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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.27M- 24.92% |
$241M - $285M
|
3.84M
$1.25B
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
PUT |
1KNew |
$189K - $223K
|
1K
$325K
|
|
|
Aug 10, 2023
Q2 2023
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
1KNew |
$189K - $223K
|
1K
$325K
|
|
|
Aug 10, 2023
Q2 2023
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-132- 8.39% |
$24.9K - $29.5K
|
1.44K
$469K
|
|
|
Aug 10, 2023
Q2 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
1.77KNew |
$334K - $395K
|
1.77K
$575K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-116- 0.61% |
$21.9K - $25.9K
|
18.8K
$6.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
45+ 1.0% |
$8.5K - $10.1K
|
4.54K
$1.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
50+ 4.84% |
$9.44K - $11.2K
|
1.08K
$353K
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
BUY
|
- |
173+ 3.14% |
$32.7K - $38.6K
|
5.68K
$1.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
8.18KNew |
$1.54M - $1.83M
|
8.18K
$2.66M
|
|
|
Aug 08, 2023
Q2 2023
|
Locust Wood Capital Advisers, LLC
|
BUY
|
PUT |
95.8KNew |
$18.1M - $21.4M
|
95.8K
$31.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Bradley Mark J.
|
SELL
|
- |
-4.39K- 33.08% |
$829K - $981K
|
8.88K
$2.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
84New |
$15.9K - $18.8K
|
84
$27.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10+ 16.95% |
$1.89K - $2.23K
|
69
$22.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-156- 23.78% |
$29.5K - $34.8K
|
500
$163K
|
|
|
Aug 02, 2023
Q2 2023
|
Sitrin Capital Management LLC
|
SELL
|
- |
-236- 15.71% |
$44.6K - $52.7K
|
1.27K
$412K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
80+ 0.44% |
$15.1K - $17.9K
|
18.3K
$5.97M
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.54K- 98.59% |
$291K - $344K
|
22
$7.16K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-654- 8.52% |
$124K - $146K
|
7.03K
$2.28M
|
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-3.4K- 80.95% |
$642K - $759K
|
800
$260K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
8.41K+ 9.59% |
$1.59M - $1.88M
|
96K
$31.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-100- 27.93% |
$18.9K - $22.3K
|
258
$83.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-20- 1.55% |
$3.78K - $4.47K
|
1.27K
$413K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
177+ 12.87% |
$33.4K - $39.5K
|
1.55K
$505K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-20- 22.22% |
$3.78K - $4.47K
|
70
$22.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-442- 9.89% |
$83.5K - $98.7K
|
4.03K
$1.31M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Advisors LLC
|
BUY
|
CALL |
24.5KNew |
$4.63M - $5.47M
|
24.5K
$7.97M
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
86+ 3.58% |
$16.2K - $19.2K
|
2.49K
$809K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
19.2KNew |
$3.63M - $4.29M
|
19.2K
$6.25M
|
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
6KNew |
$1.13M - $1.34M
|
6K
$1.95M
|
|
|
Jul 27, 2023
Q2 2023
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
12.9KNew |
$2.44M - $2.88M
|
12.9K
$4.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
70+ 179.49% |
$13.2K - $15.6K
|
109
$35.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-13- 23.64% |
$2.46K - $2.9K
|
42
$13.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-2.71K- 36.28% |
$513K - $606K
|
4.77K
$1.55M
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2New |
$378 - $447
|
2
$651
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
125+ 11.2% |
$23.6K - $27.9K
|
1.24K
$404K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-727- 18.73% |
$137K - $162K
|
3.15K
$1.03M
|
|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-53- 4.89% |
$10K - $11.8K
|
1.03K
$335K
|
|
|
Jul 25, 2023
Q2 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
2.87KNew |
$542K - $641K
|
2.87K
$933K
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
9.83KNew |
$1.86M - $2.2M
|
9.83K
$3.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
995New |
$188K - $222K
|
995
$324K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
376+ 8.25% |
$71K - $84K
|
4.93K
$1.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.46K- 53.12% |
$275K - $325K
|
1.29K
$418K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
973New |
$184K - $217K
|
973
$316K
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-23- 1.99% |
$4.34K - $5.14K
|
1.13K
$368K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
96+ 1.01% |
$18.1K - $21.4K
|
9.56K
$3.11M
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.08KNew |
$205K - $242K
|
1.08K
$352K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
2+ 33.33% |
$378 - $447
|
8
$2.6K
|
|
|
Jul 19, 2023
Q2 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-391- 15.45% |
$73.9K - $87.3K
|
2.14K
$696K
|
|
|
Jul 17, 2023
Q2 2023
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-6.2K- 54.51% |
$1.17M - $1.38M
|
5.17K
$1.68M
|