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
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
4.79KNew |
$1.3M - $1.76M
|
4.79K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
710New |
$192K - $261K
|
710
$191K
|
|
|
Feb 14, 2025
Q4 2024
|
Benchstone Capital Management LP
New York, NY |
BUY
|
- |
63.3KNew |
$17.2M - $23.3M
|
63.3K
$17M
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
3.72KNew |
$1.01M - $1.37M
|
3.72K
$999K
|
|
|
Feb 14, 2025
Q4 2024
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
14.1KNew |
$3.82M - $5.19M
|
14.1K
$3.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
44KNew |
$11.9M - $16.2M
|
44K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Morangie Management LLC
New York, NY |
BUY
|
- |
5.53KNew |
$1.5M - $2.04M
|
5.53K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
97New |
$26.3K - $35.7K
|
97
$26K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
643New |
$174K - $237K
|
643
$173K
|
|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
23.7KNew |
$6.43M - $8.73M
|
23.7K
$6.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.47KNew |
$398K - $540K
|
1.47K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Sone Capital Management, LLC
New York, NY |
BUY
|
- |
951New |
$258K - $350K
|
951
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
1.36KNew |
$367K - $499K
|
1.36K
$364K
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
1.72KNew |
$466K - $633K
|
1.72K
$462K
|
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
2.65KNew |
$718K - $975K
|
2.65K
$711K
|
|
|
Feb 14, 2025
Q4 2024
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
683New |
$185K - $251K
|
683
$183K
|
|
|
Feb 14, 2025
Q4 2024
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1.64KNew |
$444K - $604K
|
1.64K
$440K
|
|
|
Feb 14, 2025
Q4 2024
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
4.51KNew |
$1.22M - $1.66M
|
4.51K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
PUT |
7.5KNew |
$2.03M - $2.76M
|
7.5K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
127KNew |
$34.4M - $46.7M
|
127K
$34.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
929New |
$252K - $342K
|
929
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
BUY
|
- |
551New |
$149K - $203K
|
551
$148K
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
63.2KNew |
$17.1M - $23.3M
|
63.2K
$17M
|
|
|
Feb 14, 2025
Q4 2024
|
Triavera Capital LLC
Larkspur, CA |
BUY
|
- |
22.6KNew |
$6.11M - $8.3M
|
22.6K
$6.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Sphera Management Technology Funds LTD
Tel Aviv, L3 |
BUY
|
- |
2.35KNew |
$637K - $864K
|
2.35K
$631K
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
1.77KNew |
$480K - $652K
|
1.77K
$476K
|
|
|
Feb 14, 2025
Q4 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
5.27KNew |
$1.43M - $1.94M
|
5.27K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
998New |
$270K - $367K
|
998
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
47New |
$12.7K - $17.3K
|
47
$12.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
4.12KNew |
$1.12M - $1.52M
|
4.12K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-546K- 41.79% |
$148M - $201M
|
761K
$204M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-51.4K- 0.27% |
$13.9M - $18.9M
|
19.2M
$5.15B
|
|
|
Feb 14, 2025
Q4 2024
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
73.3KNew |
$19.9M - $27M
|
73.3K
$19.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Novo Holdings
Hellerup, G7 |
SELL
|
- |
-74.7K- 20.26% |
$20.2M - $27.5M
|
294K
$78.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Light Street Capital Management, LLC
Palo Alto, CA |
BUY
|
- |
172+ 0.34% |
$46.6K - $63.3K
|
50.3K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investments, LLC
|
SELL
|
- |
-131- 0.94% |
$35.5K - $48.2K
|
13.9K
$3.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
184+ 8.98% |
$49.8K - $67.7K
|
2.23K
$600K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-12- 0.05% |
$3.25K - $4.41K
|
26.2K
$7.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
425+ 9.36% |
$115K - $156K
|
4.97K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.38K+ 49.06% |
$1.19M - $1.61M
|
13.3K
$3.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-11K- 4.96% |
$2.99M - $4.06M
|
212K
$56.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-32- 1.21% |
$8.67K - $11.8K
|
2.62K
$702K
|
|
|
Feb 14, 2025
Q4 2024
|
Peterson Wealth Management
|
BUY
|
- |
362+ 4.92% |
$98.1K - $133K
|
7.73K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-3.93K- 2.8% |
$1.06M - $1.45M
|
136K
$36.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
BUY
|
- |
626New |
$170K - $230K
|
626
$168K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-28.7K- 4.29% |
$7.77M - $10.6M
|
640K
$172M
|
|
|
Feb 14, 2025
Q4 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.47KNew |
$397K - $539K
|
1.47K
$393K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-627- 9.55% |
$170K - $231K
|
5.94K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-344K- 79.84% |
$93.3M - $127M
|
87K
$23.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3+ 0.14% |
$813 - $1.1K
|
2.09K
$561K
|