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 |
---|---|---|---|---|---|---|---|
Apr 26, 2021
Q1 2021
|
Viking Fund Management LLC
|
BUY
|
- |
1K+ 12.5% |
$205K - $249K
|
9K
$2.99M
|
|
Apr 26, 2021
Q1 2021
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-940- 36.21% |
$193K - $234K
|
1.66K
$551K
|
|
Apr 23, 2021
Q1 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-978Closed |
$201K - $243K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Camelot Portfolios, LLC
|
BUY
|
CALL |
200New |
$41.1K - $49.7K
|
200
$66.5K
|
|
Apr 19, 2021
Q1 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-2.64KClosed |
$542K - $657K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Junson Asset Management (Hong Kong) LTD
|
SELL
|
- |
-13KClosed |
$2.67M - $3.23M
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Capital Wealth Planning, LLC
|
SELL
|
CALL |
-1.5K- 50.0% |
$308K - $373K
|
1.5K
$499K
|
|
Apr 19, 2021
Q1 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-912Closed |
$187K - $227K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-5Closed |
$1.03K - $1.24K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Kg&L Capital Management,Llc
|
BUY
|
CALL |
200+ 6.45% |
$41.1K - $49.7K
|
3.3K
$1.1M
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-500Closed |
$103K - $124K
|
0
$0
|
|
Q4 2020 | |||||||
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
BUY
|
- |
918New |
$202K - $245K
|
918
$305K
|
|
Oct 13, 2022
Q4 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-71- 5.81% |
$15.6K - $19K
|
1.15K
$383K
|
|
Feb 16, 2021
Q4 2020
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.1KClosed |
$242K - $294K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Kps Global Asset Management Uk LTD
London, X0 |
SELL
|
- |
-190KClosed |
$41.8M - $50.7M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Marsico Capital Management LLC
Denver, CO |
SELL
|
- |
-39.5KClosed |
$8.7M - $10.6M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Sands Capital Management, LLC
Arlington, VA |
SELL
|
- |
-148KClosed |
$32.7M - $39.6M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-5.7KClosed |
$1.26M - $1.52M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
SELL
|
- |
-44.2KClosed |
$9.72M - $11.8M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Shanda Asset Management Holdings LTD
Singapore, U0 |
BUY
|
CALL |
50KNew |
$11M - $13.4M
|
50K
$16.6M
|
|
Feb 16, 2021
Q4 2020
|
Steadfast Capital Management LP
New York, NY |
SELL
|
- |
-709KClosed |
$156M - $189M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Vontobel Asset Management Inc
New York, NY |
SELL
|
- |
-202KClosed |
$44.6M - $54M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
North Fourth Asset Management, LP
New York, NY |
SELL
|
CALL |
-30KClosed |
$6.6M - $8.01M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
520KNew |
$114M - $139M
|
520K
$173M
|
|
Feb 12, 2021
Q4 2020
|
Bamco Inc
New York, NY |
SELL
|
- |
-47.4KClosed |
$10.4M - $12.7M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Avalon Global Asset Management LLC
San Francisco, CA |
SELL
|
- |
-30KClosed |
$6.6M - $8.01M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Friess Associates LLC
Greenville, DE |
SELL
|
- |
-105KClosed |
$23M - $27.9M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-26.9KClosed |
$5.93M - $7.2M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Berkshire Capital Holdings Inc
San Jose, CA |
SELL
|
- |
-10Closed |
$2.2K - $2.67K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-3.76KClosed |
$827K - $1M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
PUT |
1.5KNew |
$330K - $401K
|
1.5K
$499K
|
|
Feb 12, 2021
Q4 2020
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
SELL
|
- |
-2.07KClosed |
$455K - $551K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-868Closed |
$191K - $232K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Estate Counselors, LLC
|
BUY
|
- |
308New |
$67.8K - $82.3K
|
308
$102K
|
|
Feb 11, 2021
Q4 2020
|
Independent Advisor Alliance
|
BUY
|
CALL |
2New |
$440 - $534
|
2
$665
|
|
Feb 11, 2021
Q4 2020
|
Kirkoswald Asset Management LLC
New York, NY |
SELL
|
- |
-4KClosed |
$881K - $1.07M
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
CALL |
100New |
$22K - $26.7K
|
100
$33.3K
|
|
Feb 09, 2021
Q4 2020
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-3.45KClosed |
$760K - $921K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
CALL |
-2.3K- 92.0% |
$506K - $614K
|
200
$66.5K
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-5Closed |
$1.1K - $1.34K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
CALL |
100New |
$22K - $26.7K
|
100
$33.3K
|
|
Feb 05, 2021
Q4 2020
|
Massachusetts Institute Of Technology
Cambridge, MA |
SELL
|
- |
-33.3KClosed |
$7.33M - $8.89M
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Lowell Blake & Associates Inc.
Boston, MA |
SELL
|
- |
-1.13KClosed |
$248K - $301K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Kaizen Financial Strategies
|
BUY
|
CALL |
300New |
$66K - $80.1K
|
300
$99.8K
|
|
Feb 03, 2021
Q4 2020
|
Shufro Rose & CO LLC
|
BUY
|
CALL |
1KNew |
$220K - $267K
|
1K
$333K
|
|
Feb 03, 2021
Q4 2020
|
Dynamic Advisor Solutions LLC
|
SELL
|
CALL |
-1.1K- 73.33% |
$242K - $294K
|
400
$133K
|
|
Feb 03, 2021
Q4 2020
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.3KClosed |
$286K - $347K
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.38KClosed |
$304K - $369K
|
0
$0
|
|
Jan 21, 2021
Q4 2020
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-797Closed |
$175K - $213K
|
0
$0
|
|
Jan 19, 2021
Q4 2020
|
Peregrine Capital Management LLC
|
SELL
|
- |
-2.55KClosed |
$562K - $682K
|
0
$0
|