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 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
CALL |
100New |
$14.4K - $19.1K
|
100
$34.2K
|
|
Oct 13, 2022
Q3 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-1.05K- 16.73% |
$150K - $200K
|
5.21K
$1.78M
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
SELL
|
- |
-111- 64.91% |
$16K - $21.2K
|
60
$20.5K
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-9- 0.6% |
$1.29K - $1.72K
|
1.5K
$511K
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
73+ 182.5% |
$10.5K - $14K
|
113
$38.6K
|
|
Q2 2022 | |||||||
Aug 07, 2024
Q2 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-8.49KClosed |
$1.32M - $1.86M
|
0
$0
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.07KClosed |
$167K - $235K
|
0
$0
|
|
Dec 08, 2022
Q2 2022
|
Kettle Hill Capital Management, LLC
New York, NY |
SELL
|
- |
-152KClosed |
$23.6M - $33.2M
|
0
$0
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-1.47KClosed |
$229K - $321K
|
0
$0
|
|
Nov 10, 2022
Q2 2022
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-68.4KClosed |
$10.6M - $15M
|
0
$0
|
|
Oct 21, 2022
Q2 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
700+ 43.75% |
$109K - $153K
|
2.3K
$786K
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
566+ 8.71% |
$88.1K - $124K
|
7.06K
$2.41M
|
|
Aug 16, 2022
Q2 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-1KClosed |
$156K - $219K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Ao Asset Management, LP
New York, NY |
BUY
|
- |
26.8KNew |
$4.17M - $5.87M
|
26.8K
$9.16M
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-165Closed |
$25.7K - $36.1K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Caxton Corp
Princeton, NJ |
SELL
|
- |
-3.29KClosed |
$513K - $721K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Hitchwood Capital Management LP
New York, NY |
SELL
|
- |
-205KClosed |
$31.9M - $44.9M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Ionic Capital Management LLC
New York, NY |
SELL
|
- |
-1.72KClosed |
$267K - $375K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Kcl Capital, L.P.
New York, NY |
SELL
|
- |
-50KClosed |
$7.78M - $10.9M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Kayak Investment Partners LLC
San Francisco, CA |
SELL
|
- |
-15K- 66.9% |
$2.33M - $3.27M
|
7.4K
$2.53M
|
|
Aug 15, 2022
Q2 2022
|
Mark Asset Management LP
New York, NY |
BUY
|
- |
20KNew |
$3.11M - $4.38M
|
20K
$6.83M
|
|
Aug 15, 2022
Q2 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.11KClosed |
$173K - $244K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-3.5KClosed |
$544K - $765K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tiger Global
Tiger Global Management LLC | New York, Ny
|
SELL
|
- |
-388KClosed |
$60.3M - $84.8M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Skye Global Management LP
West Palm Beach, FL |
BUY
|
- |
45K+ 42.45% |
$7M - $9.85M
|
151K
$51.6M
|
|
Aug 15, 2022
Q2 2022
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
- |
25.3K+ 11.87% |
$3.93M - $5.53M
|
238K
$81.3M
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
1.05KNew |
$163K - $229K
|
1.05K
$357K
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-7- 2.99% |
$1.09K - $1.53K
|
227
$77.6K
|
|
Aug 15, 2022
Q2 2022
|
Matrix Capital Management Company, LP
Waltham, MA |
SELL
|
- |
-2.31M- 87.93% |
$359M - $505M
|
317K
$108M
|
|
Aug 15, 2022
Q2 2022
|
Candlestick Capital Management LP
Greenwich, CT |
BUY
|
CALL |
250KNew |
$38.9M - $54.7M
|
250K
$85.4M
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
10.6K+ 995.2% |
$1.64M - $2.31M
|
11.6K
$3.97M
|
|
Aug 15, 2022
Q2 2022
|
Archon Capital Management LLC
Seattle, WA |
SELL
|
CALL |
-270KClosed |
$42M - $59.1M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bridger Management, LLC
New York, NY |
SELL
|
- |
-33.5KClosed |
$5.21M - $7.33M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
CALL |
22.2KNew |
$3.46M - $4.86M
|
22.2K
$7.59M
|
|
Aug 15, 2022
Q2 2022
|
Price Jennifer C.
New York, NY |
BUY
|
- |
1KNew |
$156K - $219K
|
1K
$342K
|
|
Aug 15, 2022
Q2 2022
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-26.9KClosed |
$4.19M - $5.89M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Park Presidio Capital LLC
San Francisco, CA |
SELL
|
- |
-44.5K- 24.58% |
$6.92M - $9.74M
|
137K
$46.7M
|
|
Aug 15, 2022
Q2 2022
|
Styrax Capital, LP
New York, NY |
SELL
|
- |
-172K- 53.04% |
$26.8M - $37.6M
|
152K
$52M
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.33KClosed |
$207K - $292K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-4.55K- 24.07% |
$708K - $996K
|
14.3K
$4.9M
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
CALL |
-200- 40.0% |
$31.1K - $43.8K
|
300
$103K
|
|
Aug 15, 2022
Q2 2022
|
Optimus Prime Fund Management Co., Ltd.
Grand Cayman, E9 |
SELL
|
- |
-80KClosed |
$12.4M - $17.5M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
77.7KNew |
$12.1M - $17M
|
77.7K
$26.6M
|
|
Aug 15, 2022
Q2 2022
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-5.21KClosed |
$811K - $1.14M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Periscope Capital Inc.
Toronto, A6 |
SELL
|
- |
-2.54KClosed |
$395K - $555K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
13.4KNew |
$2.09M - $2.93M
|
13.4K
$4.58M
|
|
Aug 12, 2022
Q2 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
100+ 22.94% |
$15.6K - $21.9K
|
536
$183K
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-45- 7.11% |
$7K - $9.85K
|
588
$201K
|
|
Aug 12, 2022
Q2 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-1.03KClosed |
$159K - $224K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Sender CO & Partners, Inc.
New York, NY |
SELL
|
- |
-10.2K- 84.84% |
$1.59M - $2.23M
|
1.82K
$623K
|