Latest Institutional Purchases of Salesforce, Inc. (CRM)
This list provides information on the latest institutional transactions involving Salesforce, Inc. (CRM) stock that were buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
325+ 21.04% |
$77.5K - $89.9K
|
1.87K
$602K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
324+ 29.45% |
$77.2K - $89.6K
|
1.42K
$458K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
322+ 1.79% |
$76.8K - $89K
|
18.3K
$5.88M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
319+ 1.15% |
$76.1K - $88.2K
|
28.1K
$9.06M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
316+ 1.03% |
$75.3K - $87.4K
|
31.1K
$10M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
313+ 1.45% |
$74.6K - $86.6K
|
21.9K
$7.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
312+ 37.68% |
$74.4K - $86.3K
|
1.14K
$367K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
312+ 0.5% |
$74.4K - $86.3K
|
62.6K
$20.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
312+ 3.39% |
$74.4K - $86.3K
|
9.53K
$3.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
312+ 2.92% |
$74.4K - $86.3K
|
11K
$3.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
310+ 4.42% |
$73.9K - $85.7K
|
7.33K
$2.36M
|
|
|
Oct 10, 2024
Q3 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
310+ 15.29% |
$73.9K - $85.7K
|
2.34K
$753K
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
309+ 6.78% |
$73.7K - $85.4K
|
4.87K
$1.57M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
308+ 10.0% |
$73.4K - $85.2K
|
3.39K
$1.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
308+ 1.34% |
$73.4K - $85.2K
|
23.3K
$7.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
307+ 13.05% |
$73.2K - $84.9K
|
2.66K
$856K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
298New |
$71K - $82.4K
|
298
$95.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
296+ 1.99% |
$70.6K - $81.9K
|
15.2K
$4.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
290+ 5.02% |
$69.1K - $80.2K
|
6.07K
$1.95M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
290+ 2.06% |
$69.1K - $80.2K
|
14.3K
$4.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
289+ 7.53% |
$68.9K - $79.9K
|
4.13K
$1.33M
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
288+ 4.98% |
$68.7K - $79.6K
|
6.08K
$1.96M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
285+ 3.04% |
$67.9K - $78.8K
|
9.66K
$3.11M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
285+ 0.86% |
$67.9K - $78.8K
|
33.6K
$10.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
284New |
$67.7K - $78.5K
|
284
$91.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
283+ 1.55% |
$67.5K - $78.3K
|
18.5K
$5.97M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
283+ 0.81% |
$67.5K - $78.3K
|
35.2K
$11.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Scharf Investments, LLC
|
BUY
|
- |
283+ 2.99% |
$67.5K - $78.3K
|
9.76K
$3.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
282+ 19.69% |
$67.2K - $78K
|
1.71K
$552K
|
|
|
Oct 25, 2024
Q3 2024
|
Wd Rutherford LLC
|
BUY
|
- |
278+ 2.03% |
$66.3K - $76.9K
|
14K
$4.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
272+ 6.47% |
$64.9K - $75.2K
|
4.48K
$1.44M
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
271+ 4.4% |
$64.6K - $74.9K
|
6.43K
$2.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
270+ 13.49% |
$64.4K - $74.7K
|
2.27K
$731K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
268+ 67.34% |
$63.9K - $74.1K
|
666
$214K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
268+ 0.2% |
$63.9K - $74.1K
|
132K
$42.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
262+ 10.43% |
$62.5K - $72.5K
|
2.78K
$893K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
260+ 15.27% |
$62K - $71.9K
|
1.96K
$632K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
260+ 0.14% |
$62K - $71.9K
|
190K
$61.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
260+ 2.45% |
$62K - $71.9K
|
10.9K
$3.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
257+ 12.84% |
$61.3K - $71.1K
|
2.26K
$727K
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
PUT |
255New |
$60.8K - $70.5K
|
255
$82.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
253+ 8433.33% |
$60.3K - $70K
|
256
$82.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
248+ 1.65% |
$59.1K - $68.6K
|
15.3K
$4.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
241+ 1.55% |
$57.5K - $66.6K
|
15.8K
$5.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
239+ 1.67% |
$57K - $66.1K
|
14.5K
$4.68M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
232+ 28.57% |
$55.3K - $64.2K
|
1.04K
$336K
|
|
|
Oct 15, 2024
Q3 2024
|
Norway Savings Bank
|
BUY
|
- |
231+ 2.54% |
$55.1K - $63.9K
|
9.32K
$3M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
230+ 20.61% |
$54.8K - $63.6K
|
1.35K
$433K
|
|
|
Oct 28, 2024
Q3 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
229New |
$54.6K - $63.3K
|
229
$73.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
225+ 5.2% |
$53.6K - $62.2K
|
4.55K
$1.47M
|