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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-226- 2.08% |
$61.2K - $83.1K
|
10.7K
$3.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-3.7K- 1.35% |
$1M - $1.36M
|
271K
$90.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.41K+ 6.14% |
$381K - $517K
|
24.3K
$8.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
153+ 4.74% |
$41.4K - $56.3K
|
3.38K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-6- 0.33% |
$1.63K - $2.21K
|
1.84K
$611K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
35+ 0.45% |
$9.48K - $12.9K
|
7.81K
$2.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
98+ 9.59% |
$26.5K - $36.1K
|
1.12K
$373K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.95K+ 10.57% |
$528K - $717K
|
20.4K
$6.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
CALL |
600New |
$163K - $221K
|
600
$200K
|
|
|
Jan 23, 2025
Q4 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-155- 0.93% |
$42K - $57K
|
16.5K
$5.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
150+ 3.58% |
$40.6K - $55.2K
|
4.34K
$1.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-261- 1.13% |
$70.7K - $96K
|
22.8K
$7.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
47+ 4.19% |
$12.7K - $17.3K
|
1.17K
$389K
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
3.83MNew |
$1.04B - $1.41B
|
3.83M
$1.27B
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-19.6K- 11.14% |
$5.31M - $7.22M
|
156K
$52M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-7.13K- 7.64% |
$1.93M - $2.62M
|
86.2K
$28.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
PUT |
-6K- 21.43% |
$1.63M - $2.21M
|
22K
$7.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
708+ 22.04% |
$192K - $260K
|
3.92K
$1.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.11KNew |
$299K - $406K
|
1.11K
$368K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
12.9KNew |
$3.5M - $4.75M
|
12.9K
$4.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
187+ 15.53% |
$50.7K - $68.8K
|
1.39K
$463K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-10- 0.27% |
$2.71K - $3.68K
|
3.67K
$1.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
142+ 0.89% |
$38.5K - $52.2K
|
16K
$5.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-238- 15.08% |
$64.5K - $87.6K
|
1.34K
$446K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
134+ 4.79% |
$36.3K - $49.3K
|
2.93K
$976K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.18KNew |
$319K - $433K
|
1.18K
$392K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
77+ 7.43% |
$20.9K - $28.3K
|
1.11K
$371K
|
|
|
Jan 23, 2025
Q4 2024
|
Bdf Gestion
Paris, I0 |
SELL
|
- |
-3.27K- 11.5% |
$885K - $1.2M
|
25.1K
$8.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-696- 2.92% |
$189K - $256K
|
23.1K
$7.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-11- 1.25% |
$2.98K - $4.05K
|
872
$290K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-508- 10.86% |
$138K - $187K
|
4.17K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-589- 8.9% |
$160K - $217K
|
6.03K
$2.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-24- 64.86% |
$6.5K - $8.83K
|
13
$4.32K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
441+ 19.31% |
$119K - $162K
|
2.73K
$906K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
SELL
|
- |
-229K- 14.0% |
$62M - $84.2M
|
1.41M
$468M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
83+ 5.31% |
$22.5K - $30.5K
|
1.65K
$548K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
50+ 0.68% |
$13.5K - $18.4K
|
7.35K
$2.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
314KNew |
$85M - $115M
|
314K
$104M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.08K+ 35.16% |
$1.11M - $1.5M
|
15.7K
$5.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
70+ 7.35% |
$19K - $25.8K
|
1.02K
$340K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.23K- 44.36% |
$1.69M - $2.29M
|
7.82K
$2.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
964New |
$261K - $355K
|
964
$321K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-100- 8.77% |
$27.1K - $36.8K
|
1.04K
$346K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
11.4K+ 13.1% |
$3.1M - $4.21M
|
98.7K
$32.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
740+ 36.74% |
$200K - $272K
|
2.75K
$916K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-51- 0.84% |
$13.8K - $18.8K
|
6.05K
$2.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-121- 0.72% |
$32.8K - $44.5K
|
16.7K
$5.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.6K- 99.91% |
$3.14M - $4.26M
|
11
$3.66K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-59- 5.73% |
$16K - $21.7K
|
971
$323K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-78- 2.0% |
$21.1K - $28.7K
|
3.82K
$1.27M
|