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 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-4.45K- 68.07% |
$1.06M - $1.23M
|
2.09K
$708K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
779+ 8.16% |
$186K - $215K
|
10.3K
$3.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
26.2KNew |
$6.26M - $7.26M
|
26.2K
$8.9M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
11+ 6.92% |
$2.62K - $3.04K
|
170
$57.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
41+ 0.73% |
$9.78K - $11.3K
|
5.69K
$1.93M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
97+ 2.04% |
$23.1K - $26.8K
|
4.86K
$1.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-5.4K- 8.6% |
$1.29M - $1.49M
|
57.4K
$19.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
32+ 13.28% |
$7.63K - $8.85K
|
273
$92.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
4.88K+ 10.09% |
$1.16M - $1.35M
|
53.3K
$18.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
4.53K+ 20.19% |
$1.08M - $1.25M
|
26.9K
$9.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
332+ 1.06% |
$79.2K - $91.8K
|
31.7K
$10.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
449+ 2.32% |
$107K - $124K
|
19.8K
$6.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.04% |
$238 - $277
|
2.55K
$865K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.31K+ 15.73% |
$789K - $915K
|
24.3K
$8.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-2.51K- 0.2% |
$599K - $695K
|
1.24M
$420M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
257+ 12.84% |
$61.3K - $71.1K
|
2.26K
$766K
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-109- 5.99% |
$26K - $30.1K
|
1.71K
$580K
|
|
|
Oct 24, 2024
Q3 2024
|
Novo Holdings
Hellerup, G7 |
SELL
|
- |
-112K- 23.24% |
$26.6M - $30.9M
|
369K
$125M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
332+ 12.39% |
$79.2K - $91.8K
|
3.01K
$1.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14+ 1.89% |
$3.34K - $3.87K
|
756
$256K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
909+ 5.72% |
$217K - $251K
|
16.8K
$5.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-283- 16.85% |
$67.5K - $78.3K
|
1.4K
$474K
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
2.39K+ 23.41% |
$571K - $662K
|
12.6K
$4.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
8.61K+ 72.67% |
$2.05M - $2.38M
|
20.5K
$6.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1+ 0.11% |
$238 - $277
|
892
$303K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
14+ 0.54% |
$3.34K - $3.87K
|
2.59K
$880K
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
966+ 6.28% |
$230K - $267K
|
16.3K
$5.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.38% |
$238 - $277
|
261
$88.5K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
442+ 0.8% |
$105K - $122K
|
55.8K
$18.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
897+ 45.1% |
$214K - $248K
|
2.89K
$979K
|
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
54+ 0.54% |
$12.9K - $14.9K
|
10K
$3.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
711+ 29.32% |
$170K - $197K
|
3.14K
$1.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
575+ 8.93% |
$137K - $159K
|
7.01K
$2.38M
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
5KNew |
$1.19M - $1.38M
|
5K
$1.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
190+ 1.69% |
$45.3K - $52.5K
|
11.5K
$3.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
76+ 3.22% |
$18.1K - $21K
|
2.44K
$827K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
6+ 0.75% |
$1.43K - $1.66K
|
807
$274K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-14- 1.64% |
$3.34K - $3.87K
|
840
$285K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
36+ 1.21% |
$8.58K - $9.96K
|
3.01K
$1.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
1+ 0.05% |
$238 - $277
|
1.82K
$618K
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
BUY
|
- |
959+ 1.6% |
$229K - $265K
|
61K
$20.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-290- 5.48% |
$69.1K - $80.2K
|
5.01K
$1.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
218New |
$52K - $60.3K
|
218
$74K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
11.9K+ 732.12% |
$2.84M - $3.29M
|
13.5K
$4.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
332+ 6.47% |
$79.2K - $91.8K
|
5.47K
$1.85M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-460- 4.01% |
$110K - $127K
|
11K
$3.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-27- 21.09% |
$6.44K - $7.47K
|
101
$34.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
749New |
$179K - $207K
|
749
$254K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
505+ 3.87% |
$120K - $140K
|
13.6K
$4.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.18KNew |
$281K - $326K
|
1.18K
$400K
|