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 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
177+ 12.87% |
$33.4K - $39.5K
|
1.55K
$392K
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
BUY
|
- |
173+ 3.14% |
$32.7K - $38.6K
|
5.68K
$1.43M
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
125+ 11.2% |
$23.6K - $27.9K
|
1.24K
$313K
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
96+ 1.01% |
$18.1K - $21.4K
|
9.56K
$2.41M
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
92+ 16.14% |
$17.4K - $20.6K
|
662
$167K
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
86+ 3.58% |
$16.2K - $19.2K
|
2.49K
$628K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
84New |
$15.9K - $18.8K
|
84
$21.2K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
80+ 0.44% |
$15.1K - $17.9K
|
18.3K
$4.63M
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
75New |
$14.2K - $16.8K
|
75
$18.9K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
70+ 179.49% |
$13.2K - $15.6K
|
109
$27.5K
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
58New |
$11K - $13K
|
58
$14.6K
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
50+ 4.84% |
$9.44K - $11.2K
|
1.08K
$274K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
45+ 1.0% |
$8.5K - $10.1K
|
4.54K
$1.15M
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
12+ 0.14% |
$2.27K - $2.68K
|
8.79K
$2.22M
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10+ 16.95% |
$1.89K - $2.23K
|
69
$17.4K
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4New |
$756 - $894
|
4
$1.01K
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2New |
$378 - $447
|
2
$505
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
2+ 33.33% |
$378 - $447
|
8
$2.02K
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
2+ 0.18% |
$378 - $447
|
1.14K
$288K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Daniel Loeb
Third Point LLC | New York, Ny
|
BUY
|
- |
800KNew |
$108M - $160M
|
800K
$202M
|
|
May 12, 2023
Q1 2023
|
Senator Investment Group LP
New York, NY |
BUY
|
- |
200KNew |
$27M - $40M
|
200K
$50.5M
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
BUY
|
CALL |
150KNew |
$20.2M - $30M
|
150K
$37.8M
|
|
May 02, 2023
Q1 2023
|
Rheos Capital Works Inc.
|
BUY
|
- |
113KNew |
$15.2M - $22.5M
|
113K
$28.4M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
103K+ 526.15% |
$13.8M - $20.5M
|
122K
$30.8M
|
|
May 12, 2023
Q1 2023
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
- |
78.7KNew |
$10.6M - $15.7M
|
78.7K
$19.8M
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
66.7K+ 751.67% |
$9M - $13.3M
|
75.6K
$19.1M
|
|
May 15, 2023
Q1 2023
|
Sandler Capital Management
New York, NY |
BUY
|
- |
52.9KNew |
$7.13M - $10.6M
|
52.9K
$13.3M
|
|
May 15, 2023
Q1 2023
|
Ogborne Capital Management, LLC
San Francisco, CA |
BUY
|
- |
40KNew |
$5.39M - $7.99M
|
40K
$10.1M
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
32.5KNew |
$4.38M - $6.49M
|
32.5K
$8.2M
|
|
May 15, 2023
Q1 2023
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
26.2KNew |
$3.53M - $5.23M
|
26.2K
$6.61M
|
|
May 15, 2023
Q1 2023
|
Metavasi Capital LP
Larchmont, NY |
BUY
|
- |
25KNew |
$3.37M - $4.99M
|
25K
$6.31M
|
|
May 12, 2023
Q1 2023
|
Cobalt Capital Management, Inc.
Short Hills, NJ |
BUY
|
- |
21KNew |
$2.83M - $4.2M
|
21K
$5.3M
|
|
May 12, 2023
Q1 2023
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
PUT |
15KNew |
$2.02M - $3M
|
15K
$3.78M
|
|
May 05, 2023
Q1 2023
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
12.9KNew |
$1.74M - $2.58M
|
12.9K
$3.26M
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
9.7K+ 3233.33% |
$1.31M - $1.94M
|
10K
$2.52M
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
6.96KNew |
$939K - $1.39M
|
6.96K
$1.76M
|
|
May 19, 2023
Q1 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
CALL |
5.91KNew |
$797K - $1.18M
|
5.91K
$1.49M
|
|
Apr 25, 2023
Q1 2023
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
BUY
|
- |
5K+ 7.41% |
$674K - $999K
|
72.5K
$18.3M
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
4.35K+ 138.1% |
$586K - $869K
|
7.5K
$1.89M
|
|
May 15, 2023
Q1 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
4KNew |
$539K - $799K
|
4K
$1.01M
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
3.94KNew |
$531K - $787K
|
3.94K
$994K
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
3.4K+ 68.63% |
$458K - $679K
|
8.35K
$2.11M
|
|
May 15, 2023
Q1 2023
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
3KNew |
$404K - $599K
|
3K
$757K
|
|
May 12, 2023
Q1 2023
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
CALL |
2.5KNew |
$337K - $499K
|
2.5K
$631K
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
2.48K+ 98.61% |
$335K - $496K
|
5K
$1.26M
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.81KNew |
$244K - $362K
|
1.81K
$457K
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
1.77K+ 54.93% |
$239K - $354K
|
5K
$1.26M
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.51KNew |
$204K - $302K
|
1.51K
$381K
|
|
May 15, 2023
Q1 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
1.5KNew |
$202K - $300K
|
1.5K
$378K
|
|
Apr 26, 2023
Q1 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
1.4KNew |
$189K - $280K
|
1.4K
$353K
|