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 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-20- 25.0% |
$4.05K - $4.69K
|
60
$14.2K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
565KNew |
$114M - $132M
|
565K
$134M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
30New |
$6.07K - $7.03K
|
30
$7.11K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-7- 2.14% |
$1.42K - $1.64K
|
320
$75.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
377+ 16.11% |
$76.3K - $88.4K
|
2.72K
$644K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
61New |
$12.4K - $14.3K
|
61
$14.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
4.9KNew |
$992K - $1.15M
|
4.9K
$1.16M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-356- 2.83% |
$72.1K - $83.4K
|
12.2K
$2.89M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-436- 2.65% |
$88.3K - $102K
|
16K
$3.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-25- 20.0% |
$5.06K - $5.86K
|
100
$23.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.87K+ 5.61% |
$378K - $437K
|
35.1K
$8.32M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
PUT |
500New |
$101K - $117K
|
500
$119K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
10New |
$2.02K - $2.34K
|
10
$2.37K
|
|
|
Oct 24, 2023
Q3 2023
|
Claybrook Capital, LLC
|
SELL
|
- |
-3.09K- 62.48% |
$626K - $725K
|
1.86K
$440K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-12- 0.74% |
$2.43K - $2.81K
|
1.61K
$380K
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-295- 1.73% |
$59.7K - $69.1K
|
16.8K
$3.98M
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-625- 4.64% |
$127K - $146K
|
12.8K
$3.05M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-24- 2.29% |
$4.86K - $5.62K
|
1.03K
$243K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-8.54K- 27.04% |
$1.73M - $2M
|
23K
$5.46M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-3- 3.0% |
$607 - $703
|
97
$23K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-120- 3.11% |
$24.3K - $28.1K
|
3.74K
$886K
|
|
|
Oct 17, 2023
Q3 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
3.81K+ 40.11% |
$770K - $892K
|
13.3K
$3.15M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
28+ 0.06% |
$5.67K - $6.56K
|
47.5K
$11.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Lannebo Fonder Ab
|
BUY
|
- |
10.9K+ 6.61% |
$2.21M - $2.55M
|
176K
$41.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
53New |
$10.7K - $12.4K
|
53
$12.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-409- 3.43% |
$82.8K - $95.9K
|
11.5K
$2.73M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
2.86K+ 35.46% |
$580K - $671K
|
10.9K
$2.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-413- 10.84% |
$83.6K - $96.8K
|
3.4K
$805K
|
|
| Q2 2023 | |||||||
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
50+ 100.0% |
$9.44K - $11.2K
|
100
$23.7K
|
|
|
Mar 07, 2024
Q2 2023
|
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv
|
BUY
|
- |
25.5K+ 21.27% |
$4.82M - $5.7M
|
146K
$34.5M
|
|
|
Jan 23, 2024
Q2 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-837- 2.31% |
$158K - $187K
|
35.4K
$8.39M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-22K- 33.13% |
$4.15M - $4.9M
|
44.3K
$10.5M
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-30- 50.85% |
$5.67K - $6.7K
|
29
$6.87K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
236New |
$44.6K - $52.7K
|
236
$55.9K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-15.1K- 28.25% |
$2.85M - $3.36M
|
38.2K
$9.07M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
223New |
$42.1K - $49.8K
|
223
$52.9K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
422New |
$79.7K - $94.3K
|
422
$100K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-10- 0.57% |
$1.89K - $2.23K
|
1.73K
$411K
|
|
|
Aug 14, 2023
Q2 2023
|
Deccan Value Investors L.P.
Greenwich, CT |
SELL
|
- |
-49.2K- 5.0% |
$9.29M - $11M
|
935K
$222M
|
|
|
Aug 14, 2023
Q2 2023
|
Selkirk Management LLC
Chatham, NJ |
BUY
|
- |
10K+ 58.82% |
$1.89M - $2.23M
|
27K
$6.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
9.65KNew |
$1.82M - $2.16M
|
9.65K
$2.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
SELL
|
PUT |
-1.7K- 4.79% |
$321K - $380K
|
33.8K
$8.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
- |
2.5KNew |
$472K - $558K
|
2.5K
$593K
|
|
|
Aug 14, 2023
Q2 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
21.7KNew |
$4.11M - $4.85M
|
21.7K
$5.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-246- 10.83% |
$46.5K - $55K
|
2.03K
$480K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-7.6K- 63.19% |
$1.43M - $1.7M
|
4.43K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
32.1KNew |
$6.07M - $7.18M
|
32.1K
$7.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-60.3K- 97.54% |
$11.4M - $13.5M
|
1.52K
$361K
|
|
|
Aug 14, 2023
Q2 2023
|
Js Capital Management LLC
New York, NY |
BUY
|
- |
15K+ 75.0% |
$2.83M - $3.35M
|
35K
$8.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-931- 40.29% |
$176K - $208K
|
1.38K
$327K
|
|