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 |
---|---|---|---|---|---|---|---|
Sep 23, 2024
Q2 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
845+ 4.24% |
$184K - $258K
|
20.8K
$5.74M
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
195+ 5.55% |
$42.5K - $59.4K
|
3.71K
$1.03M
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.37K+ 23.42% |
$516K - $721K
|
12.5K
$3.45M
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
950New |
$207K - $290K
|
950
$263K
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7.86K+ 154.75% |
$1.71M - $2.4M
|
12.9K
$3.58M
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-13.7K- 15.2% |
$2.98M - $4.16M
|
76.2K
$21.1M
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
242+ 4.45% |
$52.8K - $73.7K
|
5.68K
$1.57M
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.42KNew |
$528K - $738K
|
2.42K
$670K
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
12KNew |
$2.61M - $3.65M
|
12K
$3.31M
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-15- 12.5% |
$3.27K - $4.57K
|
105
$29K
|
|
Aug 30, 2024
Q2 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-288- 21.62% |
$62.8K - $87.8K
|
1.04K
$289K
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-265- 67.43% |
$57.8K - $80.8K
|
128
$35.4K
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
3.27K+ 435.02% |
$712K - $996K
|
4.02K
$1.11M
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
487+ 7.57% |
$106K - $148K
|
6.92K
$1.91M
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-2.91K- 78.62% |
$633K - $885K
|
790
$218K
|
|
Aug 27, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-892- 1.01% |
$194K - $272K
|
87.8K
$24.3M
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.31KNew |
$285K - $399K
|
1.31K
$362K
|
|
Aug 27, 2024
Q2 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
907+ 0.03% |
$198K - $276K
|
3.43M
$948M
|
|
Aug 26, 2024
Q2 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-15.8K- 7.1% |
$3.44M - $4.81M
|
207K
$57.1M
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
883New |
$193K - $269K
|
883
$244K
|
|
Aug 22, 2024
Q2 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
121+ 2.62% |
$26.4K - $36.9K
|
4.74K
$1.31M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
107+ 0.04% |
$23.3K - $32.6K
|
298K
$82.3M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
CALL |
1KNew |
$218K - $305K
|
1K
$277K
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
10New |
$2.18K - $3.05K
|
10
$2.77K
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
448+ 32.09% |
$97.7K - $137K
|
1.84K
$510K
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-3.89K- 64.46% |
$848K - $1.18M
|
2.14K
$593K
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.77KNew |
$385K - $538K
|
1.77K
$488K
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
BUY
|
- |
1.11K+ 85.84% |
$242K - $338K
|
2.4K
$664K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
2.9K+ 0.71% |
$632K - $883K
|
410K
$113M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.24K+ 8.5% |
$488K - $682K
|
28.6K
$7.9M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.58K+ 13.53% |
$780K - $1.09M
|
30K
$8.3M
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-994- 5.18% |
$217K - $303K
|
18.2K
$5.03M
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.46K+ 9.79% |
$317K - $443K
|
16.3K
$4.51M
|
|
Aug 16, 2024
Q2 2024
|
Ecofi Investissements Sa
Nanterre, I0 |
BUY
|
- |
3.75KNew |
$818K - $1.14M
|
3.75K
$1.04M
|
|
Aug 16, 2024
Q2 2024
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-1.09K- 9.52% |
$238K - $332K
|
10.4K
$2.87M
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10+ 1.28% |
$2.18K - $3.05K
|
789
$218K
|
|
Aug 16, 2024
Q2 2024
|
Connective Capital Management, LLC
Palo Alto, CA |
BUY
|
- |
4.97KNew |
$1.08M - $1.51M
|
4.97K
$1.37M
|
|
Aug 15, 2024
Q2 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
10K+ 11.11% |
$2.18M - $3.05M
|
100K
$27.7M
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.22KNew |
$920K - $1.29M
|
4.22K
$1.17M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-4.03K- 1.72% |
$879K - $1.23M
|
230K
$63.7M
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-615- 2.59% |
$134K - $187K
|
23.1K
$6.4M
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.01K- 11.08% |
$220K - $308K
|
8.12K
$2.24M
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.21K- 54.84% |
$264K - $370K
|
999
$276K
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
12+ 0.91% |
$2.62K - $3.66K
|
1.33K
$368K
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-28- 0.18% |
$6.1K - $8.53K
|
15.6K
$4.31M
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-25- 0.51% |
$5.45K - $7.62K
|
4.92K
$1.36M
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-27- 1.11% |
$5.89K - $8.23K
|
2.4K
$663K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
503K+ 113.53% |
$110M - $153M
|
945K
$261M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
1.7M+ 72.0% |
$371M - $519M
|
4.07M
$1.12B
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-300- 3.92% |
$65.4K - $91.4K
|
7.36K
$2.03M
|