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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q2 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1KClosed |
$156K - $219K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-83- 8.53% |
$12.9K - $18.2K
|
890
$298K
|
|
|
Jul 28, 2022
Q2 2022
|
Privium Fund Management B.V.
|
BUY
|
PUT |
20+ 12.5% |
$3.11K - $4.38K
|
180
$60.2K
|
|
|
Jul 27, 2022
Q2 2022
|
Leisure Capital Management
|
SELL
|
- |
-1.21KClosed |
$189K - $265K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Sea Town Holdings Pte. Ltd.
|
SELL
|
- |
-11.2KClosed |
$1.73M - $2.44M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
SELL
|
- |
-2.57KClosed |
$399K - $561K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.09KClosed |
$169K - $237K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
SELL
|
- |
-6.91KClosed |
$1.08M - $1.51M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-3.32K- 8.34% |
$516K - $725K
|
36.4K
$12.2M
|
|
|
Jul 25, 2022
Q2 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-2.19KClosed |
$341K - $479K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
4.22KNew |
$656K - $923K
|
4.22K
$1.41M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
416+ 3.78% |
$64.7K - $91K
|
11.4K
$3.82M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-1.08KClosed |
$167K - $235K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-1.42K- 4.39% |
$221K - $311K
|
30.9K
$10.3M
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
28New |
$4.36K - $6.13K
|
28
$9.37K
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
SELL
|
- |
-39- 27.66% |
$6.07K - $8.54K
|
102
$34.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.66K+ 36.66% |
$259K - $364K
|
6.2K
$2.07M
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
SELL
|
- |
-1.04KClosed |
$162K - $228K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Ttp Investments, Inc.
|
SELL
|
- |
-1.07KClosed |
$166K - $234K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
3.97KNew |
$617K - $868K
|
3.97K
$1.33M
|
|
|
Jul 21, 2022
Q2 2022
|
Private Capital Advisors, Inc.
|
BUY
|
- |
740+ 2.04% |
$115K - $162K
|
37K
$12.4M
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
BUY
|
- |
50New |
$7.78K - $10.9K
|
50
$16.7K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-1.24KClosed |
$194K - $272K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Fcf Advisors LLC
|
SELL
|
- |
-5.01KClosed |
$780K - $1.1M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
139+ 12.44% |
$21.6K - $30.4K
|
1.26K
$420K
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-14.9KClosed |
$2.32M - $3.27M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-69Closed |
$10.7K - $15.1K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-20.6KClosed |
$3.2M - $4.5M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-975Closed |
$152K - $213K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-480- 13.84% |
$74.7K - $105K
|
2.99K
$1M
|
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
BUY
|
- |
1.84K+ 8761.9% |
$286K - $403K
|
1.86K
$623K
|
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
BUY
|
- |
125+ 10.2% |
$19.5K - $27.4K
|
1.35K
$452K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
544New |
$84.6K - $119K
|
544
$182K
|
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
BUY
|
- |
15+ 1.17% |
$2.33K - $3.28K
|
1.3K
$435K
|
|
|
Jul 19, 2022
Q2 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
685+ 40.34% |
$107K - $150K
|
2.38K
$797K
|
|
|
Jul 19, 2022
Q2 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-2.64K- 29.34% |
$411K - $578K
|
6.36K
$2.13M
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-322Closed |
$50.1K - $70.5K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.75KClosed |
$272K - $382K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Morgan Jess S & CO Inc
|
SELL
|
- |
-16.8KClosed |
$2.62M - $3.68M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Threadgill Financial, LLC
|
SELL
|
- |
-11.4KClosed |
$1.78M - $2.5M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
BUY
|
- |
108+ 2.35% |
$16.8K - $23.6K
|
4.69K
$1.57M
|
|
|
Jul 15, 2022
Q2 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
313+ 29.2% |
$48.7K - $68.5K
|
1.39K
$464K
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
SELL
|
- |
-1.09KClosed |
$169K - $238K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-941- 36.14% |
$146K - $206K
|
1.66K
$557K
|
|
|
Jul 15, 2022
Q2 2022
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-91Closed |
$14.2K - $19.9K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-14- 1.34% |
$2.18K - $3.06K
|
1.03K
$345K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-30- 6.04% |
$4.67K - $6.57K
|
467
$156K
|
|
|
Jul 13, 2022
Q2 2022
|
Corsicana & Co.
|
SELL
|
- |
-300Closed |
$46.7K - $65.7K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Hhr Asset Management, LLC
|
SELL
|
- |
-125KClosed |
$19.5M - $27.4M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Ims Capital Management
|
SELL
|
- |
-3.6KClosed |
$560K - $788K
|
0
$0
|