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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-114- 0.12% |
$30.6K - $41K
|
94K
$25.2M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
131+ 14.65% |
$35.2K - $47.2K
|
1.03K
$274K
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-17- 2.22% |
$4.56K - $6.12K
|
750
$201K
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.38K- 13.7% |
$638K - $856K
|
15K
$4.01M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
2.66K+ 1.61% |
$713K - $956K
|
167K
$44.8M
|
|
|
May 15, 2025
Q1 2025
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
11.4K+ 65.14% |
$3.06M - $4.1M
|
28.9K
$7.74M
|
|
|
May 15, 2025
Q1 2025
|
Soma Equity Partners LP
San Francisco, CA |
BUY
|
- |
31.4K+ 9.34% |
$8.42M - $11.3M
|
367K
$98.3M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
20.3K+ 3.7% |
$5.45M - $7.3M
|
568K
$152M
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
53+ 1.61% |
$14.2K - $19.1K
|
3.35K
$897K
|
|
|
May 15, 2025
Q1 2025
|
Rit Capital Partners PLC
London, X0 |
BUY
|
- |
133KNew |
$35.7M - $47.9M
|
133K
$35.6M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.67K+ 52.42% |
$1.79M - $2.4M
|
19.4K
$5.19M
|
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
27.3K+ 17.88% |
$7.32M - $9.82M
|
180K
$48.1M
|
|
|
May 15, 2025
Q1 2025
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-101K- 59.47% |
$27.1M - $36.3M
|
68.8K
$18.4M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.48M- 57.62% |
$398M - $534M
|
1.09M
$292M
|
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
PUT |
7KNew |
$1.88M - $2.52M
|
7K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-134K- 15.31% |
$35.9M - $48.1M
|
740K
$198M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
31.9K+ 139.25% |
$8.55M - $11.5M
|
54.7K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
3.97K+ 88.22% |
$1.07M - $1.43M
|
8.47K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
70.7K+ 9.02% |
$19M - $25.4M
|
855K
$229M
|
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
13.5K+ 5.58% |
$3.61M - $4.85M
|
255K
$68.2M
|
|
|
May 15, 2025
Q1 2025
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-31.1K- 3.6% |
$8.35M - $11.2M
|
833K
$223M
|
|
|
May 15, 2025
Q1 2025
|
Ten Core Partners, LP
New York, NY |
BUY
|
- |
2.19K+ 4.5% |
$586K - $786K
|
50.7K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-118- 6.46% |
$31.7K - $42.5K
|
1.71K
$457K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
44.3K+ 271.34% |
$11.9M - $15.9M
|
60.6K
$16.2M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
127K+ 61.68% |
$34.2M - $45.8M
|
334K
$89.3M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
41.2K+ 14.81% |
$11.1M - $14.8M
|
319K
$85.5M
|
|
|
May 15, 2025
Q1 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-1.84K- 59.54% |
$493K - $662K
|
1.25K
$334K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
56.5K+ 470.22% |
$15.2M - $20.4M
|
68.6K
$18.4M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
167+ 5.5% |
$44.8K - $60.1K
|
3.2K
$857K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
34+ 1.02% |
$9.12K - $12.2K
|
3.36K
$899K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.01K- 10.86% |
$538K - $722K
|
16.5K
$4.41M
|
|
|
May 15, 2025
Q1 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
2+ 14.29% |
$537 - $720
|
16
$4.28K
|
|
|
May 15, 2025
Q1 2025
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-257- 5.52% |
$69K - $92.5K
|
4.4K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-6.6K- 79.49% |
$1.77M - $2.38M
|
1.7K
$456K
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
CALL |
1.8KNew |
$483K - $648K
|
1.8K
$482K
|
|
|
May 15, 2025
Q1 2025
|
Square Wave Partners, L.P.
Brooklyn, NY |
SELL
|
- |
-16.2K- 75.79% |
$4.36M - $5.85M
|
5.19K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-492- 13.22% |
$132K - $177K
|
3.23K
$865K
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-86- 2.37% |
$23.1K - $31K
|
3.54K
$947K
|
|
|
May 15, 2025
Q1 2025
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
344+ 26.71% |
$92.3K - $124K
|
1.63K
$437K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.2M+ 12.99% |
$322M - $432M
|
10.4M
$2.79B
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
342K+ 48.35% |
$91.8M - $123M
|
1.05M
$281M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.08M+ 5.65% |
$291M - $390M
|
20.3M
$5.42B
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-526- 3.09% |
$141K - $189K
|
16.5K
$4.41M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-21.4K- 94.82% |
$5.73M - $7.69M
|
1.17K
$313K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
4+ 0.11% |
$1.07K - $1.44K
|
3.62K
$969K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
414K+ 12.23% |
$111M - $149M
|
3.8M
$1.02B
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
PUT |
4.7K+ 6.2% |
$1.26M - $1.69M
|
80.5K
$21.5M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
3.36K+ 7.3% |
$902K - $1.21M
|
49.4K
$13.2M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
CALL |
-100- 33.33% |
$26.8K - $36K
|
200
$53.5K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
4.64K+ 12.42% |
$1.24M - $1.67M
|
42K
$11.2M
|