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 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-24- 1.04% |
$6.5K - $8.83K
|
2.29K
$643K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.91K+ 40.43% |
$787K - $1.07M
|
10.1K
$2.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-1.08K- 7.85% |
$291K - $395K
|
12.6K
$3.54M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
772+ 45.87% |
$209K - $284K
|
2.46K
$689K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.47KNew |
$669K - $908K
|
2.47K
$693K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.61K+ 50.71% |
$437K - $594K
|
4.8K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
44+ 3.7% |
$11.9K - $16.2K
|
1.23K
$346K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
351+ 20.48% |
$95.1K - $129K
|
2.07K
$579K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
1.64K+ 24.58% |
$444K - $603K
|
8.3K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
834+ 1.87% |
$226K - $307K
|
45.5K
$12.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
4.38KNew |
$1.19M - $1.61M
|
4.38K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
6.99KNew |
$1.89M - $2.57M
|
6.99K
$1.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
14.8KNew |
$4M - $5.43M
|
14.8K
$4.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
68+ 6.52% |
$18.4K - $25K
|
1.11K
$312K
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
8New |
$2.17K - $2.94K
|
8
$2.24K
|
|
|
Feb 13, 2025
Q4 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-1.21M- 58.49% |
$326M - $443M
|
855K
$240M
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-274- 10.3% |
$74.2K - $101K
|
2.39K
$669K
|
|
|
Feb 13, 2025
Q4 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-1.57K- 23.9% |
$425K - $578K
|
5K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-5.91K- 16.32% |
$1.6M - $2.17M
|
30.3K
$8.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-71- 1.11% |
$19.2K - $26.1K
|
6.34K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
656KNew |
$178M - $241M
|
656K
$184M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
527+ 41.99% |
$143K - $194K
|
1.78K
$500K
|
|
|
Feb 13, 2025
Q4 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-11.1K- 8.53% |
$3.01M - $4.09M
|
119K
$33.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
610New |
$165K - $224K
|
610
$171K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-601- 0.21% |
$163K - $221K
|
287K
$80.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
655New |
$177K - $241K
|
655
$184K
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
177+ 4.2% |
$47.9K - $65.1K
|
4.39K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
973+ 0.11% |
$264K - $358K
|
922K
$259M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.08KNew |
$293K - $398K
|
1.08K
$303K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.01K+ 3.3% |
$815K - $1.11M
|
94.1K
$26.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-108- 9.05% |
$29.3K - $39.7K
|
1.09K
$305K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
526+ 25.46% |
$142K - $193K
|
2.59K
$727K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
140K+ 726.62% |
$38M - $51.6M
|
160K
$44.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-155K- 29.36% |
$42.1M - $57.2M
|
374K
$105M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
81.6K+ 20.87% |
$22.1M - $30M
|
473K
$133M
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
15+ 0.12% |
$4.06K - $5.52K
|
12.1K
$3.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-350- 14.86% |
$94.8K - $129K
|
2.01K
$563K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
356+ 35.96% |
$96.4K - $131K
|
1.35K
$378K
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
2.15K+ 41.62% |
$581K - $789K
|
7.3K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-2.51K- 12.48% |
$680K - $923K
|
17.6K
$4.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Mirova
Paris, I0 |
BUY
|
- |
2.76K+ 18.28% |
$747K - $1.01M
|
17.8K
$5.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-235K- 30.56% |
$63.8M - $86.6M
|
535K
$150M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
8.19K+ 19.6% |
$2.22M - $3.01M
|
49.9K
$14M
|
|
|
Feb 13, 2025
Q4 2024
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-11.4K- 39.45% |
$3.09M - $4.19M
|
17.5K
$4.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
14.4K+ 5.83% |
$3.9M - $5.3M
|
261K
$73.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
232K+ 85.8% |
$62.8M - $85.4M
|
502K
$141M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-166- 63.36% |
$45K - $61.1K
|
96
$26.9K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.35K+ 3.14% |
$908K - $1.23M
|
110K
$30.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-606K- 30.31% |
$164M - $223M
|
1.39M
$391M
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
16.1KNew |
$4.36M - $5.92M
|
16.1K
$4.52M
|