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 02, 2023
Q4 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-74- 51.75% |
$9.49K - $12.2K
|
69
$23.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Sonnipe LTD
Douglas, Y8 |
BUY
|
- |
486New |
$62.3K - $80.3K
|
486
$163K
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-150- 33.33% |
$19.2K - $24.8K
|
300
$100K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
208New |
$26.7K - $34.4K
|
208
$69.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-7- 0.66% |
$897 - $1.16K
|
1.05K
$350K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-1.56K- 4.97% |
$199K - $257K
|
29.7K
$9.95M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
3.81K+ 20.33% |
$489K - $630K
|
22.6K
$7.55M
|
|
|
Jan 27, 2023
Q4 2022
|
Andar Capital Management Hk LTD
Hong Kong, K3 |
BUY
|
- |
10KNew |
$1.28M - $1.65M
|
10K
$3.35M
|
|
|
Jan 27, 2023
Q4 2022
|
Cortland Associates Inc
|
SELL
|
- |
-697- 1.06% |
$89.4K - $115K
|
64.8K
$21.7M
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-3.07K- 8.27% |
$394K - $508K
|
34.1K
$11.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
3.48KNew |
$446K - $574K
|
3.48K
$1.16M
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-957- 92.73% |
$123K - $158K
|
75
$25.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Stephens Investment Management Group LLC
|
BUY
|
- |
262+ 38.53% |
$33.6K - $43.3K
|
942
$315K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
308+ 9.45% |
$39.5K - $50.9K
|
3.57K
$1.19M
|
|
|
Jan 24, 2023
Q4 2022
|
Baillie Gifford & CO
|
BUY
|
- |
19.2K+ 0.58% |
$2.46M - $3.18M
|
3.31M
$1.11B
|
|
|
Jan 24, 2023
Q4 2022
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
PUT |
82.5K+ 132.0% |
$10.6M - $13.6M
|
145K
$48.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
250+ 15.02% |
$32.1K - $41.3K
|
1.91K
$641K
|
|
|
Jan 24, 2023
Q4 2022
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1.92KNew |
$246K - $316K
|
1.92K
$641K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
SELL
|
- |
-245- 32.67% |
$31.4K - $40.5K
|
505
$169K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-326- 14.48% |
$41.8K - $53.9K
|
1.93K
$644K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-3.14K- 9.7% |
$403K - $519K
|
29.3K
$9.79M
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
10+ 4.0% |
$1.28K - $1.65K
|
260
$87K
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-605- 0.33% |
$77.6K - $100K
|
185K
$61.8M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-245- 32.67% |
$31.4K - $40.5K
|
505
$169K
|
|
|
Jan 20, 2023
Q4 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
SELL
|
- |
-153- 1.88% |
$19.6K - $25.3K
|
7.97K
$2.67M
|
|
|
Jan 20, 2023
Q4 2022
|
Lynch Asset Management, Inc.
|
SELL
|
- |
-1.25K- 15.63% |
$160K - $207K
|
6.75K
$2.26M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
3.25K+ 18.5% |
$416K - $536K
|
20.8K
$6.96M
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
2.84KNew |
$364K - $469K
|
2.84K
$949K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
10New |
$1.28K - $1.65K
|
10
$3.35K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
75New |
$9.62K - $12.4K
|
75
$25.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-6.42K- 2.97% |
$823K - $1.06M
|
210K
$70.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-39.3K- 97.28% |
$5.04M - $6.5M
|
1.1K
$368K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
1.8KNew |
$231K - $297K
|
1.8K
$602K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
86New |
$11K - $14.2K
|
86
$28.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
253New |
$32.4K - $41.8K
|
253
$84.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
161New |
$20.6K - $26.6K
|
161
$53.9K
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
486+ 4.72% |
$62.3K - $80.3K
|
10.8K
$3.61M
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-690Closed |
$99.2K - $132K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
19.2K+ 34.74% |
$2.76M - $3.67M
|
74.3K
$24.9M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-54K- 35.86% |
$7.77M - $10.3M
|
96.6K
$32.3M
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-37Closed |
$5.32K - $7.08K
|
0
$0
|
|
|
Feb 27, 2023
Q3 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
280+ 0.92% |
$40.3K - $53.6K
|
30.7K
$10.3M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
406+ 9.65% |
$58.4K - $77.7K
|
4.61K
$1.54M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
17.8KNew |
$2.56M - $3.4M
|
17.8K
$5.95M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-2.08K- 7.7% |
$299K - $398K
|
24.9K
$8.34M
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
103New |
$14.8K - $19.7K
|
103
$34.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
2.7K+ 3.35% |
$389K - $517K
|
83.4K
$27.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-494- 10.43% |
$71.1K - $94.5K
|
4.24K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
45+ 1.65% |
$6.47K - $8.61K
|
2.77K
$927K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
500New |
$71.9K - $95.6K
|
500
$167K
|
|