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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
167+ 9.04% |
$36.4K - $50.9K
|
2.01K
$688K
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
163+ 24.08% |
$35.5K - $49.7K
|
840
$287K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
163+ 20.55% |
$35.5K - $49.7K
|
956
$327K
|
|
|
Aug 14, 2024
Q2 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
162+ 7.77% |
$35.3K - $49.4K
|
2.25K
$768K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
156New |
$34K - $47.5K
|
156
$53.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
150+ 4.03% |
$32.7K - $45.7K
|
3.87K
$1.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
148+ 197.33% |
$32.3K - $45.1K
|
223
$76.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
145+ 0.54% |
$31.6K - $44.2K
|
27.1K
$9.27M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
144+ 2.29% |
$31.4K - $43.9K
|
6.42K
$2.19M
|
|
|
Jul 19, 2024
Q2 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
135+ 11.03% |
$29.4K - $41.1K
|
1.36K
$464K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
130+ 0.83% |
$28.3K - $39.6K
|
15.7K
$5.37M
|
|
|
Aug 14, 2024
Q2 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
122+ 10.0% |
$26.6K - $37.2K
|
1.34K
$459K
|
|
|
Aug 22, 2024
Q2 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
121+ 2.62% |
$26.4K - $36.9K
|
4.74K
$1.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
117+ 3.21% |
$25.5K - $35.7K
|
3.76K
$1.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
110New |
$24K - $33.5K
|
110
$37.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
CALL |
100New |
$21.8K - $30.5K
|
100
$34.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
CALL |
100New |
$21.8K - $30.5K
|
100
$34.2K
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
100+ 7.55% |
$21.8K - $30.5K
|
1.42K
$487K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
100+ 50.0% |
$21.8K - $30.5K
|
300
$103K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
100+ 4.51% |
$21.8K - $30.5K
|
2.32K
$792K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
100+ 8.45% |
$21.8K - $30.5K
|
1.28K
$439K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
100+ 2.12% |
$21.8K - $30.5K
|
4.81K
$1.64M
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
96+ 2400.0% |
$20.9K - $29.3K
|
100
$34.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
95+ 4.3% |
$20.7K - $29K
|
2.3K
$787K
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
92+ 11.43% |
$20.1K - $28K
|
897
$307K
|
|
|
Aug 14, 2024
Q2 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
92+ 1.56% |
$20.1K - $28K
|
5.99K
$2.05M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
88+ 6.98% |
$19.2K - $26.8K
|
1.35K
$461K
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
85New |
$18.5K - $25.9K
|
85
$29K
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
85+ 10.25% |
$18.5K - $25.9K
|
914
$312K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
80New |
$17.4K - $24.4K
|
80
$27.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
74+ 6.05% |
$16.1K - $22.6K
|
1.3K
$443K
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
73+ 4.12% |
$15.9K - $22.2K
|
1.85K
$631K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
66+ 6.67% |
$14.4K - $20.1K
|
1.06K
$361K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
63+ 5.31% |
$13.7K - $19.2K
|
1.25K
$427K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
63New |
$13.7K - $19.2K
|
63
$21.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
58+ 5.75% |
$12.6K - $17.7K
|
1.07K
$364K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
56+ 8.33% |
$12.2K - $17.1K
|
728
$249K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
55+ 26.44% |
$12K - $16.8K
|
263
$89.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
55+ 0.85% |
$12K - $16.8K
|
6.54K
$2.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
53+ 0.52% |
$11.6K - $16.2K
|
10.2K
$3.49M
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
BUY
|
- |
53+ 5.09% |
$11.6K - $16.2K
|
1.09K
$374K
|
|
|
Jul 16, 2024
Q2 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
53+ 2.23% |
$11.6K - $16.2K
|
2.43K
$829K
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
52+ 21.14% |
$11.3K - $15.8K
|
298
$102K
|
|
|
Oct 09, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
50+ 5.48% |
$10.9K - $15.2K
|
963
$329K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
50New |
$10.9K - $15.2K
|
50
$17.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
50New |
$10.9K - $15.2K
|
50
$17.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
49+ 5.48% |
$10.7K - $14.9K
|
943
$322K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
47New |
$10.2K - $14.3K
|
47
$16.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
45+ 4.01% |
$9.81K - $13.7K
|
1.17K
$399K
|
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
44+ 2.87% |
$9.59K - $13.4K
|
1.58K
$538K
|