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 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-47- 1.53% |
$11.2K - $13K
|
3.02K
$982K
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-34- 0.56% |
$8.11K - $9.4K
|
6.08K
$1.98M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-80- 0.28% |
$19.1K - $22.1K
|
29K
$9.44M
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
4+ 0.43% |
$954 - $1.11K
|
939
$305K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1.25K+ 57.05% |
$297K - $345K
|
3.43K
$1.12M
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
271+ 4.4% |
$64.6K - $74.9K
|
6.43K
$2.09M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-442- 5.37% |
$105K - $122K
|
7.79K
$2.53M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-281- 2.4% |
$67K - $77.7K
|
11.4K
$3.71M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
342+ 17.5% |
$81.5K - $94.6K
|
2.3K
$747K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
18+ 2.16% |
$4.29K - $4.98K
|
852
$277K
|
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-82- 1.78% |
$19.6K - $22.7K
|
4.53K
$1.47M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.29K+ 46.79% |
$785K - $910K
|
10.3K
$3.36M
|
|
|
Oct 03, 2024
Q3 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-14.2K- 0.98% |
$3.39M - $3.93M
|
1.43M
$465M
|
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
12.3K+ 6.65% |
$2.94M - $3.41M
|
197K
$64.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
798+ 12.93% |
$190K - $221K
|
6.97K
$2.27M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
10+ 0.27% |
$2.38K - $2.77K
|
3.68K
$1.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
352+ 3.52% |
$83.9K - $97.3K
|
10.4K
$3.37M
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.29KNew |
$547K - $634K
|
2.29K
$746K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-70.8K- 30.43% |
$16.9M - $19.6M
|
162K
$52.6M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
82+ 1.52% |
$19.6K - $22.7K
|
5.47K
$1.78M
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
28+ 2.53% |
$6.68K - $7.74K
|
1.13K
$369K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.74K- 12.56% |
$891K - $1.03M
|
26K
$8.46M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-5.21K- 32.15% |
$1.24M - $1.44M
|
11K
$3.57M
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
100+ 11.06% |
$23.8K - $27.7K
|
1K
$327K
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.82K+ 27.44% |
$434K - $504K
|
8.46K
$2.75M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-149- 1.99% |
$35.5K - $41.2K
|
7.34K
$2.39M
|
|
|
Oct 02, 2024
Q3 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-150- 12.71% |
$35.8K - $41.5K
|
1.03K
$335K
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
288+ 4.98% |
$68.7K - $79.6K
|
6.08K
$1.98M
|
|
|
Oct 02, 2024
Q3 2024
|
Weybosset Research & Management LLC
|
BUY
|
- |
70+ 6.97% |
$16.7K - $19.4K
|
1.08K
$350K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-253- 1.71% |
$60.3K - $70K
|
14.6K
$4.74M
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
18+ 2.54% |
$4.29K - $4.98K
|
728
$237K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
232+ 28.57% |
$55.3K - $64.2K
|
1.04K
$340K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-22- 1.33% |
$5.25K - $6.08K
|
1.64K
$532K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-2.97K- 26.02% |
$707K - $820K
|
8.43K
$2.74M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-240- 2.43% |
$57.2K - $66.4K
|
9.63K
$3.13M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
319+ 1.15% |
$76.1K - $88.2K
|
28.1K
$9.15M
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
210+ 0.41% |
$50.1K - $58.1K
|
51.2K
$16.6M
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-245- 4.84% |
$58.4K - $67.7K
|
4.82K
$1.57M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-97- 3.7% |
$23.1K - $26.8K
|
2.52K
$821K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
BUY
|
- |
119K+ 7453.13% |
$28.4M - $33M
|
121K
$39.3M
|
|
| Q2 2024 | |||||||
|
Nov 08, 2024
Q2 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
93.6K+ 107.64% |
$20.4M - $28.5M
|
181K
$58.7M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
18+ 0.93% |
$3.92K - $5.49K
|
1.95K
$635K
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-54.4K- 92.99% |
$11.9M - $16.6M
|
4.1K
$1.33M
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
8New |
$1.74K - $2.44K
|
8
$2.6K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
195+ 5.55% |
$42.5K - $59.4K
|
3.71K
$1.21M
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.42KNew |
$528K - $738K
|
2.42K
$788K
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
12KNew |
$2.61M - $3.65M
|
12K
$3.89M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
883New |
$193K - $269K
|
883
$287K
|
|
|
Aug 22, 2024
Q2 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
121+ 2.62% |
$26.4K - $36.9K
|
4.74K
$1.54M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
CALL |
1KNew |
$218K - $305K
|
1K
$325K
|
|