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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
65+ 7.84% |
$15.5K - $18K
|
894
$212K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2+ 28.57% |
$477 - $553
|
9
$2.13K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-9- 0.54% |
$2.15K - $2.49K
|
1.65K
$391K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
799New |
$190K - $221K
|
799
$189K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
96+ 1.55% |
$22.9K - $26.5K
|
6.27K
$1.49M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-149- 1.99% |
$35.5K - $41.2K
|
7.34K
$1.74M
|
|
|
Oct 02, 2024
Q3 2024
|
Weybosset Research & Management LLC
|
BUY
|
- |
70+ 6.97% |
$16.7K - $19.4K
|
1.08K
$255K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-6.76K- 40.58% |
$1.47M - $2.06M
|
9.9K
$2.35M
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-402- 27.59% |
$87.6K - $123K
|
1.06K
$250K
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-1.5KClosed |
$328K - $458K
|
0
$0
|
|
|
Feb 07, 2025
Q2 2024
|
Wealth High Governance Capital Ltda
Sao Paulo, D5 |
SELL
|
- |
-10KClosed |
$2.18M - $3.05M
|
0
$0
|
|
|
Feb 05, 2025
Q2 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-20- 2.09% |
$4.36K - $6.09K
|
935
$222K
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-54.4K- 92.99% |
$11.9M - $16.6M
|
4.1K
$972K
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
12KNew |
$2.61M - $3.65M
|
12K
$2.84M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
CALL |
1KNew |
$218K - $305K
|
1K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Hmi Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
220K+ 75.03% |
$48M - $67M
|
513K
$122M
|
|
|
Aug 14, 2024
Q2 2024
|
Anomaly Capital Management, LP
New York, NY |
SELL
|
- |
-175K- 44.39% |
$38.1M - $53.2M
|
219K
$51.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
918New |
$200K - $280K
|
918
$218K
|
|
|
Aug 14, 2024
Q2 2024
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
CALL |
8KNew |
$1.74M - $2.44M
|
8K
$1.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
301+ 29.0% |
$65.6K - $91.7K
|
1.34K
$317K
|
|
|
Aug 14, 2024
Q2 2024
|
Ardmore Road Asset Management LP
New York, NY |
BUY
|
- |
50KNew |
$10.9M - $15.2M
|
50K
$11.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Dorsal Capital Management, LLC
Redwood City, CA |
SELL
|
- |
-150K- 20.0% |
$32.7M - $45.7M
|
600K
$142M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-50- 1.14% |
$10.9K - $15.2K
|
4.33K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Crosslink Capital Inc
Menlo Park, CA |
SELL
|
- |
-22.8K- 15.1% |
$4.97M - $6.94M
|
128K
$30.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Trybe Capital Management LP
Greenwich, CT |
BUY
|
CALL |
200KNew |
$43.6M - $60.9M
|
200K
$47.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
357+ 2.78% |
$77.8K - $109K
|
13.2K
$3.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-152K- 99.42% |
$33.1M - $46.2M
|
891
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
10KNew |
$2.18M - $3.05M
|
10K
$2.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Hhlr Advisors, Ltd.
Grand Cayman, E9 |
SELL
|
- |
-366K- 79.15% |
$79.7M - $111M
|
96.4K
$22.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Select Equity Group, L.P.
New York, NY |
BUY
|
CALL |
2.4KNew |
$523K - $731K
|
2.4K
$569K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
240+ 9.23% |
$52.3K - $73.1K
|
2.84K
$673K
|
|
|
Aug 14, 2024
Q2 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-101- 11.14% |
$22K - $30.8K
|
806
$191K
|
|
|
Aug 14, 2024
Q2 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-8.99K- 80.18% |
$1.96M - $2.74M
|
2.22K
$527K
|
|
|
Aug 13, 2024
Q2 2024
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
SELL
|
- |
-86.1K- 98.58% |
$18.8M - $26.2M
|
1.24K
$295K
|
|
|
Aug 13, 2024
Q2 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-2.72K- 75.15% |
$593K - $829K
|
899
$213K
|
|
|
Aug 13, 2024
Q2 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
4.5K+ 37.82% |
$981K - $1.37M
|
16.4K
$3.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-1.8K- 59.41% |
$392K - $549K
|
1.23K
$292K
|
|
|
Aug 13, 2024
Q2 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
324+ 44.88% |
$70.6K - $98.7K
|
1.05K
$248K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
CALL |
100New |
$21.8K - $30.5K
|
100
$23.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
5New |
$1.09K - $1.52K
|
5
$1.19K
|
|
|
Aug 13, 2024
Q2 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
1.48KNew |
$323K - $452K
|
1.48K
$351K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.11M+ 2.91% |
$460M - $643M
|
74.6M
$17.7B
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1.04KNew |
$227K - $317K
|
1.04K
$246K
|
|
|
Aug 13, 2024
Q2 2024
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
11.9K+ 26.84% |
$2.59M - $3.62M
|
56.1K
$13.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Coatue Management LLC
New York, NY |
SELL
|
- |
-2.79M- 59.41% |
$609M - $851M
|
1.91M
$452M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
710+ 1.92% |
$155K - $216K
|
37.6K
$8.91M
|
|
|
Aug 12, 2024
Q2 2024
|
Exor Capital LLP
London, X0 |
BUY
|
- |
13KNew |
$2.83M - $3.96M
|
13K
$3.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.05KNew |
$229K - $320K
|
1.05K
$249K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.23K+ 18.46% |
$268K - $375K
|
7.89K
$1.87M
|
|