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 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.02K- 1.14% |
$242K - $281K
|
88.4K
$28.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-75- 1.09% |
$17.9K - $20.7K
|
6.78K
$2.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-9- 0.54% |
$2.15K - $2.49K
|
1.65K
$537K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.49KNew |
$355K - $412K
|
1.49K
$485K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-840- 4.19% |
$200K - $232K
|
19.2K
$6.24M
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
63+ 5.22% |
$15K - $17.4K
|
1.27K
$413K
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
118+ 12.8% |
$28.1K - $32.6K
|
1.04K
$338K
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2+ 0.04% |
$477 - $553
|
4.95K
$1.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-52- 6.03% |
$12.4K - $14.4K
|
810
$263K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.58K- 11.45% |
$376K - $436K
|
12.2K
$3.97M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-119- 6.36% |
$28.4K - $32.9K
|
1.75K
$570K
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1.68K+ 10.39% |
$400K - $463K
|
17.8K
$5.79M
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
500+ 5.2% |
$119K - $138K
|
10.1K
$3.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
799New |
$190K - $221K
|
799
$260K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-4.33K- 44.56% |
$1.03M - $1.2M
|
5.39K
$1.75M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
3.15K+ 15.66% |
$751K - $871K
|
23.3K
$7.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
55+ 0.27% |
$13.1K - $15.2K
|
20.5K
$6.65M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
85+ 10.37% |
$20.3K - $23.5K
|
905
$294K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-336- 0.7% |
$80.1K - $92.9K
|
47.4K
$15.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
677+ 3.0% |
$161K - $187K
|
23.2K
$7.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-19- 1.41% |
$4.53K - $5.25K
|
1.33K
$432K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-38- 2.9% |
$9.06K - $10.5K
|
1.27K
$414K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-177- 5.34% |
$42.2K - $48.9K
|
3.14K
$1.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
313+ 1.45% |
$74.6K - $86.6K
|
21.9K
$7.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
96+ 1.55% |
$22.9K - $26.5K
|
6.27K
$2.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
1.41K+ 28.16% |
$336K - $390K
|
6.42K
$2.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.81K- 78.22% |
$670K - $777K
|
782
$254K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-200- 2.47% |
$47.7K - $55.3K
|
7.9K
$2.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
38+ 0.41% |
$9.06K - $10.5K
|
9.27K
$3.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
BUY
|
- |
1.38KNew |
$330K - $382K
|
1.38K
$450K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-112- 9.71% |
$26.7K - $31K
|
1.04K
$339K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
519+ 2.36% |
$124K - $144K
|
22.5K
$7.32M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
12+ 1.26% |
$2.86K - $3.32K
|
965
$314K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
42+ 4.26% |
$10K - $11.6K
|
1.03K
$334K
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
37+ 1.5% |
$8.82K - $10.2K
|
2.51K
$815K
|
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
1.03K+ 10.19% |
$247K - $286K
|
11.2K
$3.64M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-669- 17.9% |
$160K - $185K
|
3.07K
$998K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
121+ 40.74% |
$28.8K - $33.5K
|
418
$136K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
606+ 26.34% |
$144K - $168K
|
2.91K
$946K
|
|
|
Oct 07, 2024
Q3 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
3.5K+ 16.93% |
$834K - $968K
|
24.2K
$7.86M
|
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-313- 4.82% |
$74.6K - $86.6K
|
6.18K
$2.01M
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.7K+ 0.82% |
$644K - $747K
|
332K
$108M
|
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
BUY
|
- |
343+ 3.02% |
$81.8K - $94.8K
|
11.7K
$3.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-381- 27.19% |
$90.8K - $105K
|
1.02K
$332K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-94- 36.29% |
$22.4K - $26K
|
165
$53.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.73K- 36.41% |
$650K - $754K
|
4.76K
$1.55M
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-1.7K- 8.95% |
$405K - $470K
|
17.3K
$5.63M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.5K- 13.38% |
$596K - $691K
|
16.2K
$5.26M
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-624- 6.39% |
$149K - $173K
|
9.14K
$2.97M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.37K- 32.3% |
$1.76M - $2.04M
|
15.4K
$5.02M
|