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 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
216+ 6.33% |
$58.5K - $79.5K
|
3.63K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
146K+ 128.04% |
$39.6M - $53.8M
|
260K
$73M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25.3K+ 6.9% |
$6.86M - $9.31M
|
392K
$110M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
60KNew |
$16.3M - $22.1M
|
60K
$16.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
268+ 0.67% |
$72.6K - $98.6K
|
40.4K
$11.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
131+ 1.94% |
$35.5K - $48.2K
|
6.88K
$1.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-5- -0.0% |
$1.35K - $1.84K
|
127K
$35.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.07K+ 16.87% |
$290K - $394K
|
7.43K
$2.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.62K+ 5.99% |
$1.25M - $1.7M
|
81.8K
$22.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.1K- 2.62% |
$299K - $406K
|
41K
$11.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
77+ 3.38% |
$20.9K - $28.3K
|
2.35K
$660K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
923+ 102.78% |
$250K - $340K
|
1.82K
$511K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
4.11KNew |
$1.11M - $1.51M
|
4.11K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.32K+ 14.57% |
$630K - $855K
|
18.3K
$5.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
8New |
$2.17K - $2.94K
|
8
$2.24K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.36K- 51.29% |
$638K - $867K
|
2.24K
$628K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
PUT |
4KNew |
$1.08M - $1.47M
|
4K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-46- 3.38% |
$12.5K - $16.9K
|
1.31K
$368K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
26New |
$7.04K - $9.56K
|
26
$7.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
976New |
$264K - $359K
|
976
$274K
|
|
|
Feb 06, 2025
Q4 2024
|
Dje Kapital Ag
82049 Pullach, 2M |
BUY
|
- |
380KNew |
$103M - $140M
|
380K
$107M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
11.5K+ 19.04% |
$3.11M - $4.22M
|
71.8K
$20.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-1.09K- 6.59% |
$294K - $400K
|
15.4K
$4.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-1.15K- 4.44% |
$312K - $424K
|
24.8K
$6.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-100- 6.83% |
$27.1K - $36.8K
|
1.36K
$383K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
616New |
$167K - $227K
|
616
$173K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
835New |
$226K - $307K
|
835
$234K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.44K+ 13.92% |
$389K - $529K
|
11.8K
$3.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-109- 5.58% |
$29.5K - $40.1K
|
1.85K
$518K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.46K+ 22.77% |
$1.21M - $1.64M
|
24K
$6.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-879- 26.28% |
$238K - $323K
|
2.47K
$692K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-869- 21.6% |
$235K - $320K
|
3.15K
$885K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.41K+ 5.92% |
$381K - $517K
|
25.1K
$7.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-99- 10.52% |
$26.8K - $36.4K
|
842
$236K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-35- 2.87% |
$9.48K - $12.9K
|
1.18K
$332K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.02K+ 3.31% |
$1.09M - $1.48M
|
126K
$35.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
26+ 2.41% |
$7.04K - $9.56K
|
1.11K
$310K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-267- 3.01% |
$72.3K - $98.2K
|
8.62K
$2.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
4.05KNew |
$1.1M - $1.49M
|
4.05K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
154K+ 2.6% |
$41.6M - $56.5M
|
6.07M
$1.7B
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-4.33K- 4.04% |
$1.17M - $1.59M
|
103K
$28.9M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-4.5K- 1.7% |
$1.22M - $1.66M
|
259K
$72.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-64- 4.35% |
$17.3K - $23.5K
|
1.41K
$395K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
20New |
$5.42K - $7.36K
|
20
$5.61K
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-128- 2.16% |
$34.7K - $47.1K
|
5.8K
$1.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-27.5K- 46.72% |
$7.46M - $10.1M
|
31.4K
$8.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-4- 0.18% |
$1.08K - $1.47K
|
2.22K
$623K
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-124- 4.9% |
$33.6K - $45.6K
|
2.41K
$676K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.81K- 26.48% |
$489K - $665K
|
5.02K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-3.01K- 0.6% |
$816K - $1.11M
|
502K
$141M
|