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
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.12K- 3.32% |
$304K - $412K
|
32.7K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.51K+ 2.45% |
$679K - $922K
|
105K
$34.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
427+ 13.18% |
$116K - $157K
|
3.67K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
194K+ 20.85% |
$52.5M - $71.3M
|
1.12M
$367M
|
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-8- 0.91% |
$2.17K - $2.94K
|
869
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.1K+ 3.99% |
$3.27M - $4.45M
|
315K
$103M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-37.9K- 40.18% |
$10.3M - $13.9M
|
56.4K
$18.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1+ 0.01% |
$271 - $368
|
16.2K
$5.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.22K+ 10166.67% |
$330K - $449K
|
1.23K
$402K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-398- 7.15% |
$108K - $146K
|
5.17K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Castle Knight Management LP
New York, NY |
SELL
|
- |
-3.1K- 56.36% |
$840K - $1.14M
|
2.4K
$784K
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-240- 6.4% |
$65K - $88.3K
|
3.51K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-276- 5.77% |
$74.8K - $102K
|
4.51K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
71+ 7.21% |
$19.2K - $26.1K
|
1.06K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-65- 3.94% |
$17.6K - $23.9K
|
1.58K
$517K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-144- 68.9% |
$39K - $53K
|
65
$21.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
589+ 0.3% |
$160K - $217K
|
197K
$64.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
51+ 7.42% |
$13.8K - $18.8K
|
738
$241K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
19+ 30.16% |
$5.15K - $6.99K
|
82
$26.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Elefante Mark B
Boston, MA |
BUY
|
- |
1.71KNew |
$464K - $631K
|
1.71K
$560K
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
3KNew |
$812K - $1.1M
|
3K
$979K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2.48K+ 7.3% |
$671K - $912K
|
36.4K
$11.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.06K+ 25.11% |
$288K - $391K
|
5.3K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
112K+ 7.36% |
$30.3M - $41.2M
|
1.63M
$533M
|
|
|
Feb 12, 2025
Q4 2024
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
8.99K+ 1.15% |
$2.44M - $3.31M
|
788K
$257M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.56M+ 31.05% |
$1.24B - $1.68B
|
19.2M
$6.29B
|
|
|
Feb 12, 2025
Q4 2024
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-4.85K- 5.27% |
$1.31M - $1.78M
|
87.2K
$28.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
7.04KNew |
$1.91M - $2.59M
|
7.04K
$2.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
1.46KNew |
$395K - $537K
|
1.46K
$477K
|
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
48.8KNew |
$13.2M - $17.9M
|
48.8K
$15.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-1.9K- 4.75% |
$516K - $700K
|
38.2K
$12.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-346- 8.04% |
$93.7K - $127K
|
3.96K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
10.8MNew |
$2.92B - $3.96B
|
10.8M
$3.52B
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.41K- 1.03% |
$2.01M - $2.72M
|
714K
$233M
|
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
6.8K+ 15.52% |
$1.84M - $2.5M
|
50.6K
$16.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
690New |
$187K - $254K
|
690
$225K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.01K+ 13.04% |
$543K - $738K
|
17.4K
$5.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
30.2KNew |
$8.18M - $11.1M
|
30.2K
$9.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-235K- 3.49% |
$63.6M - $86.3M
|
6.49M
$2.12B
|
|
|
Feb 12, 2025
Q4 2024
|
Premier Fund Managers LTD
|
BUY
|
- |
29.1KNew |
$7.89M - $10.7M
|
29.1K
$9.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
55.4K+ 10.88% |
$15M - $20.4M
|
565K
$184M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2+ 0.19% |
$542 - $736
|
1.04K
$339K
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-114K- 3.06% |
$30.8M - $41.9M
|
3.61M
$1.18B
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-119- 22.08% |
$32.2K - $43.8K
|
420
$137K
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
1.22KNew |
$330K - $448K
|
1.22K
$397K
|
|
|
Feb 12, 2025
Q4 2024
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
1.33KNew |
$361K - $490K
|
1.33K
$435K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.27KNew |
$614K - $834K
|
2.27K
$741K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.43K- 13.44% |
$2.55M - $3.47M
|
60.7K
$19.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.23K+ 4.17% |
$333K - $453K
|
30.8K
$10M
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
10.2K+ 29040.0% |
$2.75M - $3.74M
|
10.2K
$3.33M
|