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 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
222+ 0.88% |
$60.1K - $81.7K
|
25.5K
$8.72M
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
25+ 1.27% |
$6.77K - $9.2K
|
1.99K
$679K
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
422+ 13.12% |
$114K - $155K
|
3.64K
$1.24M
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-673- 1.75% |
$182K - $248K
|
37.9K
$12.9M
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.69MNew |
$457M - $621M
|
1.69M
$577M
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-5.55K- 1.55% |
$1.5M - $2.04M
|
352K
$120M
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
321+ 20.51% |
$86.9K - $118K
|
1.89K
$644K
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
61+ 9.17% |
$16.5K - $22.4K
|
726
$248K
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
11KNew |
$2.98M - $4.05M
|
11K
$3.76M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
35.5K+ 24.8% |
$9.61M - $13.1M
|
179K
$61M
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
7New |
$1.9K - $2.58K
|
7
$2.39K
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-50- 1.98% |
$13.5K - $18.4K
|
2.48K
$846K
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
2.33KNew |
$631K - $858K
|
2.33K
$797K
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-18.2K- 53.18% |
$4.92M - $6.68M
|
16K
$5.46M
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
416+ 0.49% |
$113K - $153K
|
86.2K
$29.4M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
26.2K+ 6.6% |
$7.09M - $9.62M
|
423K
$144M
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-2.98K- 1.31% |
$808K - $1.1M
|
226K
$77.1M
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
232+ 2.64% |
$62.8K - $85.3K
|
9.04K
$3.09M
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-7.65K- 2.04% |
$2.07M - $2.81M
|
367K
$126M
|
|
Jan 31, 2025
Q4 2024
|
Pinnbrook Capital Management LP
|
SELL
|
- |
-7.23K- 30.3% |
$1.96M - $2.66M
|
16.6K
$5.68M
|
|
Jan 31, 2025
Q4 2024
|
Pinnbrook Capital Management LP
|
BUY
|
CALL |
87.5KNew |
$23.7M - $32.2M
|
87.5K
$29.9M
|
|
Jan 31, 2025
Q4 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-1.54K- 4.11% |
$417K - $567K
|
35.9K
$12.3M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.75K+ 4.63% |
$744K - $1.01M
|
62K
$21.2M
|
|
Jan 31, 2025
Q4 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
2.14K+ 52.55% |
$581K - $789K
|
6.22K
$2.13M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
818+ 1.82% |
$222K - $301K
|
45.7K
$15.6M
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
BUY
|
- |
4.8KNew |
$1.3M - $1.77M
|
4.8K
$1.64M
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-3.02K- 11.78% |
$819K - $1.11M
|
22.6K
$7.74M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.65K+ 20.01% |
$448K - $608K
|
9.92K
$3.39M
|
|
Jan 31, 2025
Q4 2024
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
7.33KNew |
$1.98M - $2.69M
|
7.33K
$2.5M
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
16+ 1.38% |
$4.33K - $5.89K
|
1.18K
$402K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
15+ 0.59% |
$4.06K - $5.52K
|
2.57K
$879K
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
1.15K+ 1.4% |
$310K - $422K
|
83.1K
$28.4M
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-152- 3.75% |
$41.2K - $55.9K
|
3.9K
$1.33M
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.29K- 2.74% |
$351K - $476K
|
46K
$15.7M
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-9.04K- 31.52% |
$2.45M - $3.33M
|
19.6K
$6.71M
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
891+ 31.82% |
$241K - $328K
|
3.69K
$1.26M
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
377+ 1.26% |
$102K - $139K
|
30.4K
$10.4M
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-12.6K- 1.06% |
$3.41M - $4.64M
|
1.18M
$403M
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
32+ 0.96% |
$8.67K - $11.8K
|
3.37K
$1.15M
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-114- 12.5% |
$30.9K - $41.9K
|
798
$273K
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
77+ 2.77% |
$20.9K - $28.3K
|
2.86K
$976K
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-232- 20.3% |
$62.8K - $85.3K
|
911
$311K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
623New |
$169K - $229K
|
623
$213K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.32KNew |
$358K - $486K
|
1.32K
$452K
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
17+ 0.1% |
$4.6K - $6.25K
|
17.5K
$5.98M
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-254- 12.56% |
$68.8K - $93.4K
|
1.77K
$604K
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-11- 0.68% |
$2.98K - $4.05K
|
1.61K
$550K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.34K+ 9.56% |
$363K - $493K
|
15.4K
$5.25M
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
51+ 2.93% |
$13.8K - $18.8K
|
1.79K
$612K
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-4- 16.67% |
$1.08K - $1.47K
|
20
$6.83K
|