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 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
11.8KNew |
$2.26M - $3.03M
|
11.8K
$3.96M
|
|
|
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
|
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
3.8KNew |
$724K - $971K
|
3.8K
$1.27M
|
|
|
Apr 27, 2022
Q1 2022
|
Tamar Securities, LLC
|
SELL
|
- |
-17.3KClosed |
$3.3M - $4.43M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
4New |
$762 - $1.02K
|
4
$1.34K
|
|
|
Apr 26, 2022
Q1 2022
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-797Closed |
$152K - $204K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Vista Finance, LLC
|
SELL
|
- |
-2.18KClosed |
$416K - $557K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
SELL
|
CALL |
-100- 50.0% |
$19.1K - $25.5K
|
100
$33.5K
|
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
SELL
|
- |
-883Closed |
$168K - $226K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-600Closed |
$114K - $153K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-902Closed |
$172K - $230K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
SELL
|
- |
-12- 70.59% |
$2.29K - $3.07K
|
5
$1.67K
|
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-3.76KClosed |
$717K - $962K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
100+ 9.4% |
$19.1K - $25.5K
|
1.16K
$390K
|
|
|
Apr 21, 2022
Q1 2022
|
New Century Advisors, LLC
|
BUY
|
- |
360+ 7.38% |
$68.6K - $92K
|
5.24K
$1.75M
|
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.94KClosed |
$370K - $496K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Surience Private Wealth LLC
|
SELL
|
- |
-17.2KClosed |
$3.27M - $4.38M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-1.82KClosed |
$347K - $465K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
CALL |
-1K- 50.0% |
$191K - $255K
|
1K
$335K
|
|
|
Apr 19, 2022
Q1 2022
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-768Closed |
$146K - $196K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-14.5KClosed |
$2.77M - $3.71M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-815Closed |
$155K - $208K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-794Closed |
$151K - $203K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
61New |
$11.6K - $15.6K
|
61
$20.4K
|
|
|
Apr 18, 2022
Q1 2022
|
Sequent Asset Management, LLC
|
SELL
|
- |
-2.32KClosed |
$441K - $592K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-129Closed |
$24.6K - $33K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Foundry Partners, LLC
|
SELL
|
- |
-985Closed |
$188K - $252K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Avondale Wealth Management
|
SELL
|
- |
-80Closed |
$15.2K - $20.4K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-13.6KClosed |
$2.59M - $3.47M
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Addison Capital CO
|
BUY
|
- |
790+ 37.35% |
$151K - $202K
|
2.91K
$972K
|
|
|
Apr 11, 2022
Q1 2022
|
Swarthmore Group Inc
|
SELL
|
- |
-12.3KClosed |
$2.35M - $3.15M
|
0
$0
|
|
| Q4 2021 | |||||||
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
50New |
$12.4K - $15.5K
|
50
$16.7K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
223New |
$55.1K - $69.1K
|
223
$74.6K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-110Closed |
$27.2K - $34.1K
|
0
$0
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
5New |
$1.24K - $1.55K
|
5
$1.67K
|
|