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, 2024
Q1 2024
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-2.3K- 15.35% |
$578K - $729K
|
12.7K
$3.26M
|
|
May 15, 2024
Q1 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-65.6K- 6.07% |
$16.5M - $20.8M
|
1.02M
$261M
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
14K+ 91.56% |
$3.5M - $4.42M
|
29.2K
$7.51M
|
|
May 15, 2024
Q1 2024
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
SELL
|
- |
-387- 3.35% |
$97.2K - $123K
|
11.2K
$2.87M
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
84+ 1.22% |
$21.1K - $26.6K
|
6.96K
$1.79M
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-95- 4.7% |
$23.9K - $30.1K
|
1.93K
$495K
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-2.58K- 9.91% |
$649K - $819K
|
23.5K
$6.04M
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
2.5K+ 125.0% |
$628K - $792K
|
4.5K
$1.16M
|
|
May 15, 2024
Q1 2024
|
Public Investment Fund
Riyadh, T0 |
BUY
|
CALL |
507KNew |
$127M - $161M
|
507K
$130M
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
492K+ 17.42% |
$124M - $156M
|
3.32M
$852M
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
338+ 1.26% |
$84.9K - $107K
|
27.2K
$6.99M
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-553- 2.5% |
$139K - $175K
|
21.6K
$5.55M
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
67+ 34.72% |
$16.8K - $21.2K
|
260
$66.8K
|
|
May 15, 2024
Q1 2024
|
Edentree Asset Management LTD
London, X0 |
SELL
|
- |
-13.5K- 24.67% |
$3.39M - $4.28M
|
41.2K
$10.6M
|
|
May 15, 2024
Q1 2024
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
109K+ 32.64% |
$27.3M - $34.5M
|
442K
$114M
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-38- 2.8% |
$9.54K - $12K
|
1.32K
$339K
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3.36K+ 36.06% |
$843K - $1.06M
|
12.7K
$3.26M
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
61New |
$15.3K - $19.3K
|
61
$15.7K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-192K- 0.95% |
$48.2M - $60.8M
|
20M
$5.14B
|
|
May 15, 2024
Q1 2024
|
Ctc LLC
|
BUY
|
- |
44.2KNew |
$11.1M - $14M
|
44.2K
$11.4M
|
|
May 15, 2024
Q1 2024
|
Ctc LLC
|
BUY
|
PUT |
4.45KNew |
$1.12M - $1.41M
|
4.45K
$1.14M
|
|
May 15, 2024
Q1 2024
|
Uss Investment Management LTD
|
BUY
|
- |
3.4K+ 2.32% |
$855K - $1.08M
|
150K
$38.5M
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.44K+ 14.88% |
$362K - $457K
|
11.1K
$2.86M
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
14+ 0.42% |
$3.52K - $4.44K
|
3.35K
$861K
|
|
May 15, 2024
Q1 2024
|
Peterson Wealth Management
|
BUY
|
- |
1.71K+ 36.2% |
$430K - $543K
|
6.45K
$1.66M
|
|
May 15, 2024
Q1 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
13+ 0.67% |
$3.26K - $4.12K
|
1.95K
$502K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.3K+ 16.33% |
$4.36M - $5.5M
|
124K
$31.8M
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.53K+ 93.51% |
$1.89M - $2.39M
|
15.6K
$4.01M
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
132+ 11.12% |
$33.1K - $41.8K
|
1.32K
$339K
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.01K+ 0.57% |
$254K - $320K
|
179K
$46.1M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.6K+ 12.69% |
$653K - $824K
|
23.1K
$5.94M
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
750+ 10.86% |
$188K - $238K
|
7.66K
$1.97M
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-137- 6.1% |
$34.4K - $43.4K
|
2.11K
$542K
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-204- 16.43% |
$51.2K - $64.6K
|
1.04K
$267K
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-178- 13.66% |
$44.7K - $56.4K
|
1.13K
$289K
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
301+ 22.84% |
$75.6K - $95.4K
|
1.62K
$416K
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
57.6K+ 61.41% |
$14.5M - $18.3M
|
152K
$39M
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-20.6K- 3.95% |
$5.17M - $6.53M
|
502K
$129M
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-340K- 43.85% |
$85.3M - $108M
|
435K
$112M
|
|
May 15, 2024
Q1 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-50- 3.62% |
$12.6K - $15.8K
|
1.33K
$342K
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6.69K+ 37.5% |
$1.68M - $2.12M
|
24.5K
$6.31M
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
77.7K+ 2.1% |
$19.5M - $24.6M
|
3.78M
$973M
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-2.5K- 30.79% |
$628K - $792K
|
5.62K
$1.44M
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-79- 2.41% |
$19.8K - $25K
|
3.2K
$823K
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-598- 6.15% |
$150K - $189K
|
9.13K
$2.35M
|
|
May 15, 2024
Q1 2024
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-2.74K- 69.82% |
$687K - $867K
|
1.18K
$304K
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
389+ 10.01% |
$97.7K - $123K
|
4.28K
$1.1M
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-2.56K- 1.72% |
$643K - $812K
|
146K
$37.7M
|
|
May 15, 2024
Q1 2024
|
Fernbridge Capital Management LP
Los Angeles, CA |
SELL
|
- |
-221K- 35.73% |
$55.4M - $69.9M
|
397K
$102M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.2KClosed |
$3.32M - $4.19M
|
0
$0
|