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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
46KNew |
$12.4M - $16.9M
|
46K
$12.9M
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.32KNew |
$628K - $853K
|
2.32K
$651K
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
1.7K+ 188.89% |
$460K - $625K
|
2.6K
$730K
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
2.14KNew |
$580K - $788K
|
2.14K
$601K
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
3.62KNew |
$981K - $1.33M
|
3.62K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
1.89KNew |
$511K - $694K
|
1.89K
$530K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
210K+ 7.11% |
$56.8M - $77.2M
|
3.16M
$887M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-200- 0.59% |
$54.2K - $73.6K
|
33.7K
$9.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-3.05K- 16.91% |
$827K - $1.12M
|
15K
$4.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Broderick Brian C
|
BUY
|
- |
6.76KNew |
$1.83M - $2.49M
|
6.76K
$1.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Dempze Nancy E
|
BUY
|
- |
1.17KNew |
$317K - $430K
|
1.17K
$328K
|
|
|
Feb 12, 2025
Q4 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
19.2K+ 712.5% |
$5.2M - $7.06M
|
21.9K
$6.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Kidder Stephen W
|
BUY
|
- |
3.93KNew |
$1.06M - $1.44M
|
3.93K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
666New |
$180K - $245K
|
666
$187K
|
|
|
Feb 12, 2025
Q4 2024
|
Notis Mc Conarty Edward
|
BUY
|
- |
2.24KNew |
$607K - $824K
|
2.24K
$629K
|
|
|
Feb 12, 2025
Q4 2024
|
Puzo Michael J
|
BUY
|
- |
4.83K+ 643.47% |
$1.31M - $1.78M
|
5.58K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Somerville Kurt F
|
BUY
|
- |
8.55KNew |
$2.32M - $3.15M
|
8.55K
$2.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-956- 3.2% |
$259K - $352K
|
28.9K
$8.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
94.2K+ 6.73% |
$25.5M - $34.7M
|
1.49M
$419M
|
|
|
Feb 12, 2025
Q4 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
780+ 3.25% |
$211K - $287K
|
24.8K
$6.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-596- 1.36% |
$161K - $219K
|
43.3K
$12.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
482+ 13.22% |
$131K - $177K
|
4.13K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
167+ 2.19% |
$45.2K - $61.4K
|
7.79K
$2.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-56- 5.18% |
$15.2K - $20.6K
|
1.03K
$288K
|
|
|
Feb 12, 2025
Q4 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
12.8K+ 272.34% |
$3.47M - $4.71M
|
17.5K
$4.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.12K+ 0.94% |
$304K - $413K
|
121K
$33.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
159+ 10.83% |
$43.1K - $58.5K
|
1.63K
$457K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-409- 2.95% |
$111K - $150K
|
13.5K
$3.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
153+ 3.98% |
$41.4K - $56.3K
|
4K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Lynwood Price Capital Management LP
Austin, TX |
BUY
|
- |
41KNew |
$11.1M - $15.1M
|
41K
$11.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
39New |
$10.6K - $14.3K
|
39
$10.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Sciencast Management LP
|
BUY
|
- |
783New |
$212K - $288K
|
783
$220K
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-310- 6.01% |
$84K - $114K
|
4.85K
$1.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.77KNew |
$480K - $651K
|
1.77K
$497K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
7.29K+ 15.28% |
$1.97M - $2.68M
|
55K
$15.4M
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-464- 0.83% |
$126K - $171K
|
55.4K
$15.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
23.6KNew |
$6.38M - $8.67M
|
23.6K
$6.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Trivest Advisors LTD
Hong Kong, K3 |
SELL
|
- |
-52.5K- 14.58% |
$14.2M - $19.3M
|
308K
$86.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
443+ 42.72% |
$120K - $163K
|
1.48K
$415K
|
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
5.51K+ 0.97% |
$1.49M - $2.03M
|
570K
$160M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
2+ 2.0% |
$542 - $736
|
102
$28.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.46K- 3.92% |
$396K - $538K
|
35.8K
$10.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-990- 10.48% |
$268K - $364K
|
8.46K
$2.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
24+ 2.49% |
$6.5K - $8.83K
|
987
$277K
|
|
|
Feb 11, 2025
Q4 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
1.9KNew |
$515K - $700K
|
1.9K
$534K
|
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
130K+ 57.05% |
$35.2M - $47.9M
|
358K
$101M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-657- 9.67% |
$178K - $242K
|
6.14K
$1.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-340- 2.83% |
$92.1K - $125K
|
11.7K
$3.28M
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
51.8K+ 566.74% |
$14M - $19M
|
60.9K
$17.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
37.9K+ 2213.68% |
$10.3M - $13.9M
|
39.6K
$11.1M
|