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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2021
Q1 2021
|
Ritholtz Wealth Management
|
BUY
|
CALL |
500+ 55.56% |
$103K - $124K
|
1.4K
$393K
|
|
|
May 12, 2021
Q1 2021
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-6.18KClosed |
$1.27M - $1.54M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Cim, LLC
|
SELL
|
- |
-3.73KClosed |
$766K - $927K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-7.83KClosed |
$1.61M - $1.95M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-31KClosed |
$6.36M - $7.7M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-18.7KClosed |
$3.84M - $4.65M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
SELL
|
- |
-11.5KClosed |
$2.36M - $2.86M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
SELL
|
CALL |
-120KClosed |
$24.6M - $29.8M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Gam Holding Ag
|
BUY
|
CALL |
5KNew |
$1.03M - $1.24M
|
5K
$1.4M
|
|
|
May 10, 2021
Q1 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-44.7KClosed |
$9.19M - $11.1M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.11KClosed |
$228K - $276K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Franklin Street Capital Partners, LLC
New York, NY |
SELL
|
- |
-11KClosed |
$2.26M - $2.73M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-920Closed |
$189K - $229K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-1.05KClosed |
$215K - $261K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Growth Interface Management LLC
Orlando, FL |
SELL
|
- |
-183KClosed |
$37.6M - $45.5M
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Cannell & Co.
New York, NY |
SELL
|
- |
-61KClosed |
$12.5M - $15.2M
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-1.2KClosed |
$246K - $298K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-10Closed |
$2.05K - $2.49K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-48Closed |
$9.86K - $11.9K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Community Capital Management, LLC
|
SELL
|
- |
-1.6KClosed |
$329K - $398K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-16.6KClosed |
$3.4M - $4.12M
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-23.2KClosed |
$4.76M - $5.76M
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-184KClosed |
$37.7M - $45.7M
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-28Closed |
$5.75K - $6.96K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-30Closed |
$6.16K - $7.46K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
James Hambro & Partners
|
SELL
|
- |
-1.99K- 49.26% |
$409K - $495K
|
2.05K
$575K
|
|
|
Apr 28, 2021
Q1 2021
|
Mizuho Markets Americas LLC
|
BUY
|
PUT |
32.1KNew |
$6.6M - $7.99M
|
32.1K
$9.02M
|
|
|
Apr 28, 2021
Q1 2021
|
Wealth Advisors, Inc.
|
SELL
|
- |
-2.2KClosed |
$452K - $547K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Wealth Advisors, Inc.
|
SELL
|
CALL |
-2.4KClosed |
$493K - $597K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Viking Fund Management LLC
|
BUY
|
- |
1K+ 12.5% |
$205K - $249K
|
9K
$2.53M
|
|
|
Apr 26, 2021
Q1 2021
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-940- 36.21% |
$193K - $234K
|
1.66K
$465K
|
|
|
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
$56.1K
|
|
|
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
$421K
|
|
|
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
$926K
|
|
|
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
$258K
|
|
|
Oct 13, 2022
Q4 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-71- 5.81% |
$15.6K - $19K
|
1.15K
$323K
|
|
|
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
|
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
$14M
|
|
|
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
|
|