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
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-8- 0.62% |
$2.17K - $2.94K
|
1.29K
$346K
|
|
|
Feb 13, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
47K+ 67.39% |
$12.7M - $17.3M
|
117K
$31.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
46.5K+ 3.88% |
$12.6M - $17.1M
|
1.25M
$334M
|
|
|
Feb 13, 2025
Q4 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-89- 4.65% |
$24.1K - $32.7K
|
1.83K
$490K
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
680New |
$184K - $250K
|
680
$182K
|
|
|
Feb 13, 2025
Q4 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-4.38K- 7.82% |
$1.19M - $1.61M
|
51.6K
$13.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
157K+ 20.41% |
$42.5M - $57.7M
|
926K
$248M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-12.9K- 10.54% |
$3.49M - $4.74M
|
109K
$29.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
967K+ 270.43% |
$262M - $356M
|
1.32M
$355M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
3.4K+ 53.13% |
$921K - $1.25M
|
9.8K
$2.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-8.29K- 16.29% |
$2.25M - $3.05M
|
42.6K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-189- 22.11% |
$51.2K - $69.5K
|
666
$179K
|
|
|
Feb 13, 2025
Q4 2024
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
3.43KNew |
$929K - $1.26M
|
3.43K
$920K
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-12.1K- 6.87% |
$3.29M - $4.47M
|
165K
$44.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-683- 6.86% |
$185K - $251K
|
9.28K
$2.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
52+ 1.59% |
$14.1K - $19.1K
|
3.33K
$893K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-78- 0.64% |
$21.1K - $28.7K
|
12.1K
$3.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
300+ 297.03% |
$81.3K - $110K
|
401
$108K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
3.35K+ 23.11% |
$908K - $1.23M
|
17.9K
$4.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-486- 11.33% |
$132K - $179K
|
3.8K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-65- 0.81% |
$17.6K - $23.9K
|
7.96K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-104- 5.74% |
$28.2K - $38.3K
|
1.71K
$458K
|
|
|
Feb 13, 2025
Q4 2024
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
630+ 3.63% |
$171K - $232K
|
18K
$4.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-475- 54.41% |
$129K - $175K
|
398
$107K
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
2.63K+ 4.95% |
$713K - $969K
|
55.9K
$15M
|
|
|
Feb 13, 2025
Q4 2024
|
Dnca Finance
Paris, I0 |
BUY
|
- |
300+ 0.89% |
$81.3K - $110K
|
34.1K
$9.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Ecofi Investissements Sa
Nanterre, I0 |
SELL
|
- |
-700- 18.42% |
$190K - $258K
|
3.1K
$832K
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
492+ 35.45% |
$133K - $181K
|
1.88K
$505K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.15KNew |
$311K - $422K
|
1.15K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
94New |
$25.5K - $34.6K
|
94
$25.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Tfj Management, LLC
Somerville, MA |
BUY
|
- |
17.6KNew |
$4.76M - $6.46M
|
17.6K
$4.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.98KNew |
$537K - $729K
|
1.98K
$532K
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
47.2KNew |
$12.8M - $17.4M
|
47.2K
$12.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
BUY
|
- |
121KNew |
$32.7M - $44.4M
|
121K
$32.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
883New |
$239K - $325K
|
883
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
962New |
$261K - $354K
|
962
$258K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
16.1KNew |
$4.36M - $5.93M
|
16.1K
$4.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
421KNew |
$114M - $155M
|
421K
$113M
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
8.91KNew |
$2.41M - $3.28M
|
8.91K
$2.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
2.23KNew |
$604K - $820K
|
2.23K
$598K
|
|
|
Feb 13, 2025
Q4 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-3.07K- 2.02% |
$831K - $1.13M
|
148K
$39.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
883New |
$239K - $325K
|
883
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-165- 7.31% |
$44.7K - $60.7K
|
2.09K
$562K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-2.82K- 6.41% |
$764K - $1.04M
|
41.2K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
63.3K+ 22.16% |
$17.2M - $23.3M
|
349K
$93.7M
|
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
BUY
|
- |
615New |
$167K - $226K
|
615
$165K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-95- 4.65% |
$25.7K - $34.9K
|
1.95K
$522K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-210- 20.69% |
$56.9K - $77.3K
|
805
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
67+ 9.17% |
$18.1K - $24.6K
|
798
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.12K- 3.32% |
$304K - $412K
|
32.7K
$8.76M
|