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 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
749New |
$179K - $207K
|
749
$241K
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-2.83K- 13.32% |
$674K - $781K
|
18.4K
$5.93M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
727New |
$173K - $201K
|
727
$234K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
505+ 3.87% |
$120K - $140K
|
13.6K
$4.37M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.85K+ 25.37% |
$917K - $1.06M
|
19K
$6.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-100- 9.83% |
$23.8K - $27.7K
|
917
$296K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-32- 1.99% |
$7.63K - $8.85K
|
1.58K
$509K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-128- 9.79% |
$30.5K - $35.4K
|
1.18K
$380K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
346+ 17.27% |
$82.5K - $95.7K
|
2.35K
$757K
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-238- 16.4% |
$56.7K - $65.8K
|
1.21K
$391K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-264- 5.24% |
$62.9K - $73K
|
4.78K
$1.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
49+ 2.11% |
$11.7K - $13.5K
|
2.38K
$766K
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
363+ 12.4% |
$86.5K - $100K
|
3.29K
$1.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
23.7K+ 9.88% |
$5.65M - $6.56M
|
264K
$85M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.18KNew |
$281K - $326K
|
1.18K
$380K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.87K+ 48.26% |
$446K - $517K
|
5.75K
$1.85M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.75K+ 1.79% |
$417K - $483K
|
99.2K
$32M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.62K+ 2.0% |
$624K - $723K
|
134K
$43.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-173- 5.09% |
$41.2K - $47.8K
|
3.23K
$1.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
70+ 8.09% |
$16.7K - $19.4K
|
935
$301K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
342+ 5.45% |
$81.5K - $94.6K
|
6.62K
$2.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
9.75KNew |
$2.32M - $2.7M
|
9.75K
$3.14M
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-39.7K- 16.73% |
$9.46M - $11M
|
197K
$63.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.08K+ 4.64% |
$257K - $298K
|
24.3K
$7.82M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-234- 4.12% |
$55.8K - $64.7K
|
5.44K
$1.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
642+ 10.64% |
$153K - $178K
|
6.68K
$2.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.46K+ 28.77% |
$349K - $404K
|
6.54K
$2.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
1.11K+ 1.28% |
$264K - $306K
|
87.3K
$28.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Dupont Capital Management Corp
|
SELL
|
- |
-9.95K- 17.51% |
$2.37M - $2.75M
|
46.9K
$15.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.93K- 2.64% |
$461K - $535K
|
71.4K
$23M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
8.86K+ 24.83% |
$2.11M - $2.45M
|
44.5K
$14.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
596+ 6.67% |
$142K - $165K
|
9.54K
$3.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
SELL
|
- |
-30- 3.52% |
$7.15K - $8.3K
|
823
$265K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-1.7K- 47.7% |
$406K - $470K
|
1.87K
$601K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
207+ 18.89% |
$49.4K - $57.2K
|
1.3K
$420K
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-5- 0.27% |
$1.19K - $1.38K
|
1.86K
$598K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-9.66K- 87.67% |
$2.3M - $2.67M
|
1.36K
$438K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
312+ 0.5% |
$74.4K - $86.3K
|
62.6K
$20.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
163+ 5.6% |
$38.9K - $45.1K
|
3.08K
$991K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.24K- 1.99% |
$295K - $342K
|
61K
$19.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-26- 18.71% |
$6.2K - $7.19K
|
113
$36.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-62- 2.0% |
$14.8K - $17.1K
|
3.04K
$978K
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-162- 0.15% |
$38.6K - $44.8K
|
107K
$34.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
805+ 0.81% |
$192K - $223K
|
99.8K
$32.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.91KNew |
$455K - $528K
|
1.91K
$615K
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-749- 2.26% |
$179K - $207K
|
32.4K
$10.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$238 - $277
|
1.87K
$604K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-5- 0.07% |
$1.19K - $1.38K
|
6.99K
$2.25M
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-709- 19.72% |
$169K - $196K
|
2.89K
$930K
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
600+ 0.94% |
$143K - $166K
|
64.2K
$20.7M
|