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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
CALL |
17New |
$3.34K - $4.54K
|
17
$5.53K
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
SELL
|
- |
-37- 1.74% |
$7.26K - $9.89K
|
2.09K
$680K
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
770New |
$151K - $206K
|
770
$250K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-909- 61.05% |
$178K - $243K
|
580
$189K
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-29K- 65.51% |
$5.7M - $7.76M
|
15.3K
$4.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-78- 7.03% |
$15.3K - $20.8K
|
1.03K
$335K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
39+ 2.93% |
$7.65K - $10.4K
|
1.37K
$445K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-459- 8.01% |
$90.1K - $123K
|
5.27K
$1.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
459New |
$90.1K - $123K
|
459
$149K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
10+ 13.7% |
$1.96K - $2.67K
|
83
$27K
|
|
|
Feb 08, 2024
Q4 2023
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
4.45K+ 94.68% |
$873K - $1.19M
|
9.15K
$2.98M
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-54- 9.75% |
$10.6K - $14.4K
|
500
$163K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-5- 17.24% |
$981 - $1.34K
|
24
$7.81K
|
|
|
Feb 06, 2024
Q4 2023
|
Concentrum Wealth Management
|
BUY
|
- |
771New |
$151K - $206K
|
771
$251K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
313+ 14.98% |
$61.4K - $83.6K
|
2.4K
$782K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
3.85K+ 102.67% |
$756K - $1.03M
|
7.6K
$2.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
775New |
$152K - $207K
|
775
$252K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
97New |
$19K - $25.9K
|
97
$31.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
883New |
$173K - $236K
|
883
$287K
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
864New |
$170K - $231K
|
864
$281K
|
|
|
Feb 05, 2024
Q4 2023
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
PUT |
28.8KNew |
$5.65M - $7.7M
|
28.8K
$9.37M
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
62New |
$12.2K - $16.6K
|
62
$20.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-366- 3.16% |
$71.8K - $97.8K
|
11.2K
$3.65M
|
|
|
Feb 02, 2024
Q4 2023
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
317+ 13.67% |
$62.2K - $84.7K
|
2.64K
$857K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
653+ 4.97% |
$128K - $175K
|
13.8K
$4.48M
|
|
|
Feb 01, 2024
Q4 2023
|
Shikiar Asset Management Inc
|
SELL
|
- |
-2.18K- 70.78% |
$428K - $583K
|
900
$293K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-17- 5.67% |
$3.34K - $4.54K
|
283
$92K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-1.4K- 26.27% |
$274K - $373K
|
3.92K
$1.27M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
117New |
$23K - $31.3K
|
117
$38.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
42New |
$8.24K - $11.2K
|
42
$13.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-2.45K- 7.89% |
$481K - $655K
|
28.6K
$9.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-46- 28.22% |
$9.03K - $12.3K
|
117
$38.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
292+ 973.33% |
$57.3K - $78K
|
322
$105K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
6New |
$1.18K - $1.6K
|
6
$1.95K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-8.02K- 26.66% |
$1.57M - $2.14M
|
22.1K
$7.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Westwood Management Corp
|
SELL
|
- |
-23K- 72.68% |
$4.51M - $6.15M
|
8.64K
$2.81M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
24+ 0.23% |
$4.71K - $6.41K
|
10.5K
$3.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-12.6K- 4.8% |
$2.47M - $3.36M
|
249K
$81.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
1.51KNew |
$297K - $404K
|
1.51K
$492K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
15New |
$2.94K - $4.01K
|
15
$4.88K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-115- 2.34% |
$22.6K - $30.7K
|
4.79K
$1.56M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsn Capital Partners LTD
|
BUY
|
- |
191KNew |
$37.5M - $51M
|
191K
$62.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-59- 0.46% |
$11.6K - $15.8K
|
12.7K
$4.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-910- 22.84% |
$179K - $243K
|
3.08K
$1M
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
798New |
$157K - $213K
|
798
$260K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
79+ 61.72% |
$15.5K - $21.1K
|
207
$67.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
898New |
$176K - $240K
|
898
$292K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
99+ 8.94% |
$19.4K - $26.5K
|
1.21K
$393K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
140New |
$27.5K - $37.4K
|
140
$45.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.94K- 20.92% |
$381K - $519K
|
7.35K
$2.39M
|