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 05, 2024
Q3 2024
|
Souders Financial Advisors
|
BUY
|
- |
368+ 9.16% |
$87.7K - $102K
|
4.39K
$1.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-3- 0.08% |
$715 - $830
|
3.98K
$1.28M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-110K- 22.64% |
$26.2M - $30.4M
|
375K
$121M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
63.8K+ 1554.75% |
$15.2M - $17.7M
|
67.9K
$21.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Dillon & Associates Inc
|
BUY
|
- |
836+ 3.13% |
$199K - $231K
|
27.6K
$8.89M
|
|
|
Nov 05, 2024
Q3 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
1.34K+ 3.65% |
$319K - $371K
|
38.1K
$12.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Geneva Capital Management LLC
|
SELL
|
- |
-488- 7.98% |
$116K - $135K
|
5.63K
$1.81M
|
|
|
Nov 05, 2024
Q3 2024
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
290+ 5.02% |
$69.1K - $80.2K
|
6.07K
$1.95M
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-190- 52.78% |
$45.3K - $52.5K
|
170
$54.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
763New |
$182K - $211K
|
763
$246K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.72K+ 23.97% |
$411K - $477K
|
8.92K
$2.87M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-23.1K- 4.37% |
$5.5M - $6.38M
|
505K
$163M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
496+ 36.61% |
$118K - $137K
|
1.85K
$596K
|
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-1K- 6.62% |
$238K - $277K
|
14.1K
$4.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
739+ 8.66% |
$176K - $204K
|
9.28K
$2.99M
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
BUY
|
- |
173+ 2.04% |
$41.2K - $47.8K
|
8.66K
$2.79M
|
|
|
Nov 05, 2024
Q3 2024
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1.91K- 19.1% |
$455K - $528K
|
8.09K
$2.61M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
10.8KNew |
$2.57M - $2.98M
|
10.8K
$3.48M
|
|
|
Nov 05, 2024
Q3 2024
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
SELL
|
- |
-29.5K- 14.98% |
$7.03M - $8.16M
|
167K
$53.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-38- 0.37% |
$9.06K - $10.5K
|
10.4K
$3.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
684+ 2.34% |
$163K - $189K
|
29.9K
$9.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-302- 10.35% |
$72K - $83.5K
|
2.62K
$843K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
849+ 126.15% |
$202K - $235K
|
1.52K
$490K
|
|
|
Nov 04, 2024
Q3 2024
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-920- 8.87% |
$219K - $254K
|
9.45K
$3.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
19+ 0.52% |
$4.53K - $5.25K
|
3.69K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
342+ 43.85% |
$81.5K - $94.6K
|
1.12K
$362K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.78K- 33.72% |
$1.62M - $1.87M
|
13.3K
$4.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.26K+ 99.37% |
$301K - $350K
|
2.54K
$817K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-4.92K- 61.44% |
$1.17M - $1.36M
|
3.09K
$994K
|
|
|
Nov 04, 2024
Q3 2024
|
Intermede Investment Partners LTD
|
SELL
|
- |
-9.94K- 1.91% |
$2.37M - $2.75M
|
509K
$164M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.42K- 15.68% |
$338K - $392K
|
7.62K
$2.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-728- 7.2% |
$174K - $201K
|
9.39K
$3.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
219+ 37.44% |
$52.2K - $60.6K
|
804
$259K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.71K+ 19.96% |
$407K - $473K
|
10.3K
$3.31M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-2.1K- 0.79% |
$501K - $581K
|
264K
$85.1M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-5.29K- 18.68% |
$1.26M - $1.46M
|
23K
$7.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Angle Point Asset Management LTD
Hong Kong, K3 |
SELL
|
- |
-2.95K- 29.95% |
$703K - $816K
|
6.9K
$2.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
81New |
$19.3K - $22.4K
|
81
$26.1K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-17.4K- 99.67% |
$4.14M - $4.8M
|
58
$18.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.32K+ 92.43% |
$314K - $364K
|
2.74K
$884K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-2.09K- 32.21% |
$499K - $579K
|
4.4K
$1.42M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
853New |
$203K - $236K
|
853
$275K
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
1.42K+ 2.92% |
$338K - $392K
|
49.9K
$16.1M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-872- 34.12% |
$208K - $241K
|
1.68K
$543K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
10+ 0.42% |
$2.38K - $2.77K
|
2.39K
$770K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-298- 1.4% |
$71K - $82.4K
|
21K
$6.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-61- 0.84% |
$14.5K - $16.9K
|
7.2K
$2.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4.04K- 4.04% |
$963K - $1.12M
|
96K
$30.9M
|
|
|
Nov 04, 2024
Q3 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-77- 2.48% |
$18.4K - $21.3K
|
3.03K
$976K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-70- 0.42% |
$16.7K - $19.4K
|
16.8K
$5.41M
|