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 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
BUY
|
CALL |
2K+ 100.0% |
$542K - $736K
|
4K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
196+ 5.33% |
$53.1K - $72.1K
|
3.87K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
1.32K+ 95.51% |
$358K - $486K
|
2.7K
$725K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
186+ 13.68% |
$50.4K - $68.4K
|
1.55K
$415K
|
|
|
Feb 14, 2025
Q4 2024
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
38.9KNew |
$10.5M - $14.3M
|
38.9K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-398- 5.49% |
$108K - $146K
|
6.85K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
600New |
$163K - $221K
|
600
$161K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
641New |
$174K - $236K
|
641
$172K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
102+ 9.5% |
$27.6K - $37.5K
|
1.18K
$316K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
602New |
$163K - $221K
|
602
$162K
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
6+ 0.39% |
$1.63K - $2.21K
|
1.54K
$412K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
610New |
$165K - $224K
|
610
$164K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
476+ 10.16% |
$129K - $175K
|
5.16K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
767New |
$208K - $282K
|
767
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
CALL |
300New |
$81.3K - $110K
|
300
$80.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
57New |
$15.4K - $21K
|
57
$15.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
185K+ 357.65% |
$50.1M - $68M
|
237K
$63.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Aviva PLC
|
BUY
|
- |
5.79K+ 1.01% |
$1.57M - $2.13M
|
578K
$155M
|
|
|
Feb 13, 2025
Q4 2024
|
Atika Capital Management LLC
New York, NY |
BUY
|
- |
19.4KNew |
$5.25M - $7.14M
|
19.4K
$5.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Columbus Hill Capital Management, L.P.
Short Hills, NJ |
SELL
|
- |
-25.5K- 71.8% |
$6.9M - $9.37M
|
10K
$2.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
1.53KNew |
$414K - $563K
|
1.53K
$411K
|
|
|
Feb 13, 2025
Q4 2024
|
Mig Capital, LLC
Newport Beach, CA |
SELL
|
- |
-65.8K- 98.5% |
$17.8M - $24.2M
|
1K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Hel Ved Capital Management LTD
Central, K3 |
BUY
|
- |
1.66K+ 25.88% |
$448K - $609K
|
8.05K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.29K+ 0.25% |
$621K - $844K
|
908K
$244M
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
13.4K+ 21.82% |
$3.62M - $4.91M
|
74.6K
$20M
|
|
|
Feb 13, 2025
Q4 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-35.4K- 1.57% |
$9.59M - $13M
|
2.22M
$597M
|
|
|
Feb 13, 2025
Q4 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
50K+ 50.0% |
$13.5M - $18.4M
|
150K
$40.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Katamaran Capital LLP
London, X0 |
BUY
|
- |
11KNew |
$2.98M - $4.05M
|
11K
$2.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Nutshell Asset Management LTD
Sevenoaks, X0 |
BUY
|
- |
1.8KNew |
$488K - $662K
|
1.8K
$483K
|
|
|
Feb 13, 2025
Q4 2024
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
3.11KNew |
$843K - $1.14M
|
3.11K
$835K
|
|
|
Feb 13, 2025
Q4 2024
|
Oribel Capital Management, LP
New York, NY |
BUY
|
- |
129K+ 57.77% |
$34.8M - $47.3M
|
351K
$94.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Oribel Capital Management, LP
New York, NY |
BUY
|
CALL |
167KNew |
$45.3M - $61.5M
|
167K
$44.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
47.5K+ 13.55% |
$12.9M - $17.5M
|
398K
$107M
|
|
|
Feb 13, 2025
Q4 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
12.2KNew |
$3.31M - $4.49M
|
12.2K
$3.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
5.05KNew |
$1.37M - $1.86M
|
5.05K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
3.91K+ 3052.34% |
$1.06M - $1.44M
|
4.04K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-54.1K- 3.2% |
$14.7M - $19.9M
|
1.64M
$439M
|
|
|
Feb 13, 2025
Q4 2024
|
Thames Capital Management LLC
New York, NY |
BUY
|
- |
8.07K+ 20.58% |
$2.19M - $2.97M
|
47.3K
$12.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.38K- 8.65% |
$373K - $507K
|
14.6K
$3.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.01K+ 102.4% |
$544K - $739K
|
3.97K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-511- 3.23% |
$138K - $188K
|
15.3K
$4.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
3KNew |
$813K - $1.1M
|
3K
$806K
|
|
|
Feb 13, 2025
Q4 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-10- 0.88% |
$2.71K - $3.68K
|
1.12K
$301K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1- 10.0% |
$271 - $368
|
9
$2.42K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.72K+ 2.91% |
$465K - $631K
|
60.7K
$16.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-20.5K- 3.7% |
$5.55M - $7.53M
|
533K
$143M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
10.5K+ 1402.67% |
$2.84M - $3.86M
|
11.2K
$3.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
93.2K+ 38.77% |
$25.2M - $34.3M
|
333K
$89.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 1.46% |
$2.98K - $4.05K
|
767
$206K
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
13.5K+ 145.71% |
$3.66M - $4.96M
|
22.8K
$6.11M
|