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 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
48New |
$13K - $17.7K
|
48
$16.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
1.3KNew |
$352K - $478K
|
1.3K
$444K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
36New |
$9.75K - $13.2K
|
36
$12.3K
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-15.8K- 7.32% |
$4.27M - $5.79M
|
199K
$68.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Center Star Asset Management, LLC
|
SELL
|
- |
-54- 5.95% |
$14.6K - $19.9K
|
854
$292K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
720New |
$195K - $265K
|
720
$246K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
1.26K+ 5.5% |
$341K - $463K
|
24.1K
$8.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
690New |
$187K - $254K
|
690
$236K
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
254+ 10.86% |
$68.8K - $93.4K
|
2.59K
$886K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4+ 1.29% |
$1.08K - $1.47K
|
314
$107K
|
|
|
Jan 27, 2025
Q4 2024
|
Windward Capital Management CO
|
SELL
|
- |
-2.43K- 1.23% |
$659K - $895K
|
195K
$66.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-766- 15.26% |
$207K - $282K
|
4.25K
$1.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-79- 2.98% |
$21.4K - $29.1K
|
2.57K
$879K
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
41+ 4.47% |
$11.1K - $15.1K
|
958
$327K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-356- 33.52% |
$96.4K - $131K
|
706
$241K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
452+ 1.28% |
$122K - $166K
|
35.6K
$12.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
957+ 2.64% |
$259K - $352K
|
37.2K
$12.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-8.4K- 6.66% |
$2.27M - $3.09M
|
118K
$40.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-3.95K- 1.87% |
$1.07M - $1.45M
|
207K
$70.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.11K- 7.11% |
$570K - $775K
|
27.5K
$9.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
51New |
$13.8K - $18.8K
|
51
$17.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
912New |
$247K - $335K
|
912
$312K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
624New |
$169K - $230K
|
624
$213K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
17.6K+ 9.3% |
$4.78M - $6.49M
|
207K
$70.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-163- 3.41% |
$44.2K - $60K
|
4.62K
$1.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Wt Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
152KNew |
$41.3M - $56.1M
|
152K
$52.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
3.95K+ 13.32% |
$1.07M - $1.45M
|
33.6K
$11.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-8- 0.37% |
$2.17K - $2.94K
|
2.15K
$733K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
850+ 4.69% |
$230K - $313K
|
19K
$6.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-10- 0.49% |
$2.71K - $3.68K
|
2.02K
$690K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
933+ 14.26% |
$253K - $343K
|
7.48K
$2.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
1.24KNew |
$336K - $456K
|
1.24K
$424K
|
|
|
Jan 27, 2025
Q4 2024
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
18.9KNew |
$5.12M - $6.95M
|
18.9K
$6.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
127+ 16.98% |
$34.4K - $46.7K
|
875
$299K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
3.38K+ 131.73% |
$915K - $1.24M
|
5.94K
$2.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.6K- 3.33% |
$432K - $587K
|
46.3K
$15.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-438- 2.08% |
$119K - $161K
|
20.6K
$7.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-10- 1.0% |
$2.71K - $3.68K
|
989
$338K
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
116+ 2.94% |
$31.4K - $42.7K
|
4.06K
$1.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-445- 27.02% |
$121K - $164K
|
1.2K
$411K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
373+ 12.29% |
$101K - $137K
|
3.41K
$1.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
211+ 2.94% |
$57.2K - $77.6K
|
7.4K
$2.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
24+ 1.37% |
$6.5K - $8.83K
|
1.78K
$608K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
37+ 0.16% |
$10K - $13.6K
|
22.6K
$7.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-643- 9.27% |
$174K - $237K
|
6.29K
$2.15M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.56K- 3.16% |
$963K - $1.31M
|
109K
$37.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
83+ 2.87% |
$22.5K - $30.5K
|
2.97K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-421- 21.46% |
$114K - $155K
|
1.54K
$527K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2+ 0.11% |
$542 - $736
|
1.88K
$642K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
12+ 1.17% |
$3.25K - $4.41K
|
1.04K
$354K
|