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 |
---|---|---|---|---|---|---|---|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-311- 5.41% |
$78.1K - $98.5K
|
5.44K
$1.31M
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
8+ 44.44% |
$2.01K - $2.54K
|
26
$6.29K
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
10+ 0.51% |
$2.51K - $3.17K
|
1.95K
$472K
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-433- 9.39% |
$109K - $137K
|
4.18K
$1.01M
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
52New |
$13.1K - $16.5K
|
52
$12.6K
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
67+ 6.86% |
$16.8K - $21.2K
|
1.04K
$252K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
200New |
$50.2K - $63.4K
|
200
$48.4K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-190- 3.12% |
$47.7K - $60.2K
|
5.9K
$1.43M
|
|
Jun 11, 2024
Q1 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
11.3KNew |
$2.85M - $3.59M
|
11.3K
$2.74M
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-267- 26.51% |
$67K - $84.6K
|
740
$179K
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
100+ 10.7% |
$25.1K - $31.7K
|
1.04K
$250K
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-456- 23.28% |
$115K - $144K
|
1.5K
$363K
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
8.04K+ 569.12% |
$2.02M - $2.55M
|
9.45K
$2.28M
|
|
May 30, 2024
Q1 2024
|
Eulav Asset Management
|
SELL
|
- |
-4.5K- 4.02% |
$1.13M - $1.43M
|
107K
$26M
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.76KNew |
$442K - $557K
|
1.76K
$425K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-5.01K- 5.84% |
$1.26M - $1.59M
|
80.7K
$19.5M
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
409+ 20.06% |
$103K - $130K
|
2.45K
$592K
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-453- 2.3% |
$114K - $144K
|
19.2K
$4.64M
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-23K- 9.38% |
$5.78M - $7.29M
|
222K
$53.7M
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.14K- 7.11% |
$286K - $361K
|
14.9K
$3.59M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
263K+ 765.77% |
$66.1M - $83.4M
|
297K
$71.9M
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
622+ 113.71% |
$156K - $197K
|
1.17K
$283K
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-1.86K- 2.27% |
$466K - $588K
|
80K
$19.3M
|
|
May 23, 2024
Q1 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-160- 3.86% |
$40.2K - $50.7K
|
3.98K
$963K
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-145- 2.43% |
$36.4K - $45.9K
|
5.82K
$1.41M
|
|
May 22, 2024
Q1 2024
|
Beck Bode, LLC
|
SELL
|
- |
-1.08K- 14.53% |
$270K - $341K
|
6.33K
$1.53M
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
390+ 1.33% |
$97.9K - $124K
|
29.8K
$7.21M
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
36+ 0.03% |
$9.04K - $11.4K
|
121K
$29.2M
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-1.87K- 7.02% |
$469K - $592K
|
24.7K
$5.97M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.82K+ 10.32% |
$2.47M - $3.11M
|
105K
$25.4M
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
5.25K+ 130.27% |
$1.32M - $1.66M
|
9.28K
$2.24M
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
15.3K+ 274.14% |
$3.84M - $4.84M
|
20.9K
$5.04M
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
46+ 25.0% |
$11.6K - $14.6K
|
230
$55.6K
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-822- 16.98% |
$206K - $260K
|
4.02K
$972K
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.85KNew |
$716K - $904K
|
2.85K
$690K
|
|
May 17, 2024
Q1 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-7.21K- 10.03% |
$1.81M - $2.28M
|
64.6K
$15.6M
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 0.12% |
$753 - $951
|
2.52K
$608K
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.32K- 54.78% |
$331K - $418K
|
1.09K
$263K
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
6.03KNew |
$1.51M - $1.91M
|
6.03K
$1.46M
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
17.5K+ 386.82% |
$4.38M - $5.53M
|
22K
$5.31M
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
136+ 1.25% |
$34.2K - $43.1K
|
11K
$2.66M
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-158- 66.39% |
$39.7K - $50.1K
|
80
$19.3K
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
304+ 11.95% |
$76.3K - $96.3K
|
2.85K
$689K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
147+ 18.56% |
$36.9K - $46.6K
|
939
$227K
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.26K+ 53.51% |
$316K - $399K
|
3.61K
$873K
|
|
May 16, 2024
Q1 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-146K- 65.7% |
$36.6M - $46.2M
|
76.1K
$18.4M
|
|
May 16, 2024
Q1 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2.71KNew |
$682K - $860K
|
2.71K
$656K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-27- 17.65% |
$6.78K - $8.56K
|
126
$30.5K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
411+ 1.58% |
$103K - $130K
|
26.3K
$6.37M
|
|
May 15, 2024
Q1 2024
|
Ten Core Partners, LP
New York, NY |
SELL
|
- |
-67.9K- 39.65% |
$17M - $21.5M
|
103K
$25M
|