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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
783+ 1.79% |
$171K - $239K
|
44.6K
$15.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
733+ 32.15% |
$160K - $223K
|
3.01K
$1.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
722New |
$157K - $220K
|
722
$247K
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
716+ 24.84% |
$156K - $218K
|
3.6K
$1.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
710+ 1.92% |
$155K - $216K
|
37.6K
$12.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
684+ 90.84% |
$149K - $208K
|
1.44K
$491K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
672+ 50.91% |
$147K - $205K
|
1.99K
$681K
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
597+ 0.28% |
$130K - $182K
|
214K
$73.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Kemnay Advisory Services Inc.
New York, NY |
BUY
|
- |
587+ 1.37% |
$128K - $179K
|
43.4K
$14.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
560+ 23.3% |
$122K - $171K
|
2.96K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
546+ 12.12% |
$119K - $166K
|
5.05K
$1.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
532+ 3.21% |
$116K - $162K
|
17.1K
$5.85M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
532+ 26.72% |
$116K - $162K
|
2.52K
$862K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
502+ 46.92% |
$109K - $153K
|
1.57K
$537K
|
|
|
Aug 09, 2024
Q2 2024
|
Ctc LLC
|
BUY
|
PUT |
490+ 11.02% |
$107K - $149K
|
4.94K
$1.69M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
473+ 3.36% |
$103K - $144K
|
14.6K
$4.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
461+ 4.14% |
$101K - $140K
|
11.6K
$3.96M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
450+ 3.95% |
$98.1K - $137K
|
11.8K
$4.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
429+ 4.33% |
$93.5K - $131K
|
10.3K
$3.54M
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
419+ 35.51% |
$91.3K - $128K
|
1.6K
$546K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
400New |
$87.2K - $122K
|
400
$137K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
394+ 29.36% |
$85.9K - $120K
|
1.74K
$593K
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
380+ 2.32% |
$82.8K - $116K
|
16.8K
$5.73M
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
376+ 2.3% |
$82K - $115K
|
16.7K
$5.71M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
374New |
$81.5K - $114K
|
374
$128K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
365+ 3.75% |
$79.6K - $111K
|
10.1K
$3.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
357+ 2.78% |
$77.8K - $109K
|
13.2K
$4.51M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
350+ 9.36% |
$76.3K - $107K
|
4.09K
$1.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
344+ 4.3% |
$75K - $105K
|
8.35K
$2.85M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
341New |
$74.3K - $104K
|
341
$117K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
340+ 1700.0% |
$74.1K - $104K
|
360
$123K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
329New |
$71.7K - $100K
|
329
$112K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
328New |
$71.5K - $100K
|
328
$112K
|
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
325+ 34.65% |
$70.9K - $99K
|
1.26K
$432K
|
|
|
Aug 13, 2024
Q2 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
324+ 44.88% |
$70.6K - $98.7K
|
1.05K
$357K
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
323+ 5.75% |
$70.4K - $98.4K
|
5.94K
$2.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
316+ 11.55% |
$68.9K - $96.3K
|
3.05K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
315+ 3.19% |
$68.7K - $96K
|
10.2K
$3.48M
|
|
|
Aug 07, 2024
Q2 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
315+ 0.49% |
$68.7K - $96K
|
64K
$21.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
310+ 32.33% |
$67.6K - $94.5K
|
1.27K
$434K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
301+ 29.0% |
$65.6K - $91.7K
|
1.34K
$458K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
300+ 15.0% |
$65.4K - $91.4K
|
2.3K
$786K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
288+ 15.58% |
$62.8K - $87.8K
|
2.14K
$730K
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
280New |
$61K - $85.3K
|
280
$95.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
275+ 21.07% |
$60K - $83.8K
|
1.58K
$540K
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
BUY
|
- |
275+ 32.28% |
$60K - $83.8K
|
1.13K
$385K
|
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
BUY
|
- |
266+ 5.98% |
$58K - $81.1K
|
4.71K
$1.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
262+ 17.53% |
$57.1K - $79.8K
|
1.76K
$600K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
245+ 6.3% |
$53.4K - $74.7K
|
4.14K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
240+ 9.23% |
$52.3K - $73.1K
|
2.84K
$970K
|