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 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
2.16K+ 4.22% |
$585K - $795K
|
53.3K
$17.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-96- 9.81% |
$26K - $35.3K
|
883
$296K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
687New |
$186K - $253K
|
687
$230K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-367- 1.71% |
$99.4K - $135K
|
21.1K
$7.05M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
10+ 0.4% |
$2.71K - $3.68K
|
2.53K
$847K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-294- 4.84% |
$79.6K - $108K
|
5.78K
$1.94M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
344+ 3.13% |
$93.2K - $127K
|
11.3K
$3.79M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-5- 0.16% |
$1.35K - $1.84K
|
3.14K
$1.05M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
59+ 0.41% |
$16K - $21.7K
|
14.4K
$4.82M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-1.8K- 7.25% |
$488K - $662K
|
23K
$7.71M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
7.23K+ 85.67% |
$1.96M - $2.66M
|
15.7K
$5.24M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
85+ 10.86% |
$23K - $31.3K
|
868
$290K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
441+ 42.32% |
$119K - $162K
|
1.48K
$496K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.11K+ 20.46% |
$572K - $777K
|
12.4K
$4.16M
|
|
| Q3 2024 | |||||||
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-254- 21.24% |
$60.6K - $70.2K
|
942
$315K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-48- 3.75% |
$11.4K - $13.3K
|
1.23K
$412K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.76M+ 13.6% |
$419M - $486M
|
14.7M
$4.92B
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
145+ 7.27% |
$34.6K - $40.1K
|
2.14K
$716K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-983- 3.44% |
$234K - $272K
|
27.6K
$9.24M
|
|
|
Dec 12, 2024
Q3 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
767New |
$183K - $212K
|
767
$257K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-50- 0.9% |
$11.9K - $13.8K
|
5.52K
$1.85M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
1.69KNew |
$404K - $468K
|
1.69K
$567K
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-3.32K- 1.55% |
$792K - $919K
|
211K
$70.6M
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
27+ 4.21% |
$6.44K - $7.47K
|
669
$224K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-512- 2.81% |
$122K - $142K
|
17.7K
$5.92M
|
|
|
Dec 03, 2024
Q3 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
58.1KNew |
$13.8M - $16.1M
|
58.1K
$19.4M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
623+ 1639.47% |
$149K - $172K
|
661
$221K
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
3KNew |
$715K - $830K
|
3K
$1M
|
|
|
Nov 27, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-28.8K- 0.65% |
$6.87M - $7.97M
|
4.39M
$1.47B
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.04K- 16.02% |
$725K - $840K
|
15.9K
$5.33M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
866+ 14.01% |
$206K - $239K
|
7.05K
$2.36M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-12.5K- 18.73% |
$2.99M - $3.47M
|
54.4K
$18.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
143KNew |
$34.1M - $39.6M
|
143K
$47.9M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
84+ 0.36% |
$20K - $23.2K
|
23.3K
$7.81M
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-43- 3.0% |
$10.3K - $11.9K
|
1.39K
$465K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-70- 7.32% |
$16.7K - $19.4K
|
886
$297K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.02K+ 7.41% |
$720K - $835K
|
43.8K
$14.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-82- 3.42% |
$19.6K - $22.7K
|
2.32K
$775K
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-53- 0.52% |
$12.6K - $14.7K
|
10.2K
$3.4M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-545- 17.19% |
$130K - $151K
|
2.63K
$879K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
581+ 15.66% |
$139K - $161K
|
4.29K
$1.44M
|
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
87+ 1.2% |
$20.7K - $24.1K
|
7.33K
$2.45M
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
2.18K+ 45.69% |
$519K - $601K
|
6.94K
$2.32M
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-179- 1.68% |
$42.7K - $49.5K
|
10.5K
$3.5M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
9+ 3.42% |
$2.15K - $2.49K
|
272
$91K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
685+ 4.2% |
$163K - $189K
|
17K
$5.69M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-906- 16.57% |
$216K - $251K
|
4.56K
$1.53M
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-29.6K- 14.34% |
$7.06M - $8.19M
|
177K
$59.2M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
396+ 19.22% |
$94.4K - $110K
|
2.46K
$822K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
8.95K+ 112.79% |
$2.13M - $2.47M
|
16.9K
$5.65M
|
|