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 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
20+ 0.94% |
$4.77K - $5.53K
|
2.15K
$734K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
20+ 0.2% |
$4.77K - $5.53K
|
9.95K
$3.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
20+ 1.1% |
$4.77K - $5.53K
|
1.85K
$631K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
19+ 17.27% |
$4.53K - $5.25K
|
129
$44.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
19+ 0.52% |
$4.53K - $5.25K
|
3.69K
$1.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
19+ 2.28% |
$4.53K - $5.25K
|
852
$291K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
18+ 0.93% |
$4.29K - $4.98K
|
1.96K
$668K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
18New |
$4.29K - $4.98K
|
18
$6.15K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
18New |
$4.29K - $4.98K
|
18
$6.15K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
18+ 19.35% |
$4.29K - $4.98K
|
111
$37.9K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
18+ 2.16% |
$4.29K - $4.98K
|
852
$291K
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
18+ 2.54% |
$4.29K - $4.98K
|
728
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
17+ 0.36% |
$4.05K - $4.7K
|
4.79K
$1.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
17+ 188.89% |
$4.05K - $4.7K
|
26
$8.88K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
17+ 0.4% |
$4.05K - $4.7K
|
4.22K
$1.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
17+ 0.98% |
$4.05K - $4.7K
|
1.75K
$598K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
17+ 7.23% |
$4.05K - $4.7K
|
252
$86.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
17+ 1.83% |
$4.05K - $4.7K
|
946
$323K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
16+ 0.15% |
$3.81K - $4.42K
|
10.7K
$3.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
16+ 0.93% |
$3.81K - $4.42K
|
1.74K
$595K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
15+ 5.08% |
$3.58K - $4.15K
|
310
$106K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
15+ 1.29% |
$3.58K - $4.15K
|
1.18K
$402K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
15+ 1.06% |
$3.58K - $4.15K
|
1.43K
$488K
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
15+ 1.35% |
$3.58K - $4.15K
|
1.13K
$386K
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
15+ 8.33% |
$3.58K - $4.15K
|
195
$66.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
14+ 0.02% |
$3.34K - $3.87K
|
91.8K
$31.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
14+ 3.65% |
$3.34K - $3.87K
|
398
$136K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
14+ 1.89% |
$3.34K - $3.87K
|
756
$258K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
14+ 0.54% |
$3.34K - $3.87K
|
2.59K
$886K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
14+ 233.33% |
$3.34K - $3.87K
|
20
$6.83K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
14+ 3.17% |
$3.34K - $3.87K
|
456
$156K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
14+ 0.18% |
$3.34K - $3.87K
|
7.91K
$2.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
13+ 0.55% |
$3.1K - $3.59K
|
2.39K
$815K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
13+ 0.54% |
$3.1K - $3.59K
|
2.41K
$822K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
13+ 16.25% |
$3.1K - $3.59K
|
93
$31.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
12+ 0.06% |
$2.86K - $3.32K
|
21.2K
$7.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
12+ 4.24% |
$2.86K - $3.32K
|
295
$101K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
12+ 1.26% |
$2.86K - $3.32K
|
965
$330K
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
11+ 0.43% |
$2.62K - $3.04K
|
2.55K
$870K
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
11+ 0.34% |
$2.62K - $3.04K
|
3.26K
$1.12M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
11+ 6.92% |
$2.62K - $3.04K
|
170
$58.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
11+ 0.05% |
$2.62K - $3.04K
|
23.9K
$8.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
11+ 1.22% |
$2.62K - $3.04K
|
912
$312K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
10+ 0.42% |
$2.38K - $2.77K
|
2.39K
$817K
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
10+ 0.45% |
$2.38K - $2.77K
|
2.25K
$770K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
10+ 0.45% |
$2.38K - $2.77K
|
2.24K
$767K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
10+ 0.39% |
$2.38K - $2.77K
|
2.56K
$874K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
10+ 1.26% |
$2.38K - $2.77K
|
804
$275K
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
10+ 0.27% |
$2.38K - $2.77K
|
3.68K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
9+ 0.22% |
$2.15K - $2.49K
|
4.15K
$1.42M
|