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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
850+ 64.15% |
$203K - $235K
|
2.18K
$516K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
9New |
$2.15K - $2.49K
|
9
$2.13K
|
|
|
Nov 14, 2024
Q3 2024
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
SELL
|
- |
-79- 26.42% |
$18.8K - $21.8K
|
220
$52.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-243- 99.18% |
$57.9K - $67.2K
|
2
$474
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
5+ 0.51% |
$1.19K - $1.38K
|
991
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
213+ 9.75% |
$50.8K - $58.9K
|
2.4K
$568K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-32.1K- 55.63% |
$7.65M - $8.88M
|
25.6K
$6.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
1.64KNew |
$391K - $454K
|
1.64K
$389K
|
|
|
Nov 14, 2024
Q3 2024
|
Immersion Capital LLP
London, X0 |
SELL
|
- |
-18.6K- 21.97% |
$4.43M - $5.14M
|
66.1K
$15.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
SELL
|
- |
-9.03K- 75.71% |
$2.15M - $2.5M
|
2.9K
$686K
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
PUT |
3.3K+ 1.28% |
$788K - $913K
|
261K
$61.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-19- 1.89% |
$4.53K - $5.25K
|
986
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
1.39KNew |
$332K - $385K
|
1.39K
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-85- 5.38% |
$20.3K - $23.5K
|
1.5K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
332+ 1.94% |
$79.2K - $91.8K
|
17.5K
$4.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
23.7KNew |
$5.65M - $6.55M
|
23.7K
$5.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
1.22K+ 76.59% |
$290K - $337K
|
2.81K
$665K
|
|
|
Nov 14, 2024
Q3 2024
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-88- 6.76% |
$21K - $24.3K
|
1.21K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Southpoint Capital Advisors LP
New York, NY |
BUY
|
- |
300KNew |
$71.5M - $83M
|
300K
$71.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
46.3KNew |
$11M - $12.8M
|
46.3K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
PUT |
36.9K+ 93.89% |
$8.8M - $10.2M
|
76.2K
$18.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Grace & Mercy Foundation, Inc.
New York, NY |
SELL
|
- |
-5.5K- 73.33% |
$1.31M - $1.52M
|
2K
$474K
|
|
|
Nov 14, 2024
Q3 2024
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
75.2KNew |
$17.9M - $20.8M
|
75.2K
$17.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
4.71KNew |
$1.12M - $1.3M
|
4.71K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
765New |
$182K - $212K
|
765
$181K
|
|
|
Nov 13, 2024
Q3 2024
|
Granger Management LLC
|
SELL
|
- |
-1.16K- 17.4% |
$277K - $321K
|
5.51K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.1KNew |
$262K - $304K
|
1.1K
$261K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
25+ 2.77% |
$5.96K - $6.91K
|
929
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
PUT |
-6.7K- 34.36% |
$1.6M - $1.85M
|
12.8K
$3.03M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
26.6K+ 901.59% |
$6.34M - $7.36M
|
29.6K
$7.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
6.71KNew |
$1.6M - $1.85M
|
6.71K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-3- 0.15% |
$715 - $830
|
2K
$474K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-72.8K- 23.3% |
$17.4M - $20.1M
|
240K
$56.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-98.2K- 100.0% |
$23.4M - $27.2M
|
2
$474
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-338K- 67.05% |
$80.5M - $93.4M
|
166K
$39.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.47K+ 2.99% |
$351K - $407K
|
50.7K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
21.5K+ 40.07% |
$5.14M - $5.96M
|
75.3K
$17.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
SELL
|
- |
-5.5K- 22.92% |
$1.31M - $1.52M
|
18.5K
$4.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-2.01K- 18.86% |
$479K - $556K
|
8.65K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
9.33KNew |
$2.22M - $2.58M
|
9.33K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.21KNew |
$1M - $1.16M
|
4.21K
$998K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-406- 5.56% |
$96.8K - $112K
|
6.89K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-3- 4.76% |
$715 - $830
|
60
$14.2K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-471K- 76.05% |
$112M - $130M
|
148K
$35.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Glynn Capital Management LLC
|
SELL
|
- |
-5.05K- 41.44% |
$1.2M - $1.4M
|
7.14K
$1.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-141- 2.77% |
$33.6K - $39K
|
4.94K
$1.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2- 0.12% |
$477 - $553
|
1.67K
$395K
|
|
|
Nov 07, 2024
Q3 2024
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
3.9KNew |
$930K - $1.08M
|
3.9K
$924K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-682- 85.46% |
$163K - $189K
|
116
$27.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
75New |
$17.9K - $20.7K
|
75
$17.8K
|
|