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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
101+ 5.01% |
$24.1K - $27.9K
|
2.12K
$682K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
43New |
$10.3K - $11.9K
|
43
$13.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-307K- 17.99% |
$73.2M - $84.9M
|
1.4M
$451M
|
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-465- 1.94% |
$111K - $129K
|
23.5K
$7.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.02K+ 17.44% |
$244K - $283K
|
6.89K
$2.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-83.8K- 3.29% |
$20M - $23.2M
|
2.46M
$794M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-268- 25.19% |
$63.9K - $74.1K
|
796
$257K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
316+ 1.03% |
$75.3K - $87.4K
|
31.1K
$10M
|
|
|
Nov 05, 2024
Q3 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
518+ 7.49% |
$124K - $143K
|
7.43K
$2.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.78K+ 11.66% |
$664K - $770K
|
26.7K
$8.59M
|
|
|
Nov 05, 2024
Q3 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
92K+ 4.71% |
$21.9M - $25.4M
|
2.05M
$659M
|
|
|
Nov 05, 2024
Q3 2024
|
Sustainable Growth Advisers, LP
Stamford, CT |
SELL
|
- |
-578K- 20.86% |
$138M - $160M
|
2.19M
$707M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-181- 8.03% |
$43.2K - $50.1K
|
2.07K
$668K
|
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
10.5K+ 1050.0% |
$2.5M - $2.9M
|
11.5K
$3.71M
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-2.27K- 11.13% |
$542K - $628K
|
18.1K
$5.84M
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-255- 17.59% |
$60.8K - $70.5K
|
1.2K
$385K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-18- 1.23% |
$4.29K - $4.98K
|
1.45K
$466K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-1.76K- 4.37% |
$420K - $488K
|
38.6K
$12.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-15.5K- 54.93% |
$3.69M - $4.28M
|
12.7K
$4.09M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
537New |
$128K - $148K
|
537
$173K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
159+ 13.36% |
$37.9K - $44K
|
1.35K
$435K
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
950+ 54.44% |
$226K - $263K
|
2.7K
$868K
|
|
|
Nov 05, 2024
Q3 2024
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
48.7KNew |
$11.6M - $13.5M
|
48.7K
$15.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.94K+ 13.58% |
$1.65M - $1.92M
|
58K
$18.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
517+ 19.39% |
$123K - $143K
|
3.18K
$1.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-335- 2.11% |
$79.9K - $92.6K
|
15.6K
$5.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-90- 4.21% |
$21.5K - $24.9K
|
2.05K
$661K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
312+ 37.68% |
$74.4K - $86.3K
|
1.14K
$367K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-4- 0.03% |
$954 - $1.11K
|
12.6K
$4.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
380+ 1.71% |
$90.6K - $105K
|
22.6K
$7.28M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-1.95K- 5.4% |
$464K - $539K
|
34.1K
$11M
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
3.15KNew |
$750K - $870K
|
3.15K
$1.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
94+ 0.48% |
$22.4K - $26K
|
19.5K
$6.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Parametrica Management LTD
|
BUY
|
- |
6.7KNew |
$1.6M - $1.85M
|
6.7K
$2.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.45K- 73.3% |
$822K - $953K
|
1.26K
$404K
|
|
|
Nov 05, 2024
Q3 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
5.9K+ 16.71% |
$1.41M - $1.63M
|
41.2K
$13.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.69K+ 22.46% |
$403K - $467K
|
9.21K
$2.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.52K+ 3.62% |
$361K - $419K
|
43.3K
$14M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-88.1K- 42.23% |
$21M - $24.4M
|
121K
$38.9M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2- 0.1% |
$477 - $553
|
1.97K
$635K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
CALL |
1KNew |
$238K - $277K
|
1K
$322K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-148- 2.59% |
$35.3K - $40.9K
|
5.57K
$1.79M
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-27- 2.53% |
$6.44K - $7.47K
|
1.04K
$335K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-9- 0.82% |
$2.15K - $2.49K
|
1.09K
$351K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
565+ 0.36% |
$135K - $156K
|
155K
$50.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
200+ 3.05% |
$47.7K - $55.3K
|
6.75K
$2.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 1.24% |
$954 - $1.11K
|
327
$105K
|
|
|
Nov 05, 2024
Q3 2024
|
Grafton Street Partners Fund, LP
North Palm Beach, FL |
SELL
|
- |
-16K- 36.29% |
$3.81M - $4.42M
|
28.1K
$9.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
907+ 2.75% |
$216K - $251K
|
33.9K
$10.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-242- 12.27% |
$57.7K - $66.9K
|
1.73K
$558K
|