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 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
38+ 0.41% |
$9.06K - $10.5K
|
9.31K
$3.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
38+ 3.39% |
$9.06K - $10.5K
|
1.16K
$396K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
38+ 0.41% |
$9.06K - $10.5K
|
9.27K
$3.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
37+ 11.56% |
$8.82K - $10.2K
|
357
$122K
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
37+ 1.5% |
$8.82K - $10.2K
|
2.51K
$856K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
36+ 1.42% |
$8.58K - $9.96K
|
2.57K
$877K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
36+ 1.21% |
$8.58K - $9.96K
|
3.01K
$1.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
35+ 0.96% |
$8.34K - $9.68K
|
3.69K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
34+ 1.04% |
$8.11K - $9.4K
|
3.3K
$1.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
34+ 0.44% |
$8.11K - $9.4K
|
7.71K
$2.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
33+ 0.49% |
$7.87K - $9.13K
|
6.8K
$2.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
32+ 13.28% |
$7.63K - $8.85K
|
273
$93.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
31+ 13.42% |
$7.39K - $8.57K
|
262
$89.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
30+ 2.31% |
$7.15K - $8.3K
|
1.33K
$455K
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
BUY
|
- |
30+ 2.17% |
$7.15K - $8.3K
|
1.41K
$482K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
30+ 3.41% |
$7.15K - $8.3K
|
910
$311K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
30+ 2.54% |
$7.15K - $8.3K
|
1.21K
$414K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
30+ 3.59% |
$7.15K - $8.3K
|
865
$296K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
29+ 0.36% |
$6.91K - $8.02K
|
8.17K
$2.79M
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
29+ 111.54% |
$6.91K - $8.02K
|
55
$18.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
28+ 0.7% |
$6.68K - $7.74K
|
4.02K
$1.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
28+ 0.33% |
$6.68K - $7.74K
|
8.47K
$2.89M
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
28+ 1.57% |
$6.68K - $7.74K
|
1.81K
$619K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
28+ 0.38% |
$6.68K - $7.74K
|
7.3K
$2.49M
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
28+ 2.53% |
$6.68K - $7.74K
|
1.13K
$387K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
27+ 2.58% |
$6.44K - $7.47K
|
1.07K
$367K
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
27+ 3.26% |
$6.44K - $7.47K
|
855
$292K
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
27+ 1.26% |
$6.44K - $7.47K
|
2.16K
$739K
|
|
|
Nov 07, 2024
Q3 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
26+ 2.67% |
$6.2K - $7.19K
|
999
$341K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
26+ 1.53% |
$6.2K - $7.19K
|
1.73K
$590K
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
26+ 0.22% |
$6.2K - $7.19K
|
11.9K
$4.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
26+ 8.28% |
$6.2K - $7.19K
|
340
$116K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
25+ 2.77% |
$5.96K - $6.91K
|
929
$317K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
25+ 208.33% |
$5.96K - $6.91K
|
37
$12.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
25+ 2.09% |
$5.96K - $6.91K
|
1.22K
$418K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
25+ 0.58% |
$5.96K - $6.91K
|
4.33K
$1.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
25+ 104.17% |
$5.96K - $6.91K
|
49
$16.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
25+ 1.8% |
$5.96K - $6.91K
|
1.42K
$484K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
25+ 0.36% |
$5.96K - $6.91K
|
6.94K
$2.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
25+ 0.34% |
$5.96K - $6.91K
|
7.4K
$2.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
25+ 1.15% |
$5.96K - $6.91K
|
2.19K
$749K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
24+ 34.78% |
$5.72K - $6.64K
|
93
$31.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
24+ 2.7% |
$5.72K - $6.64K
|
913
$312K
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
23+ 2.61% |
$5.48K - $6.36K
|
903
$309K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
22+ 1.43% |
$5.25K - $6.08K
|
1.57K
$535K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
21+ 3.73% |
$5.01K - $5.81K
|
584
$200K
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
21+ 2.4% |
$5.01K - $5.81K
|
895
$306K
|
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
20+ 2.09% |
$4.77K - $5.53K
|
977
$334K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
20+ 1.88% |
$4.77K - $5.53K
|
1.08K
$370K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
20+ 0.77% |
$4.77K - $5.53K
|
2.61K
$893K
|