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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
282+ 19.69% |
$67.2K - $78K
|
1.71K
$581K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
1.13KNew |
$270K - $313K
|
1.13K
$384K
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-966- 1.8% |
$230K - $267K
|
52.8K
$17.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.27K- 7.03% |
$1.02M - $1.18M
|
56.4K
$19.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.96K+ 8.89% |
$468K - $543K
|
24K
$8.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
21.7K+ 971.74% |
$5.17M - $6M
|
23.9K
$8.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-41- 2.73% |
$9.78K - $11.3K
|
1.46K
$496K
|
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
902+ 34.17% |
$215K - $249K
|
3.54K
$1.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
51+ 1.21% |
$12.2K - $14.1K
|
4.27K
$1.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-15- 1.57% |
$3.58K - $4.15K
|
941
$319K
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
6.38KNew |
$1.52M - $1.76M
|
6.38K
$2.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-8- 0.1% |
$1.91K - $2.21K
|
7.71K
$2.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
283+ 1.55% |
$67.5K - $78.3K
|
18.5K
$6.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
1.9K+ 3.37% |
$452K - $525K
|
58.2K
$19.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-72- 0.5% |
$17.2K - $19.9K
|
14.3K
$4.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
241+ 1.55% |
$57.5K - $66.6K
|
15.8K
$5.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
76+ 1.85% |
$18.1K - $21K
|
4.18K
$1.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
748New |
$178K - $207K
|
748
$254K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
341+ 4.75% |
$81.3K - $94.3K
|
7.52K
$2.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
375+ 0.3% |
$89.4K - $104K
|
127K
$43.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
81+ 1.02% |
$19.3K - $22.4K
|
8.02K
$2.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
777New |
$185K - $215K
|
777
$264K
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-3.5K- 4.39% |
$834K - $968K
|
76.2K
$25.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
126+ 4.29% |
$30K - $34.8K
|
3.07K
$1.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-8K- 2.09% |
$1.91M - $2.21M
|
375K
$127M
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
3.79K+ 17.1% |
$904K - $1.05M
|
26K
$8.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
962+ 8.09% |
$229K - $266K
|
12.9K
$4.36M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
404+ 16.35% |
$96.3K - $112K
|
2.88K
$975K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-100- 7.6% |
$23.8K - $27.7K
|
1.22K
$412K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
7.36K+ 4.35% |
$1.75M - $2.03M
|
176K
$59.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-511- 1.55% |
$122K - $141K
|
32.5K
$11M
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
192+ 1.56% |
$45.8K - $53.1K
|
12.5K
$4.24M
|
|
|
Oct 30, 2024
Q3 2024
|
River Road Asset Management, LLC
|
BUY
|
- |
13.9K+ 91.05% |
$3.31M - $3.84M
|
29.1K
$9.88M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
184+ 4.36% |
$43.9K - $50.9K
|
4.41K
$1.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
4.64K+ 2.27% |
$1.11M - $1.28M
|
209K
$70.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
733+ 24.76% |
$175K - $203K
|
3.69K
$1.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-3- 0.16% |
$715 - $830
|
1.82K
$617K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
838+ 95.55% |
$200K - $232K
|
1.72K
$582K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-143- 30.82% |
$34.1K - $39.5K
|
321
$109K
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
10.7K+ 13.58% |
$2.54M - $2.95M
|
89.1K
$30.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.23K+ 69.16% |
$531K - $616K
|
5.45K
$1.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
34+ 0.44% |
$8.11K - $9.4K
|
7.71K
$2.61M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4.04K+ 283.0% |
$964K - $1.12M
|
5.47K
$1.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-320- 1.57% |
$76.3K - $88.5K
|
20.1K
$6.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
14KNew |
$3.34M - $3.87M
|
14K
$4.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-384- 7.66% |
$91.6K - $106K
|
4.63K
$1.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
826+ 0.28% |
$197K - $228K
|
294K
$99.8M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.4K+ 26.18% |
$573K - $665K
|
11.6K
$3.93M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-280- 1.66% |
$66.8K - $77.4K
|
16.6K
$5.63M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-49- 0.73% |
$11.7K - $13.5K
|
6.64K
$2.25M
|