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 |
---|---|---|---|---|---|---|---|
Nov 10, 2021
Q3 2021
|
Palladiem, LLC
|
SELL
|
- |
-939Closed |
$223K - $268K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-20.6KClosed |
$4.9M - $5.89M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-988Closed |
$235K - $282K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-2.52KClosed |
$597K - $718K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Times Square Capital Management, LLC
|
SELL
|
- |
-2.05KClosed |
$487K - $586K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-6Closed |
$1.43K - $1.71K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Imc Chicago, LLC
|
BUY
|
PUT |
818KNew |
$194M - $234M
|
818K
$219M
|
|
Nov 04, 2021
Q3 2021
|
Close Asset Management LTD
|
SELL
|
- |
-1.02KClosed |
$242K - $291K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Harvest Management LLC
New York, NY |
SELL
|
PUT |
-15KClosed |
$3.56M - $4.28M
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-474Closed |
$113K - $135K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-98Closed |
$23.3K - $28K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Leverage Partners Absolute Return Fund Spc
|
SELL
|
- |
-850Closed |
$202K - $243K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Benin Management Corp
|
SELL
|
- |
-1.03KClosed |
$243K - $293K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
34.3KNew |
$8.15M - $9.8M
|
34.3K
$9.18M
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
BUY
|
- |
5+ 33.33% |
$1.19K - $1.43K
|
20
$5.35K
|
|
Oct 21, 2021
Q3 2021
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-843Closed |
$200K - $241K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Gvo Asset Management LTD
|
SELL
|
- |
-503Closed |
$119K - $144K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-149Closed |
$35.4K - $42.6K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-880Closed |
$209K - $251K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-195Closed |
$46.3K - $55.7K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
192+ 145.45% |
$45.6K - $54.8K
|
324
$86.7K
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-916Closed |
$218K - $262K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-25- 33.33% |
$5.94K - $7.14K
|
50
$13.4K
|
|
Oct 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q2 2021 | |||||||
Jul 20, 2022
Q2 2021
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-90Closed |
$18.9K - $22.2K
|
0
$0
|
|
Dec 28, 2021
Q2 2021
|
Jordan Park Group LLC
|
BUY
|
- |
1.32KNew |
$278K - $325K
|
1.32K
$353K
|
|
Sep 01, 2021
Q2 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
CALL |
23.5KNew |
$4.95M - $5.79M
|
23.5K
$6.29M
|
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-5.3KClosed |
$1.12M - $1.31M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-5.84KClosed |
$1.23M - $1.44M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-216Closed |
$45.5K - $53.2K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Blue Pool Management Ltd.
Causeway Bay, K3 |
SELL
|
- |
-14.5KClosed |
$3.05M - $3.57M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Davide Leone & Partners Investment CO Ltd.
London, X0 |
SELL
|
- |
-128KClosed |
$26.9M - $31.5M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-1.26KClosed |
$265K - $310K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Tig Advisors, LLC
New York, NY |
BUY
|
CALL |
150KNew |
$31.6M - $36.9M
|
150K
$40.2M
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-146Closed |
$30.7K - $36K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
20.7KNew |
$4.35M - $5.09M
|
20.7K
$5.53M
|
|
Aug 16, 2021
Q2 2021
|
United Bank
Vienna, VA |
SELL
|
- |
-1KClosed |
$211K - $246K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.06KClosed |
$224K - $262K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-14.9KClosed |
$3.14M - $3.68M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Harvard Management CO Inc
Boston, MA |
SELL
|
- |
-165KClosed |
$34.7M - $40.5M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Elkhorn Partners Limited Partnership
Omaha, NE |
SELL
|
- |
-170Closed |
$35.8K - $41.9K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Carmignac Gestion
Paris, I0 |
BUY
|
CALL |
40KNew |
$8.42M - $9.85M
|
40K
$10.7M
|
|
Aug 13, 2021
Q2 2021
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
PUT |
-1KClosed |
$211K - $246K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Harbor Spring Capital, LLC
New York, NY |
BUY
|
CALL |
97.5KNew |
$20.5M - $24M
|
97.5K
$26.1M
|
|
Aug 12, 2021
Q2 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.42KNew |
$299K - $350K
|
1.42K
$381K
|
|
Aug 12, 2021
Q2 2021
|
Hourglass Capital, LLC
|
SELL
|
- |
-5KClosed |
$1.05M - $1.23M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-2.08KClosed |
$437K - $511K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
3.72K+ 31.29% |
$784K - $917K
|
15.6K
$4.18M
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-14KClosed |
$2.95M - $3.45M
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Rwq Financial Management Services, Inc.
|
SELL
|
- |
-350Closed |
$73.7K - $86.2K
|
0
$0
|