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 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-218- 6.99% |
$52K - $60.3K
|
2.9K
$984K
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-2.83K- 18.0% |
$674K - $781K
|
12.9K
$4.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-77.4K- 66.07% |
$18.5M - $21.4M
|
39.8K
$13.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-1.05M- 90.01% |
$250M - $290M
|
116K
$39.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.44K+ 19.13% |
$342K - $397K
|
8.94K
$3.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Atomvest LTD
Hong Kong, K3 |
BUY
|
- |
19.2K+ 76.8% |
$4.58M - $5.31M
|
44.2K
$15M
|
|
|
Nov 12, 2024
Q3 2024
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-70.3K- 25.69% |
$16.8M - $19.4M
|
203K
$69M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
22.1K+ 22.61% |
$5.26M - $6.1M
|
120K
$40.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-702- 11.41% |
$167K - $194K
|
5.45K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
4.24K+ 26.75% |
$1.01M - $1.17M
|
20.1K
$6.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
582+ 14.11% |
$139K - $161K
|
4.71K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
46+ 4.7% |
$11K - $12.7K
|
1.02K
$347K
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
412+ 8.13% |
$98.2K - $114K
|
5.48K
$1.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-197- 9.26% |
$47K - $54.5K
|
1.93K
$655K
|
|
|
Nov 08, 2024
Q3 2024
|
Parnassus Investments, LLC
|
SELL
|
- |
-620K- 10.23% |
$148M - $171M
|
5.44M
$1.84B
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16.7K+ 7.56% |
$3.99M - $4.62M
|
238K
$80.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-9.63K- 16.5% |
$2.3M - $2.66M
|
48.7K
$16.5M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-471K- 76.05% |
$112M - $130M
|
148K
$50.3M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-143- 0.84% |
$34.1K - $39.5K
|
16.9K
$5.72M
|
|
|
Nov 08, 2024
Q3 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
1K+ 48.64% |
$239K - $277K
|
3.07K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-100- 4.67% |
$23.8K - $27.7K
|
2.04K
$692K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.15K+ 4.8% |
$989K - $1.15M
|
90.5K
$30.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
883New |
$211K - $244K
|
883
$300K
|
|
|
Nov 08, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-6.86K- 42.6% |
$1.63M - $1.9M
|
9.24K
$3.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Tredje Ap Fonden
|
BUY
|
- |
38.4K+ 7.56% |
$9.16M - $10.6M
|
547K
$185M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-14- 0.93% |
$3.34K - $3.87K
|
1.5K
$508K
|
|
|
Nov 08, 2024
Q3 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-21.7K- 2.35% |
$5.18M - $6.01M
|
905K
$307M
|
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
120+ 3.33% |
$28.6K - $33.2K
|
3.72K
$1.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.75K- 11.27% |
$656K - $761K
|
21.7K
$7.35M
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.24K+ 76.65% |
$296K - $343K
|
2.86K
$970K
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-7- 0.7% |
$1.67K - $1.94K
|
993
$337K
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
13.8KNew |
$3.28M - $3.8M
|
13.8K
$4.67M
|
|
|
Nov 08, 2024
Q3 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
24.2K+ 2.14% |
$5.77M - $6.69M
|
1.16M
$392M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3.19K- 9.66% |
$761K - $883K
|
29.9K
$10.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Glynn Capital Management LLC
|
SELL
|
- |
-5.05K- 41.44% |
$1.2M - $1.4M
|
7.14K
$2.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-139- 3.99% |
$33.1K - $38.4K
|
3.35K
$1.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-516- 0.37% |
$123K - $143K
|
140K
$47.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
25+ 208.33% |
$5.96K - $6.91K
|
37
$12.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
215+ 1.3% |
$51.3K - $59.5K
|
16.7K
$5.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-7.88K- 86.22% |
$1.88M - $2.18M
|
1.26K
$427K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
17+ 188.89% |
$4.05K - $4.7K
|
26
$8.82K
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
4.41K+ 2.12% |
$1.05M - $1.22M
|
213K
$72.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-38- 4.58% |
$9.06K - $10.5K
|
792
$269K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-141- 2.77% |
$33.6K - $39K
|
4.94K
$1.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
BUY
|
- |
775New |
$185K - $214K
|
775
$263K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
18.2KNew |
$4.34M - $5.04M
|
18.2K
$6.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
20+ 1.88% |
$4.77K - $5.53K
|
1.08K
$367K
|
|
|
Nov 08, 2024
Q3 2024
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
223+ 2.14% |
$53.2K - $61.7K
|
10.7K
$3.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
430+ 18.16% |
$103K - $119K
|
2.8K
$949K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
23.2K+ 18.5% |
$5.52M - $6.41M
|
148K
$50.3M
|