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 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
733+ 32.15% |
$160K - $223K
|
3.01K
$980K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.36K- 71.42% |
$514K - $719K
|
944
$307K
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-242- 60.5% |
$52.8K - $73.7K
|
158
$51.4K
|
|
|
Jul 18, 2024
Q2 2024
|
La Financiere De L'Echiquier
|
BUY
|
- |
1.1K+ 1.29% |
$240K - $335K
|
86.7K
$28.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
684+ 90.84% |
$149K - $208K
|
1.44K
$467K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.06KNew |
$231K - $323K
|
1.06K
$345K
|
|
|
Jul 18, 2024
Q2 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-148- 13.9% |
$32.3K - $45.1K
|
917
$298K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
288+ 15.58% |
$62.8K - $87.8K
|
2.14K
$695K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-31- 59.62% |
$6.76K - $9.45K
|
21
$6.83K
|
|
|
Jul 17, 2024
Q2 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
10K+ 55.56% |
$2.18M - $3.05M
|
28K
$9.11M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
50New |
$10.9K - $15.2K
|
50
$16.3K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
194+ 625.81% |
$42.3K - $59.1K
|
225
$73.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
100+ 2.12% |
$21.8K - $30.5K
|
4.81K
$1.57M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
800New |
$174K - $244K
|
800
$260K
|
|
|
Jul 16, 2024
Q2 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-17- 3.67% |
$3.71K - $5.18K
|
446
$145K
|
|
|
Jul 16, 2024
Q2 2024
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-3.63K- 41.38% |
$791K - $1.11M
|
5.14K
$1.67M
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-3.02K- 77.57% |
$657K - $919K
|
872
$284K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
88+ 6.98% |
$19.2K - $26.8K
|
1.35K
$439K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
980+ 2.24% |
$214K - $299K
|
44.8K
$14.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
PUT |
4.3KNew |
$937K - $1.31M
|
4.3K
$1.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
20+ 15.38% |
$4.36K - $6.09K
|
150
$48.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-110- 3.77% |
$24K - $33.5K
|
2.81K
$914K
|
|
|
Jul 16, 2024
Q2 2024
|
Deltec Asset Management LLC
|
BUY
|
- |
1.75K+ 36.84% |
$382K - $533K
|
6.5K
$2.11M
|
|
|
Jul 16, 2024
Q2 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
53+ 2.23% |
$11.6K - $16.2K
|
2.43K
$789K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
400New |
$87.2K - $122K
|
400
$130K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
37+ 5.04% |
$8.07K - $11.3K
|
771
$251K
|
|
|
Jul 15, 2024
Q2 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-21.4K- 63.73% |
$4.68M - $6.53M
|
12.2K
$3.97M
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-8.63KClosed |
$1.88M - $2.63M
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
30.1KNew |
$6.55M - $9.16M
|
30.1K
$9.77M
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
798New |
$174K - $243K
|
798
$260K
|
|
|
Jul 15, 2024
Q2 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
45+ 4.01% |
$9.81K - $13.7K
|
1.17K
$380K
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
228+ 33.04% |
$49.7K - $69.5K
|
918
$299K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
1.05KNew |
$228K - $319K
|
1.05K
$341K
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.04K+ 544.74% |
$226K - $315K
|
1.23K
$398K
|
|
|
Jul 12, 2024
Q2 2024
|
Guo Line Advisory Pte LTD
Singapore, U0 |
BUY
|
- |
76.4K+ 184.07% |
$16.7M - $23.3M
|
118K
$38.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-457- 71.74% |
$99.6K - $139K
|
180
$58.5K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-9- 2.5% |
$1.96K - $2.74K
|
351
$114K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-978- 12.46% |
$213K - $298K
|
6.87K
$2.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
8.28K+ 301.97% |
$1.81M - $2.52M
|
11K
$3.59M
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-809- 97.59% |
$176K - $247K
|
20
$6.51K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
CALL |
3.2KNew |
$698K - $975K
|
3.2K
$1.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
992New |
$216K - $302K
|
992
$323K
|
|
|
Jul 12, 2024
Q2 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
812+ 94.86% |
$177K - $247K
|
1.67K
$543K
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
150+ 4.03% |
$32.7K - $45.7K
|
3.87K
$1.26M
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
96+ 2400.0% |
$20.9K - $29.3K
|
100
$32.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
13+ 19.12% |
$2.83K - $3.96K
|
81
$26.3K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
350+ 9.36% |
$76.3K - $107K
|
4.09K
$1.33M
|
|
|
Jul 11, 2024
Q2 2024
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
28.4KNew |
$6.19M - $8.66M
|
28.4K
$9.24M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.65KNew |
$359K - $502K
|
1.65K
$535K
|
|
|
Jul 11, 2024
Q2 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-20- 0.79% |
$4.36K - $6.09K
|
2.51K
$818K
|