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 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
14+ 10.77% |
$3.05K - $4.27K
|
144
$46.8K
|
|
Jul 11, 2024
Q2 2024
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-25- 0.45% |
$5.45K - $7.62K
|
5.55K
$1.8M
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-119- 23.85% |
$25.9K - $36.3K
|
380
$124K
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
73+ 4.12% |
$15.9K - $22.2K
|
1.85K
$600K
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-323- 26.43% |
$70.4K - $98.4K
|
899
$292K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
156New |
$34K - $47.5K
|
156
$50.7K
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-6- 0.36% |
$1.31K - $1.83K
|
1.65K
$536K
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
502+ 46.92% |
$109K - $153K
|
1.57K
$511K
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
20+ 2.0% |
$4.36K - $6.09K
|
1.02K
$332K
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-27- 65.85% |
$5.89K - $8.23K
|
14
$4.55K
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.35K+ 125.49% |
$295K - $413K
|
2.43K
$791K
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-589- 14.6% |
$128K - $179K
|
3.45K
$1.12M
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
179+ 77.49% |
$39K - $54.5K
|
410
$133K
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
933New |
$203K - $284K
|
933
$303K
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
394+ 29.36% |
$85.9K - $120K
|
1.74K
$565K
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
829New |
$181K - $253K
|
829
$270K
|
|
Q1 2024 | |||||||
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-3.06KClosed |
$768K - $970K
|
0
$0
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-40- 43.96% |
$10K - $12.7K
|
51
$16.6K
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
783New |
$197K - $248K
|
783
$255K
|
|
Aug 20, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-128- 14.37% |
$32.1K - $40.6K
|
763
$248K
|
|
Aug 19, 2024
Q1 2024
|
Old Well Partners, LLC
Charlotte, NC |
SELL
|
- |
-1.6K- 30.77% |
$402K - $507K
|
3.6K
$1.17M
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.96K+ 36.98% |
$742K - $936K
|
10.9K
$3.56M
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
5.47K+ 79.31% |
$1.37M - $1.73M
|
12.4K
$4.02M
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
200New |
$50.2K - $63.4K
|
200
$65.1K
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-267- 26.51% |
$67K - $84.6K
|
740
$241K
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
100+ 10.7% |
$25.1K - $31.7K
|
1.04K
$337K
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-456- 23.28% |
$115K - $144K
|
1.5K
$489K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-5.01K- 5.84% |
$1.26M - $1.59M
|
80.7K
$26.3M
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
46+ 25.0% |
$11.6K - $14.6K
|
230
$74.8K
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-822- 16.98% |
$206K - $260K
|
4.02K
$1.31M
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.85KNew |
$716K - $904K
|
2.85K
$928K
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.32K- 54.78% |
$331K - $418K
|
1.09K
$354K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-167- 4.94% |
$41.9K - $52.9K
|
3.22K
$1.05M
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
311KNew |
$78.2M - $98.7M
|
311K
$101M
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.29KNew |
$323K - $408K
|
1.29K
$418K
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
13+ 0.07% |
$3.26K - $4.12K
|
17.9K
$5.82M
|
|
May 15, 2024
Q1 2024
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-5.72K- 52.53% |
$1.44M - $1.81M
|
5.17K
$1.68M
|
|
May 15, 2024
Q1 2024
|
Aperture Investors, LLC
New York, NY |
SELL
|
- |
-3.17K- 17.83% |
$797K - $1.01M
|
14.6K
$4.75M
|
|
May 15, 2024
Q1 2024
|
Harvest Management LLC
New York, NY |
SELL
|
- |
-171- 7.43% |
$42.9K - $54.2K
|
2.13K
$692K
|
|
May 15, 2024
Q1 2024
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
90.4K+ 32.96% |
$22.7M - $28.7M
|
365K
$119M
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
15.9K+ 485.15% |
$3.98M - $5.02M
|
19.1K
$6.22M
|
|
May 15, 2024
Q1 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-396- 13.92% |
$99.4K - $125K
|
2.45K
$797K
|
|
May 15, 2024
Q1 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
561+ 290.67% |
$141K - $178K
|
754
$245K
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-753- 83.11% |
$189K - $239K
|
153
$49.8K
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
4.1KNew |
$1.03M - $1.3M
|
4.1K
$1.33M
|
|
May 15, 2024
Q1 2024
|
Governors Lane LP
New York, NY |
SELL
|
- |
-31.5K- 27.44% |
$7.91M - $9.98M
|
83.3K
$27.1M
|
|
May 15, 2024
Q1 2024
|
Alta Park Capital, LP
San Francisco, CA |
BUY
|
- |
4.22K+ 4.7% |
$1.06M - $1.34M
|
94K
$30.6M
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
2.5K+ 125.0% |
$628K - $792K
|
4.5K
$1.46M
|
|
May 15, 2024
Q1 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-235- 6.72% |
$59K - $74.5K
|
3.26K
$1.06M
|
|
May 15, 2024
Q1 2024
|
Trybe Capital Management LP
Greenwich, CT |
BUY
|
- |
40.1K+ 58.27% |
$10.1M - $12.7M
|
109K
$35.5M
|