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 14, 2023
Q4 2022
|
Resonate Capital, LLC
San Francisco, CA |
SELL
|
- |
-1.13K- 9.84% |
$145K - $187K
|
10.4K
$3.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-1.07K- 7.61% |
$137K - $176K
|
12.9K
$4.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
529KNew |
$67.8M - $87.4M
|
529K
$177M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
43.3KNew |
$5.56M - $7.16M
|
43.3K
$14.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
105New |
$13.5K - $17.4K
|
105
$35.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
764New |
$98K - $126K
|
764
$256K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-81.1K- 16.53% |
$10.4M - $13.4M
|
410K
$137M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
722+ 20.71% |
$92.6K - $119K
|
4.21K
$1.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Evr Research LP
Richmond, VA |
SELL
|
- |
-21K- 48.84% |
$2.69M - $3.47M
|
22K
$7.36M
|
|
|
Feb 13, 2023
Q4 2022
|
George Kaiser Family Foundation
|
BUY
|
- |
2.12K+ 28.64% |
$272K - $350K
|
9.52K
$3.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-111Closed |
$14.2K - $18.3K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
9.88K+ 136.65% |
$1.27M - $1.63M
|
17.1K
$5.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.79K+ 99.55% |
$229K - $295K
|
3.58K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-500- 65.27% |
$64.1K - $82.6K
|
266
$89K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
SELL
|
PUT |
-25K- 16.67% |
$3.21M - $4.13M
|
125K
$41.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
18.4K+ 197.72% |
$2.36M - $3.04M
|
27.7K
$9.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
2.21KNew |
$283K - $365K
|
2.21K
$740K
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-816- 25.78% |
$105K - $135K
|
2.35K
$786K
|
|
|
Feb 13, 2023
Q4 2022
|
Inclusive Capital Partners, L.P.
San Francisco, CA |
BUY
|
- |
1.63MNew |
$210M - $270M
|
1.63M
$547M
|
|
|
Feb 13, 2023
Q4 2022
|
Newlands Management Operations LLC
Dallas, TX |
BUY
|
- |
501KNew |
$64.2M - $82.7M
|
501K
$168M
|
|
|
Feb 13, 2023
Q4 2022
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
99.1KNew |
$12.7M - $16.4M
|
99.1K
$33.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1New |
$128 - $165
|
1
$335
|
|
|
Feb 10, 2023
Q4 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-2.2K- 4.38% |
$282K - $364K
|
48K
$16.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Kinney Asset Management, LLC
Chicago, IL |
BUY
|
- |
136KNew |
$17.4M - $22.4M
|
136K
$45.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
CALL |
300KNew |
$38.5M - $49.6M
|
300K
$100M
|
|
|
Feb 10, 2023
Q4 2022
|
Tsai Capital Corp
New York, NY |
SELL
|
- |
-4.22K- 22.31% |
$541K - $698K
|
14.7K
$4.92M
|
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
- |
-6.01K- 95.05% |
$770K - $993K
|
313
$105K
|
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
PUT |
-25.2K- 92.99% |
$3.23M - $4.16M
|
1.9K
$636K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
100New |
$12.8K - $16.5K
|
100
$33.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-74- 42.53% |
$9.49K - $12.2K
|
100
$33.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Hst Ventures, LLC
|
BUY
|
- |
26K+ 199.29% |
$3.33M - $4.29M
|
39K
$13M
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
468New |
$60K - $77.3K
|
468
$157K
|
|
|
Feb 08, 2023
Q4 2022
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
87.5KNew |
$11.2M - $14.5M
|
87.5K
$29.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
2.94KNew |
$376K - $485K
|
2.94K
$982K
|
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
12.6KNew |
$1.62M - $2.08M
|
12.6K
$4.22M
|
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
CALL |
12.5KNew |
$1.6M - $2.07M
|
12.5K
$4.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
2.51K+ 18.5% |
$322K - $415K
|
16.1K
$5.39M
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
14New |
$1.79K - $2.31K
|
14
$4.69K
|
|
|
Feb 07, 2023
Q4 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
CALL |
-100- 50.0% |
$12.8K - $16.5K
|
100
$33.5K
|
|
|
Feb 06, 2023
Q4 2022
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-383- 1.49% |
$49.1K - $63.3K
|
25.3K
$8.46M
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-37- 22.16% |
$4.74K - $6.11K
|
130
$43.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-2.3K- 41.47% |
$295K - $380K
|
3.25K
$1.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
15New |
$1.92K - $2.48K
|
15
$5.02K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-10.7K- 8.66% |
$1.37M - $1.76M
|
113K
$37.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
CALL |
200New |
$25.6K - $33.1K
|
200
$66.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Loup Funds, LLC
Minneapolis, MN |
BUY
|
- |
55.6KNew |
$7.12M - $9.18M
|
55.6K
$18.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Am Investment Strategies LLC
|
SELL
|
- |
-48- 2.02% |
$6.15K - $7.93K
|
2.33K
$778K
|
|
|
Feb 03, 2023
Q4 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-100- 92.59% |
$12.8K - $16.5K
|
8
$2.68K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
45New |
$5.77K - $7.44K
|
45
$15.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Covea Finance
|
SELL
|
- |
-107K- 59.31% |
$13.8M - $17.8M
|
73.7K
$24.7M
|