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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-13.6K- 5.3% |
$3.24M - $3.76M
|
243K
$79.2M
|
|
|
Nov 14, 2024
Q3 2024
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-4.6K- 21.71% |
$1.1M - $1.27M
|
16.6K
$5.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-7- 0.36% |
$1.67K - $1.94K
|
1.92K
$624K
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
864K+ 1.8% |
$206M - $239M
|
49M
$16B
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-530- 6.92% |
$126K - $147K
|
7.13K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
PUT |
2.1K+ 105.0% |
$501K - $581K
|
4.1K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-134K- 13.65% |
$31.9M - $37M
|
845K
$276M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-45- 50.56% |
$10.7K - $12.4K
|
44
$14.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
3.03K+ 1.05% |
$723K - $839K
|
291K
$94.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
413+ 1.5% |
$98.5K - $114K
|
28K
$9.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
700+ 0.45% |
$167K - $194K
|
155K
$50.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-249- 3.88% |
$59.4K - $68.9K
|
6.17K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
630K+ 7.57% |
$150M - $174M
|
8.96M
$2.92B
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
985New |
$235K - $272K
|
985
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-2- 0.03% |
$477 - $553
|
5.85K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
429+ 27.98% |
$102K - $119K
|
1.96K
$639K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-8.52K- 6.79% |
$2.03M - $2.36M
|
117K
$38.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
5+ 0.51% |
$1.19K - $1.38K
|
991
$323K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-196K- 2.34% |
$46.6M - $54.1M
|
8.15M
$2.66B
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
4K+ 10.96% |
$954K - $1.11M
|
40.5K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
87.9K+ 5.58% |
$21M - $24.3M
|
1.66M
$542M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
BUY
|
- |
469+ 9.52% |
$112K - $130K
|
5.39K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
214+ 1.37% |
$51K - $59.2K
|
15.8K
$5.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-89- 2.1% |
$21.2K - $24.6K
|
4.14K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
929New |
$221K - $257K
|
929
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-6.48K- 1.44% |
$1.54M - $1.79M
|
444K
$145M
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-8.79K- 3.79% |
$2.1M - $2.43M
|
223K
$72.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.99K- 9.56% |
$474K - $549K
|
18.8K
$6.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
213+ 9.75% |
$50.8K - $58.9K
|
2.4K
$781K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-114- 3.03% |
$27.2K - $31.5K
|
3.65K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-9.53KClosed |
$2.27M - $2.64M
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1K+ 7.07% |
$239K - $278K
|
15.2K
$4.96M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.3K+ 28.58% |
$4.83M - $5.6M
|
91.1K
$29.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Vancity Investment Management LTD
Vancouver, A1 |
SELL
|
- |
-180K- 98.54% |
$43M - $49.9M
|
2.68K
$872K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-25- 2.65% |
$5.96K - $6.91K
|
918
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6- 0.02% |
$1.43K - $1.66K
|
29.5K
$9.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-527- 0.67% |
$126K - $146K
|
78.4K
$25.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Rokos Capital Management LLP
London, X0 |
SELL
|
- |
-659K- 83.48% |
$157M - $182M
|
131K
$42.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-7.09K- 98.77% |
$1.69M - $1.96M
|
88
$28.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Nellore Capital Management LLC
Palo Alto, CA |
SELL
|
- |
-30K- 11.61% |
$7.15M - $8.3M
|
228K
$74.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
54.8K+ 57.29% |
$13.1M - $15.1M
|
150K
$49M
|
|
|
Nov 14, 2024
Q3 2024
|
Generation Investment Management LLP
London, X0 |
SELL
|
- |
-337K- 19.18% |
$80.4M - $93.3M
|
1.42M
$463M
|
|
|
Nov 14, 2024
Q3 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-33.7K- 33.34% |
$8.03M - $9.32M
|
67.4K
$22M
|
|
|
Nov 14, 2024
Q3 2024
|
Soma Equity Partners LP
San Francisco, CA |
SELL
|
- |
-50.8K- 12.68% |
$12.1M - $14.1M
|
350K
$114M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-1.26K- 99.05% |
$300K - $348K
|
12
$3.91K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4.81K+ 10.03% |
$1.15M - $1.33M
|
52.7K
$17.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-15K- 75.0% |
$3.58M - $4.15M
|
5K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.4K+ 11.82% |
$2.73M - $3.16M
|
108K
$35.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
1.9K+ 82.61% |
$453K - $525K
|
4.2K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-32.1K- 55.63% |
$7.65M - $8.88M
|
25.6K
$8.34M
|