% |
$53.9K - $73.2K
|
41.8K
$14M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
717New |
$194K - $264K
|
717
$239K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.01K- 16.71% |
$274K - $372K
|
5.04K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
697New |
$189K - $256K
|
697
$233K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-944- 35.95% |
$256K - $347K
|
1.68K
$562K
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-770- 1.25% |
$209K - $283K
|
61K
$20.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
18+ 105.88% |
$4.88K - $6.62K
|
35
$11.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.22KNew |
$331K - $449K
|
1.22K
$408K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
7+ 0.29% |
$1.9K - $2.58K
|
2.41K
$806K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
36+ 0.49% |
$9.75K - $13.2K
|
7.38K
$2.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
106+ 3.22% |
$28.7K - $39K
|
3.4K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
4.48K+ 1.78% |
$1.21M - $1.65M
|
256K
$85.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-244- 0.58% |
$66.1K - $89.8K
|
41.8K
$13.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-173- 10.08% |
$46.9K - $63.6K
|
1.54K
$515K
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
988New |
$268K - $363K
|
988
$330K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6.09K+ 2380.08% |
$1.65M - $2.24M
|
6.35K
$2.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-316- 22.28% |
$85.6K - $116K
|
1.1K
$368K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
220+ 7.23% |
$59.6K - $80.9K
|
3.26K
$1.09M
|