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 02, 2024
Q4 2023
|
Sonen Capital LLC
San Francisco, CA |
BUY
|
- |
317+ 13.67% |
$62.2K - $84.7K
|
2.64K
$849K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
313+ 14.98% |
$61.4K - $83.6K
|
2.4K
$774K
|
|
|
Feb 12, 2024
Q4 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
299New |
$58.7K - $79.9K
|
299
$96.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
292+ 973.33% |
$57.3K - $78K
|
322
$104K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
265New |
$52K - $70.8K
|
265
$85.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
162New |
$31.8K - $43.3K
|
162
$52.2K
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
150New |
$29.4K - $40.1K
|
150
$48.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
140New |
$27.5K - $37.4K
|
140
$45.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
121+ 3.07% |
$23.7K - $32.3K
|
4.06K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
119+ 9.92% |
$23.4K - $31.8K
|
1.32K
$425K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
117New |
$23K - $31.3K
|
117
$37.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
106+ 8.45% |
$20.8K - $28.3K
|
1.36K
$438K
|
|
|
Feb 13, 2024
Q4 2023
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
CALL |
100New |
$19.6K - $26.7K
|
100
$32.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
99+ 8.94% |
$19.4K - $26.5K
|
1.21K
$389K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
97New |
$19K - $25.9K
|
97
$31.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
79+ 61.72% |
$15.5K - $21.1K
|
207
$66.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
69New |
$13.5K - $18.4K
|
69
$22.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
63New |
$12.4K - $16.8K
|
63
$20.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
62New |
$12.2K - $16.6K
|
62
$20K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
58+ 4.1% |
$11.4K - $15.5K
|
1.47K
$474K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
42New |
$8.24K - $11.2K
|
42
$13.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
39+ 2.93% |
$7.65K - $10.4K
|
1.37K
$441K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
31New |
$6.08K - $8.28K
|
31
$9.98K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
31+ 0.15% |
$6.08K - $8.28K
|
20.6K
$6.62M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
27+ 2700.0% |
$5.3K - $7.22K
|
28
$9.01K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
24+ 0.23% |
$4.71K - $6.41K
|
10.5K
$3.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
CALL |
17New |
$3.34K - $4.54K
|
17
$5.47K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
15New |
$2.94K - $4.01K
|
15
$4.83K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
10+ 13.7% |
$1.96K - $2.67K
|
83
$26.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
6+ 0.5% |
$1.18K - $1.6K
|
1.21K
$388K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
6+ 600.0% |
$1.18K - $1.6K
|
7
$2.25K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
6New |
$1.18K - $1.6K
|
6
$1.93K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
5New |
$981 - $1.34K
|
5
$1.61K
|
|
|
Feb 15, 2024
Q4 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
3+ 1.58% |
$589 - $802
|
193
$62.1K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
565KNew |
$114M - $132M
|
565K
$182M
|
|
|
Nov 14, 2023
Q3 2023
|
D1 Capital Partners L.P.
New York, NY |
BUY
|
- |
195KNew |
$39.5M - $45.7M
|
195K
$62.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
159K+ 307.69% |
$32.2M - $37.3M
|
211K
$67.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Mizuho Markets Americas LLC
|
BUY
|
- |
63.2KNew |
$12.8M - $14.8M
|
63.2K
$20.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
58KNew |
$11.7M - $13.6M
|
58K
$18.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
19KNew |
$3.85M - $4.46M
|
19K
$6.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
14.8K+ 241.39% |
$3M - $3.48M
|
21K
$6.76M
|
|
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
BUY
|
- |
12.3KNew |
$2.5M - $2.89M
|
12.3K
$3.97M
|
|
|
Oct 12, 2023
Q3 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
12.1KNew |
$2.44M - $2.82M
|
12.1K
$3.88M
|
|
|
Oct 13, 2023
Q3 2023
|
Lannebo Fonder Ab
|
BUY
|
- |
10.9K+ 6.61% |
$2.21M - $2.55M
|
176K
$56.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
9.5K+ 105.56% |
$1.92M - $2.23M
|
18.5K
$5.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
9.27K+ 579.19% |
$1.88M - $2.17M
|
10.9K
$3.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
8.7K+ 138.1% |
$1.76M - $2.04M
|
15K
$4.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Akaris Global Partners, LP
New York, NY |
BUY
|
- |
8.3K+ 7.72% |
$1.68M - $1.95M
|
116K
$37.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
7.76K+ 388.77% |
$1.57M - $1.82M
|
9.75K
$3.14M
|
|
|
Oct 30, 2023
Q3 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
4.9KNew |
$992K - $1.15M
|
4.9K
$1.58M
|
|