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
|
National Bank Of Canada
|
BUY
|
- |
102K+ 11.71% |
$24.3M - $28.2M
|
975K
$318M
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-19.1K- 26.11% |
$4.56M - $5.28M
|
54.1K
$17.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
8New |
$1.91K - $2.21K
|
8
$2.61K
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-2.01K- 18.86% |
$479K - $556K
|
8.65K
$2.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-21.1K- 5.35% |
$5.02M - $5.82M
|
372K
$121M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-40- 0.72% |
$9.54K - $11.1K
|
5.48K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
21.4KNew |
$5.09M - $5.91M
|
21.4K
$6.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-5- 0.06% |
$1.19K - $1.38K
|
8.1K
$2.64M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
12.2KNew |
$2.92M - $3.38M
|
12.2K
$3.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
51.9K+ 1.51% |
$12.4M - $14.4M
|
3.48M
$1.13B
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.41K+ 10.08% |
$2.24M - $2.6M
|
103K
$33.5M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
824+ 0.78% |
$196K - $228K
|
107K
$34.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-47.3K- 12.23% |
$11.3M - $13.1M
|
339K
$110M
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
258K+ 1.32% |
$61.4M - $71.2M
|
19.8M
$6.45B
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
844+ 19.56% |
$201K - $233K
|
5.16K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
SELL
|
- |
-4.95K- 11.02% |
$1.18M - $1.37M
|
40K
$13M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 2.26% |
$715 - $830
|
136
$44.3K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
9.33KNew |
$2.22M - $2.58M
|
9.33K
$3.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
26.8K+ 0.73% |
$6.38M - $7.4M
|
3.72M
$1.21B
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
79+ 9.9% |
$18.8K - $21.8K
|
877
$286K
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1+ 0.07% |
$238 - $277
|
1.44K
$471K
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
18.2K+ 90.63% |
$4.34M - $5.03M
|
38.2K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.21KNew |
$1M - $1.16M
|
4.21K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-125- 7.03% |
$29.8K - $34.6K
|
1.65K
$538K
|
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
3.28KNew |
$782K - $906K
|
3.28K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-16- 1.05% |
$3.81K - $4.42K
|
1.51K
$491K
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-2.98K- 6.93% |
$711K - $825K
|
40.1K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-2.9K- 40.28% |
$692K - $802K
|
4.3K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.06KNew |
$253K - $294K
|
1.06K
$346K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-20- 0.56% |
$4.77K - $5.53K
|
3.53K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-6.26K- 0.24% |
$1.49M - $1.73M
|
2.62M
$853M
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
246+ 3.68% |
$58.7K - $68K
|
6.92K
$2.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-39- 0.77% |
$9.3K - $10.8K
|
5.03K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-127- 1.54% |
$30.3K - $35.1K
|
8.13K
$2.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
410+ 10.09% |
$97.8K - $113K
|
4.47K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
10K+ 26.4% |
$2.39M - $2.77M
|
48K
$15.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
10.1K+ 22.83% |
$2.41M - $2.8M
|
54.5K
$17.7M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
13.5K+ 0.36% |
$3.21M - $3.72M
|
3.74M
$1.22B
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
130+ 0.68% |
$31K - $35.9K
|
19.2K
$6.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
13+ 0.55% |
$3.1K - $3.59K
|
2.39K
$778K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
244+ 0.61% |
$58.2K - $67.5K
|
40.2K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
41+ 1.74% |
$9.78K - $11.3K
|
2.4K
$782K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-137- 2.81% |
$32.7K - $37.9K
|
4.75K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
1.8K+ 1.52% |
$428K - $497K
|
120K
$39.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-305- 8.38% |
$72.7K - $84.3K
|
3.33K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
152+ 2.77% |
$36.2K - $42K
|
5.65K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
904+ 12.69% |
$216K - $250K
|
8.03K
$2.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
411+ 3.82% |
$98K - $114K
|
11.2K
$3.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-18- 2.04% |
$4.29K - $4.98K
|
864
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
2.32KNew |
$554K - $642K
|
2.32K
$757K
|