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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
672+ 50.91% |
$147K - $205K
|
1.99K
$676K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3.39KNew |
$738K - $1.03M
|
3.39K
$1.15M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
341New |
$74.3K - $104K
|
341
$116K
|
|
|
Jul 24, 2024
Q2 2024
|
Nicholas Company, Inc.
|
BUY
|
- |
17.2K+ 6.45% |
$3.76M - $5.26M
|
284K
$96.5M
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
419+ 35.51% |
$91.3K - $128K
|
1.6K
$542K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-120- 71.43% |
$26.2K - $36.6K
|
48
$16.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
167+ 9.04% |
$36.4K - $50.9K
|
2.01K
$683K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
50New |
$10.9K - $15.2K
|
50
$17K
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-44- 2.85% |
$9.59K - $13.4K
|
1.5K
$509K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
100+ 8.45% |
$21.8K - $30.5K
|
1.28K
$436K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
10+ 0.72% |
$2.18K - $3.05K
|
1.4K
$475K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
22+ 220.0% |
$4.8K - $6.7K
|
32
$10.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-63- 2.49% |
$13.7K - $19.2K
|
2.47K
$838K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
374New |
$81.5K - $114K
|
374
$127K
|
|
|
Jul 19, 2024
Q2 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
135+ 11.03% |
$29.4K - $41.1K
|
1.36K
$461K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-30- 2.13% |
$6.54K - $9.14K
|
1.38K
$468K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-30.6K- 12.16% |
$6.68M - $9.33M
|
221K
$75M
|
|
|
Jul 19, 2024
Q2 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
26KNew |
$5.67M - $7.93M
|
26K
$8.82M
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
733+ 32.15% |
$160K - $223K
|
3.01K
$1.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.36K- 71.42% |
$514K - $719K
|
944
$320K
|
|
|
Jul 18, 2024
Q2 2024
|
La Financiere De L'Echiquier
|
BUY
|
- |
1.1K+ 1.29% |
$240K - $335K
|
86.7K
$29.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
684+ 90.84% |
$149K - $208K
|
1.44K
$487K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.06KNew |
$231K - $323K
|
1.06K
$360K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-31- 59.62% |
$6.76K - $9.45K
|
21
$7.12K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
50New |
$10.9K - $15.2K
|
50
$17K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
194+ 625.81% |
$42.3K - $59.1K
|
225
$76.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
800New |
$174K - $244K
|
800
$271K
|
|
|
Jul 16, 2024
Q2 2024
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-3.63K- 41.38% |
$791K - $1.11M
|
5.14K
$1.74M
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-3.02K- 77.57% |
$657K - $919K
|
872
$296K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
88+ 6.98% |
$19.2K - $26.8K
|
1.35K
$458K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
20+ 15.38% |
$4.36K - $6.09K
|
150
$50.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Deltec Asset Management LLC
|
BUY
|
- |
1.75K+ 36.84% |
$382K - $533K
|
6.5K
$2.21M
|
|
|
Jul 16, 2024
Q2 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
53+ 2.23% |
$11.6K - $16.2K
|
2.43K
$823K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
37+ 5.04% |
$8.07K - $11.3K
|
771
$262K
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-8.63KClosed |
$1.88M - $2.63M
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
30.1KNew |
$6.55M - $9.16M
|
30.1K
$10.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
798New |
$174K - $243K
|
798
$271K
|
|
|
Jul 15, 2024
Q2 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
45+ 4.01% |
$9.81K - $13.7K
|
1.17K
$396K
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.04K+ 544.74% |
$226K - $315K
|
1.23K
$416K
|
|
|
Jul 12, 2024
Q2 2024
|
Guo Line Advisory Pte LTD
Singapore, U0 |
BUY
|
- |
76.4K+ 184.07% |
$16.7M - $23.3M
|
118K
$40M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-457- 71.74% |
$99.6K - $139K
|
180
$61.1K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-9- 2.5% |
$1.96K - $2.74K
|
351
$119K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
8.28K+ 301.97% |
$1.81M - $2.52M
|
11K
$3.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
CALL |
3.2KNew |
$698K - $975K
|
3.2K
$1.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
992New |
$216K - $302K
|
992
$337K
|
|
|
Jul 12, 2024
Q2 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
812+ 94.86% |
$177K - $247K
|
1.67K
$566K
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
150+ 4.03% |
$32.7K - $45.7K
|
3.87K
$1.31M
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
96+ 2400.0% |
$20.9K - $29.3K
|
100
$33.9K
|
|
|
Jul 11, 2024
Q2 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-20- 0.79% |
$4.36K - $6.09K
|
2.51K
$853K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
14+ 10.77% |
$3.05K - $4.27K
|
144
$48.9K
|