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 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-3.39K- 18.53% |
$528K - $742K
|
14.9K
$4.99M
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-1.48K- 16.0% |
$230K - $323K
|
7.75K
$2.59M
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-862- 28.94% |
$134K - $189K
|
2.12K
$708K
|
|
Jul 12, 2022
Q2 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.63KClosed |
$253K - $357K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-980Closed |
$152K - $214K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-979Closed |
$152K - $214K
|
0
$0
|
|
Q1 2022 | |||||||
Dec 11, 2023
Q1 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-817Closed |
$156K - $209K
|
0
$0
|
|
Nov 14, 2023
Q1 2022
|
Silicon Valley Community Foundation
Mountain View, CA |
SELL
|
- |
-6.6KClosed |
$1.26M - $1.69M
|
0
$0
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-900Closed |
$171K - $230K
|
0
$0
|
|
Aug 18, 2023
Q1 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-8.19KClosed |
$1.56M - $2.09M
|
0
$0
|
|
Mar 24, 2023
Q1 2022
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-889Closed |
$169K - $227K
|
0
$0
|
|
May 25, 2022
Q1 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-803Closed |
$153K - $205K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
CALL |
100New |
$19.1K - $25.5K
|
100
$33.5K
|
|
May 16, 2022
Q1 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
PUT |
-18.5KClosed |
$3.52M - $4.73M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-13.9KClosed |
$2.64M - $3.54M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Merlin Capital LLC
|
SELL
|
- |
-2.01KClosed |
$383K - $513K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Alpha Square Group S, LLC
New York, NY |
SELL
|
CALL |
-1.5KClosed |
$286K - $383K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-538Closed |
$103K - $137K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Alkeon Capital Management LLC
New York, NY |
BUY
|
CALL |
980KNew |
$187M - $250M
|
980K
$328M
|
|
May 16, 2022
Q1 2022
|
Armistice Capital, LLC
New York, NY |
SELL
|
- |
-85KClosed |
$16.2M - $21.7M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Precept Management LLC
Dallas, TX |
SELL
|
- |
-10KClosed |
$1.91M - $2.55M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
SELL
|
- |
-846Closed |
$161K - $216K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Maplelane Capital, LLC
New York, NY |
SELL
|
CALL |
-300KClosed |
$57.2M - $76.6M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Melqart Asset Management (Uk) LTD
London, X0 |
SELL
|
- |
-32.7KClosed |
$6.23M - $8.35M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Emerson Point Capital LP
Larchmont, NY |
SELL
|
- |
-7.13KClosed |
$1.36M - $1.82M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Gladstone Capital Management LLP
London, X0 |
SELL
|
- |
-796KClosed |
$152M - $203M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ten Core Partners, LP
New York, NY |
BUY
|
CALL |
107KNew |
$20.4M - $27.3M
|
107K
$35.8M
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-756Closed |
$144K - $193K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
182+ 3.6% |
$34.7K - $46.5K
|
5.24K
$1.75M
|
|
May 16, 2022
Q1 2022
|
Hiddenite Capital Partners LP
White Plains, NY |
SELL
|
- |
-8.15KClosed |
$1.55M - $2.08M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-790Closed |
$151K - $202K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Tenere Capital LLC
Denver, CO |
BUY
|
- |
51.3KNew |
$9.77M - $13.1M
|
51.3K
$17.2M
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-2Closed |
$381 - $511
|
0
$0
|
|
May 16, 2022
Q1 2022
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-73.6KClosed |
$14M - $18.8M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-905Closed |
$172K - $231K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
CALL |
200New |
$38.1K - $51.1K
|
200
$66.9K
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
210New |
$40K - $53.6K
|
210
$70.3K
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
CALL |
1KNew |
$191K - $255K
|
1K
$335K
|
|
May 16, 2022
Q1 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-920Closed |
$175K - $235K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-24.7KClosed |
$4.71M - $6.32M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-988Closed |
$188K - $252K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Newbrook Capital Advisors LP
New York, NY |
SELL
|
- |
-226KClosed |
$43M - $57.7M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-870Closed |
$166K - $222K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Emg Holdings, L.P.
Old Greenwich, CT |
SELL
|
PUT |
-28.6KClosed |
$5.45M - $7.31M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-1.31KClosed |
$249K - $334K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Islet Management, LP
New York, NY |
SELL
|
CALL |
-100KClosed |
$19.1M - $25.5M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
CALL |
23.8KNew |
$4.53M - $6.08M
|
23.8K
$7.96M
|
|
May 13, 2022
Q1 2022
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-6.77KClosed |
$1.29M - $1.73M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-1KClosed |
$191K - $255K
|
0
$0
|