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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
89+ 2.99% |
$24.1K - $32.7K
|
3.06K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
50+ 4.12% |
$13.5K - $18.4K
|
1.26K
$432K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-179- 2.38% |
$48.5K - $65.8K
|
7.36K
$2.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1+ 0.13% |
$271 - $368
|
755
$258K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
965+ 19.68% |
$261K - $355K
|
5.87K
$2.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
60+ 0.61% |
$16.3K - $22.1K
|
9.86K
$3.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
567+ 5.93% |
$154K - $209K
|
10.1K
$3.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
3.92K+ 9.27% |
$1.06M - $1.44M
|
46.2K
$15.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-4.65K- 9.95% |
$1.26M - $1.71M
|
42.1K
$14.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
3.24K+ 24.45% |
$878K - $1.19M
|
16.5K
$5.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-8.61K- 3.4% |
$2.33M - $3.17M
|
245K
$83.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
40+ 1.91% |
$10.8K - $14.7K
|
2.13K
$729K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
210+ 4.19% |
$56.9K - $77.3K
|
5.22K
$1.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-58- 3.02% |
$15.7K - $21.3K
|
1.87K
$637K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
401+ 20.73% |
$109K - $148K
|
2.34K
$798K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-2- 0.06% |
$542 - $736
|
3.44K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-67- 0.43% |
$18.1K - $24.6K
|
15.5K
$5.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
114+ 7.65% |
$30.9K - $41.9K
|
1.6K
$548K
|
|
|
Jan 29, 2025
Q4 2024
|
Figure 8 Investment Strategies LLC
Boise, ID |
BUY
|
- |
1.2KNew |
$325K - $442K
|
1.2K
$410K
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
8.56KNew |
$2.32M - $3.15M
|
8.56K
$2.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.55K- 0.47% |
$419K - $569K
|
331K
$113M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-30.8K- 1.25% |
$8.35M - $11.3M
|
2.43M
$832M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-307- 11.73% |
$83.2K - $113K
|
2.31K
$789K
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-4.9K- 24.35% |
$1.33M - $1.8M
|
15.2K
$5.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
200New |
$54.2K - $73.6K
|
200
$68.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Graphene Investments Sas
Paris, I0 |
SELL
|
- |
-2.6K- 22.81% |
$704K - $956K
|
8.8K
$3.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-405- 0.63% |
$110K - $149K
|
63.8K
$21.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
754New |
$204K - $277K
|
754
$258K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
2.94KNew |
$797K - $1.08M
|
2.94K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-376- 23.14% |
$102K - $138K
|
1.25K
$427K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.13% |
$271 - $368
|
748
$256K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5.21K+ 376.08% |
$1.41M - $1.91M
|
6.59K
$2.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-341- 2.66% |
$92.4K - $125K
|
12.5K
$4.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-54- 6.26% |
$14.6K - $19.9K
|
809
$276K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.74K- 52.65% |
$470K - $639K
|
1.56K
$533K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-187- 7.41% |
$50.7K - $68.8K
|
2.34K
$799K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-30- 2.25% |
$8.13K - $11K
|
1.31K
$446K
|
|
|
Jan 28, 2025
Q4 2024
|
Exane Asset Management
|
BUY
|
- |
1.21KNew |
$326K - $443K
|
1.21K
$412K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-24- 0.41% |
$6.5K - $8.83K
|
5.82K
$1.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-10- 0.54% |
$2.71K - $3.68K
|
1.85K
$630K
|
|
|
Jan 28, 2025
Q4 2024
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
72+ 0.1% |
$19.5K - $26.5K
|
72.8K
$24.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
640New |
$173K - $235K
|
640
$219K
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-57- 0.37% |
$15.4K - $21K
|
15.2K
$5.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
85+ 3.62% |
$23K - $31.3K
|
2.43K
$832K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.95K+ 4.38% |
$528K - $717K
|
46.5K
$15.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-18- 1.04% |
$4.88K - $6.62K
|
1.72K
$588K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-4.47K- 20.57% |
$1.21M - $1.64M
|
17.3K
$5.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Eulav Asset Management
|
SELL
|
- |
-998- 2.63% |
$270K - $367K
|
37K
$12.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-100- 12.25% |
$27.1K - $36.8K
|
716
$245K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-2- 0.03% |
$542 - $736
|
6.77K
$2.31M
|