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 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
9.77K+ 15.45% |
$2.33M - $2.7M
|
73K
$23.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-161- 1.62% |
$38.4K - $44.5K
|
9.75K
$3.17M
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
202+ 1.19% |
$48.2K - $55.9K
|
17.2K
$5.59M
|
|
|
Oct 09, 2024
Q3 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
1.98K+ 3.04% |
$472K - $548K
|
67.2K
$21.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-31- 0.39% |
$7.39K - $8.57K
|
7.82K
$2.54M
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
5KNew |
$1.19M - $1.38M
|
5K
$1.63M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
12.3K+ 1031.54% |
$2.93M - $3.4M
|
13.5K
$4.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-563- 21.8% |
$134K - $156K
|
2.02K
$657K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
383+ 10.9% |
$91.3K - $106K
|
3.9K
$1.27M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
150+ 6.5% |
$35.8K - $41.5K
|
2.46K
$799K
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
BUY
|
- |
870+ 45.67% |
$207K - $241K
|
2.78K
$903K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
76+ 8.28% |
$18.1K - $21K
|
994
$323K
|
|
|
Oct 09, 2024
Q3 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-388- 4.26% |
$92.5K - $107K
|
8.73K
$2.84M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
20+ 1.1% |
$4.77K - $5.53K
|
1.85K
$600K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
753New |
$180K - $208K
|
753
$245K
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
419+ 17.78% |
$99.9K - $116K
|
2.78K
$903K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
511+ 36.9% |
$122K - $141K
|
1.9K
$617K
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-37- 3.56% |
$8.82K - $10.2K
|
1K
$326K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-25.5K- 89.26% |
$6.08M - $7.06M
|
3.07K
$998K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2+ 28.57% |
$477 - $553
|
9
$2.93K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-2- 0.04% |
$477 - $553
|
4.62K
$1.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
6.68KNew |
$1.59M - $1.85M
|
6.68K
$2.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.59K+ 27.51% |
$617K - $716K
|
12K
$3.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-873- 10.49% |
$208K - $241K
|
7.45K
$2.42M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
77+ 4.01% |
$18.4K - $21.3K
|
2K
$649K
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
44+ 0.39% |
$10.5K - $12.2K
|
11.3K
$3.69M
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-9- 0.33% |
$2.15K - $2.49K
|
2.7K
$879K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
91+ 6.79% |
$21.7K - $25.2K
|
1.43K
$466K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.1K+ 6.92% |
$262K - $304K
|
17K
$5.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
114+ 3.78% |
$27.2K - $31.5K
|
3.13K
$1.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
58+ 0.05% |
$13.8K - $16K
|
126K
$41M
|
|
|
Oct 08, 2024
Q3 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
2.25K+ 3.66% |
$537K - $623K
|
63.9K
$20.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.64K+ 8.95% |
$1.11M - $1.28M
|
56.5K
$18.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
191+ 0.88% |
$45.5K - $52.8K
|
21.8K
$7.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-4.09K- 5.07% |
$976K - $1.13M
|
76.6K
$24.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.74K+ 6.55% |
$1.13M - $1.31M
|
77.1K
$25.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-114- 12.24% |
$27.2K - $31.5K
|
817
$266K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
396+ 0.23% |
$94.4K - $110K
|
175K
$56.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2+ 0.2% |
$477 - $553
|
979
$318K
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-10- 0.88% |
$2.38K - $2.77K
|
1.12K
$366K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.15KNew |
$274K - $317K
|
1.15K
$373K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
400+ 634.92% |
$95.4K - $111K
|
463
$151K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-18- 0.99% |
$4.29K - $4.98K
|
1.8K
$586K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
63+ 7.47% |
$15K - $17.4K
|
906
$295K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
102+ 6.66% |
$24.3K - $28.2K
|
1.63K
$531K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-22- 1.76% |
$5.25K - $6.08K
|
1.23K
$400K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.15K+ 6.37% |
$512K - $594K
|
35.9K
$11.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
6.78KNew |
$1.62M - $1.87M
|
6.78K
$2.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
811New |
$193K - $224K
|
811
$264K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-126- 8.62% |
$30K - $34.8K
|
1.34K
$434K
|