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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
9.15KNew |
$2.48M - $3.37M
|
9.15K
$2.17M
|
|
|
Feb 10, 2025
Q4 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.3KNew |
$352K - $478K
|
1.3K
$308K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
135New |
$36.6K - $49.7K
|
135
$32K
|
|
|
Feb 07, 2025
Q4 2024
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
BUY
|
CALL |
50KNew |
$13.5M - $18.4M
|
50K
$11.9M
|
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-2.16K- 71.39% |
$586K - $796K
|
867
$206K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
72+ 2.29% |
$19.5K - $26.5K
|
3.21K
$762K
|
|
|
Feb 07, 2025
Q4 2024
|
Eos Management, L.P.
|
BUY
|
- |
5.84KNew |
$1.58M - $2.15M
|
5.84K
$1.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-2- 0.25% |
$542 - $736
|
805
$191K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
60KNew |
$16.3M - $22.1M
|
60K
$14.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
4.11KNew |
$1.11M - $1.51M
|
4.11K
$973K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
PUT |
4KNew |
$1.08M - $1.47M
|
4K
$948K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
976New |
$264K - $359K
|
976
$231K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
616New |
$167K - $227K
|
616
$146K
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-124- 4.9% |
$33.6K - $45.6K
|
2.41K
$571K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-2- 0.74% |
$542 - $736
|
268
$63.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
696New |
$189K - $256K
|
696
$165K
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
693New |
$188K - $255K
|
693
$164K
|
|
|
Feb 06, 2025
Q4 2024
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
CALL |
4.57KNew |
$1.24M - $1.68M
|
4.57K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
3.89KNew |
$1.05M - $1.43M
|
3.89K
$923K
|
|
|
Feb 05, 2025
Q4 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-600- 2.71% |
$163K - $221K
|
21.6K
$5.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-7- 9.86% |
$1.9K - $2.58K
|
64
$15.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
37+ 8.98% |
$10K - $13.6K
|
449
$106K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
50New |
$13.5K - $18.4K
|
50
$11.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
218New |
$59K - $80.2K
|
218
$51.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
BUY
|
- |
705New |
$191K - $259K
|
705
$167K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
4New |
$1.08K - $1.47K
|
4
$948
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
783New |
$212K - $288K
|
783
$186K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
176New |
$47.7K - $64.7K
|
176
$41.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
53New |
$14.4K - $19.5K
|
53
$12.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Waverton Investment Management LTD
|
SELL
|
- |
-4.36K- 58.66% |
$1.18M - $1.6M
|
3.07K
$728K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
670New |
$181K - $246K
|
670
$159K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-542- 6.35% |
$147K - $199K
|
8K
$1.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
35+ 0.5% |
$9.48K - $12.9K
|
7.08K
$1.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.26K+ 525.94% |
$340K - $462K
|
1.5K
$355K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
143+ 7.63% |
$38.7K - $52.6K
|
2.02K
$478K
|
|
|
Feb 04, 2025
Q4 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
1.09K+ 4.97% |
$295K - $401K
|
23K
$5.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-335- 3.04% |
$90.7K - $123K
|
10.7K
$2.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-432- 10.26% |
$117K - $159K
|
3.78K
$895K
|
|
|
Feb 04, 2025
Q4 2024
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
652New |
$177K - $240K
|
652
$155K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-45- 0.19% |
$12.2K - $16.6K
|
23.8K
$5.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
400New |
$108K - $147K
|
400
$94.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-2.5K- 13.82% |
$677K - $920K
|
15.6K
$3.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
53New |
$14.4K - $19.5K
|
53
$12.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
609New |
$165K - $224K
|
609
$144K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
SELL
|
- |
-169- 2.3% |
$45.8K - $62.2K
|
7.16K
$1.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-25- 3.74% |
$6.77K - $9.2K
|
644
$153K
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
639New |
$173K - $235K
|
639
$151K
|
|
|
Feb 03, 2025
Q4 2024
|
Valliance Asset Management LTD
|
BUY
|
- |
6KNew |
$1.63M - $2.21M
|
6K
$1.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
187+ 1246.67% |
$50.7K - $68.8K
|
202
$47.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
714New |
$193K - $263K
|
714
$169K
|
|