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 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
10+ 58.82% |
$2.71K - $3.68K
|
27
$7.58K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2- 0.08% |
$542 - $736
|
2.61K
$733K
|
|
|
Feb 14, 2025
Q4 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
4.5KNew |
$1.22M - $1.66M
|
4.5K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
498+ 127.69% |
$135K - $183K
|
888
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-257- 4.92% |
$69.6K - $94.5K
|
4.97K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3K+ 12.34% |
$813K - $1.1M
|
27.3K
$7.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-436- 7.72% |
$118K - $160K
|
5.21K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Monolith Management LTD
Hong Kong, K3 |
BUY
|
- |
42KNew |
$11.4M - $15.5M
|
42K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Stern & Co. LLP
London, X0 |
BUY
|
- |
11.6K+ 6.9% |
$3.14M - $4.27M
|
180K
$50.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Capitolis Liquid Global Markets LLC
New York, NY |
SELL
|
- |
-198K- 30.87% |
$53.5M - $72.7M
|
442K
$124M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.22K- 6.2% |
$331K - $449K
|
18.5K
$5.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
187+ 3.09% |
$50.7K - $68.8K
|
6.23K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
888+ 18.92% |
$241K - $327K
|
5.58K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
SELL
|
- |
-16.1K- 15.07% |
$4.35M - $5.91M
|
90.5K
$25.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-20- 1.58% |
$5.42K - $7.36K
|
1.24K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-114- 2.89% |
$30.9K - $41.9K
|
3.83K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-130- 3.96% |
$35.2K - $47.8K
|
3.15K
$884K
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
7.33K+ 1.58% |
$1.98M - $2.7M
|
471K
$132M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
125+ 1.66% |
$33.9K - $46K
|
7.67K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
137+ 5.78% |
$37.1K - $50.4K
|
2.51K
$703K
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
18.5KNew |
$5.01M - $6.8M
|
18.5K
$5.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
7.02KNew |
$1.9M - $2.58M
|
7.02K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Investment Managers Sa
Geneva, V8 |
BUY
|
- |
9.66KNew |
$2.62M - $3.55M
|
9.66K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Investment Managers Sa
Geneva, V8 |
BUY
|
PUT |
50KNew |
$13.5M - $18.4M
|
50K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
4.79KNew |
$1.3M - $1.76M
|
4.79K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
710New |
$192K - $261K
|
710
$199K
|
|
|
Feb 14, 2025
Q4 2024
|
Benchstone Capital Management LP
New York, NY |
BUY
|
- |
63.3KNew |
$17.2M - $23.3M
|
63.3K
$17.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
3.72KNew |
$1.01M - $1.37M
|
3.72K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
14.1KNew |
$3.82M - $5.19M
|
14.1K
$3.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
44KNew |
$11.9M - $16.2M
|
44K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Morangie Management LLC
New York, NY |
BUY
|
- |
5.53KNew |
$1.5M - $2.04M
|
5.53K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
97New |
$26.3K - $35.7K
|
97
$27.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
643New |
$174K - $237K
|
643
$180K
|
|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
23.7KNew |
$6.43M - $8.73M
|
23.7K
$6.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.47KNew |
$398K - $540K
|
1.47K
$412K
|
|
|
Feb 14, 2025
Q4 2024
|
Sone Capital Management, LLC
New York, NY |
BUY
|
- |
951New |
$258K - $350K
|
951
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
1.36KNew |
$367K - $499K
|
1.36K
$381K
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
1.72KNew |
$466K - $633K
|
1.72K
$483K
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
2.62KNew |
$710K - $964K
|
2.62K
$736K
|
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
2.65KNew |
$718K - $975K
|
2.65K
$744K
|
|
|
Feb 14, 2025
Q4 2024
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
683New |
$185K - $251K
|
683
$192K
|
|
|
Feb 14, 2025
Q4 2024
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1.64KNew |
$444K - $604K
|
1.64K
$460K
|
|
|
Feb 14, 2025
Q4 2024
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
4.51KNew |
$1.22M - $1.66M
|
4.51K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
PUT |
7.5KNew |
$2.03M - $2.76M
|
7.5K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
127KNew |
$34.4M - $46.7M
|
127K
$35.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
929New |
$252K - $342K
|
929
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
BUY
|
- |
551New |
$149K - $203K
|
551
$155K
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
63.2KNew |
$17.1M - $23.3M
|
63.2K
$17.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Triavera Capital LLC
Larkspur, CA |
BUY
|
- |
22.6KNew |
$6.11M - $8.3M
|
22.6K
$6.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Sphera Management Technology Funds LTD
Tel Aviv, L3 |
BUY
|
- |
2.35KNew |
$637K - $864K
|
2.35K
$659K
|