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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
50New |
$12.6K - $15.8K
|
50
$16.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
722New |
$181K - $229K
|
722
$235K
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
BUY
|
- |
740New |
$186K - $234K
|
740
$241K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
108New |
$27.1K - $34.2K
|
108
$35.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
861New |
$216K - $273K
|
861
$280K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
74+ 6.62% |
$18.6K - $23.4K
|
1.19K
$388K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-3- 2.16% |
$753 - $951
|
136
$44.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
731New |
$184K - $232K
|
731
$238K
|
|
|
Apr 18, 2024
Q1 2024
|
Oak Thistle LLC
|
SELL
|
- |
-6.64K- 78.34% |
$1.67M - $2.1M
|
1.84K
$597K
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
152+ 8.43% |
$38.2K - $48.2K
|
1.96K
$636K
|
|
|
Apr 18, 2024
Q1 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
10+ 1.26% |
$2.51K - $3.17K
|
804
$262K
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
BUY
|
- |
770+ 106.21% |
$193K - $244K
|
1.5K
$486K
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
290+ 12.25% |
$72.8K - $91.9K
|
2.66K
$864K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-100- 12.94% |
$25.1K - $31.7K
|
673
$219K
|
|
|
Apr 18, 2024
Q1 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-287K- 32.01% |
$72.1M - $90.9M
|
609K
$198M
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-380- 32.76% |
$95.4K - $120K
|
780
$254K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.41% |
$1.51K - $1.9K
|
1.48K
$482K
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
38+ 4.01% |
$9.54K - $12K
|
985
$320K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.87KNew |
$470K - $593K
|
1.87K
$608K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-50- 2.75% |
$12.6K - $15.8K
|
1.77K
$575K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-23- 2.61% |
$5.78K - $7.29K
|
858
$279K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-18- 27.69% |
$4.52K - $5.7K
|
47
$15.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
681New |
$171K - $216K
|
681
$222K
|
|
|
Apr 16, 2024
Q1 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-115- 7.92% |
$28.9K - $36.4K
|
1.34K
$435K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
36New |
$9.04K - $11.4K
|
36
$11.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
BUY
|
- |
50+ 8.33% |
$12.6K - $15.8K
|
650
$211K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-99.5K- 37.96% |
$25M - $31.5M
|
163K
$52.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-306- 30.36% |
$76.8K - $97K
|
702
$228K
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-18- 0.08% |
$4.52K - $5.7K
|
23.5K
$7.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
51+ 2.03% |
$12.8K - $16.2K
|
2.57K
$834K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
670New |
$168K - $212K
|
670
$218K
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
691New |
$174K - $219K
|
691
$225K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-32- 2.62% |
$8.04K - $10.1K
|
1.19K
$387K
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
SELL
|
- |
-1.39K- 15.79% |
$349K - $440K
|
7.41K
$2.41M
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
684New |
$172K - $217K
|
684
$222K
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-91- 11.21% |
$22.9K - $28.8K
|
721
$235K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
765New |
$192K - $242K
|
765
$249K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
892New |
$224K - $283K
|
892
$290K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
9New |
$2.26K - $2.85K
|
9
$2.93K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
5.2K+ 544.35% |
$1.31M - $1.65M
|
6.16K
$2M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-178- 2.24% |
$44.7K - $56.4K
|
7.79K
$2.53M
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-29- 17.68% |
$7.28K - $9.19K
|
135
$43.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
376+ 6.61% |
$94.4K - $119K
|
6.06K
$1.97M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-73- 3.37% |
$18.3K - $23.1K
|
2.1K
$682K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-5- 0.99% |
$1.26K - $1.58K
|
500
$163K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-26Closed |
$6.53K - $8.24K
|
0
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-2.74K- 14.8% |
$689K - $870K
|
15.8K
$5.14M
|
|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-11- 0.6% |
$2.76K - $3.49K
|
1.82K
$590K
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
831New |
$209K - $263K
|
831
$270K
|
|
| Q4 2023 | |||||||
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
3.6KNew |
$707K - $962K
|
3.6K
$1.17M
|
|