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 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-10.5K- 86.39% |
$2.81M - $3.77M
|
1.65K
$442K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
95+ 4.69% |
$25.5K - $34.2K
|
2.12K
$567K
|
|
|
May 14, 2025
Q1 2025
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
170+ 0.62% |
$45.6K - $61.2K
|
27.5K
$7.36M
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
42+ 2.48% |
$11.3K - $15.1K
|
1.73K
$464K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
472+ 15.75% |
$127K - $170K
|
3.47K
$929K
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
44.5K+ 21.26% |
$11.9M - $16M
|
254K
$67.9M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
26.9K+ 13.9% |
$7.22M - $9.68M
|
220K
$59M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
9.27K+ 25.25% |
$2.49M - $3.34M
|
46K
$12.3M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-50- 0.51% |
$13.4K - $18K
|
9.83K
$2.63M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
14.2K+ 89.09% |
$3.82M - $5.13M
|
30.2K
$8.09M
|
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
914New |
$245K - $329K
|
914
$245K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-58- 34.52% |
$15.6K - $20.9K
|
110
$29.4K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.4M- 35.35% |
$1.18B - $1.58B
|
8.05M
$2.16B
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-11.4K- 4.99% |
$3.06M - $4.11M
|
218K
$58.2M
|
|
|
May 14, 2025
Q1 2025
|
Nzs Capital, LLC
Denver, CO |
BUY
|
- |
9.17K+ 26.03% |
$2.46M - $3.3M
|
44.4K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-5.2K- 70.39% |
$1.4M - $1.87M
|
2.19K
$585K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-213- 10.31% |
$57.2K - $76.7K
|
1.85K
$496K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.44K- 2.24% |
$656K - $880K
|
106K
$28.5M
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
1.58K+ 152.66% |
$424K - $569K
|
2.62K
$700K
|
|
|
May 14, 2025
Q1 2025
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-29- 0.56% |
$7.78K - $10.4K
|
5.12K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
38.6K+ 129.46% |
$10.3M - $13.9M
|
68.3K
$18.3M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
PUT |
155KNew |
$41.6M - $55.9M
|
155K
$41.5M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
13.2K+ 70.35% |
$3.53M - $4.74M
|
31.9K
$8.53M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
74+ 0.55% |
$19.9K - $26.6K
|
13.5K
$3.62M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
6.11K+ 21.53% |
$1.64M - $2.2M
|
34.5K
$9.23M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-163- 2.22% |
$43.7K - $58.7K
|
7.19K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.36K- 55.2% |
$366K - $491K
|
1.11K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-862- 10.8% |
$231K - $310K
|
7.12K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
5.27K+ 17.08% |
$1.41M - $1.9M
|
36.1K
$9.66M
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
7.11K+ 13.25% |
$1.91M - $2.56M
|
60.8K
$16.3M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.76K+ 13.18% |
$2.35M - $3.15M
|
75.3K
$20.1M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
625+ 1.61% |
$168K - $225K
|
39.4K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
180K+ 3.84% |
$48.4M - $64.9M
|
4.87M
$1.3B
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-34.3K- 21.93% |
$9.21M - $12.4M
|
122K
$32.7M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
CALL |
8New |
$2.15K - $2.88K
|
8
$2.14K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
105+ 13.87% |
$28.2K - $37.8K
|
862
$231K
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-160- 9.02% |
$42.9K - $57.6K
|
1.61K
$432K
|
|
|
May 14, 2025
Q1 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
3.5K+ 5.77% |
$938K - $1.26M
|
64K
$17.1M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
100+ 3.09% |
$26.8K - $36K
|
3.34K
$894K
|
|
|
May 14, 2025
Q1 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
539K+ 107.37% |
$145M - $194M
|
1.04M
$279M
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.07% |
$268 - $360
|
1.51K
$405K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
2.72K+ 1.18% |
$729K - $978K
|
232K
$62.2M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-207K- 15.72% |
$55.4M - $74.4M
|
1.11M
$297M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-131- 2.66% |
$35.2K - $47.2K
|
4.79K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-280- 2.29% |
$75.1K - $101K
|
12K
$3.2M
|
|
|
May 14, 2025
Q1 2025
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
13.2K+ 292.48% |
$3.54M - $4.74M
|
17.7K
$4.73M
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-4.59K- 13.83% |
$1.23M - $1.65M
|
28.6K
$7.65M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.3K- 1.91% |
$2.5M - $3.35M
|
478K
$128M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.66K+ 17.84% |
$713K - $956K
|
17.5K
$4.7M
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-6.08K- 25.46% |
$1.63M - $2.19M
|
17.8K
$4.77M
|