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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
7.22K+ 3.26% |
$1.72M - $2M
|
229K
$74.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
680K+ 3.72% |
$162M - $188M
|
19M
$6.17B
|
|
|
Nov 13, 2024
Q3 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
117K+ 0.99% |
$27.8M - $32.3M
|
11.9M
$3.89B
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
6.7K+ 11.75% |
$1.6M - $1.85M
|
63.7K
$20.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
21.3K+ 26.72% |
$5.07M - $5.88M
|
101K
$32.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
190K+ 0.79% |
$45.3M - $52.5M
|
24.4M
$7.93B
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
1.47K+ 12.01% |
$350K - $406K
|
13.7K
$4.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-425- 18.63% |
$101K - $118K
|
1.86K
$604K
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
11+ 0.43% |
$2.62K - $3.04K
|
2.55K
$829K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
696+ 17.56% |
$166K - $192K
|
4.66K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-152- 1.97% |
$36.2K - $42K
|
7.57K
$2.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
62.3K+ 27.05% |
$14.9M - $17.2M
|
293K
$95.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-406- 3.97% |
$96.8K - $112K
|
9.82K
$3.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-59.3K- 14.45% |
$14.1M - $16.4M
|
351K
$114M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
758K+ 449.23% |
$181M - $210M
|
927K
$302M
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
912+ 3.53% |
$217K - $252K
|
26.8K
$8.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-138- 2.57% |
$32.9K - $38.2K
|
5.23K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
8.93K+ 25.62% |
$2.13M - $2.47M
|
43.8K
$14.3M
|
|
|
Nov 13, 2024
Q3 2024
|
J. Stern & Co. LLP
London, X0 |
BUY
|
- |
8.43K+ 5.27% |
$2.01M - $2.33M
|
168K
$54.8M
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-1.58K- 18.63% |
$376K - $436K
|
6.89K
$2.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-169- 2.94% |
$40.3K - $46.7K
|
5.57K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
21.5K+ 7.64% |
$5.14M - $5.96M
|
304K
$98.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
568+ 0.86% |
$135K - $157K
|
66.7K
$21.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
17+ 0.36% |
$4.05K - $4.7K
|
4.79K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-125- 3.71% |
$29.8K - $34.6K
|
3.24K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-894- 1.21% |
$213K - $247K
|
72.9K
$23.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
129+ 10.43% |
$30.8K - $35.7K
|
1.37K
$445K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
26.6K+ 901.59% |
$6.34M - $7.36M
|
29.6K
$9.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.9K- 6.58% |
$2.12M - $2.46M
|
126K
$41.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
209+ 4.91% |
$49.8K - $57.8K
|
4.47K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4K- 0.21% |
$954K - $1.11M
|
1.93M
$630M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
374K+ 116.59% |
$89.2M - $103M
|
695K
$226M
|
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
5+ 0.44% |
$1.19K - $1.38K
|
1.13K
$368K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
767New |
$183K - $212K
|
767
$250K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
240KNew |
$57.3M - $66.4M
|
240K
$78.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
46.8KNew |
$11.2M - $13M
|
46.8K
$15.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
CALL |
-1.8K- 7.2% |
$429K - $498K
|
23.2K
$7.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
31+ 13.42% |
$7.39K - $8.57K
|
262
$85.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
87.1K+ 1222.33% |
$20.8M - $24.1M
|
94.3K
$30.7M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
187K+ 11.35% |
$44.5M - $51.6M
|
1.83M
$596M
|
|
|
Nov 13, 2024
Q3 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
250+ 3.45% |
$59.6K - $69.1K
|
7.5K
$2.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-167- 3.21% |
$39.8K - $46.2K
|
5.04K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-119- 7.31% |
$28.4K - $32.9K
|
1.51K
$492K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-2- 1.68% |
$477 - $553
|
117
$38.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-504K- 14.58% |
$120M - $139M
|
2.95M
$961M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
200+ 0.59% |
$47.7K - $55.3K
|
33.9K
$11M
|
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-1.56K- 1.02% |
$373K - $432K
|
152K
$49.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.37K- 4.72% |
$803K - $931K
|
67.9K
$22.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-32- 1.75% |
$7.63K - $8.85K
|
1.8K
$586K
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.57K+ 2.06% |
$374K - $434K
|
77.8K
$25.3M
|