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 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-1.43K- 10.39% |
$358K - $452K
|
12.3K
$4M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
697New |
$175K - $221K
|
697
$227K
|
|
|
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-326- 22.85% |
$81.9K - $103K
|
1.1K
$358K
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
753New |
$189K - $239K
|
753
$245K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.25K+ 8.71% |
$564K - $712K
|
28.1K
$9.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
700New |
$176K - $222K
|
700
$228K
|
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
BUY
|
- |
778+ 19.07% |
$195K - $247K
|
4.86K
$1.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-16- 13.22% |
$4.02K - $5.07K
|
105
$34.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
CALL |
1KNew |
$251K - $317K
|
1K
$325K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.63KNew |
$661K - $835K
|
2.63K
$857K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.27K- 25.36% |
$571K - $720K
|
6.69K
$2.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
1.99KNew |
$500K - $632K
|
1.99K
$648K
|
|
|
Apr 29, 2024
Q1 2024
|
Sycomore Asset Management
|
SELL
|
- |
-16.6K- 27.63% |
$4.17M - $5.26M
|
43.4K
$14.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
BUY
|
- |
671New |
$169K - $213K
|
671
$218K
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
2.39KNew |
$600K - $757K
|
2.39K
$777K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
446+ 12.86% |
$112K - $141K
|
3.92K
$1.27M
|
|
|
Apr 26, 2024
Q1 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-211- 11.99% |
$53K - $66.9K
|
1.55K
$504K
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-1.45K- 67.6% |
$364K - $459K
|
695
$226K
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
24+ 2.34% |
$6.03K - $7.61K
|
1.05K
$341K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-5- 0.59% |
$1.26K - $1.58K
|
841
$274K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.6KNew |
$403K - $508K
|
1.6K
$521K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
253New |
$63.5K - $80.2K
|
253
$82.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
819New |
$206K - $260K
|
819
$266K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4- 0.43% |
$1K - $1.27K
|
917
$298K
|
|
|
Apr 25, 2024
Q1 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
683New |
$172K - $216K
|
683
$222K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
155New |
$38.9K - $49.1K
|
155
$50.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
2.05KNew |
$516K - $651K
|
2.05K
$668K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-307- 2.52% |
$77.1K - $97.3K
|
11.9K
$3.86M
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-11- 11.34% |
$2.76K - $3.49K
|
86
$28K
|
|
|
Apr 25, 2024
Q1 2024
|
Regis Management CO LLC
|
BUY
|
- |
716New |
$180K - $227K
|
716
$233K
|
|
|
Apr 24, 2024
Q1 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
CALL |
2.5KNew |
$628K - $792K
|
2.5K
$813K
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
89+ 9.23% |
$22.3K - $28.2K
|
1.05K
$342K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-100- 5.21% |
$25.1K - $31.7K
|
1.82K
$592K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
24New |
$6.03K - $7.61K
|
24
$7.81K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-24- 9.27% |
$6.03K - $7.61K
|
235
$76.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.23KNew |
$310K - $391K
|
1.23K
$401K
|
|
|
Apr 23, 2024
Q1 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1+ 0.09% |
$251 - $317
|
1.08K
$350K
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-35- 6.48% |
$8.79K - $11.1K
|
505
$164K
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
24.5K+ 1947.46% |
$6.15M - $7.76M
|
25.8K
$8.38M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
11K+ 1454.55% |
$2.77M - $3.5M
|
11.8K
$3.84M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
100New |
$25.1K - $31.7K
|
100
$32.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
32.6KNew |
$8.19M - $10.3M
|
32.6K
$10.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
544New |
$137K - $172K
|
544
$177K
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
694New |
$174K - $220K
|
694
$226K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-147- 2.25% |
$36.9K - $46.6K
|
6.4K
$2.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
668New |
$168K - $212K
|
668
$217K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-32- 0.85% |
$8.04K - $10.1K
|
3.75K
$1.22M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
49+ 6.4% |
$12.3K - $15.5K
|
815
$265K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-1.22K- 30.89% |
$307K - $387K
|
2.73K
$889K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-41.3K- 91.78% |
$10.4M - $13.1M
|
3.7K
$1.2M
|