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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Ttp Investments, Inc.
|
SELL
|
- |
-1.07KClosed |
$166K - $234K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
3.97KNew |
$617K - $868K
|
3.97K
$1.29M
|
|
|
Jul 21, 2022
Q2 2022
|
Private Capital Advisors, Inc.
|
BUY
|
- |
740+ 2.04% |
$115K - $162K
|
37K
$12M
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
BUY
|
- |
50New |
$7.78K - $10.9K
|
50
$16.3K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-1.24KClosed |
$194K - $272K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Fcf Advisors LLC
|
SELL
|
- |
-5.01KClosed |
$780K - $1.1M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
139+ 12.44% |
$21.6K - $30.4K
|
1.26K
$409K
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-14.9KClosed |
$2.32M - $3.27M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-69Closed |
$10.7K - $15.1K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-20.6KClosed |
$3.2M - $4.5M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-975Closed |
$152K - $213K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-480- 13.84% |
$74.7K - $105K
|
2.99K
$972K
|
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
BUY
|
- |
1.84K+ 8761.9% |
$286K - $403K
|
1.86K
$605K
|
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
BUY
|
- |
125+ 10.2% |
$19.5K - $27.4K
|
1.35K
$439K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
544New |
$84.6K - $119K
|
544
$177K
|
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
BUY
|
- |
15+ 1.17% |
$2.33K - $3.28K
|
1.3K
$423K
|
|
|
Jul 19, 2022
Q2 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
685+ 40.34% |
$107K - $150K
|
2.38K
$775K
|
|
|
Jul 19, 2022
Q2 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-2.64K- 29.34% |
$411K - $578K
|
6.36K
$2.07M
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-322Closed |
$50.1K - $70.5K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.75KClosed |
$272K - $382K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Morgan Jess S & CO Inc
|
SELL
|
- |
-16.8KClosed |
$2.62M - $3.68M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Threadgill Financial, LLC
|
SELL
|
- |
-11.4KClosed |
$1.78M - $2.5M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
BUY
|
- |
108+ 2.35% |
$16.8K - $23.6K
|
4.69K
$1.53M
|
|
|
Jul 15, 2022
Q2 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
313+ 29.2% |
$48.7K - $68.5K
|
1.39K
$450K
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
SELL
|
- |
-1.09KClosed |
$169K - $238K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-941- 36.14% |
$146K - $206K
|
1.66K
$541K
|
|
|
Jul 15, 2022
Q2 2022
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-91Closed |
$14.2K - $19.9K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-14- 1.34% |
$2.18K - $3.06K
|
1.03K
$335K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-30- 6.04% |
$4.67K - $6.57K
|
467
$152K
|
|
|
Jul 14, 2022
Q2 2022
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-1.05KClosed |
$164K - $230K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Corsicana & Co.
|
SELL
|
- |
-300Closed |
$46.7K - $65.7K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Hhr Asset Management, LLC
|
SELL
|
- |
-125KClosed |
$19.5M - $27.4M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Ims Capital Management
|
SELL
|
- |
-3.6KClosed |
$560K - $788K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-3.39K- 18.53% |
$528K - $742K
|
14.9K
$4.85M
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-1.48K- 16.0% |
$230K - $323K
|
7.75K
$2.52M
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-862- 28.94% |
$134K - $189K
|
2.12K
$689K
|
|
|
Jul 12, 2022
Q2 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.63KClosed |
$253K - $357K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-980Closed |
$152K - $214K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-979Closed |
$152K - $214K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Dec 11, 2023
Q1 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-817Closed |
$156K - $209K
|
0
$0
|
|
|
Nov 14, 2023
Q1 2022
|
Silicon Valley Community Foundation
Mountain View, CA |
SELL
|
- |
-6.6KClosed |
$1.26M - $1.69M
|
0
$0
|
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-900Closed |
$171K - $230K
|
0
$0
|
|
|
Aug 18, 2023
Q1 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-8.19KClosed |
$1.56M - $2.09M
|
0
$0
|
|
|
Mar 24, 2023
Q1 2022
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-889Closed |
$169K - $227K
|
0
$0
|
|
|
May 25, 2022
Q1 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-803Closed |
$153K - $205K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
CALL |
100New |
$19.1K - $25.5K
|
100
$32.5K
|
|
|
May 16, 2022
Q1 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
PUT |
-18.5KClosed |
$3.52M - $4.73M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-13.9KClosed |
$2.64M - $3.54M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Merlin Capital LLC
|
SELL
|
- |
-2.01KClosed |
$383K - $513K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Alpha Square Group S, LLC
New York, NY |
SELL
|
CALL |
-1.5KClosed |
$286K - $383K
|
0
$0
|
|