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 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.97K+ 46.24% |
$1.18M - $1.37M
|
15.7K
$5.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.32K- 5.3% |
$315K - $365K
|
23.6K
$7.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.07KNew |
$494K - $573K
|
2.07K
$668K
|
|
|
Oct 22, 2024
Q3 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
26+ 8.28% |
$6.2K - $7.19K
|
340
$110K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-49- 1.24% |
$11.7K - $13.5K
|
3.89K
$1.25M
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
198+ 17.46% |
$47.2K - $54.8K
|
1.33K
$429K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.3K+ 74.37% |
$1.26M - $1.47M
|
12.4K
$4M
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-130- 6.06% |
$31K - $35.9K
|
2.01K
$649K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
811+ 4.4% |
$193K - $224K
|
19.2K
$6.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
53+ 1.42% |
$12.6K - $14.7K
|
3.78K
$1.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
764New |
$182K - $211K
|
764
$246K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.96K- 11.59% |
$705K - $818K
|
22.6K
$7.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
17+ 7.23% |
$4.05K - $4.7K
|
252
$81.2K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
999K+ 23664.17% |
$238M - $276M
|
1M
$323M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
312+ 3.39% |
$74.4K - $86.3K
|
9.53K
$3.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-8- 1.01% |
$1.91K - $2.21K
|
784
$253K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
337+ 2.61% |
$80.3K - $93.2K
|
13.3K
$4.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-445- 23.63% |
$106K - $123K
|
1.44K
$463K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.13% |
$238 - $277
|
776
$250K
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
27+ 1.26% |
$6.44K - $7.47K
|
2.16K
$697K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-227- 0.11% |
$54.1K - $62.8K
|
200K
$64.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
707+ 1.54% |
$169K - $196K
|
46.7K
$15.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
15+ 1.35% |
$3.58K - $4.15K
|
1.13K
$364K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
18New |
$4.29K - $4.98K
|
18
$5.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-750- 5.07% |
$179K - $207K
|
14K
$4.53M
|
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-4.32K- 14.81% |
$1.03M - $1.19M
|
24.8K
$8M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
890+ 11.69% |
$212K - $246K
|
8.51K
$2.74M
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-164- 13.72% |
$39.1K - $45.4K
|
1.03K
$332K
|
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
6+ 0.32% |
$1.43K - $1.66K
|
1.86K
$598K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
14+ 233.33% |
$3.34K - $3.87K
|
20
$6.45K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
30+ 3.59% |
$7.15K - $8.3K
|
865
$279K
|
|
|
Oct 21, 2024
Q3 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-21- 0.13% |
$5.01K - $5.81K
|
16.6K
$5.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.59K- 97.99% |
$616K - $715K
|
53
$17.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Suncoast Equity Management
|
SELL
|
- |
-8.54K- 6.09% |
$2.04M - $2.36M
|
132K
$42.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-6.05K- 7.93% |
$1.44M - $1.67M
|
70.2K
$22.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-32.9K- 8.05% |
$7.85M - $9.1M
|
376K
$121M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
PUT |
255New |
$60.8K - $70.5K
|
255
$82.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-654- 7.76% |
$156K - $181K
|
7.77K
$2.5M
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-107- 11.4% |
$25.5K - $29.6K
|
832
$268K
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
574+ 3.68% |
$137K - $159K
|
16.2K
$5.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
744+ 5.26% |
$177K - $206K
|
14.9K
$4.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-60- 2.23% |
$14.3K - $16.6K
|
2.63K
$847K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
919+ 13.41% |
$219K - $254K
|
7.77K
$2.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
783+ 10.18% |
$187K - $217K
|
8.47K
$2.73M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-459- 14.34% |
$109K - $127K
|
2.74K
$884K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-286- 3.56% |
$68.2K - $79.1K
|
7.76K
$2.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
13.2K+ 24.28% |
$3.14M - $3.64M
|
67.5K
$21.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-2.2K- 46.88% |
$525K - $609K
|
2.5K
$804K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
758+ 0.71% |
$181K - $210K
|
108K
$34.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
410+ 0.87% |
$97.8K - $113K
|
47.7K
$15.4M
|