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 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-154- 10.59% |
$33.6K - $46.9K
|
1.3K
$423K
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-50- 1.55% |
$10.9K - $15.2K
|
3.17K
$1.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-1.3K- 2.64% |
$283K - $396K
|
48K
$15.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-7.97K- 85.08% |
$1.74M - $2.43M
|
1.4K
$455K
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-59- 7.01% |
$12.9K - $18K
|
783
$255K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
7+ 116.67% |
$1.53K - $2.13K
|
13
$4.23K
|
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-132- 4.44% |
$28.8K - $40.2K
|
2.84K
$923K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-7- 70.0% |
$1.53K - $2.13K
|
3
$976
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-4.91K- 10.6% |
$1.07M - $1.5M
|
41.4K
$13.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
80New |
$17.4K - $24.4K
|
80
$26K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-9- 0.11% |
$1.96K - $2.74K
|
7.93K
$2.58M
|
|
|
Aug 08, 2024
Q2 2024
|
Union Investments & Development Ltd.
|
SELL
|
- |
-350- 50.0% |
$76.3K - $107K
|
350
$114K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-278- 0.68% |
$60.6K - $84.7K
|
40.8K
$13.3M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
1.5K+ 36.73% |
$326K - $456K
|
5.57K
$1.81M
|
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-14- 0.56% |
$3.05K - $4.27K
|
2.47K
$802K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.29K- 91.35% |
$281K - $393K
|
122
$39.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-673- 15.24% |
$147K - $205K
|
3.74K
$1.22M
|
|
|
Aug 08, 2024
Q2 2024
|
Allen Investment Management LLC
|
BUY
|
- |
29K+ 31.25% |
$6.32M - $8.84M
|
122K
$39.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Exane Asset Management
|
BUY
|
- |
2.79KNew |
$608K - $850K
|
2.79K
$907K
|
|
|
Aug 07, 2024
Q2 2024
|
Monaco Asset Management Sam
|
BUY
|
PUT |
35KNew |
$7.63M - $10.7M
|
35K
$11.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-39.2K- 19.57% |
$8.54M - $11.9M
|
161K
$52.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-10.4K- 91.9% |
$2.27M - $3.18M
|
919
$299K
|
|
|
Aug 07, 2024
Q2 2024
|
Campbell Wealth Management
|
BUY
|
- |
200+ 29.81% |
$43.6K - $60.9K
|
871
$283K
|
|
|
Aug 07, 2024
Q2 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-196K- 35.38% |
$42.7M - $59.7M
|
358K
$116M
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-309- 1.09% |
$67.4K - $94.2K
|
28.1K
$9.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Robert Vinall
Rv Capital Ag | Schindellegi, V8
|
BUY
|
- |
7KNew |
$1.53M - $2.13M
|
7K
$2.28M
|
|
|
Aug 07, 2024
Q2 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
315+ 0.49% |
$68.7K - $96K
|
64K
$20.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1.25KNew |
$273K - $381K
|
1.25K
$407K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
344+ 4.3% |
$75K - $105K
|
8.35K
$2.72M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.68K- 17.94% |
$802K - $1.12M
|
16.8K
$5.48M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-83- 33.07% |
$18.1K - $25.3K
|
168
$54.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
5.03KNew |
$1.1M - $1.53M
|
5.03K
$1.64M
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
280New |
$61K - $85.3K
|
280
$91.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-4.87K- 98.98% |
$1.06M - $1.48M
|
50
$16.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.71K- 73.13% |
$373K - $521K
|
628
$204K
|
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
325+ 34.65% |
$70.9K - $99K
|
1.26K
$411K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
149KNew |
$32.5M - $45.5M
|
149K
$48.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
722New |
$157K - $220K
|
722
$235K
|
|
|
Aug 06, 2024
Q2 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-1.57K- 88.67% |
$341K - $477K
|
200
$65.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
58+ 5.75% |
$12.6K - $17.7K
|
1.07K
$347K
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-1.19K- 49.46% |
$260K - $364K
|
1.22K
$397K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-4- 0.39% |
$872 - $1.22K
|
1.01K
$329K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-4.03K- 86.27% |
$879K - $1.23M
|
642
$209K
|
|
|
Aug 05, 2024
Q2 2024
|
Xy Capital LTD
Central, K3 |
SELL
|
PUT |
-1.1K- 21.15% |
$240K - $335K
|
4.1K
$1.33M
|
|
|
Aug 05, 2024
Q2 2024
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
5New |
$1.09K - $1.52K
|
5
$1.63K
|
|
|
Aug 05, 2024
Q2 2024
|
Ams Capital Ltda
|
BUY
|
- |
2.28K+ 11.36% |
$497K - $695K
|
22.4K
$7.28M
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
2.7K+ 18.41% |
$589K - $823K
|
17.4K
$5.65M
|
|
|
Aug 05, 2024
Q2 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-200- 17.86% |
$43.6K - $60.9K
|
920
$299K
|
|
|
Aug 05, 2024
Q2 2024
|
Maytus Capital Management, LLC
New York, NY |
BUY
|
- |
8.98K+ 49.89% |
$1.96M - $2.74M
|
27K
$8.78M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
63New |
$13.7K - $19.2K
|
63
$20.5K
|