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
|
Activest Wealth Management
|
BUY
|
- |
452+ 164.36% |
$121K - $163K
|
727
$195K
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-3.2K- 76.29% |
$859K - $1.15M
|
995
$267K
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
15New |
$4.03K - $5.4K
|
15
$4.02K
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
146+ 1.85% |
$39.2K - $52.6K
|
8.06K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
8+ 0.38% |
$2.15K - $2.88K
|
2.1K
$564K
|
|
|
May 15, 2025
Q1 2025
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-25K- 73.76% |
$6.71M - $9M
|
8.9K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Union Square Park Capital Management, LLC
New York, NY |
BUY
|
- |
5KNew |
$1.34M - $1.8M
|
5K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-65.7K- 93.81% |
$17.6M - $23.6M
|
4.34K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
CALL |
-25.6K- 54.58% |
$6.87M - $9.21M
|
21.3K
$5.71M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
486+ 1.38% |
$130K - $175K
|
35.7K
$9.57M
|
|
|
May 15, 2025
Q1 2025
|
Ardsley Advisory Partners LP
Stamford, CT |
SELL
|
- |
-69.5K- 75.54% |
$18.7M - $25M
|
22.5K
$6.03M
|
|
|
May 15, 2025
Q1 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.1KNew |
$2.97M - $3.99M
|
11.1K
$2.97M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.21K- 4.45% |
$326K - $437K
|
26.1K
$6.99M
|
|
|
May 15, 2025
Q1 2025
|
Aperture Investors, LLC
New York, NY |
SELL
|
- |
-5.28K- 36.11% |
$1.42M - $1.9M
|
9.34K
$2.5M
|
|
|
May 15, 2025
Q1 2025
|
Tairen Capital LTD
Grand Cayman, E9 |
SELL
|
- |
-172K- 80.51% |
$46.1M - $61.9M
|
41.6K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
500+ 18.52% |
$134K - $180K
|
3.2K
$858K
|
|
|
May 15, 2025
Q1 2025
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-300- 3.13% |
$80.5K - $108K
|
9.29K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-2.42K- 1.02% |
$649K - $871K
|
236K
$63.3M
|
|
|
May 15, 2025
Q1 2025
|
Hyperion Asset Management LTD
Royal Exchange, C3 |
BUY
|
- |
2.45K+ 1.82% |
$657K - $882K
|
137K
$36.7M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.81M+ 280.26% |
$485M - $650M
|
2.45M
$657M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
394K+ 126.04% |
$106M - $142M
|
707K
$190M
|
|
|
May 15, 2025
Q1 2025
|
Shay Capital LLC
New York, NY |
SELL
|
- |
-3.9K- 52.0% |
$1.05M - $1.4M
|
3.6K
$966K
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-61.7K- 55.9% |
$16.6M - $22.2M
|
48.7K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
PUT |
-29.8K- 88.69% |
$8M - $10.7M
|
3.8K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-202- 0.13% |
$54.2K - $72.7K
|
153K
$41.1M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.68K+ 33.8% |
$451K - $604K
|
6.65K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
45.7K+ 37.31% |
$12.3M - $16.4M
|
168K
$45.1M
|
|
|
May 15, 2025
Q1 2025
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
761New |
$204K - $274K
|
761
$204K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
72.8K+ 65.18% |
$19.5M - $26.2M
|
185K
$49.5M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
PUT |
400New |
$107K - $144K
|
400
$107K
|
|
|
May 15, 2025
Q1 2025
|
Delta Global Management LP
New York, NY |
BUY
|
- |
63.7KNew |
$17.1M - $22.9M
|
63.7K
$17.1M
|
|
|
May 15, 2025
Q1 2025
|
Massar Capital Management, LP
Stamford, CT |
BUY
|
- |
1.4KNew |
$376K - $504K
|
1.4K
$376K
|
|
|
May 15, 2025
Q1 2025
|
Sone Capital Management, LLC
New York, NY |
BUY
|
- |
17.9K+ 1876.97% |
$4.79M - $6.43M
|
18.8K
$5.04M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
596New |
$160K - $215K
|
596
$160K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.3K+ 28.44% |
$4.63M - $6.22M
|
78K
$20.9M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.56K+ 29.2% |
$1.22M - $1.64M
|
20.2K
$5.41M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
282+ 7.15% |
$75.7K - $102K
|
4.23K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-386- 2.52% |
$104K - $139K
|
14.9K
$4M
|
|
|
May 15, 2025
Q1 2025
|
Mirova Us LLC
|
BUY
|
- |
22.6K+ 3.59% |
$6.06M - $8.12M
|
650K
$174M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
66+ 4.93% |
$17.7K - $23.8K
|
1.41K
$377K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.5K+ 9.01% |
$1.21M - $1.62M
|
54.4K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-159K- 19.41% |
$42.6M - $57.1M
|
659K
$177M
|
|
|
May 15, 2025
Q1 2025
|
Veritas Asset Management LLP
|
SELL
|
- |
-292K- 12.01% |
$78.4M - $105M
|
2.14M
$574M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.78K+ 8.39% |
$477K - $639K
|
22.9K
$6.15M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
7.37K+ 11.1% |
$1.98M - $2.65M
|
73.7K
$19.8M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
45.2K+ 4.9% |
$12.1M - $16.3M
|
967K
$259M
|
|
|
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
$275K
|
|
|
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
$4.02M
|