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 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-155- 10.78% |
$42K - $57K
|
1.28K
$427K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
7+ 2.06% |
$1.9K - $2.58K
|
347
$115K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-185- 6.96% |
$50.1K - $68.1K
|
2.47K
$823K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-8- 1.0% |
$2.17K - $2.94K
|
796
$265K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-62- 0.27% |
$16.8K - $22.8K
|
23.2K
$7.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-361- 1.76% |
$97.8K - $133K
|
20.1K
$6.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
563+ 29.49% |
$152K - $207K
|
2.47K
$822K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
94+ 9.51% |
$25.5K - $34.6K
|
1.08K
$360K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
618New |
$167K - $227K
|
618
$206K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
165New |
$44.7K - $60.7K
|
165
$54.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
627+ 4.47% |
$170K - $231K
|
14.7K
$4.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
673+ 7.21% |
$182K - $248K
|
10K
$3.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-200- 2.56% |
$54.2K - $73.6K
|
7.63K
$2.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-145- 1.59% |
$39.3K - $53.3K
|
9K
$2.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
142+ 0.74% |
$38.5K - $52.2K
|
19.3K
$6.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-275- 2.07% |
$74.5K - $101K
|
13K
$4.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-127- 5.03% |
$34.4K - $46.7K
|
2.4K
$797K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
146+ 11.51% |
$39.5K - $53.7K
|
1.42K
$471K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
165+ 18.23% |
$44.7K - $60.7K
|
1.07K
$356K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-870- 2.37% |
$236K - $320K
|
35.8K
$11.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-61- 0.76% |
$16.5K - $22.4K
|
8K
$2.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
96+ 3.46% |
$26K - $35.3K
|
2.87K
$955K
|
|
|
Jan 13, 2025
Q4 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
12KNew |
$3.25M - $4.41M
|
12K
$3.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
867+ 12.44% |
$235K - $319K
|
7.84K
$2.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
301+ 15.08% |
$81.5K - $111K
|
2.3K
$764K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
18+ 0.72% |
$4.88K - $6.62K
|
2.53K
$843K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
498+ 8.05% |
$135K - $183K
|
6.68K
$2.22M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-160- 9.24% |
$43.3K - $58.9K
|
1.57K
$523K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-661- 35.27% |
$179K - $243K
|
1.21K
$403K
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-1.46K- 17.93% |
$394K - $536K
|
6.66K
$2.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-71- 1.06% |
$19.2K - $26.1K
|
6.61K
$2.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
11+ 0.8% |
$2.98K - $4.05K
|
1.39K
$464K
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-1.37K- 11.69% |
$370K - $503K
|
10.3K
$3.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-280- 1.62% |
$75.8K - $103K
|
17K
$5.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
208+ 6.65% |
$56.3K - $76.5K
|
3.34K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
28+ 2.99% |
$7.58K - $10.3K
|
963
$320K
|
|
|
Jan 13, 2025
Q4 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
59+ 1.19% |
$16K - $21.7K
|
5.01K
$1.67M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
227+ 2.24% |
$61.5K - $83.5K
|
10.3K
$3.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
639New |
$173K - $235K
|
639
$213K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
SELL
|
- |
-10- 0.3% |
$2.71K - $3.68K
|
3.37K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
251+ 19.72% |
$68K - $92.3K
|
1.52K
$507K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
83+ 88.3% |
$22.5K - $30.5K
|
177
$58.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-242- 24.1% |
$65.6K - $89K
|
762
$253K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
272+ 4.24% |
$73.7K - $100K
|
6.69K
$2.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
685+ 87.6% |
$186K - $252K
|
1.47K
$488K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-76- 9.04% |
$20.6K - $28K
|
765
$254K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-3.56K- 78.57% |
$963K - $1.31M
|
970
$323K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
53+ 4.42% |
$14.4K - $19.5K
|
1.25K
$417K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-150- 13.02% |
$40.6K - $55.2K
|
1K
$333K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 0.72% |
$813 - $1.1K
|
421
$140K
|