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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-409- 3.43% |
$82.8K - $95.9K
|
11.5K
$3.74M
|
|
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
BUY
|
- |
12.3KNew |
$2.5M - $2.89M
|
12.3K
$4.01M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
2.86K+ 35.46% |
$580K - $671K
|
10.9K
$3.56M
|
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
78New |
$15.8K - $18.3K
|
78
$25.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-413- 10.84% |
$83.6K - $96.8K
|
3.4K
$1.1M
|
|
| Q2 2023 | |||||||
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
50+ 100.0% |
$9.44K - $11.2K
|
100
$32.5K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-789- 81.51% |
$149K - $176K
|
179
$58.2K
|
|
|
Mar 07, 2024
Q2 2023
|
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv
|
BUY
|
- |
25.5K+ 21.27% |
$4.82M - $5.7M
|
146K
$47.3M
|
|
|
Jan 23, 2024
Q2 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-837- 2.31% |
$158K - $187K
|
35.4K
$11.5M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-22K- 33.13% |
$4.15M - $4.9M
|
44.3K
$14.4M
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
58New |
$11K - $13K
|
58
$18.9K
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-30- 50.85% |
$5.67K - $6.7K
|
29
$9.43K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
CALL |
400New |
$75.6K - $89.4K
|
400
$130K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
236New |
$44.6K - $52.7K
|
236
$76.8K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-15.1K- 28.25% |
$2.85M - $3.36M
|
38.2K
$12.4M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
223New |
$42.1K - $49.8K
|
223
$72.5K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
422New |
$79.7K - $94.3K
|
422
$137K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-10- 0.57% |
$1.89K - $2.23K
|
1.73K
$563K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-151- 27.66% |
$28.5K - $33.7K
|
395
$128K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
2.75KNew |
$519K - $614K
|
2.75K
$894K
|
|
|
Aug 14, 2023
Q2 2023
|
Deccan Value Investors L.P.
Greenwich, CT |
SELL
|
- |
-49.2K- 5.0% |
$9.29M - $11M
|
935K
$304M
|
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
600New |
$113K - $134K
|
600
$195K
|
|
|
Aug 14, 2023
Q2 2023
|
Selkirk Management LLC
Chatham, NJ |
BUY
|
- |
10K+ 58.82% |
$1.89M - $2.23M
|
27K
$8.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
9.65KNew |
$1.82M - $2.16M
|
9.65K
$3.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.14KNew |
$215K - $255K
|
1.14K
$371K
|
|
|
Aug 14, 2023
Q2 2023
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
SELL
|
PUT |
-1.7K- 4.79% |
$321K - $380K
|
33.8K
$11M
|
|
|
Aug 14, 2023
Q2 2023
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
- |
2.5KNew |
$472K - $558K
|
2.5K
$813K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
829+ 112.18% |
$157K - $185K
|
1.57K
$510K
|
|
|
Aug 14, 2023
Q2 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
21.7KNew |
$4.11M - $4.85M
|
21.7K
$7.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-246- 10.83% |
$46.5K - $55K
|
2.03K
$659K
|
|
|
Aug 14, 2023
Q2 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-1.22K- 17.28% |
$230K - $273K
|
5.84K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-7.6K- 63.19% |
$1.43M - $1.7M
|
4.43K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
32.1KNew |
$6.07M - $7.18M
|
32.1K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-60.3K- 97.54% |
$11.4M - $13.5M
|
1.52K
$495K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-239- 33.76% |
$45.1K - $53.4K
|
469
$153K
|
|
|
Aug 14, 2023
Q2 2023
|
Js Capital Management LLC
New York, NY |
BUY
|
- |
15K+ 75.0% |
$2.83M - $3.35M
|
35K
$11.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Corvex Management LP
New York, NY |
SELL
|
- |
-20.4K- 87.06% |
$3.85M - $4.56M
|
3.03K
$986K
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-931- 40.29% |
$176K - $208K
|
1.38K
$449K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
12.9KNew |
$2.44M - $2.88M
|
12.9K
$4.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
SELL
|
- |
-257- 20.96% |
$48.5K - $57.4K
|
969
$315K
|
|
|
Aug 14, 2023
Q2 2023
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
CALL |
1.5KNew |
$283K - $335K
|
1.5K
$488K
|
|
|
Aug 14, 2023
Q2 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
2.14KNew |
$405K - $479K
|
2.14K
$697K
|
|
|
Aug 11, 2023
Q2 2023
|
Harbor Spring Capital, LLC
New York, NY |
SELL
|
- |
-26.6K- 59.04% |
$5.02M - $5.93M
|
18.4K
$6M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-461- 3.57% |
$87.1K - $103K
|
12.5K
$4.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Shannon River Fund Management LLC
|
SELL
|
- |
-41.5K- 49.6% |
$7.83M - $9.26M
|
42.1K
$13.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Bloom Tree Partners, LLC
New York, NY |
SELL
|
- |
-46.5K- 47.57% |
$8.78M - $10.4M
|
51.2K
$16.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
16K+ 97.9% |
$3.03M - $3.58M
|
32.4K
$10.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
21K+ 126.54% |
$3.96M - $4.69M
|
37.6K
$12.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
1.67KNew |
$315K - $373K
|
1.67K
$543K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
12+ 0.14% |
$2.27K - $2.68K
|
8.79K
$2.86M
|
|