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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
873+ 15.73% |
$208K - $241K
|
6.42K
$2.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.56K+ 50.56% |
$848K - $983K
|
10.6K
$3.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
60+ 0.83% |
$14.3K - $16.6K
|
7.33K
$2.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.31K+ 15.73% |
$789K - $915K
|
24.3K
$7.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
395+ 8.53% |
$94.2K - $109K
|
5.02K
$1.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-2.51K- 0.2% |
$599K - $695K
|
1.24M
$399M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
53+ 25.73% |
$12.6K - $14.7K
|
259
$83.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
257+ 12.84% |
$61.3K - $71.1K
|
2.26K
$728K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
9+ 6.82% |
$2.15K - $2.49K
|
141
$45.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-44- 1.33% |
$10.5K - $12.2K
|
3.27K
$1.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-109- 5.99% |
$26K - $30.1K
|
1.71K
$551K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
6.93K+ 6.56% |
$1.65M - $1.91M
|
113K
$36.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
14+ 3.65% |
$3.34K - $3.87K
|
398
$128K
|
|
|
Oct 24, 2024
Q3 2024
|
Novo Holdings
Hellerup, G7 |
SELL
|
- |
-112K- 23.24% |
$26.6M - $30.9M
|
369K
$119M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
6.75K+ 275.67% |
$1.61M - $1.87M
|
9.2K
$2.97M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
332+ 12.39% |
$79.2K - $91.8K
|
3.01K
$970K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
2.65K+ 6.69% |
$632K - $733K
|
42.3K
$13.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-14- 4.32% |
$3.34K - $3.87K
|
310
$99.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14+ 1.89% |
$3.34K - $3.87K
|
756
$244K
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
310+ 4.42% |
$73.9K - $85.7K
|
7.33K
$2.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-5.08K- 9.08% |
$1.21M - $1.4M
|
50.9K
$16.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
909+ 5.72% |
$217K - $251K
|
16.8K
$5.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-1- 0.13% |
$238 - $277
|
783
$252K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.07K- 0.54% |
$255K - $296K
|
197K
$63.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.81K+ 76.22% |
$432K - $502K
|
4.19K
$1.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
212+ 15.14% |
$50.5K - $58.6K
|
1.61K
$519K
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-139- 0.38% |
$33.1K - $38.4K
|
36.6K
$11.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-283- 16.85% |
$67.5K - $78.3K
|
1.4K
$450K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
738+ 21.42% |
$176K - $204K
|
4.18K
$1.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
2.39K+ 23.41% |
$571K - $662K
|
12.6K
$4.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
953+ 15.49% |
$227K - $264K
|
7.11K
$2.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
718+ 81.78% |
$171K - $199K
|
1.6K
$514K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
8.61K+ 72.67% |
$2.05M - $2.38M
|
20.5K
$6.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1+ 0.11% |
$238 - $277
|
892
$287K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
14+ 0.54% |
$3.34K - $3.87K
|
2.59K
$836K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-207- 12.69% |
$49.4K - $57.2K
|
1.42K
$459K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.29K- 36.45% |
$546K - $633K
|
3.99K
$1.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
966+ 6.28% |
$230K - $267K
|
16.3K
$5.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1+ 5.56% |
$238 - $277
|
19
$6.12K
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.38% |
$238 - $277
|
261
$84.1K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
442+ 0.8% |
$105K - $122K
|
55.8K
$18M
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
6+ 0.76% |
$1.43K - $1.66K
|
792
$255K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-285- 2.81% |
$67.9K - $78.8K
|
9.87K
$3.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
897+ 45.1% |
$214K - $248K
|
2.89K
$930K
|
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
54+ 0.54% |
$12.9K - $14.9K
|
10K
$3.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
16+ 0.93% |
$3.81K - $4.42K
|
1.74K
$561K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
711+ 29.32% |
$170K - $197K
|
3.14K
$1.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-525- 23.17% |
$125K - $145K
|
1.74K
$561K
|
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-1.25K- 13.75% |
$297K - $344K
|
7.81K
$2.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
575+ 8.93% |
$137K - $159K
|
7.01K
$2.26M
|