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
|
Oxford Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.04K- 24.08% |
$248K - $288K
|
3.28K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
SELL
|
- |
-203- 21.73% |
$48.4K - $56.1K
|
731
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-704- 12.23% |
$168K - $195K
|
5.05K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-430- 1.88% |
$103K - $119K
|
22.5K
$7.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
60+ 0.79% |
$14.3K - $16.6K
|
7.62K
$2.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
15KNew |
$3.58M - $4.15M
|
15K
$4.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
16.7K+ 32.51% |
$3.99M - $4.63M
|
68.3K
$22.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
40+ 0.17% |
$9.54K - $11.1K
|
22.9K
$7.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.65M+ 43.1% |
$392M - $455M
|
5.47M
$1.78B
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.15KNew |
$274K - $318K
|
1.15K
$375K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-1.31K- 20.5% |
$313K - $363K
|
5.09K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
220KNew |
$52.4M - $60.8M
|
220K
$71.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
116+ 5.39% |
$27.7K - $32.1K
|
2.27K
$739K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
93.8K+ 20.4% |
$22.4M - $25.9M
|
554K
$180M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-110- 0.71% |
$26.2K - $30.4K
|
15.5K
$5.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
808+ 1243.08% |
$193K - $223K
|
873
$284K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.66K+ 4.72% |
$634K - $735K
|
59K
$19.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4+ 2.99% |
$954 - $1.11K
|
138
$45K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-816- 38.42% |
$195K - $226K
|
1.31K
$426K
|
|
|
Nov 12, 2024
Q3 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
104K+ 181.99% |
$24.7M - $28.7M
|
161K
$52.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
4.88KNew |
$1.16M - $1.35M
|
4.88K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.24K+ 3.61% |
$772K - $896K
|
92.9K
$30.3M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-406- 5.56% |
$96.8K - $112K
|
6.89K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-838- 41.24% |
$200K - $232K
|
1.19K
$389K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-61- 0.72% |
$14.5K - $16.9K
|
8.45K
$2.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
86+ 2.73% |
$20.5K - $23.8K
|
3.24K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-3.03K- 24.9% |
$721K - $837K
|
9.12K
$2.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-304- 3.17% |
$72.5K - $84.1K
|
9.3K
$3.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-19- 1.75% |
$4.53K - $5.25K
|
1.07K
$347K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-6.97K- 12.31% |
$1.66M - $1.93M
|
49.6K
$16.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-3- 4.76% |
$715 - $830
|
60
$19.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-74.5K- 44.91% |
$17.8M - $20.6M
|
91.4K
$29.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-501- 4.56% |
$119K - $139K
|
10.5K
$3.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-34- 0.48% |
$8.11K - $9.4K
|
7.02K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-401- 33.75% |
$95.6K - $111K
|
787
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
12.6K+ 77.3% |
$3M - $3.48M
|
28.9K
$9.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
69+ 1.68% |
$16.5K - $19.1K
|
4.18K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-264- 1.51% |
$62.9K - $73K
|
17.2K
$5.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.71K- 12.74% |
$407K - $473K
|
11.7K
$3.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
56+ 1.51% |
$13.4K - $15.5K
|
3.77K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
250+ 3.3% |
$59.6K - $69.1K
|
7.82K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
752+ 62.98% |
$179K - $208K
|
1.95K
$634K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-537- 22.95% |
$128K - $148K
|
1.8K
$588K
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-416- 0.97% |
$99.2K - $115K
|
42.4K
$13.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-691- 32.01% |
$165K - $191K
|
1.47K
$478K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
78+ 1.26% |
$18.6K - $21.6K
|
6.28K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
SELL
|
- |
-177- 13.79% |
$42.2K - $48.9K
|
1.11K
$361K
|
|
|
Nov 12, 2024
Q3 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-538- 11.6% |
$128K - $149K
|
4.1K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
105+ 1.2% |
$25K - $29K
|
8.83K
$2.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Long Path Partners LP
Stamford, CT |
BUY
|
- |
23.9K+ 31.12% |
$5.71M - $6.62M
|
101K
$32.9M
|