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 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
PUT |
-25.2K- 92.99% |
$3.23M - $4.16M
|
1.9K
$618K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
100New |
$12.8K - $16.5K
|
100
$32.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-74- 42.53% |
$9.49K - $12.2K
|
100
$32.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Hst Ventures, LLC
|
BUY
|
- |
26K+ 199.29% |
$3.33M - $4.29M
|
39K
$12.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
468New |
$60K - $77.3K
|
468
$152K
|
|
|
Feb 08, 2023
Q4 2022
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
87.5KNew |
$11.2M - $14.5M
|
87.5K
$28.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
2.94KNew |
$376K - $485K
|
2.94K
$955K
|
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
12.6KNew |
$1.62M - $2.08M
|
12.6K
$4.1M
|
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
CALL |
12.5KNew |
$1.6M - $2.07M
|
12.5K
$4.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
2.51K+ 18.5% |
$322K - $415K
|
16.1K
$5.24M
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
14New |
$1.79K - $2.31K
|
14
$4.55K
|
|
|
Feb 07, 2023
Q4 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
CALL |
-100- 50.0% |
$12.8K - $16.5K
|
100
$32.5K
|
|
|
Feb 06, 2023
Q4 2022
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-383- 1.49% |
$49.1K - $63.3K
|
25.3K
$8.22M
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-37- 22.16% |
$4.74K - $6.11K
|
130
$42.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-2.3K- 41.47% |
$295K - $380K
|
3.25K
$1.06M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
15New |
$1.92K - $2.48K
|
15
$4.88K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-10.7K- 8.66% |
$1.37M - $1.76M
|
113K
$36.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
CALL |
200New |
$25.6K - $33.1K
|
200
$65.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Loup Funds, LLC
Minneapolis, MN |
BUY
|
- |
55.6KNew |
$7.12M - $9.18M
|
55.6K
$18.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Am Investment Strategies LLC
|
SELL
|
- |
-48- 2.02% |
$6.15K - $7.93K
|
2.33K
$756K
|
|
|
Feb 03, 2023
Q4 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-100- 92.59% |
$12.8K - $16.5K
|
8
$2.6K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
45New |
$5.77K - $7.44K
|
45
$14.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Covea Finance
|
SELL
|
- |
-107K- 59.31% |
$13.8M - $17.8M
|
73.7K
$24M
|
|
|
Feb 02, 2023
Q4 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-74- 51.75% |
$9.49K - $12.2K
|
69
$22.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Sonnipe LTD
Douglas, Y8 |
BUY
|
- |
486New |
$62.3K - $80.3K
|
486
$158K
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-150- 33.33% |
$19.2K - $24.8K
|
300
$97.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
208New |
$26.7K - $34.4K
|
208
$67.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-7- 0.66% |
$897 - $1.16K
|
1.05K
$341K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-1.56K- 4.97% |
$199K - $257K
|
29.7K
$9.67M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
3.81K+ 20.33% |
$489K - $630K
|
22.6K
$7.34M
|
|
|
Jan 27, 2023
Q4 2022
|
Andar Capital Management Hk LTD
Hong Kong, K3 |
BUY
|
- |
10KNew |
$1.28M - $1.65M
|
10K
$3.25M
|
|
|
Jan 27, 2023
Q4 2022
|
Cortland Associates Inc
|
SELL
|
- |
-697- 1.06% |
$89.4K - $115K
|
64.8K
$21.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
CALL |
300New |
$38.5K - $49.6K
|
300
$97.6K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-3.07K- 8.27% |
$394K - $508K
|
34.1K
$11.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
3.48KNew |
$446K - $574K
|
3.48K
$1.13M
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-957- 92.73% |
$123K - $158K
|
75
$24.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Stephens Investment Management Group LLC
|
BUY
|
- |
262+ 38.53% |
$33.6K - $43.3K
|
942
$306K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
308+ 9.45% |
$39.5K - $50.9K
|
3.57K
$1.16M
|
|
|
Jan 24, 2023
Q4 2022
|
Baillie Gifford & CO
|
BUY
|
- |
19.2K+ 0.58% |
$2.46M - $3.18M
|
3.31M
$1.08B
|
|
|
Jan 24, 2023
Q4 2022
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
PUT |
82.5K+ 132.0% |
$10.6M - $13.6M
|
145K
$47.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
250+ 15.02% |
$32.1K - $41.3K
|
1.91K
$623K
|
|
|
Jan 24, 2023
Q4 2022
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1.92KNew |
$246K - $316K
|
1.92K
$623K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
SELL
|
- |
-245- 32.67% |
$31.4K - $40.5K
|
505
$164K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-326- 14.48% |
$41.8K - $53.9K
|
1.93K
$626K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-3.14K- 9.7% |
$403K - $519K
|
29.3K
$9.51M
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
10+ 4.0% |
$1.28K - $1.65K
|
260
$84.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-605- 0.33% |
$77.6K - $100K
|
185K
$60M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-245- 32.67% |
$31.4K - $40.5K
|
505
$164K
|
|
|
Jan 20, 2023
Q4 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
SELL
|
- |
-153- 1.88% |
$19.6K - $25.3K
|
7.97K
$2.59M
|
|
|
Jan 20, 2023
Q4 2022
|
Lynch Asset Management, Inc.
|
SELL
|
- |
-1.25K- 15.63% |
$160K - $207K
|
6.75K
$2.2M
|