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 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
|
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
$5.64M
|
|
|
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
|
|
|
May 13, 2022
Q1 2022
|
Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-6.71KClosed |
$1.28M - $1.71M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Hickory Lane Capital Management LP
New York, NY |
SELL
|
- |
-18K- 58.06% |
$3.43M - $4.6M
|
13K
$3.08M
|
|
|
May 13, 2022
Q1 2022
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
5.1KNew |
$972K - $1.3M
|
5.1K
$1.21M
|
|
|
May 13, 2022
Q1 2022
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-2.07KClosed |
$394K - $529K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
S.A. Mason LLC
|
SELL
|
- |
-458Closed |
$87.3K - $117K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-864Closed |
$165K - $221K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-30- 83.33% |
$5.72K - $7.66K
|
6
$1.42K
|
|
|
May 12, 2022
Q1 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-1.74KClosed |
$332K - $445K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-918Closed |
$175K - $235K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Murchinson Ltd.
Toronto, A6 |
SELL
|
- |
-150KClosed |
$28.6M - $38.3M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-873Closed |
$166K - $223K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Jabodon Pt CO
Reno, NV |
SELL
|
- |
-513- 4.33% |
$97.7K - $131K
|
11.3K
$2.69M
|
|
|
May 12, 2022
Q1 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
PUT |
1.5KNew |
$286K - $383K
|
1.5K
$356K
|
|
|
May 12, 2022
Q1 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-4.67KClosed |
$891K - $1.19M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
35KNew |
$6.67M - $8.94M
|
35K
$8.29M
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-475Closed |
$90.5K - $121K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-873Closed |
$166K - $223K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-1.28KClosed |
$245K - $328K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
100+ 8.01% |
$19.1K - $25.5K
|
1.35K
$320K
|
|
|
May 10, 2022
Q1 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.18KClosed |
$225K - $302K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-91Closed |
$17.3K - $23.2K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-835Closed |
$159K - $213K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-3.59KClosed |
$683K - $916K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-1.47KClosed |
$280K - $375K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-870Closed |
$166K - $222K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-871Closed |
$166K - $223K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
John Armitage
Egerton Capital (Uk) LLP
|
SELL
|
- |
-595KClosed |
$113M - $152M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-20Closed |
$3.81K - $5.11K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-50.3KClosed |
$9.59M - $12.9M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
24New |
$4.57K - $6.13K
|
24
$5.69K
|
|
|
May 09, 2022
Q1 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-900Closed |
$171K - $230K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
4.67KNew |
$889K - $1.19M
|
4.67K
$1.11M
|
|
|
May 06, 2022
Q1 2022
|
Helios Capital Management Pte. LTD
|
SELL
|
- |
-5.95KClosed |
$1.13M - $1.52M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-108Closed |
$20.6K - $27.6K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Ivy Rock Asset Management (Hk) LTD
Sheung Wan, K3 |
BUY
|
- |
2.5KNew |
$476K - $639K
|
2.5K
$593K
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-809Closed |
$154K - $207K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1.2KClosed |
$228K - $306K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Ycg, LLC
|
BUY
|
- |
5.08KNew |
$967K - $1.3M
|
5.08K
$1.2M
|
|
|
May 04, 2022
Q1 2022
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-20.5KClosed |
$3.9M - $5.23M
|
0
$0
|
|