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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
672New |
$169K - $213K
|
672
$219K
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3.49KNew |
$876K - $1.1M
|
3.49K
$1.13M
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12.9KNew |
$3.25M - $4.1M
|
12.9K
$4.21M
|
|
May 14, 2024
Q1 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
682New |
$171K - $216K
|
682
$222K
|
|
May 14, 2024
Q1 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
1.75KNew |
$439K - $555K
|
1.75K
$569K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.73K+ 7.08% |
$2.19M - $2.77M
|
132K
$42.9M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28K+ 27.13% |
$7.03M - $8.87M
|
131K
$42.6M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
CALL |
3KNew |
$753K - $951K
|
3K
$976K
|
|
May 14, 2024
Q1 2024
|
Maplelane Capital, LLC
New York, NY |
BUY
|
- |
163KNew |
$40.9M - $51.7M
|
163K
$53M
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
32+ 168.42% |
$8.04K - $10.1K
|
51
$16.6K
|
|
May 14, 2024
Q1 2024
|
Surgo Cap Partners LP
New York, NY |
BUY
|
- |
267KNew |
$67.1M - $84.7M
|
267K
$87M
|
|
May 13, 2024
Q1 2024
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
20.5KNew |
$5.15M - $6.5M
|
20.5K
$6.67M
|
|
May 13, 2024
Q1 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
1.58KNew |
$398K - $502K
|
1.58K
$515K
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
9.37K+ 2.38% |
$2.35M - $2.97M
|
403K
$131M
|
|
May 13, 2024
Q1 2024
|
Premier Fund Managers LTD
|
SELL
|
- |
-20.6K- 45.58% |
$5.18M - $6.54M
|
24.6K
$8.01M
|
|
May 13, 2024
Q1 2024
|
Bochk Asset Management LTD
Hong Kong, K3 |
SELL
|
- |
-500- 25.0% |
$126K - $158K
|
1.5K
$488K
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
6+ 1.64% |
$1.51K - $1.9K
|
371
$121K
|
|
May 13, 2024
Q1 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
18.9KNew |
$4.76M - $6M
|
18.9K
$6.16M
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
400New |
$100K - $127K
|
400
$130K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
158K+ 850.46% |
$39.6M - $49.9M
|
176K
$57.3M
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.26KNew |
$567K - $715K
|
2.26K
$734K
|
|
May 13, 2024
Q1 2024
|
Versor Investments LP
|
BUY
|
- |
92+ 1.65% |
$23.1K - $29.2K
|
5.68K
$1.85M
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
11New |
$2.76K - $3.49K
|
11
$3.58K
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
798New |
$200K - $253K
|
798
$260K
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-56- 47.06% |
$14.1K - $17.7K
|
63
$20.5K
|
|
May 13, 2024
Q1 2024
|
Gam Holding Ag
|
BUY
|
- |
18.4KNew |
$4.62M - $5.83M
|
18.4K
$5.98M
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-303- 26.51% |
$76.1K - $96K
|
840
$273K
|
|
May 13, 2024
Q1 2024
|
Mirova
Paris, I0 |
BUY
|
- |
1.62K+ 12.0% |
$406K - $512K
|
15.1K
$4.91M
|
|
May 13, 2024
Q1 2024
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
3.86KNew |
$970K - $1.22M
|
3.86K
$1.26M
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
829+ 0.28% |
$208K - $263K
|
293K
$95.2M
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.08KNew |
$270K - $341K
|
1.08K
$350K
|
|
May 13, 2024
Q1 2024
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
3.02MNew |
$759M - $958M
|
3.02M
$983M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
621+ 18.05% |
$156K - $197K
|
4.06K
$1.32M
|
|
May 10, 2024
Q1 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
676New |
$170K - $214K
|
676
$220K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.34KNew |
$336K - $424K
|
1.34K
$435K
|
|
May 10, 2024
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
18.1K+ 186.38% |
$4.54M - $5.73M
|
27.8K
$9.04M
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.37KNew |
$1.35M - $1.7M
|
5.37K
$1.75M
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
46+ 0.64% |
$11.6K - $14.6K
|
7.19K
$2.34M
|
|
May 10, 2024
Q1 2024
|
Pier 88 Investment Partners LLC
San Francisco, CA |
BUY
|
- |
660+ 79.52% |
$166K - $209K
|
1.49K
$485K
|
|
May 10, 2024
Q1 2024
|
Ascension Asset Management LLC
|
BUY
|
- |
25+ 0.53% |
$6.28K - $7.92K
|
4.72K
$1.53M
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
317K+ 89.66% |
$79.5M - $100M
|
670K
$218M
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.99KNew |
$498K - $629K
|
1.99K
$646K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-134K- 6.55% |
$33.8M - $42.6M
|
1.92M
$624M
|
|
May 10, 2024
Q1 2024
|
Gifford Fong Associates
Lafayette, CA |
SELL
|
- |
-10.6K- 37.0% |
$2.66M - $3.35M
|
18K
$5.86M
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
735New |
$185K - $233K
|
735
$239K
|
|
May 10, 2024
Q1 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-5K- 9.46% |
$1.26M - $1.59M
|
47.9K
$15.6M
|
|
May 10, 2024
Q1 2024
|
Barrier Capital Management, LLC
San Francisco, CA |
BUY
|
- |
5.34K+ 20.6% |
$1.34M - $1.69M
|
31.3K
$10.2M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
CALL |
-35.1K- 50.07% |
$8.81M - $11.1M
|
35K
$11.4M
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-33- 3.75% |
$8.29K - $10.5K
|
847
$275K
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-30- 6.02% |
$7.53K - $9.51K
|
468
$152K
|