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 14, 2022
Q3 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.47KNew |
$211K - $280K
|
1.47K
$501K
|
|
|
Nov 10, 2022
Q3 2022
|
Spark Investment Management LLC
New York, NY |
SELL
|
- |
-10K- 31.45% |
$1.44M - $1.91M
|
21.8K
$7.45M
|
|
|
Nov 10, 2022
Q3 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.72K- 30.16% |
$391K - $520K
|
6.3K
$2.15M
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-3.41K- 7.63% |
$490K - $651K
|
41.2K
$14.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
12.9K+ 57.28% |
$1.85M - $2.46M
|
35.4K
$12.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-75- 72.82% |
$10.8K - $14.3K
|
28
$9.57K
|
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.83KNew |
$263K - $349K
|
1.83K
$624K
|
|
|
Nov 09, 2022
Q3 2022
|
American Investment Services, Inc.
|
BUY
|
- |
11.8KNew |
$1.69M - $2.25M
|
11.8K
$4.02M
|
|
|
Nov 09, 2022
Q3 2022
|
Ddd Partners, LLC
|
BUY
|
- |
2.08KNew |
$299K - $398K
|
2.08K
$711K
|
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
535+ 29.9% |
$77K - $102K
|
2.32K
$794K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
990New |
$142K - $189K
|
990
$338K
|
|
|
Nov 08, 2022
Q3 2022
|
Stone X Group Inc.
|
SELL
|
- |
-167- 3.05% |
$24K - $31.9K
|
5.3K
$1.81M
|
|
|
Nov 08, 2022
Q3 2022
|
Proem Advisors LLC
|
BUY
|
- |
17.5KNew |
$2.52M - $3.35M
|
17.5K
$5.98M
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
42New |
$6.04K - $8.03K
|
42
$14.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-86.7K- 90.06% |
$12.5M - $16.6M
|
9.57K
$3.27M
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-31KClosed |
$4.46M - $5.93M
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
740New |
$106K - $142K
|
740
$253K
|
|
|
Nov 07, 2022
Q3 2022
|
Freemont Management S.A.
|
BUY
|
- |
444+ 49.44% |
$63.9K - $84.9K
|
1.34K
$459K
|
|
|
Nov 04, 2022
Q3 2022
|
Ardevora Asset Management LLP
|
SELL
|
- |
-154K- 45.29% |
$22.2M - $29.5M
|
186K
$63.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
100New |
$14.4K - $19.1K
|
100
$34.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
1.68K+ 7.65% |
$242K - $322K
|
23.7K
$8.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
4+ 12.12% |
$575 - $765
|
37
$12.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
1.28K+ 87.01% |
$184K - $245K
|
2.75K
$939K
|
|
|
Nov 02, 2022
Q3 2022
|
Hamilton Wealth, LLC
|
SELL
|
- |
-23.3K- 92.18% |
$3.35M - $4.45M
|
1.98K
$675K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
330+ 1.15% |
$47.5K - $63.1K
|
28.9K
$9.89M
|
|
|
Nov 01, 2022
Q3 2022
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-306- 11.94% |
$44K - $58.5K
|
2.26K
$771K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-43- 43.0% |
$6.19K - $8.22K
|
57
$19.5K
|
|
|
Nov 01, 2022
Q3 2022
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-23.5K- 46.75% |
$3.38M - $4.49M
|
26.7K
$9.13M
|
|
|
Nov 01, 2022
Q3 2022
|
Chapman Investment Management, LLC
|
BUY
|
- |
169+ 0.99% |
$24.3K - $32.3K
|
17.3K
$5.91M
|
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-25- 36.23% |
$3.6K - $4.78K
|
44
$15K
|
|
|
Oct 31, 2022
Q3 2022
|
Zenyatta Capital Management LP
|
BUY
|
- |
5K+ 100.0% |
$719K - $956K
|
10K
$3.42M
|
|
|
Oct 31, 2022
Q3 2022
|
Parthenon LLC
|
SELL
|
- |
-500- 25.0% |
$71.9K - $95.6K
|
1.5K
$513K
|
|
|
Oct 28, 2022
Q3 2022
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-559- 6.25% |
$80.4K - $107K
|
8.39K
$2.87M
|
|
|
Oct 28, 2022
Q3 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-365- 20.1% |
$52.5K - $69.8K
|
1.45K
$496K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
2.7KNew |
$388K - $516K
|
2.7K
$923K
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
167+ 506.06% |
$24K - $31.9K
|
200
$68.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-953- 8.27% |
$137K - $182K
|
10.6K
$3.61M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
8.2KNew |
$1.18M - $1.57M
|
8.2K
$2.8M
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
11.3K+ 95.1% |
$1.63M - $2.17M
|
23.2K
$7.94M
|
|
|
Oct 26, 2022
Q3 2022
|
Belvedere Trading LLC
|
BUY
|
- |
253+ 290.8% |
$36.4K - $48.4K
|
340
$116K
|
|
|
Oct 26, 2022
Q3 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
2.7K+ 17.88% |
$388K - $516K
|
17.8K
$6.08M
|
|
|
Oct 25, 2022
Q3 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-1.81K- 13.08% |
$260K - $345K
|
12K
$4.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-350- 10.41% |
$50.3K - $66.9K
|
3.01K
$1.03M
|
|
|
Oct 24, 2022
Q3 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
6+ 0.21% |
$863 - $1.15K
|
2.88K
$983K
|
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-4.61K- 8.6% |
$664K - $883K
|
49K
$16.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
853New |
$123K - $163K
|
853
$291K
|
|
|
Oct 20, 2022
Q3 2022
|
Mcia Inc
|
SELL
|
- |
-1.07K- 8.68% |
$154K - $205K
|
11.3K
$3.86M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-3.6KClosed |
$518K - $688K
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Corundum Group, Inc.
|
BUY
|
- |
191+ 4.43% |
$27.5K - $36.5K
|
4.5K
$1.54M
|
|
|
Oct 18, 2022
Q3 2022
|
Security National Bank
|
SELL
|
- |
-260- 1.31% |
$37.4K - $49.7K
|
19.6K
$6.69M
|