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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
253New |
$63.5K - $80.2K
|
253
$86.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
819New |
$206K - $260K
|
819
$280K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4- 0.43% |
$1K - $1.27K
|
917
$313K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-307- 2.52% |
$77.1K - $97.3K
|
11.9K
$4.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Regis Management CO LLC
|
BUY
|
- |
716New |
$180K - $227K
|
716
$245K
|
|
|
Apr 24, 2024
Q1 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
CALL |
2.5KNew |
$628K - $792K
|
2.5K
$854K
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
89+ 9.23% |
$22.3K - $28.2K
|
1.05K
$360K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
SELL
|
- |
-100- 5.21% |
$25.1K - $31.7K
|
1.82K
$622K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
24New |
$6.03K - $7.61K
|
24
$8.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-24- 9.27% |
$6.03K - $7.61K
|
235
$80.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.23KNew |
$310K - $391K
|
1.23K
$421K
|
|
|
Apr 23, 2024
Q1 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1+ 0.09% |
$251 - $317
|
1.08K
$367K
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-35- 6.48% |
$8.79K - $11.1K
|
505
$173K
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
24.5K+ 1947.46% |
$6.15M - $7.76M
|
25.8K
$8.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
100New |
$25.1K - $31.7K
|
100
$34.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
544New |
$137K - $172K
|
544
$186K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-147- 2.25% |
$36.9K - $46.6K
|
6.4K
$2.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
668New |
$168K - $212K
|
668
$228K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-32- 0.85% |
$8.04K - $10.1K
|
3.75K
$1.28M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-1.22K- 30.89% |
$307K - $387K
|
2.73K
$934K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-41.3K- 91.78% |
$10.4M - $13.1M
|
3.7K
$1.26M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
50New |
$12.6K - $15.8K
|
50
$17.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
722New |
$181K - $229K
|
722
$247K
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
BUY
|
- |
740New |
$186K - $234K
|
740
$253K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
108New |
$27.1K - $34.2K
|
108
$36.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
861New |
$216K - $273K
|
861
$294K
|
|
|
Apr 18, 2024
Q1 2024
|
Oak Thistle LLC
|
SELL
|
- |
-6.64K- 78.34% |
$1.67M - $2.1M
|
1.84K
$627K
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
BUY
|
- |
770+ 106.21% |
$193K - $244K
|
1.5K
$511K
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
290+ 12.25% |
$72.8K - $91.9K
|
2.66K
$908K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-100- 12.94% |
$25.1K - $31.7K
|
673
$230K
|
|
|
Apr 18, 2024
Q1 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-287K- 32.01% |
$72.1M - $90.9M
|
609K
$208M
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-380- 32.76% |
$95.4K - $120K
|
780
$267K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.41% |
$1.51K - $1.9K
|
1.48K
$506K
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
38+ 4.01% |
$9.54K - $12K
|
985
$337K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.87KNew |
$470K - $593K
|
1.87K
$639K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-23- 2.61% |
$5.78K - $7.29K
|
858
$293K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
681New |
$171K - $216K
|
681
$233K
|
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
BUY
|
- |
50+ 8.33% |
$12.6K - $15.8K
|
650
$222K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-99.5K- 37.96% |
$25M - $31.5M
|
163K
$55.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-18- 0.08% |
$4.52K - $5.7K
|
23.5K
$8.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
51+ 2.03% |
$12.8K - $16.2K
|
2.57K
$876K
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
691New |
$174K - $219K
|
691
$236K
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
SELL
|
- |
-1.39K- 15.79% |
$349K - $440K
|
7.41K
$2.53M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
892New |
$224K - $283K
|
892
$305K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
9New |
$2.26K - $2.85K
|
9
$3.08K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
5.2K+ 544.35% |
$1.31M - $1.65M
|
6.16K
$2.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-29- 17.68% |
$7.28K - $9.19K
|
135
$46.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
376+ 6.61% |
$94.4K - $119K
|
6.06K
$2.07M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-73- 3.37% |
$18.3K - $23.1K
|
2.1K
$716K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-5- 0.99% |
$1.26K - $1.58K
|
500
$171K
|