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 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.9K+ 26.11% |
$633K - $884K
|
14K
$4.56M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
95+ 4.3% |
$20.7K - $29K
|
2.3K
$749K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
25+ 1.43% |
$5.45K - $7.62K
|
1.77K
$577K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
153KNew |
$33.3M - $46.5M
|
153K
$49.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
27+ 0.78% |
$5.89K - $8.23K
|
3.48K
$1.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
4.34K+ 8.4% |
$945K - $1.32M
|
56K
$18.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
376+ 2.3% |
$82K - $115K
|
16.7K
$5.44M
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
4.39KNew |
$956K - $1.34M
|
4.39K
$1.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-478- 29.54% |
$104K - $146K
|
1.14K
$371K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
55+ 0.85% |
$12K - $16.8K
|
6.54K
$2.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-139- 5.2% |
$30.3K - $42.4K
|
2.53K
$824K
|
|
|
Aug 02, 2024
Q2 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-8- 0.36% |
$1.74K - $2.44K
|
2.23K
$727K
|
|
|
Aug 02, 2024
Q2 2024
|
Pettee Investors, Inc.
|
BUY
|
- |
1.03KNew |
$225K - $315K
|
1.03K
$336K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
100+ 50.0% |
$21.8K - $30.5K
|
300
$97.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-3.47K- 61.24% |
$757K - $1.06M
|
2.2K
$715K
|
|
|
Aug 02, 2024
Q2 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-101- 11.26% |
$22K - $30.8K
|
796
$259K
|
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-315- 2.87% |
$68.7K - $96K
|
10.7K
$3.46M
|
|
|
Aug 01, 2024
Q2 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
2.1K+ 100.0% |
$458K - $640K
|
4.2K
$1.37M
|
|
|
Aug 01, 2024
Q2 2024
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-506- 6.27% |
$110K - $154K
|
7.57K
$2.46M
|
|
|
Aug 01, 2024
Q2 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-1.71K- 28.15% |
$372K - $520K
|
4.36K
$1.42M
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
35+ 29.17% |
$7.63K - $10.7K
|
155
$50.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-47- 2.8% |
$10.2K - $14.3K
|
1.63K
$531K
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
225+ 30.0% |
$49.1K - $68.6K
|
975
$317K
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
163+ 24.08% |
$35.5K - $49.7K
|
840
$273K
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
BUY
|
- |
275+ 32.28% |
$60K - $83.8K
|
1.13K
$367K
|
|
|
Aug 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-1.3K- 19.98% |
$283K - $396K
|
5.21K
$1.69M
|
|
|
Jul 31, 2024
Q2 2024
|
Alecta Tjanstepension Omsesidigt
|
SELL
|
- |
-187K- 65.11% |
$40.7M - $56.9M
|
100K
$32.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
11+ 78.57% |
$2.4K - $3.35K
|
25
$8.13K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
11+ 1.14% |
$2.4K - $3.35K
|
976
$317K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
5+ 2.89% |
$1.09K - $1.52K
|
178
$57.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
100+ 4.51% |
$21.8K - $30.5K
|
2.32K
$754K
|
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-487- 45.77% |
$106K - $148K
|
577
$188K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-105- 70.0% |
$22.9K - $32K
|
45
$14.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
3.23KNew |
$704K - $983K
|
3.23K
$1.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.26K- 66.23% |
$929K - $1.3M
|
2.17K
$707K
|
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-40- 4.27% |
$8.72K - $12.2K
|
897
$292K
|
|
|
Jul 30, 2024
Q2 2024
|
Harbor Advisors LLC
|
BUY
|
- |
1.5KNew |
$327K - $457K
|
1.5K
$488K
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
85+ 10.25% |
$18.5K - $25.9K
|
914
$297K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.98K+ 31.95% |
$432K - $604K
|
8.19K
$2.66M
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
52+ 21.14% |
$11.3K - $15.8K
|
298
$96.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
176New |
$38.4K - $53.6K
|
176
$57.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.21KNew |
$482K - $674K
|
2.21K
$719K
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1- 0.03% |
$218 - $305
|
3.46K
$1.13M
|
|
|
Jul 30, 2024
Q2 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-1.36K- 45.55% |
$297K - $415K
|
1.63K
$530K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-12- 13.04% |
$2.62K - $3.66K
|
80
$26K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-204- 3.19% |
$44.5K - $62.2K
|
6.18K
$2.01M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
365+ 3.75% |
$79.6K - $111K
|
10.1K
$3.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-2- 0.02% |
$436 - $609
|
8.27K
$2.69M
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-124- 5.21% |
$27K - $37.8K
|
2.26K
$734K
|
|
|
Jul 30, 2024
Q2 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-80- 4.98% |
$17.4K - $24.4K
|
1.53K
$497K
|