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 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
145+ 17.73% |
$34.6K - $40.1K
|
963
$310K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
145+ 21.9% |
$34.6K - $40.1K
|
807
$260K
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
144+ 12.18% |
$34.3K - $39.8K
|
1.33K
$427K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
143+ 6.39% |
$34.1K - $39.5K
|
2.38K
$767K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
143+ 7.61% |
$34.1K - $39.5K
|
2.02K
$651K
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
141+ 7.02% |
$33.6K - $39K
|
2.15K
$692K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
141+ 62.11% |
$33.6K - $39K
|
368
$118K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
139+ 5.85% |
$33.1K - $38.4K
|
2.52K
$810K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
138+ 2.2% |
$32.9K - $38.2K
|
6.41K
$2.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
137+ 0.42% |
$32.7K - $37.9K
|
33K
$10.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
137+ 7.82% |
$32.7K - $37.9K
|
1.89K
$608K
|
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
137+ 1.07% |
$32.7K - $37.9K
|
13K
$4.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
133+ 2.73% |
$31.7K - $36.8K
|
5.01K
$1.61M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
132+ 10.26% |
$31.5K - $36.5K
|
1.42K
$457K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
132+ 0.19% |
$31.5K - $36.5K
|
70.2K
$22.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
132+ 8.91% |
$31.5K - $36.5K
|
1.61K
$520K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
130+ 7.52% |
$31K - $35.9K
|
1.86K
$598K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
130+ 15.8% |
$31K - $35.9K
|
953
$307K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
127+ 1.6% |
$30.3K - $35.1K
|
8.05K
$2.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
126+ 4.29% |
$30K - $34.8K
|
3.07K
$987K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
125+ 2.49% |
$29.8K - $34.6K
|
5.15K
$1.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
122+ 6.79% |
$29.1K - $33.7K
|
1.92K
$618K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
121+ 40.74% |
$28.8K - $33.5K
|
418
$135K
|
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
120+ 3.33% |
$28.6K - $33.2K
|
3.72K
$1.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
120+ 1.36% |
$28.6K - $33.2K
|
8.97K
$2.89M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
120+ 9.69% |
$28.6K - $33.2K
|
1.36K
$437K
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
118+ 12.8% |
$28.1K - $32.6K
|
1.04K
$335K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
117+ 5.73% |
$27.9K - $32.4K
|
2.16K
$695K
|
|
|
Oct 18, 2024
Q3 2024
|
Verde Capital Management
|
BUY
|
- |
115+ 1.15% |
$27.4K - $31.8K
|
10.1K
$3.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
114+ 4.46% |
$27.2K - $31.5K
|
2.67K
$860K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
114+ 3.78% |
$27.2K - $31.5K
|
3.13K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
113+ 1.46% |
$26.9K - $31.2K
|
7.87K
$2.53M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
110+ 27.36% |
$26.2K - $30.4K
|
512
$165K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
110+ 1.99% |
$26.2K - $30.4K
|
5.64K
$1.81M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
108+ 1.65% |
$25.7K - $29.9K
|
6.67K
$2.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
108+ 20.34% |
$25.7K - $29.9K
|
639
$206K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
107+ 1.5% |
$25.5K - $29.6K
|
7.24K
$2.33M
|
|
|
Oct 10, 2024
Q3 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
107+ 2.21% |
$25.5K - $29.6K
|
4.96K
$1.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
106+ 13.2% |
$25.3K - $29.3K
|
909
$293K
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
105+ 2.25% |
$25K - $29K
|
4.78K
$1.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
103New |
$24.6K - $28.5K
|
103
$33.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
103+ 15.47% |
$24.6K - $28.5K
|
769
$248K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
102+ 6.66% |
$24.3K - $28.2K
|
1.63K
$526K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
101+ 5.01% |
$24.1K - $27.9K
|
2.12K
$681K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
101+ 6.73% |
$24.1K - $27.9K
|
1.6K
$515K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
100New |
$23.8K - $27.7K
|
100
$32.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
100+ 12.64% |
$23.8K - $27.7K
|
891
$287K
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
100+ 6.11% |
$23.8K - $27.7K
|
1.74K
$560K
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
100+ 11.06% |
$23.8K - $27.7K
|
1K
$323K
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
98+ 9.57% |
$23.4K - $27.1K
|
1.12K
$361K
|