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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
12.9KNew |
$2.53M - $3.45M
|
12.9K
$4.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
11.1K+ 4137.17% |
$2.18M - $2.97M
|
11.4K
$3.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Advent Capital Management
New York, NY |
BUY
|
- |
10KNew |
$1.96M - $2.67M
|
10K
$3.22M
|
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
7.52KNew |
$1.48M - $2.01M
|
7.52K
$2.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.9KNew |
$1.35M - $1.84M
|
6.9K
$2.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
6.88KNew |
$1.35M - $1.84M
|
6.88K
$2.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Varenne Capital Partners
|
BUY
|
- |
6.42KNew |
$1.26M - $1.71M
|
6.42K
$2.07M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
6.01K+ 2.57% |
$1.18M - $1.61M
|
240K
$77.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
5.98KNew |
$1.17M - $1.6M
|
5.98K
$1.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
4.45K+ 94.68% |
$873K - $1.19M
|
9.15K
$2.95M
|
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
4.23KNew |
$829K - $1.13M
|
4.23K
$1.36M
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
3.98K+ 11055.56% |
$781K - $1.06M
|
4.02K
$1.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
3.85K+ 102.67% |
$756K - $1.03M
|
7.6K
$2.45M
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
3.6KNew |
$707K - $962K
|
3.6K
$1.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.53KNew |
$693K - $943K
|
3.53K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
3.26KNew |
$641K - $872K
|
3.26K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
BUY
|
PUT |
2.8KNew |
$550K - $748K
|
2.8K
$901K
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
BUY
|
- |
2.5KNew |
$491K - $668K
|
2.5K
$805K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
PUT |
2KNew |
$393K - $535K
|
2K
$644K
|
|
|
Feb 14, 2024
Q4 2023
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
1.91KNew |
$376K - $512K
|
1.91K
$616K
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
1.7KNew |
$334K - $455K
|
1.7K
$548K
|
|
|
Jan 26, 2024
Q4 2023
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
1.51KNew |
$297K - $404K
|
1.51K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.32K+ 22.05% |
$258K - $352K
|
7.29K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
1.28KNew |
$252K - $343K
|
1.28K
$413K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.25K+ 18.23% |
$244K - $333K
|
8.08K
$2.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
1.05KNew |
$207K - $281K
|
1.05K
$339K
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
957New |
$188K - $256K
|
957
$308K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
944New |
$185K - $252K
|
944
$304K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
935New |
$183K - $250K
|
935
$301K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
927New |
$182K - $248K
|
927
$298K
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
904New |
$177K - $242K
|
904
$291K
|
|
|
Jan 23, 2024
Q4 2023
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
898New |
$176K - $240K
|
898
$289K
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
883New |
$173K - $236K
|
883
$284K
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
864New |
$170K - $231K
|
864
$278K
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
836New |
$164K - $223K
|
836
$269K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
798New |
$157K - $213K
|
798
$257K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
797New |
$156K - $213K
|
797
$257K
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
794New |
$156K - $212K
|
794
$256K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
775New |
$152K - $207K
|
775
$250K
|
|
|
Feb 06, 2024
Q4 2023
|
Concentrum Wealth Management
|
BUY
|
- |
771New |
$151K - $206K
|
771
$248K
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
770New |
$151K - $206K
|
770
$248K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
765New |
$150K - $204K
|
765
$246K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
676New |
$133K - $181K
|
676
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
665+ 12.03% |
$131K - $178K
|
6.19K
$1.99M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
653+ 4.97% |
$128K - $175K
|
13.8K
$4.44M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
625+ 66.35% |
$123K - $167K
|
1.57K
$504K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
459New |
$90.1K - $123K
|
459
$148K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
451+ 35.4% |
$88.5K - $121K
|
1.73K
$555K
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
425+ 22.9% |
$83.4K - $114K
|
2.28K
$734K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
422New |
$82.8K - $113K
|
422
$136K
|