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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.25KNew |
$272K - $380K
|
1.25K
$405K
|
|
|
Jul 29, 2024
Q2 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
21+ 0.19% |
$4.58K - $6.4K
|
11.4K
$3.69M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
340+ 1700.0% |
$74.1K - $104K
|
360
$117K
|
|
|
Jul 29, 2024
Q2 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-8.81K- 9.89% |
$1.92M - $2.68M
|
80.3K
$26.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-105- 9.5% |
$22.9K - $32K
|
1K
$325K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-5- 0.42% |
$1.09K - $1.52K
|
1.18K
$383K
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-501- 62.55% |
$109K - $153K
|
300
$97.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-100- 51.55% |
$21.8K - $30.5K
|
94
$30.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
BUY
|
- |
53+ 5.09% |
$11.6K - $16.2K
|
1.09K
$356K
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.16K- 31.42% |
$252K - $353K
|
2.53K
$822K
|
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
786New |
$171K - $240K
|
786
$256K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-16- 4.13% |
$3.49K - $4.88K
|
371
$121K
|
|
|
Jul 25, 2024
Q2 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
4.84K+ 210.89% |
$1.06M - $1.47M
|
7.14K
$2.32M
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
803New |
$175K - $245K
|
803
$261K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-180- 14.0% |
$39.2K - $54.9K
|
1.11K
$360K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
110New |
$24K - $33.5K
|
110
$35.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.04K- 61.82% |
$445K - $622K
|
1.26K
$410K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-175- 61.4% |
$38.2K - $53.3K
|
110
$35.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-100- 0.47% |
$21.8K - $30.5K
|
21.4K
$6.95M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-53- 81.54% |
$11.6K - $16.2K
|
12
$3.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-848- 2.83% |
$185K - $258K
|
29.1K
$9.46M
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-5- 6.25% |
$1.09K - $1.52K
|
75
$24.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
25+ 2.26% |
$5.45K - $7.62K
|
1.13K
$368K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
672+ 50.91% |
$147K - $205K
|
1.99K
$648K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3.39KNew |
$738K - $1.03M
|
3.39K
$1.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
341New |
$74.3K - $104K
|
341
$111K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
532+ 26.72% |
$116K - $162K
|
2.52K
$821K
|
|
|
Jul 24, 2024
Q2 2024
|
Nicholas Company, Inc.
|
BUY
|
- |
17.2K+ 6.45% |
$3.76M - $5.26M
|
284K
$92.5M
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
419+ 35.51% |
$91.3K - $128K
|
1.6K
$520K
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
597+ 0.28% |
$130K - $182K
|
214K
$69.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
163+ 20.55% |
$35.5K - $49.7K
|
956
$311K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-120- 71.43% |
$26.2K - $36.6K
|
48
$15.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
245+ 6.3% |
$53.4K - $74.7K
|
4.14K
$1.35M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
167+ 9.04% |
$36.4K - $50.9K
|
2.01K
$655K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
50New |
$10.9K - $15.2K
|
50
$16.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-1.28K- 59.2% |
$279K - $390K
|
883
$287K
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-44- 2.85% |
$9.59K - $13.4K
|
1.5K
$488K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
100+ 8.45% |
$21.8K - $30.5K
|
1.28K
$418K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
10+ 0.72% |
$2.18K - $3.05K
|
1.4K
$455K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
22+ 220.0% |
$4.8K - $6.7K
|
32
$10.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-63- 2.49% |
$13.7K - $19.2K
|
2.47K
$803K
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-62- 6.75% |
$13.5K - $18.9K
|
856
$278K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
374New |
$81.5K - $114K
|
374
$122K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-5- 0.39% |
$1.09K - $1.52K
|
1.28K
$416K
|
|
|
Jul 19, 2024
Q2 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
135+ 11.03% |
$29.4K - $41.1K
|
1.36K
$442K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-30- 2.13% |
$6.54K - $9.14K
|
1.38K
$449K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-30.6K- 12.16% |
$6.68M - $9.33M
|
221K
$71.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-24- 1.16% |
$5.23K - $7.31K
|
2.04K
$663K
|
|
|
Jul 19, 2024
Q2 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
26KNew |
$5.67M - $7.93M
|
26K
$8.46M
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-38- 3.23% |
$8.28K - $11.6K
|
1.14K
$371K
|