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 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
76+ 1.85% |
$18.1K - $21K
|
4.18K
$1.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
76+ 1.88% |
$18.1K - $21K
|
4.11K
$1.41M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
76+ 2.09% |
$18.1K - $21K
|
3.7K
$1.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
76+ 3.22% |
$18.1K - $21K
|
2.44K
$833K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
76+ 8.28% |
$18.1K - $21K
|
994
$340K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
75New |
$17.9K - $20.7K
|
75
$25.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
75+ 2.08% |
$17.9K - $20.7K
|
3.68K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
75+ 9.26% |
$17.9K - $20.7K
|
885
$302K
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
74+ 3.96% |
$17.6K - $20.5K
|
1.94K
$663K
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
74+ 1.91% |
$17.6K - $20.5K
|
3.95K
$1.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
74+ 6.83% |
$17.6K - $20.5K
|
1.16K
$396K
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
73+ 2.24% |
$17.4K - $20.2K
|
3.33K
$1.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
72+ 0.08% |
$17.2K - $19.9K
|
85.7K
$29.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
71+ 3.69% |
$16.9K - $19.6K
|
2K
$682K
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
70+ 8.09% |
$16.7K - $19.4K
|
935
$320K
|
|
|
Oct 02, 2024
Q3 2024
|
Weybosset Research & Management LLC
|
BUY
|
- |
70+ 6.97% |
$16.7K - $19.4K
|
1.08K
$367K
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
69+ 1.68% |
$16.5K - $19.1K
|
4.18K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
67+ 0.55% |
$16K - $18.5K
|
12.2K
$4.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
66+ 4.7% |
$15.7K - $18.3K
|
1.47K
$503K
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
65+ 0.29% |
$15.5K - $18K
|
22.1K
$7.56M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
65+ 7.84% |
$15.5K - $18K
|
894
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
64+ 3.84% |
$15.3K - $17.7K
|
1.73K
$591K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
64+ 7.22% |
$15.3K - $17.7K
|
951
$325K
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
64+ 1.48% |
$15.3K - $17.7K
|
4.4K
$1.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
64+ 145.45% |
$15.3K - $17.7K
|
108
$36.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
64+ 5.34% |
$15.3K - $17.7K
|
1.26K
$431K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
63+ 3.28% |
$15K - $17.4K
|
1.99K
$679K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
63+ 7.47% |
$15K - $17.4K
|
906
$310K
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
63+ 5.22% |
$15K - $17.4K
|
1.27K
$434K
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
61+ 1.23% |
$14.5K - $16.9K
|
5.02K
$1.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
61+ 6.68% |
$14.5K - $16.9K
|
974
$333K
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
61+ 1.6% |
$14.5K - $16.9K
|
3.87K
$1.32M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
61+ 5.3% |
$14.5K - $16.9K
|
1.21K
$414K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
60+ 0.79% |
$14.3K - $16.6K
|
7.62K
$2.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
60+ 0.83% |
$14.3K - $16.6K
|
7.33K
$2.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
60+ 3.42% |
$14.3K - $16.6K
|
1.81K
$620K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
60+ 2.62% |
$14.3K - $16.6K
|
2.35K
$803K
|
|
|
Nov 13, 2024
Q3 2024
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
58+ 0.48% |
$13.8K - $16K
|
12.2K
$4.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
58+ 0.87% |
$13.8K - $16K
|
6.7K
$2.29M
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
58+ 0.49% |
$13.8K - $16K
|
11.8K
$4.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
58+ 0.05% |
$13.8K - $16K
|
126K
$43.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
56+ 4.69% |
$13.4K - $15.5K
|
1.25K
$427K
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
56+ 1.51% |
$13.4K - $15.5K
|
3.77K
$1.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
55+ 0.27% |
$13.1K - $15.2K
|
20.5K
$6.99M
|
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
54+ 0.54% |
$12.9K - $14.9K
|
10K
$3.43M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
BUY
|
- |
53+ 4.25% |
$12.6K - $14.7K
|
1.3K
$444K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
53+ 25.73% |
$12.6K - $14.7K
|
259
$88.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
53+ 1.42% |
$12.6K - $14.7K
|
3.78K
$1.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
53+ 0.5% |
$12.6K - $14.7K
|
10.7K
$3.67M
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
BUY
|
- |
52+ 0.54% |
$12.4K - $14.4K
|
9.61K
$3.28M
|