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 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.94K- 20.92% |
$381K - $519K
|
7.35K
$2.51M
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-75- 1.74% |
$14.7K - $20K
|
4.25K
$1.45M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
904New |
$177K - $242K
|
904
$309K
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
794New |
$156K - $212K
|
794
$271K
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
1.05KNew |
$207K - $281K
|
1.05K
$360K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.25K+ 18.23% |
$244K - $333K
|
8.08K
$2.76M
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
836New |
$164K - $223K
|
836
$286K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-38- 2.56% |
$7.46K - $10.2K
|
1.45K
$494K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-4- 21.05% |
$785 - $1.07K
|
15
$5.13K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-44- 3.69% |
$8.64K - $11.8K
|
1.15K
$392K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.12K- 20.8% |
$219K - $298K
|
4.25K
$1.45M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-5- 3.73% |
$981 - $1.34K
|
129
$44.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-112- 10.27% |
$22K - $29.9K
|
979
$335K
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
BUY
|
- |
2.5KNew |
$491K - $668K
|
2.5K
$854K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-7- 4.83% |
$1.37K - $1.87K
|
138
$47.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
31+ 0.15% |
$6.08K - $8.28K
|
20.6K
$7.03M
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.84K- 66.32% |
$556K - $758K
|
1.44K
$492K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
6.01K+ 2.57% |
$1.18M - $1.61M
|
240K
$82.1M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
797New |
$156K - $213K
|
797
$272K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-29- 2.63% |
$5.69K - $7.75K
|
1.07K
$366K
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
3.98K+ 11055.56% |
$781K - $1.06M
|
4.02K
$1.37M
|
|
| Q3 2023 | |||||||
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-63- 5.19% |
$12.8K - $14.8K
|
1.15K
$393K
|
|
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
10.9MNew |
$2.22B - $2.56B
|
10.9M
$3.74B
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-1.6K- 1.31% |
$324K - $375K
|
121K
$41.3M
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.73K- 92.13% |
$351K - $406K
|
148
$50.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-29- 4.5% |
$5.87K - $6.8K
|
616
$210K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-4.99K- 43.14% |
$1.01M - $1.17M
|
6.58K
$2.25M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-46- 60.53% |
$9.31K - $10.8K
|
30
$10.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
CALL |
100New |
$20.2K - $23.4K
|
100
$34.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-187- 0.9% |
$37.9K - $43.8K
|
20.7K
$7.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-149- 2.08% |
$30.2K - $34.9K
|
7.02K
$2.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
7.76K+ 388.77% |
$1.57M - $1.82M
|
9.75K
$3.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
9.5K+ 105.56% |
$1.92M - $2.23M
|
18.5K
$6.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-85- 77.27% |
$17.2K - $19.9K
|
25
$8.54K
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-51.5K- 20.71% |
$10.4M - $12.1M
|
197K
$67.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.19K+ 9.3% |
$240K - $278K
|
13.9K
$4.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Akaris Global Partners, LP
New York, NY |
BUY
|
- |
8.3K+ 7.72% |
$1.68M - $1.95M
|
116K
$39.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-2.27K- 25.94% |
$460K - $532K
|
6.48K
$2.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-1.34K- 51.97% |
$272K - $315K
|
1.24K
$424K
|
|
|
Nov 14, 2023
Q3 2023
|
D1 Capital Partners L.P.
New York, NY |
BUY
|
- |
195KNew |
$39.5M - $45.7M
|
195K
$66.6M
|
|
|
Nov 14, 2023
Q3 2023
|
North Fourth Asset Management, LP
New York, NY |
BUY
|
- |
3KNew |
$607K - $703K
|
3K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-18.3K- 35.89% |
$3.71M - $4.3M
|
32.7K
$11.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
2.95KNew |
$597K - $691K
|
2.95K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-131K- 82.0% |
$26.6M - $30.7M
|
28.8K
$9.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
4.54KNew |
$919K - $1.06M
|
4.54K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.6K- 12.13% |
$526K - $609K
|
18.8K
$6.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Mqs Management LLC
|
BUY
|
- |
1.91KNew |
$387K - $448K
|
1.91K
$653K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-83- 10.85% |
$16.8K - $19.5K
|
682
$233K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
9.27K+ 579.19% |
$1.88M - $2.17M
|
10.9K
$3.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-230- 16.08% |
$46.6K - $53.9K
|
1.2K
$410K
|
|