Latest Institutional Sells of Salesforce, Inc. (CRM)
This list provides information on the latest institutional transactions involving Salesforce, Inc. (CRM) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 19, 2021
Q1 2021
|
Capital Wealth Planning, LLC
|
SELL
|
CALL |
-1.5K- 50.0% |
$308K - $373K
|
1.5K
$421K
|
|
May 13, 2021
Q1 2021
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.48KClosed |
$304K - $368K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Apogem Capital LLC
New York, NY |
SELL
|
- |
-1.3KClosed |
$268K - $324K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-1.2KClosed |
$246K - $298K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.11KClosed |
$228K - $276K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-1.05KClosed |
$215K - $261K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-978Closed |
$201K - $243K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-940Closed |
$193K - $234K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-940- 36.21% |
$193K - $234K
|
1.66K
$465K
|
|
May 10, 2021
Q1 2021
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-920Closed |
$189K - $229K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-912Closed |
$187K - $227K
|
0
$0
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-500Closed |
$103K - $124K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-320Closed |
$65.7K - $79.5K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Bardin Hill Management Partners LP
New York, NY |
SELL
|
PUT |
-52Closed |
$10.7K - $12.9K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-48Closed |
$9.86K - $11.9K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-30Closed |
$6.16K - $7.46K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-28Closed |
$5.75K - $6.96K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-10Closed |
$2.05K - $2.49K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-7Closed |
$1.44K - $1.74K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-5Closed |
$1.03K - $1.24K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Ranger Investment Management, L.P.
Dallas, TX |
SELL
|
- |
-2- 6.67% |
$411 - $497
|
28
$7.86K
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Steadfast Capital Management LP
New York, NY |
SELL
|
- |
-709KClosed |
$156M - $189M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Vontobel Asset Management Inc
New York, NY |
SELL
|
- |
-202KClosed |
$44.6M - $54M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Kps Global Asset Management Uk LTD
London, X0 |
SELL
|
- |
-190KClosed |
$41.8M - $50.7M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Sands Capital Management, LLC
Arlington, VA |
SELL
|
- |
-148KClosed |
$32.7M - $39.6M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Friess Associates LLC
Greenville, DE |
SELL
|
- |
-105KClosed |
$23M - $27.9M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Bamco Inc
New York, NY |
SELL
|
- |
-47.4KClosed |
$10.4M - $12.7M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
SELL
|
- |
-44.2KClosed |
$9.72M - $11.8M
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Massachusetts Institute Of Technology
Cambridge, MA |
SELL
|
- |
-33.3KClosed |
$7.33M - $8.89M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
North Fourth Asset Management, LP
New York, NY |
SELL
|
CALL |
-30KClosed |
$6.6M - $8.01M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Avalon Global Asset Management LLC
San Francisco, CA |
SELL
|
- |
-30KClosed |
$6.6M - $8.01M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-26.9KClosed |
$5.93M - $7.2M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-5.7KClosed |
$1.26M - $1.52M
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Kirkoswald Asset Management LLC
New York, NY |
SELL
|
- |
-4KClosed |
$881K - $1.07M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-3.76KClosed |
$827K - $1M
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-3.45KClosed |
$760K - $921K
|
0
$0
|
|
Jan 19, 2021
Q4 2020
|
Peregrine Capital Management LLC
|
SELL
|
- |
-2.55KClosed |
$562K - $682K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
CALL |
-2.3K- 92.0% |
$506K - $614K
|
200
$56.1K
|
|
Feb 12, 2021
Q4 2020
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-2.07KClosed |
$455K - $551K
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.38KClosed |
$304K - $369K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.3KClosed |
$286K - $347K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-1.13KClosed |
$248K - $301K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.1KClosed |
$242K - $294K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Dynamic Advisor Solutions LLC
|
SELL
|
CALL |
-1.1K- 73.33% |
$242K - $294K
|
400
$112K
|
|
Feb 12, 2021
Q4 2020
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-868Closed |
$191K - $232K
|
0
$0
|
|
Jan 21, 2021
Q4 2020
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-797Closed |
$175K - $213K
|
0
$0
|
|
Oct 13, 2022
Q4 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-71- 5.81% |
$15.6K - $19K
|
1.15K
$323K
|
|
Jan 12, 2021
Q4 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-40Closed |
$8.81K - $10.7K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Berkshire Capital Holdings Inc
San Jose, CA |
SELL
|
- |
-10Closed |
$2.2K - $2.67K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-5Closed |
$1.1K - $1.34K
|
0
$0
|