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 29, 2024
Q3 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-351- 0.27% |
$83.7K - $97.1K
|
130K
$44.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
114+ 4.46% |
$27.2K - $31.5K
|
2.67K
$906K
|
|
|
Oct 29, 2024
Q3 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
40+ 0.66% |
$9.54K - $11.1K
|
6.11K
$2.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
PUT |
2K+ 80.0% |
$477K - $553K
|
4.5K
$1.53M
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
1.25K+ 2.36% |
$297K - $345K
|
54.1K
$18.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-470- 8.08% |
$112K - $130K
|
5.35K
$1.81M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
41.2K+ 5663.0% |
$9.82M - $11.4M
|
41.9K
$14.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-65- 61.9% |
$15.5K - $18K
|
40
$13.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
349+ 10.13% |
$83.2K - $96.5K
|
3.8K
$1.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
28+ 0.33% |
$6.68K - $7.74K
|
8.47K
$2.87M
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
28+ 1.57% |
$6.68K - $7.74K
|
1.81K
$614K
|
|
|
Oct 29, 2024
Q3 2024
|
Veritas Asset Management LLP
|
BUY
|
- |
2.68MNew |
$639M - $741M
|
2.68M
$909M
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
714+ 3.45% |
$170K - $197K
|
21.4K
$7.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
37+ 11.56% |
$8.82K - $10.2K
|
357
$121K
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-124- 9.37% |
$29.6K - $34.3K
|
1.2K
$407K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-23- 2.1% |
$5.48K - $6.36K
|
1.07K
$363K
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
27+ 3.26% |
$6.44K - $7.47K
|
855
$290K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
25+ 104.17% |
$5.96K - $6.91K
|
49
$16.6K
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
816New |
$195K - $226K
|
816
$277K
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
SELL
|
- |
-57- 2.99% |
$13.6K - $15.8K
|
1.85K
$627K
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-20- 1.61% |
$4.77K - $5.53K
|
1.22K
$415K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
343+ 8.26% |
$81.8K - $94.8K
|
4.5K
$1.53M
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
560+ 2.16% |
$134K - $155K
|
26.5K
$8.98M
|
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
225K+ 13.3% |
$53.7M - $62.3M
|
1.92M
$651M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-14.6K- 8.0% |
$3.48M - $4.04M
|
168K
$57M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
76+ 1.88% |
$18.1K - $21K
|
4.11K
$1.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
268+ 0.2% |
$63.9K - $74.1K
|
132K
$44.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Granite Shares Advisors LLC
|
SELL
|
- |
-489- 6.3% |
$117K - $135K
|
7.27K
$2.47M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-33.4K- 6.6% |
$7.95M - $9.22M
|
472K
$160M
|
|
|
Oct 28, 2024
Q3 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
580+ 2.69% |
$138K - $160K
|
22.2K
$7.52M
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
5+ 0.46% |
$1.19K - $1.38K
|
1.08K
$367K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-617- 12.35% |
$147K - $171K
|
4.38K
$1.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
40+ 2.09% |
$9.54K - $11.1K
|
1.96K
$663K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
15+ 1.06% |
$3.58K - $4.15K
|
1.43K
$485K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
100+ 12.64% |
$23.8K - $27.7K
|
891
$302K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
284New |
$67.7K - $78.5K
|
284
$96.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
2+ 0.19% |
$477 - $553
|
1.06K
$359K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-351- 1.91% |
$83.7K - $97.1K
|
18K
$6.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.02K+ 26.93% |
$243K - $282K
|
4.8K
$1.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-526- 0.63% |
$125K - $145K
|
82.9K
$28.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
12+ 4.24% |
$2.86K - $3.32K
|
295
$100K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
7+ 1.0% |
$1.67K - $1.94K
|
707
$240K
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-3- 0.34% |
$715 - $830
|
880
$299K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-735- 4.4% |
$175K - $203K
|
16K
$5.41M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-2.17K- 5.49% |
$516K - $599K
|
37.3K
$12.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
1.33K+ 89.53% |
$316K - $366K
|
2.81K
$952K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
6+ 1.13% |
$1.43K - $1.66K
|
539
$183K
|
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
BUY
|
- |
2.48KNew |
$591K - $686K
|
2.48K
$841K
|
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
CALL |
-5.5K- 57.89% |
$1.31M - $1.52M
|
4K
$1.36M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
24+ 34.78% |
$5.72K - $6.64K
|
93
$31.5K
|