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 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
7New |
$1.9K - $2.58K
|
7
$1.66K
|
|
|
Jan 31, 2025
Q4 2024
|
Pinnbrook Capital Management LP
|
SELL
|
- |
-7.23K- 30.3% |
$1.96M - $2.66M
|
16.6K
$3.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Pinnbrook Capital Management LP
|
BUY
|
CALL |
87.5KNew |
$23.7M - $32.2M
|
87.5K
$20.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.29K- 2.74% |
$351K - $476K
|
46K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
11.1KNew |
$3M - $4.07M
|
11.1K
$2.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
104+ 46.64% |
$28.2K - $38.3K
|
327
$77.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
45+ 5.58% |
$12.2K - $16.6K
|
852
$202K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
771New |
$209K - $284K
|
771
$183K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
93New |
$25.2K - $34.2K
|
93
$22K
|
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
5.48KNew |
$1.49M - $2.02M
|
5.48K
$1.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-13- 0.8% |
$3.52K - $4.78K
|
1.62K
$384K
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
604New |
$164K - $222K
|
604
$143K
|
|
|
Jan 29, 2025
Q4 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
605New |
$164K - $223K
|
605
$143K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
18+ 2.36% |
$4.88K - $6.62K
|
782
$185K
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
671New |
$182K - $247K
|
671
$159K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-3- 0.07% |
$813 - $1.1K
|
4.32K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
601New |
$163K - $221K
|
601
$142K
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-74- 8.07% |
$20K - $27.2K
|
843
$200K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-9.15K- 86.93% |
$2.48M - $3.37M
|
1.38K
$326K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
725New |
$196K - $267K
|
725
$172K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
667New |
$181K - $245K
|
667
$158K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1+ 0.13% |
$271 - $368
|
755
$179K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-376- 23.14% |
$102K - $138K
|
1.25K
$296K
|
|
|
Jan 28, 2025
Q4 2024
|
Exane Asset Management
|
BUY
|
- |
1.21KNew |
$326K - $443K
|
1.21K
$286K
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-35- 3.2% |
$9.48K - $12.9K
|
1.06K
$251K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
89New |
$24.1K - $32.7K
|
89
$21.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
860+ 1.52% |
$233K - $316K
|
57.5K
$13.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
36New |
$9.75K - $13.2K
|
36
$8.53K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-79- 2.98% |
$21.4K - $29.1K
|
2.57K
$610K
|
|
|
Jan 27, 2025
Q4 2024
|
Wt Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
152KNew |
$41.3M - $56.1M
|
152K
$36.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
668New |
$181K - $246K
|
668
$158K
|
|
|
Jan 24, 2025
Q4 2024
|
Rheos Capital Works Inc.
|
BUY
|
- |
29KNew |
$7.86M - $10.7M
|
29K
$6.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
646New |
$175K - $238K
|
646
$153K
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
717New |
$194K - $264K
|
717
$170K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
697New |
$189K - $256K
|
697
$165K
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
988New |
$268K - $363K
|
988
$234K
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
645New |
$175K - $237K
|
645
$153K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
56+ 3.24% |
$15.2K - $20.6K
|
1.79K
$423K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-6- 0.33% |
$1.63K - $2.21K
|
1.84K
$435K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
CALL |
600New |
$163K - $221K
|
600
$142K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.18KNew |
$319K - $433K
|
1.18K
$279K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
271New |
$73.4K - $99.7K
|
271
$64.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-11- 1.25% |
$2.98K - $4.05K
|
872
$207K
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
647New |
$175K - $238K
|
647
$153K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
642New |
$174K - $236K
|
642
$152K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-14- 5.88% |
$3.79K - $5.15K
|
224
$53.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
607New |
$164K - $223K
|
607
$144K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
600New |
$163K - $221K
|
600
$142K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
43+ 81.13% |
$11.6K - $15.8K
|
96
$22.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
852New |
$231K - $313K
|
852
$202K
|
|