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 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
218K+ 113.16% |
$59M - $80.1M
|
410K
$110M
|
|
|
Feb 12, 2025
Q4 2024
|
Parus Finance (Uk) LTD
London, X0 |
SELL
|
- |
-921- 2.78% |
$249K - $339K
|
32.2K
$8.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
366K+ 34.96% |
$99.1M - $135M
|
1.41M
$379M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
PUT |
121K+ 41.92% |
$32.7M - $44.4M
|
409K
$110M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.29K+ 5.63% |
$349K - $473K
|
24.2K
$6.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-12- 5.5% |
$3.25K - $4.41K
|
206
$55.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
56.5KNew |
$15.3M - $20.8M
|
56.5K
$15.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
423New |
$115K - $156K
|
423
$114K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-67.8K- 3.5% |
$18.4M - $24.9M
|
1.87M
$501M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
SELL
|
- |
-1.4K- 6.25% |
$380K - $516K
|
21K
$5.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.2M+ 27.41% |
$326M - $443M
|
5.6M
$1.5B
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
3.16K+ 24.54% |
$855K - $1.16M
|
16K
$4.3M
|
|
|
Feb 12, 2025
Q4 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-68.9K- 3.13% |
$18.7M - $25.4M
|
2.13M
$573M
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-891- 9.19% |
$241K - $328K
|
8.81K
$2.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
217+ 7.2% |
$58.8K - $79.8K
|
3.23K
$867K
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-20.3K- 13.7% |
$5.51M - $7.48M
|
128K
$34.4M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2.83K+ 12.26% |
$765K - $1.04M
|
25.9K
$6.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
251+ 27.02% |
$68K - $92.3K
|
1.18K
$317K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-50- 1.63% |
$13.5K - $18.4K
|
3.02K
$809K
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
965+ 13.21% |
$261K - $355K
|
8.27K
$2.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
6.42K+ 26.72% |
$1.74M - $2.36M
|
30.4K
$8.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
32.7KNew |
$8.86M - $12M
|
32.7K
$8.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
10.1K+ 0.29% |
$2.73M - $3.71M
|
3.49M
$937M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
13.8K+ 13.44% |
$3.75M - $5.09M
|
117K
$31.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
18New |
$4.88K - $6.62K
|
18
$4.83K
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-337K- 3.88% |
$91.4M - $124M
|
8.37M
$2.25B
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
380+ 3.55% |
$103K - $140K
|
11.1K
$2.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.23K+ 7.73% |
$334K - $453K
|
17.2K
$4.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Groupama Asset Managment
Paris, I0 |
SELL
|
- |
-57.7K- 61.01% |
$15.6M - $21.2M
|
36.9K
$9.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
1.29K+ 192.94% |
$348K - $473K
|
1.95K
$524K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-286- 1.72% |
$77.5K - $105K
|
16.3K
$4.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
11.7K+ 206.93% |
$3.17M - $4.3M
|
17.4K
$4.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-521- 2.71% |
$141K - $192K
|
18.7K
$5.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
307K+ 21.37% |
$83.2M - $113M
|
1.74M
$468M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
39+ 2.26% |
$10.6K - $14.3K
|
1.76K
$473K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
402K+ 41.23% |
$109M - $148M
|
1.38M
$369M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
60+ 1.7% |
$16.3K - $22.1K
|
3.59K
$964K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-70- 0.46% |
$19K - $25.8K
|
15.2K
$4.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
1.94K+ 9.09% |
$526K - $714K
|
23.3K
$6.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-334- 0.36% |
$90.5K - $123K
|
91.3K
$24.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
175K+ 0.88% |
$47.4M - $64.4M
|
20M
$5.36B
|
|
|
Feb 12, 2025
Q4 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
50+ 0.64% |
$13.5K - $18.4K
|
7.87K
$2.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Elwood Capital Partners LP
New York, NY |
BUY
|
- |
4KNew |
$1.08M - $1.47M
|
4K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
790+ 52.04% |
$214K - $291K
|
2.31K
$619K
|
|
|
Feb 12, 2025
Q4 2024
|
Bornite Capital Management LP
|
BUY
|
- |
10K+ 25.0% |
$2.71M - $3.68M
|
50K
$13.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.26K+ 9.77% |
$612K - $832K
|
25.4K
$6.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
665+ 3.07% |
$180K - $245K
|
22.3K
$6M
|
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
BUY
|
- |
653New |
$177K - $240K
|
653
$175K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.61K+ 110.62% |
$437K - $594K
|
3.07K
$825K
|
|
|
Feb 12, 2025
Q4 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
11.6K+ 146.84% |
$3.13M - $4.25M
|
19.4K
$5.21M
|