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 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
209+ 15.83% |
$49.8K - $57.8K
|
1.53K
$522K
|
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
207+ 7.86% |
$49.4K - $57.2K
|
2.84K
$971K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
207+ 18.89% |
$49.4K - $57.2K
|
1.3K
$445K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
205+ 25.09% |
$48.9K - $56.7K
|
1.02K
$349K
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
205+ 19.16% |
$48.9K - $56.7K
|
1.28K
$436K
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
204+ 0.89% |
$48.6K - $56.4K
|
23K
$7.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
204+ 3.26% |
$48.6K - $56.4K
|
6.45K
$2.21M
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
202+ 1.19% |
$48.2K - $55.9K
|
17.2K
$5.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
201+ 1.34% |
$47.9K - $55.6K
|
15.2K
$5.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
200+ 0.59% |
$47.7K - $55.3K
|
33.9K
$11.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
200+ 3.05% |
$47.7K - $55.3K
|
6.75K
$2.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
199+ 14.93% |
$47.4K - $55K
|
1.53K
$524K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
198+ 17.46% |
$47.2K - $54.8K
|
1.33K
$455K
|
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
193+ 0.88% |
$46K - $53.4K
|
22.1K
$7.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
192+ 1.56% |
$45.8K - $53.1K
|
12.5K
$4.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
191+ 0.88% |
$45.5K - $52.8K
|
21.8K
$7.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
190+ 0.03% |
$45.3K - $52.5K
|
571K
$195M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
190+ 1.69% |
$45.3K - $52.5K
|
11.5K
$3.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
188+ 7.01% |
$44.8K - $52K
|
2.87K
$980K
|
|
|
Oct 16, 2024
Q3 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
186+ 2.34% |
$44.3K - $51.4K
|
8.12K
$2.77M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
184+ 4.36% |
$43.9K - $50.9K
|
4.41K
$1.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
184+ 6.18% |
$43.9K - $50.9K
|
3.16K
$1.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
183+ 4.73% |
$43.6K - $50.6K
|
4.05K
$1.39M
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
182+ 0.53% |
$43.4K - $50.3K
|
34.2K
$11.7M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
181+ 0.97% |
$43.2K - $50.1K
|
18.8K
$6.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
178+ 0.91% |
$42.4K - $49.2K
|
19.7K
$6.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
177+ 11.16% |
$42.2K - $48.9K
|
1.76K
$602K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
177+ 9.44% |
$42.2K - $48.9K
|
2.05K
$701K
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
176+ 12.55% |
$42K - $48.7K
|
1.58K
$539K
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
BUY
|
- |
173+ 2.04% |
$41.2K - $47.8K
|
8.66K
$2.96M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
172+ 0.75% |
$41K - $47.6K
|
23K
$7.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
170+ 2.42% |
$40.5K - $47K
|
7.19K
$2.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
167+ 2.97% |
$39.8K - $46.2K
|
5.78K
$1.98M
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
167+ 9.49% |
$39.8K - $46.2K
|
1.93K
$658K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
166+ 2.7% |
$39.6K - $45.9K
|
6.31K
$2.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
166+ 11.22% |
$39.6K - $45.9K
|
1.65K
$562K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
166+ 0.86% |
$39.6K - $45.9K
|
19.5K
$6.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
BUY
|
- |
166+ 2.23% |
$39.6K - $45.9K
|
7.6K
$2.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
164+ 22.65% |
$39.1K - $45.4K
|
888
$303K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
163+ 5.6% |
$38.9K - $45.1K
|
3.08K
$1.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
162+ 10.16% |
$38.6K - $44.8K
|
1.76K
$600K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
160+ 2.32% |
$38.1K - $44.2K
|
7.07K
$2.42M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
160+ 1.25% |
$38.1K - $44.2K
|
13K
$4.43M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
159+ 13.36% |
$37.9K - $44K
|
1.35K
$461K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
157+ 8.1% |
$37.4K - $43.4K
|
2.1K
$716K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
156+ 3.44% |
$37.2K - $43.1K
|
4.69K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
154+ 1.0% |
$36.7K - $42.6K
|
15.6K
$5.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
152+ 2.77% |
$36.2K - $42K
|
5.65K
$1.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
151+ 2.33% |
$36K - $41.8K
|
6.64K
$2.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
150+ 8.41% |
$35.8K - $41.5K
|
1.93K
$661K
|