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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
97+ 2.04% |
$23.1K - $26.8K
|
4.86K
$1.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
96+ 8.7% |
$22.9K - $26.5K
|
1.2K
$386K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
96+ 4.23% |
$22.9K - $26.5K
|
2.36K
$761K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
96+ 67.61% |
$22.9K - $26.5K
|
238
$76.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
96+ 1.55% |
$22.9K - $26.5K
|
6.27K
$2.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
94+ 20.84% |
$22.4K - $26K
|
545
$175K
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
94+ 0.48% |
$22.4K - $26K
|
19.5K
$6.28M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
92+ 1.51% |
$21.9K - $25.4K
|
6.19K
$1.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
91+ 7.36% |
$21.7K - $25.2K
|
1.33K
$427K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
91+ 6.79% |
$21.7K - $25.2K
|
1.43K
$461K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
90+ 300.0% |
$21.5K - $24.9K
|
120
$38.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
88+ 2.66% |
$21K - $24.3K
|
3.4K
$1.09M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
88+ 1.95% |
$21K - $24.3K
|
4.61K
$1.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
87+ 4.64% |
$20.7K - $24.1K
|
1.96K
$632K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
85+ 6.26% |
$20.3K - $23.5K
|
1.44K
$464K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
85+ 10.37% |
$20.3K - $23.5K
|
905
$291K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
84+ 3.41% |
$20K - $23.2K
|
2.55K
$820K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
83+ 4.41% |
$19.8K - $23K
|
1.97K
$633K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
82+ 1.52% |
$19.6K - $22.7K
|
5.47K
$1.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
81New |
$19.3K - $22.4K
|
81
$26.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
81+ 1.02% |
$19.3K - $22.4K
|
8.02K
$2.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
80+ 135.59% |
$19.1K - $22.1K
|
139
$44.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
79+ 8.17% |
$18.8K - $21.8K
|
1.05K
$337K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
77+ 4.01% |
$18.4K - $21.3K
|
2K
$643K
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
76+ 1.05% |
$18.1K - $21K
|
7.3K
$2.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
76+ 1.85% |
$18.1K - $21K
|
4.18K
$1.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
76+ 1.88% |
$18.1K - $21K
|
4.11K
$1.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
76+ 2.09% |
$18.1K - $21K
|
3.7K
$1.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
76+ 3.22% |
$18.1K - $21K
|
2.44K
$785K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
76+ 8.28% |
$18.1K - $21K
|
994
$320K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
75New |
$17.9K - $20.7K
|
75
$24.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
75+ 2.08% |
$17.9K - $20.7K
|
3.68K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
75+ 9.26% |
$17.9K - $20.7K
|
885
$285K
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
74+ 1.91% |
$17.6K - $20.5K
|
3.95K
$1.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
74+ 6.83% |
$17.6K - $20.5K
|
1.16K
$373K
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
73+ 2.24% |
$17.4K - $20.2K
|
3.33K
$1.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
72+ 0.08% |
$17.2K - $19.9K
|
85.7K
$27.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
71+ 3.69% |
$16.9K - $19.6K
|
2K
$642K
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
70+ 8.09% |
$16.7K - $19.4K
|
935
$301K
|
|
|
Oct 02, 2024
Q3 2024
|
Weybosset Research & Management LLC
|
BUY
|
- |
70+ 6.97% |
$16.7K - $19.4K
|
1.08K
$346K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
65+ 7.84% |
$15.5K - $18K
|
894
$288K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
64+ 7.22% |
$15.3K - $17.7K
|
951
$306K
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
64+ 1.48% |
$15.3K - $17.7K
|
4.4K
$1.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
64+ 145.45% |
$15.3K - $17.7K
|
108
$34.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
64+ 5.34% |
$15.3K - $17.7K
|
1.26K
$406K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
63+ 3.28% |
$15K - $17.4K
|
1.99K
$639K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
63+ 7.47% |
$15K - $17.4K
|
906
$292K
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
63+ 5.22% |
$15K - $17.4K
|
1.27K
$409K
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
61+ 1.23% |
$14.5K - $16.9K
|
5.02K
$1.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
61+ 6.68% |
$14.5K - $16.9K
|
974
$314K
|