Latest Institutional Sells of Salesforce, Inc. (CRM)
This list provides information on the latest institutional transactions involving Salesforce, Inc. (CRM) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-389Closed |
$96.2K - $121K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-161Closed |
$39.8K - $49.9K
|
0
$0
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-110Closed |
$27.2K - $34.1K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
CALL |
-100- 20.0% |
$24.7K - $31K
|
400
$137K
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-66Closed |
$16.3K - $20.5K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-38Closed |
$9.39K - $11.8K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Pactiv General Employee Benefit Trust
Lake Forest, IL |
SELL
|
- |
-145KClosed |
$34.4M - $41.4M
|
0
$0
|
|
Nov 23, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-136K- 99.73% |
$32.2M - $38.7M
|
373
$127K
|
|
Nov 12, 2021
Q3 2021
|
Blue Whale Capital LLP
London, X0 |
SELL
|
- |
-133KClosed |
$31.6M - $38M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-79KClosed |
$18.8M - $22.6M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Shanda Asset Management Holdings LTD
Singapore, U0 |
SELL
|
- |
-50KClosed |
$11.9M - $14.3M
|
0
$0
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-21.1K- 66.14% |
$5.01M - $6.02M
|
10.8K
$3.69M
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-20.6KClosed |
$4.9M - $5.89M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Toms Capital Investment Management LP
New York, NY |
SELL
|
- |
-19.4KClosed |
$4.61M - $5.54M
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Harvest Management LLC
New York, NY |
SELL
|
PUT |
-15KClosed |
$3.56M - $4.28M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Strategic Vision Investment LTD
Hong Kong, K3 |
SELL
|
- |
-10KClosed |
$2.38M - $2.86M
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-5.28KClosed |
$1.25M - $1.51M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Precept Management LLC
Dallas, TX |
SELL
|
PUT |
-5K- 25.0% |
$1.19M - $1.43M
|
15K
$5.13M
|
|
Nov 12, 2021
Q3 2021
|
Wills Financial Group, Inc.
|
SELL
|
- |
-4.35KClosed |
$1.03M - $1.24M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-3.05KClosed |
$725K - $871K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-2.52KClosed |
$597K - $718K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ovata Capital Management LTD
|
SELL
|
- |
-2.13KClosed |
$507K - $610K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Times Square Capital Management, LLC
|
SELL
|
- |
-2.05KClosed |
$487K - $586K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-1.22KClosed |
$290K - $349K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Benin Management Corp
|
SELL
|
- |
-1.03KClosed |
$243K - $293K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Close Asset Management LTD
|
SELL
|
- |
-1.02KClosed |
$242K - $291K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-1KClosed |
$238K - $286K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
United American Securities Inc. (D
New York, NY |
SELL
|
- |
-1KClosed |
$238K - $286K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-988Closed |
$235K - $282K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Palladiem, LLC
|
SELL
|
- |
-939Closed |
$223K - $268K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-916Closed |
$218K - $262K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-880Closed |
$209K - $251K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Leverage Partners Absolute Return Fund Spc
|
SELL
|
- |
-850Closed |
$202K - $243K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-843Closed |
$200K - $241K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Gvo Asset Management LTD
|
SELL
|
- |
-503Closed |
$119K - $144K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-474Closed |
$113K - $135K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-370Closed |
$87.9K - $106K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
CALL |
-200Closed |
$47.5K - $57.1K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-195Closed |
$46.3K - $55.7K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-149Closed |
$35.4K - $42.6K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-98Closed |
$23.3K - $28K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-25- 33.33% |
$5.94K - $7.14K
|
50
$17.1K
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-6Closed |
$1.43K - $1.71K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Harvard Management CO Inc
Boston, MA |
SELL
|
- |
-165KClosed |
$34.7M - $40.5M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Davide Leone & Partners Investment CO Ltd.
London, X0 |
SELL
|
- |
-128KClosed |
$26.9M - $31.5M
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Cypress Funds LLC
|
SELL
|
- |
-91.4KClosed |
$19.2M - $22.5M
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-53.6KClosed |
$11.3M - $13.2M
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-25.6KClosed |
$5.38M - $6.29M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-14.9KClosed |
$3.14M - $3.68M
|
0
$0
|