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
|
F
|
BUY
|
- |
17.3K+ 259.95% |
$4.67M - $6.35M
|
23.9K
$6.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
690New |
$187K - $254K
|
690
$185K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-139- 1.35% |
$37.7K - $51.1K
|
10.2K
$2.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
967+ 8.47% |
$262K - $356K
|
12.4K
$3.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
813New |
$220K - $299K
|
813
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-113- 1.68% |
$30.6K - $41.6K
|
6.61K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.19K+ 5.85% |
$322K - $437K
|
21.5K
$5.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-94- 8.99% |
$25.5K - $34.6K
|
952
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
648New |
$176K - $238K
|
648
$174K
|
|
|
Feb 13, 2025
Q4 2024
|
Carmignac Gestion
Paris, I0 |
SELL
|
- |
-7.53K- 61.64% |
$2.04M - $2.77M
|
4.69K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
21.4K+ 27.48% |
$5.81M - $7.89M
|
99.5K
$26.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Marsico Capital Management LLC
Denver, CO |
BUY
|
- |
28.7KNew |
$7.76M - $10.5M
|
28.7K
$7.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
261+ 6.32% |
$70.7K - $96K
|
4.39K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
14.3K+ 36.53% |
$3.87M - $5.26M
|
53.5K
$14.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
62.9KNew |
$17M - $23.1M
|
62.9K
$16.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
20+ 0.23% |
$5.42K - $7.36K
|
8.59K
$2.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
19+ 30.16% |
$5.15K - $6.99K
|
82
$22K
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
4.12KNew |
$1.12M - $1.52M
|
4.12K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
871New |
$236K - $320K
|
871
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
2.15KNew |
$581K - $789K
|
2.15K
$576K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
15+ 0.37% |
$4.06K - $5.52K
|
4.04K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-163K- 4.59% |
$44.2M - $60M
|
3.39M
$909M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-522K- 87.32% |
$141M - $192M
|
75.8K
$20.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
70+ 1.39% |
$19K - $25.8K
|
5.12K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
619New |
$168K - $228K
|
619
$166K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
464+ 40.14% |
$126K - $171K
|
1.62K
$435K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-11.9K- 6.74% |
$3.22M - $4.38M
|
165K
$44.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-712- 5.51% |
$193K - $262K
|
12.2K
$3.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
BUY
|
- |
70+ 3.58% |
$19K - $25.8K
|
2.03K
$544K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
52+ 4.26% |
$14.1K - $19.1K
|
1.27K
$342K
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
35.9K+ 82.32% |
$9.72M - $13.2M
|
79.5K
$21.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
6.25K+ 14.3% |
$1.69M - $2.3M
|
50K
$13.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
11.5K+ 21.07% |
$3.13M - $4.25M
|
66.3K
$17.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
301+ 4.54% |
$81.5K - $111K
|
6.93K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
47+ 2.56% |
$12.7K - $17.3K
|
1.89K
$506K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.11K- 6.27% |
$842K - $1.14M
|
46.4K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-604- 4.61% |
$164K - $222K
|
12.5K
$3.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.52K- 12.34% |
$1.77M - $2.4M
|
46.3K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-901- 0.94% |
$244K - $331K
|
95.1K
$25.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
299+ 3.0% |
$81K - $110K
|
10.3K
$2.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-500- 5.09% |
$135K - $184K
|
9.32K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-944- 9.5% |
$256K - $347K
|
8.99K
$2.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.72K+ 11.12% |
$466K - $632K
|
17.2K
$4.61M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
623New |
$169K - $229K
|
623
$167K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-31.1K- 5.46% |
$8.43M - $11.5M
|
539K
$145M
|
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-5.87K- 56.66% |
$1.59M - $2.16M
|
4.49K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-9- 0.24% |
$2.44K - $3.31K
|
3.76K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.84K+ 10.99% |
$1.04M - $1.41M
|
38.8K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
6.02K+ 68.26% |
$1.63M - $2.22M
|
14.8K
$3.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13.6KNew |
$3.68M - $4.99M
|
13.6K
$3.64M
|