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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2022
Q1 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-873Closed |
$166K - $223K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-200Closed |
$38.1K - $51.1K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-1.28KClosed |
$245K - $328K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
100+ 8.01% |
$19.1K - $25.5K
|
1.35K
$439K
|
|
|
May 10, 2022
Q1 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.18KClosed |
$225K - $302K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-3.17KClosed |
$603K - $809K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-91Closed |
$17.3K - $23.2K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-835Closed |
$159K - $213K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-3.59KClosed |
$683K - $916K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-1.47KClosed |
$280K - $375K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-870Closed |
$166K - $222K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-871Closed |
$166K - $223K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
John Armitage
Egerton Capital (Uk) LLP
|
SELL
|
- |
-595KClosed |
$113M - $152M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-20Closed |
$3.81K - $5.11K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-50.3KClosed |
$9.59M - $12.9M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
24New |
$4.57K - $6.13K
|
24
$7.81K
|
|
|
May 09, 2022
Q1 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-900Closed |
$171K - $230K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
4.67KNew |
$889K - $1.19M
|
4.67K
$1.52M
|
|
|
May 06, 2022
Q1 2022
|
Helios Capital Management Pte. LTD
|
SELL
|
- |
-5.95KClosed |
$1.13M - $1.52M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-108Closed |
$20.6K - $27.6K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Ivy Rock Asset Management (Hk) LTD
Sheung Wan, K3 |
BUY
|
- |
2.5KNew |
$476K - $639K
|
2.5K
$813K
|
|
|
May 06, 2022
Q1 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-17.3KClosed |
$3.29M - $4.41M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-809Closed |
$154K - $207K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1.2KClosed |
$228K - $306K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Ycg, LLC
|
BUY
|
- |
5.08KNew |
$967K - $1.3M
|
5.08K
$1.65M
|
|
|
May 04, 2022
Q1 2022
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-20.5KClosed |
$3.9M - $5.23M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Newfound Research LLC
|
SELL
|
- |
-393Closed |
$74.9K - $100K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
William Allan, LLC
|
SELL
|
- |
-5Closed |
$953 - $1.28K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-849Closed |
$162K - $217K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-530Closed |
$101K - $135K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-60Closed |
$11.4K - $15.3K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-930Closed |
$177K - $238K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-200- 80.97% |
$38.1K - $51.1K
|
47
$15.3K
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
11.8KNew |
$2.26M - $3.03M
|
11.8K
$3.85M
|
|
|
May 02, 2022
Q1 2022
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-434Closed |
$82.7K - $111K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Manteio Capital LLC
|
SELL
|
- |
-896Closed |
$171K - $229K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-63.1KClosed |
$12M - $16.1M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
General American Investors CO Inc
|
SELL
|
- |
-17.8KClosed |
$3.4M - $4.55M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-5.86KClosed |
$1.12M - $1.5M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Kercheville Advisors, LLC
|
SELL
|
- |
-3.02KClosed |
$575K - $771K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mitchell Capital Management CO
|
SELL
|
- |
-16.7KClosed |
$3.19M - $4.28M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-980Closed |
$187K - $250K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Ibex Investors LLC
|
SELL
|
- |
-18.3KClosed |
$3.49M - $4.67M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-457Closed |
$87.1K - $117K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-919Closed |
$175K - $235K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-48Closed |
$9.15K - $12.3K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-7Closed |
$1.33K - $1.79K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Westpark Management, LLC
|
SELL
|
- |
-12KClosed |
$2.29M - $3.07M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-804Closed |
$153K - $205K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-4.7KClosed |
$895K - $1.2M
|
0
$0
|