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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-340- 25.39% |
$74.1K - $104K
|
999
$325K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1.04KNew |
$227K - $317K
|
1.04K
$338K
|
|
|
Aug 13, 2024
Q2 2024
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
11.9K+ 26.84% |
$2.59M - $3.62M
|
56.1K
$18.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Coatue Management LLC
New York, NY |
SELL
|
- |
-2.79M- 59.41% |
$609M - $851M
|
1.91M
$621M
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-6.07K- 19.97% |
$1.32M - $1.85M
|
24.3K
$7.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
900New |
$196K - $274K
|
900
$293K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
710+ 1.92% |
$155K - $216K
|
37.6K
$12.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Exor Capital LLP
London, X0 |
BUY
|
- |
13KNew |
$2.83M - $3.96M
|
13K
$4.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.05KNew |
$229K - $320K
|
1.05K
$342K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.23K+ 18.46% |
$268K - $375K
|
7.89K
$2.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
CALL |
100New |
$21.8K - $30.5K
|
100
$32.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
3.55K+ 26.31% |
$773K - $1.08M
|
17K
$5.54M
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
100+ 7.55% |
$21.8K - $30.5K
|
1.42K
$463K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
192+ 2.94% |
$41.9K - $58.5K
|
6.72K
$2.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
836New |
$182K - $255K
|
836
$272K
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
37+ 0.59% |
$8.07K - $11.3K
|
6.32K
$2.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
920+ 8.06% |
$201K - $280K
|
12.3K
$4.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
7.31K+ 101.68% |
$1.59M - $2.23M
|
14.5K
$4.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-20.3K- 86.72% |
$4.43M - $6.19M
|
3.11K
$1.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
2.9K+ 77.33% |
$632K - $884K
|
6.65K
$2.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
31New |
$6.76K - $9.45K
|
31
$10.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-293- 19.66% |
$63.9K - $89.3K
|
1.2K
$389K
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-3- 1.02% |
$654 - $914
|
292
$95K
|
|
|
Aug 12, 2024
Q2 2024
|
Clear Street LLC
|
BUY
|
- |
100KNew |
$21.8M - $30.5M
|
100K
$32.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Clear Street LLC
|
BUY
|
PUT |
100KNew |
$21.8M - $30.5M
|
100K
$32.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-3- 23.08% |
$654 - $914
|
10
$3.25K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
5+ 0.53% |
$1.09K - $1.52K
|
953
$310K
|
|
|
Aug 12, 2024
Q2 2024
|
Venator Management LLC
Pittsburgh, PA |
BUY
|
- |
2.5KNew |
$545K - $762K
|
2.5K
$813K
|
|
|
Aug 12, 2024
Q2 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-5.97K- 99.42% |
$1.3M - $1.82M
|
35
$11.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-21- 10.34% |
$4.58K - $6.4K
|
182
$59.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-22- 24.72% |
$4.8K - $6.7K
|
67
$21.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Mirabaud Asset Management LTD
London, X0 |
SELL
|
- |
-17.6KClosed |
$3.84M - $5.36M
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Lattice Capital Management, LLC
|
BUY
|
- |
938New |
$204K - $286K
|
938
$305K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.45K- 9.56% |
$971K - $1.36M
|
42.1K
$13.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-1.19K- 5.14% |
$259K - $361K
|
21.9K
$7.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-24- 1.38% |
$5.23K - $7.31K
|
1.72K
$558K
|
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
262+ 17.53% |
$57.1K - $79.8K
|
1.76K
$571K
|
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
44+ 2.87% |
$9.59K - $13.4K
|
1.58K
$512K
|
|
|
Aug 12, 2024
Q2 2024
|
Keystone Investors Pte LTD
Singapore, U0 |
BUY
|
- |
7.36K+ 79.29% |
$1.6M - $2.24M
|
16.6K
$5.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Winton Group LTD
London, X0 |
SELL
|
- |
-2.1K- 18.66% |
$458K - $641K
|
9.16K
$2.98M
|
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
211+ 8.24% |
$46K - $64.3K
|
2.77K
$902K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
328New |
$71.5K - $100K
|
328
$107K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
816New |
$178K - $249K
|
816
$265K
|
|
|
Aug 09, 2024
Q2 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
9+ 0.86% |
$1.96K - $2.74K
|
1.05K
$342K
|
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
53+ 0.52% |
$11.6K - $16.2K
|
10.2K
$3.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-56- 3.17% |
$12.2K - $17.1K
|
1.71K
$556K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-4- 1.66% |
$872 - $1.22K
|
237
$77.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-51- 3.14% |
$11.1K - $15.5K
|
1.57K
$512K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
148+ 197.33% |
$32.3K - $45.1K
|
223
$72.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
47New |
$10.2K - $14.3K
|
47
$15.3K
|