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
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
110+ 27.36% |
$26.2K - $30.4K
|
512
$175K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
110+ 1.99% |
$26.2K - $30.4K
|
5.64K
$1.93M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
108+ 1.65% |
$25.7K - $29.9K
|
6.67K
$2.28M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
108+ 20.34% |
$25.7K - $29.9K
|
639
$218K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
107+ 1.5% |
$25.5K - $29.6K
|
7.24K
$2.47M
|
|
|
Oct 10, 2024
Q3 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
107+ 2.21% |
$25.5K - $29.6K
|
4.96K
$1.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
106+ 168.25% |
$25.3K - $29.3K
|
169
$57.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
106+ 13.2% |
$25.3K - $29.3K
|
909
$311K
|
|
|
Nov 13, 2024
Q3 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
105+ 0.88% |
$25K - $29K
|
12.1K
$4.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
105+ 1.2% |
$25K - $29K
|
8.83K
$3.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
105+ 2.25% |
$25K - $29K
|
4.78K
$1.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
103New |
$24.6K - $28.5K
|
103
$35.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
103+ 15.47% |
$24.6K - $28.5K
|
769
$263K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
102+ 6.66% |
$24.3K - $28.2K
|
1.63K
$558K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
101+ 5.01% |
$24.1K - $27.9K
|
2.12K
$723K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
101+ 6.73% |
$24.1K - $27.9K
|
1.6K
$547K
|
|
|
Nov 14, 2024
Q3 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
100New |
$23.8K - $27.7K
|
100
$34.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
100New |
$23.8K - $27.7K
|
100
$34.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
100+ 12.64% |
$23.8K - $27.7K
|
891
$304K
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
100+ 6.11% |
$23.8K - $27.7K
|
1.74K
$594K
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
100+ 11.06% |
$23.8K - $27.7K
|
1K
$343K
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
98+ 9.57% |
$23.4K - $27.1K
|
1.12K
$383K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
97+ 2.04% |
$23.1K - $26.8K
|
4.86K
$1.66M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
96+ 8.7% |
$22.9K - $26.5K
|
1.2K
$410K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
96+ 4.23% |
$22.9K - $26.5K
|
2.36K
$807K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
96+ 67.61% |
$22.9K - $26.5K
|
238
$81.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
96+ 1.55% |
$22.9K - $26.5K
|
6.27K
$2.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
94+ 20.84% |
$22.4K - $26K
|
545
$186K
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
94+ 0.48% |
$22.4K - $26K
|
19.5K
$6.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Barings LLC
|
BUY
|
- |
93+ 1.28% |
$22.2K - $25.7K
|
7.38K
$2.52M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
92+ 1.51% |
$21.9K - $25.4K
|
6.19K
$2.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
91+ 7.36% |
$21.7K - $25.2K
|
1.33K
$453K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
91+ 6.79% |
$21.7K - $25.2K
|
1.43K
$489K
|
|
|
Nov 13, 2024
Q3 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
90New |
$21.5K - $24.9K
|
90
$30.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
90+ 300.0% |
$21.5K - $24.9K
|
120
$41K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
88+ 0.82% |
$21K - $24.3K
|
10.8K
$3.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
88+ 2.66% |
$21K - $24.3K
|
3.4K
$1.16M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
88+ 1.95% |
$21K - $24.3K
|
4.61K
$1.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
87+ 4.64% |
$20.7K - $24.1K
|
1.96K
$671K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
86+ 2.73% |
$20.5K - $23.8K
|
3.24K
$1.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
85+ 6.26% |
$20.3K - $23.5K
|
1.44K
$493K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
85+ 10.37% |
$20.3K - $23.5K
|
905
$309K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
84+ 3.41% |
$20K - $23.2K
|
2.55K
$871K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
83+ 4.41% |
$19.8K - $23K
|
1.97K
$672K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
82+ 1.52% |
$19.6K - $22.7K
|
5.47K
$1.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
81New |
$19.3K - $22.4K
|
81
$27.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
81+ 1.02% |
$19.3K - $22.4K
|
8.02K
$2.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
80+ 135.59% |
$19.1K - $22.1K
|
139
$47.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
79+ 9.9% |
$18.8K - $21.8K
|
877
$300K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
79+ 8.17% |
$18.8K - $21.8K
|
1.05K
$357K
|