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 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
109+ 0.68% |
$29.5K - $40.1K
|
16.2K
$4.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.22K+ 8.31% |
$331K - $450K
|
15.9K
$4.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-7.07K- 17.15% |
$1.92M - $2.6M
|
34.1K
$9.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
781New |
$212K - $287K
|
781
$219K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.1K+ 91.27% |
$569K - $773K
|
4.4K
$1.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
11.1KNew |
$3M - $4.07M
|
11.1K
$3.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-9.2K- 80.0% |
$2.49M - $3.38M
|
2.3K
$645K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.92K- 20.27% |
$521K - $707K
|
7.56K
$2.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
22+ 1.61% |
$5.96K - $8.09K
|
1.39K
$390K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
104+ 46.64% |
$28.2K - $38.3K
|
327
$91.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-4- 16.67% |
$1.08K - $1.47K
|
20
$5.61K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.48K+ 0.92% |
$1.21M - $1.65M
|
492K
$138M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
4+ 0.09% |
$1.08K - $1.47K
|
4.23K
$1.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-19.7K- 8.42% |
$5.32M - $7.23M
|
214K
$60M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
256+ 34.78% |
$69.3K - $94.2K
|
992
$278K
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
5.35KNew |
$1.45M - $1.97M
|
5.35K
$1.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
45+ 5.58% |
$12.2K - $16.6K
|
852
$239K
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
8.61KNew |
$2.33M - $3.17M
|
8.61K
$2.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
201+ 2.06% |
$54.4K - $73.9K
|
9.95K
$2.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-172- 0.05% |
$46.6K - $63.3K
|
376K
$105M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
135+ 6.5% |
$36.6K - $49.7K
|
2.21K
$621K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
393+ 38.8% |
$106K - $145K
|
1.41K
$395K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.16K+ 5.32% |
$315K - $428K
|
23K
$6.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
771New |
$209K - $284K
|
771
$216K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
93New |
$25.2K - $34.2K
|
93
$26.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.41K+ 78.39% |
$653K - $886K
|
5.48K
$1.54M
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
12+ 0.15% |
$3.25K - $4.41K
|
8.08K
$2.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
744+ 0.94% |
$202K - $274K
|
80K
$22.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-750- 0.38% |
$203K - $276K
|
197K
$55.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6.6K- 42.07% |
$1.79M - $2.43M
|
9.09K
$2.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
3+ 0.15% |
$813 - $1.1K
|
2K
$562K
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-18- 1.62% |
$4.88K - $6.62K
|
1.09K
$306K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-53.6K- 5.72% |
$14.5M - $19.7M
|
885K
$248M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet Bank & Trust LTD
|
BUY
|
- |
240+ 4.93% |
$65K - $88.3K
|
5.11K
$1.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-18K- 3.44% |
$4.87M - $6.61M
|
504K
$141M
|
|
|
Jan 30, 2025
Q4 2024
|
Australian Super Pty LTD
|
SELL
|
- |
-202K- 22.24% |
$54.7M - $74.3M
|
706K
$198M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.3K- 2.74% |
$352K - $478K
|
46.2K
$13M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-743- 1.91% |
$201K - $273K
|
38.1K
$10.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
202+ 1.15% |
$54.7K - $74.3K
|
17.7K
$4.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
41+ 0.17% |
$11.1K - $15.1K
|
24.7K
$6.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
261+ 5.93% |
$70.7K - $96K
|
4.66K
$1.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
5.48KNew |
$1.49M - $2.02M
|
5.48K
$1.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
106+ 1.58% |
$28.7K - $39K
|
6.81K
$1.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
1.12KNew |
$303K - $412K
|
1.12K
$314K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-861- 1.23% |
$233K - $317K
|
69.3K
$19.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-56K- 3.05% |
$15.2M - $20.6M
|
1.78M
$499M
|
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
4.41KNew |
$1.2M - $1.62M
|
4.41K
$1.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-16- 3.2% |
$4.33K - $5.89K
|
484
$136K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
118+ 7.17% |
$32K - $43.4K
|
1.76K
$495K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.92KNew |
$521K - $707K
|
1.92K
$539K
|