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
|
Keudell
|
SELL
|
- |
-16- 0.3% |
$4.33K - $5.89K
|
5.34K
$1.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-10- 0.79% |
$2.71K - $3.68K
|
1.26K
$420K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-123- 1.17% |
$33.3K - $45.2K
|
10.4K
$3.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5+ 0.1% |
$1.35K - $1.84K
|
5.06K
$1.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-401- 6.98% |
$109K - $148K
|
5.35K
$1.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-99- 3.13% |
$26.8K - $36.4K
|
3.06K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
18+ 1.12% |
$4.88K - $6.62K
|
1.63K
$542K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-165- 13.98% |
$44.7K - $60.7K
|
1.02K
$338K
|
|
|
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
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
647New |
$175K - $238K
|
647
$215K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.24K- 12.34% |
$608K - $826K
|
15.9K
$5.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
235+ 24.35% |
$63.7K - $86.4K
|
1.2K
$399K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-22- 23.66% |
$5.96K - $8.09K
|
71
$23.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2+ 0.1% |
$542 - $736
|
1.99K
$661K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.75K+ 14.98% |
$1.29M - $1.75M
|
36.5K
$12.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-162- 2.19% |
$43.9K - $59.6K
|
7.24K
$2.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
403+ 8.96% |
$109K - $148K
|
4.9K
$1.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
323+ 4.52% |
$87.5K - $119K
|
7.46K
$2.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
178New |
$48.2K - $65.5K
|
178
$59.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
170+ 11.77% |
$46K - $62.5K
|
1.61K
$537K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-6.52K- 90.27% |
$1.77M - $2.4M
|
703
$234K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-104- 6.79% |
$28.2K - $38.3K
|
1.43K
$475K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
2.55K+ 33.53% |
$690K - $937K
|
10.1K
$3.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
2.19KNew |
$594K - $807K
|
2.19K
$730K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
642New |
$174K - $236K
|
642
$214K
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
38+ 4.29% |
$10.3K - $14K
|
923
$307K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
205+ 12.64% |
$55.5K - $75.4K
|
1.83K
$608K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
925+ 4.81% |
$251K - $340K
|
20.2K
$6.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-2.64K- 69.78% |
$714K - $970K
|
1.14K
$380K
|