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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-3.67K- 93.66% |
$984K - $1.32M
|
248
$58.8K
|
|
|
May 14, 2025
Q1 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
3.7K+ 1491.13% |
$992K - $1.33M
|
3.95K
$935K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-32- 62.75% |
$8.59K - $11.5K
|
19
$4.5K
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-773- 19.54% |
$207K - $278K
|
3.18K
$755K
|
|
|
May 13, 2025
Q1 2025
|
Katamaran Capital LLP
London, X0 |
SELL
|
- |
-7.1K- 64.53% |
$1.91M - $2.56M
|
3.91K
$926K
|
|
|
May 13, 2025
Q1 2025
|
Noked Israel LTD
Ramat Hasharon, L3 |
BUY
|
- |
33K+ 73.33% |
$8.86M - $11.9M
|
78K
$18.5M
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-92- 4.4% |
$24.7K - $33.1K
|
2K
$474K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-5- 0.26% |
$1.34K - $1.8K
|
1.92K
$454K
|
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-18.9K- 94.56% |
$5.07M - $6.81M
|
1.09K
$258K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
CALL |
100New |
$26.8K - $36K
|
100
$23.7K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
112+ 9.82% |
$30.1K - $40.3K
|
1.25K
$297K
|
|
|
May 13, 2025
Q1 2025
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-779- 0.82% |
$209K - $280K
|
94.3K
$22.4M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
11+ 1.38% |
$2.95K - $3.96K
|
809
$192K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3New |
$805 - $1.08K
|
3
$711
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-71- 3.4% |
$19.1K - $25.6K
|
2.02K
$478K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
468+ 31.9% |
$126K - $168K
|
1.94K
$459K
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
2KNew |
$537K - $720K
|
2K
$474K
|
|
|
May 12, 2025
Q1 2025
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
2.91KNew |
$780K - $1.05M
|
2.91K
$689K
|
|
|
May 12, 2025
Q1 2025
|
Keystone Investors Pte LTD
Singapore, U0 |
SELL
|
- |
-126K- 96.25% |
$33.9M - $45.5M
|
4.93K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-14K- 15.43% |
$3.75M - $5.03M
|
76.6K
$18.2M
|
|
|
May 12, 2025
Q1 2025
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-2.83K- 38.22% |
$759K - $1.02M
|
4.58K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-339- 0.95% |
$91K - $122K
|
35.5K
$8.41M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-850- 48.21% |
$228K - $306K
|
913
$216K
|
|
|
May 12, 2025
Q1 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-2.51K- 73.64% |
$674K - $904K
|
899
$213K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
86+ 10.89% |
$23.1K - $31K
|
876
$208K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
6.55KNew |
$1.76M - $2.36M
|
6.55K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
16.5KNew |
$4.43M - $5.94M
|
16.5K
$3.91M
|
|
|
May 09, 2025
Q1 2025
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
600+ 14.81% |
$161K - $216K
|
4.65K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
574+ 54.05% |
$154K - $207K
|
1.64K
$388K
|
|
|
May 09, 2025
Q1 2025
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
186K+ 31.12% |
$49.9M - $66.9M
|
783K
$186M
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
1.11K+ 21.1% |
$297K - $398K
|
6.34K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Weitz Investment Management, Inc.
Omaha, NE |
SELL
|
- |
-7.5K- 7.89% |
$2.01M - $2.7M
|
87.5K
$20.7M
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-75- 25.68% |
$20.1K - $27K
|
217
$51.4K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
PUT |
6.5KNew |
$1.74M - $2.34M
|
6.5K
$1.54M
|
|
|
May 09, 2025
Q1 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
SELL
|
- |
-2- 25.0% |
$537 - $720
|
6
$1.42K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-2- 1.96% |
$537 - $720
|
100
$23.7K
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
1.3KNew |
$350K - $469K
|
1.3K
$309K
|
|
|
May 09, 2025
Q1 2025
|
Keeler T Homas Management LLC
|
SELL
|
- |
-5.01K- 34.95% |
$1.35M - $1.8M
|
9.33K
$2.21M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.13K- 56.76% |
$303K - $406K
|
860
$204K
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-183- 16.0% |
$49.1K - $65.9K
|
961
$228K
|
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
BUY
|
- |
2.84KNew |
$762K - $1.02M
|
2.84K
$673K
|
|
|
May 08, 2025
Q1 2025
|
Rd Finance LTD
Limassol, G4 |
BUY
|
- |
12.6KNew |
$3.39M - $4.55M
|
12.6K
$3M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-51- 3.82% |
$13.7K - $18.4K
|
1.29K
$305K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
CALL |
100New |
$26.8K - $36K
|
100
$23.7K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
18New |
$4.83K - $6.48K
|
18
$4.27K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
12.8K+ 90.19% |
$3.44M - $4.61M
|
27K
$6.4M
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-96- 9.3% |
$25.8K - $34.6K
|
936
$222K
|
|
|
May 07, 2025
Q1 2025
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-2.54K- 6.39% |
$682K - $915K
|
37.3K
$8.83M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
171+ 14.45% |
$45.9K - $61.6K
|
1.35K
$321K
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-100- 11.76% |
$26.8K - $36K
|
750
$178K
|
|