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 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
132+ 8.91% |
$31.5K - $36.5K
|
1.61K
$525K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-478- 0.26% |
$114K - $132K
|
182K
$59.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
160+ 1.25% |
$38.1K - $44.2K
|
13K
$4.22M
|
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
90.6KNew |
$21.6M - $25.1M
|
90.6K
$29.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.7K+ 2.19% |
$404K - $469K
|
79.3K
$25.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
992New |
$237K - $274K
|
992
$323K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-40- 3.19% |
$9.54K - $11.1K
|
1.21K
$394K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
108+ 20.34% |
$25.7K - $29.9K
|
639
$208K
|
|
|
Oct 10, 2024
Q3 2024
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-60- 0.72% |
$14.3K - $16.6K
|
8.24K
$2.68M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.52K+ 52.26% |
$601K - $697K
|
7.35K
$2.39M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
148+ 3.66% |
$35.3K - $40.9K
|
4.2K
$1.36M
|
|
|
Oct 10, 2024
Q3 2024
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-2.45K- 1.72% |
$585K - $679K
|
140K
$45.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
45+ 0.17% |
$10.7K - $12.4K
|
26.6K
$8.65M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
65+ 7.84% |
$15.5K - $18K
|
894
$291K
|
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
SELL
|
- |
-3.01K- 8.58% |
$718K - $832K
|
32.1K
$10.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
SELL
|
- |
-17- 0.07% |
$4.05K - $4.7K
|
24.1K
$7.83M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
527+ 23.2% |
$126K - $146K
|
2.8K
$910K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-78- 1.45% |
$18.6K - $21.6K
|
5.3K
$1.72M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-374- 14.14% |
$89.2K - $103K
|
2.27K
$739K
|
|
|
Oct 10, 2024
Q3 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
310+ 15.29% |
$73.9K - $85.7K
|
2.34K
$760K
|
|
|
Oct 10, 2024
Q3 2024
|
Renaissance Investment Group LLC
|
BUY
|
- |
840+ 4.11% |
$200K - $232K
|
21.3K
$6.92M
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-95- 0.84% |
$22.6K - $26.3K
|
11.3K
$3.66M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
764New |
$182K - $211K
|
764
$248K
|
|
|
Oct 10, 2024
Q3 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
107+ 2.21% |
$25.5K - $29.6K
|
4.96K
$1.61M
|
|
|
Oct 10, 2024
Q3 2024
|
Shaker Investments LLC
|
SELL
|
- |
-4.03K- 49.88% |
$962K - $1.12M
|
4.05K
$1.32M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-6.39K- 58.38% |
$1.52M - $1.77M
|
4.55K
$1.48M
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
780+ 11.28% |
$186K - $216K
|
7.69K
$2.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
1.33K+ 23.21% |
$316K - $367K
|
7.04K
$2.29M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-33- 0.5% |
$7.87K - $9.13K
|
6.63K
$2.16M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
38+ 3.39% |
$9.06K - $10.5K
|
1.16K
$377K
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-748- 11.55% |
$178K - $207K
|
5.73K
$1.86M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
120+ 9.69% |
$28.6K - $33.2K
|
1.36K
$442K
|
|
|
Oct 10, 2024
Q3 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-64- 0.77% |
$15.3K - $17.7K
|
8.21K
$2.67M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
6.26K+ 9.02% |
$1.49M - $1.73M
|
75.7K
$24.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-1.3K- 1.65% |
$310K - $359K
|
77.7K
$25.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.28K- 5.39% |
$305K - $353K
|
22.5K
$7.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
262+ 10.43% |
$62.5K - $72.5K
|
2.78K
$903K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-3.64K- 34.4% |
$867K - $1.01M
|
6.94K
$2.26M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-2- 0.01% |
$477 - $553
|
25.3K
$8.23M
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
3.74K+ 19.75% |
$891K - $1.03M
|
22.7K
$7.37M
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
SELL
|
- |
-144- 8.14% |
$34.3K - $39.8K
|
1.63K
$529K
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
290+ 2.06% |
$69.1K - $80.2K
|
14.3K
$4.67M
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
44+ 0.79% |
$10.5K - $12.2K
|
5.59K
$1.82M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
88+ 1.95% |
$21K - $24.3K
|
4.61K
$1.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
15+ 8.33% |
$3.58K - $4.15K
|
195
$63.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
SELL
|
- |
-220- 1.02% |
$52.5K - $60.8K
|
21.4K
$6.97M
|
|
|
Oct 09, 2024
Q3 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-8.44K- 9.1% |
$2.01M - $2.34M
|
84.4K
$27.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.91K- 6.98% |
$455K - $528K
|
25.4K
$8.27M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
42+ 0.33% |
$10K - $11.6K
|
12.8K
$4.15M
|