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 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
444+ 13.89% |
$106K - $123K
|
3.64K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.11K+ 2.05% |
$265K - $307K
|
55.3K
$17.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-126- 1.71% |
$30K - $34.8K
|
7.23K
$2.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-304- 1.66% |
$72.5K - $84.1K
|
18.1K
$5.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.04K+ 15.23% |
$485K - $563K
|
15.4K
$4.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-165- 1.78% |
$39.3K - $45.6K
|
9.08K
$2.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
846+ 11.76% |
$202K - $234K
|
8.04K
$2.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-1.83K- 34.43% |
$435K - $505K
|
3.48K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
178+ 0.91% |
$42.4K - $49.2K
|
19.7K
$6.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Account Management LLC
|
SELL
|
- |
-75- 7.98% |
$17.9K - $20.7K
|
865
$279K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
389+ 0.67% |
$92.7K - $108K
|
58.1K
$18.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
4.97K+ 13.36% |
$1.18M - $1.37M
|
42.1K
$13.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-8.32K- 71.83% |
$1.98M - $2.3M
|
3.26K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
548+ 2.65% |
$131K - $152K
|
21.2K
$6.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
35+ 0.96% |
$8.34K - $9.68K
|
3.69K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-101- 6.18% |
$24.1K - $27.9K
|
1.53K
$494K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
1.94K+ 183.92% |
$463K - $538K
|
3K
$967K
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
4.02KNew |
$958K - $1.11M
|
4.02K
$1.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
7+ 10.94% |
$1.67K - $1.94K
|
71
$22.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
635+ 7.77% |
$151K - $176K
|
8.8K
$2.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-815- 8.13% |
$194K - $225K
|
9.2K
$2.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-320- 1.31% |
$76.3K - $88.5K
|
24.1K
$7.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-337K- 37.65% |
$80.3M - $93.1M
|
557K
$180M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
615+ 10.99% |
$147K - $170K
|
6.21K
$2M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
3.16KNew |
$754K - $874K
|
3.16K
$1.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
145+ 17.73% |
$34.6K - $40.1K
|
963
$310K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
715+ 16.36% |
$170K - $198K
|
5.09K
$1.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-259- 4.24% |
$61.8K - $71.6K
|
5.84K
$1.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
828+ 3.83% |
$197K - $229K
|
22.4K
$7.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-242- 22.62% |
$57.7K - $66.9K
|
828
$267K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-40- 1.27% |
$9.54K - $11.1K
|
3.11K
$1M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-139- 9.89% |
$33.1K - $38.4K
|
1.27K
$408K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
903+ 56.05% |
$215K - $250K
|
2.51K
$810K
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-281- 0.59% |
$67K - $77.7K
|
47.3K
$15.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-53- 2.48% |
$12.6K - $14.7K
|
2.09K
$672K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
58+ 0.87% |
$13.8K - $16K
|
6.7K
$2.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
61+ 1.6% |
$14.5K - $16.9K
|
3.87K
$1.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
106+ 13.2% |
$25.3K - $29.3K
|
909
$293K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
177+ 9.44% |
$42.2K - $48.9K
|
2.05K
$661K
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
3.49K+ 6.31% |
$833K - $966K
|
58.9K
$19M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-518- 5.9% |
$124K - $143K
|
8.27K
$2.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
PUT |
1.7KNew |
$405K - $470K
|
1.7K
$548K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
289+ 7.53% |
$68.9K - $79.9K
|
4.13K
$1.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-966- 0.4% |
$230K - $267K
|
240K
$77.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-5.43K- 17.23% |
$1.3M - $1.5M
|
26.1K
$8.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-4.7K- 7.45% |
$1.12M - $1.3M
|
58.4K
$18.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$238 - $277
|
1.91K
$615K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-87- 4.63% |
$20.7K - $24.1K
|
1.79K
$578K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.43K+ 5.89% |
$342K - $397K
|
25.8K
$8.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
9.1K+ 5.17% |
$2.17M - $2.52M
|
185K
$59.7M
|