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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
PUT |
2K+ 80.0% |
$477K - $553K
|
4.5K
$1.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
2KNew |
$477K - $553K
|
2K
$622K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
2K+ 111.31% |
$476K - $553K
|
3.79K
$1.18M
|
|
|
Oct 09, 2024
Q3 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
1.98K+ 3.04% |
$472K - $548K
|
67.2K
$20.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.97KNew |
$469K - $544K
|
1.97K
$611K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.96K+ 4.27% |
$468K - $543K
|
47.9K
$14.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.96K+ 8.89% |
$468K - $543K
|
24K
$7.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.96KNew |
$468K - $543K
|
1.96K
$610K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
1.94K+ 183.92% |
$463K - $538K
|
3K
$933K
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
1.91K+ 6.8% |
$455K - $528K
|
30K
$9.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.91KNew |
$455K - $528K
|
1.91K
$593K
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
1.9K+ 3.37% |
$452K - $525K
|
58.2K
$18.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.87K+ 48.26% |
$446K - $517K
|
5.75K
$1.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 3.73% |
$440K - $510K
|
51.3K
$15.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.84K+ 5.07% |
$438K - $508K
|
38.1K
$11.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
1.83K+ 16.05% |
$437K - $507K
|
13.3K
$4.12M
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.82K+ 27.44% |
$434K - $504K
|
8.46K
$2.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.82K+ 50.74% |
$434K - $504K
|
5.41K
$1.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.81K+ 76.22% |
$432K - $502K
|
4.19K
$1.3M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.75K+ 1.79% |
$417K - $483K
|
99.2K
$30.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.74K+ 35.06% |
$416K - $482K
|
6.72K
$2.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
1.73K+ 60.2% |
$412K - $478K
|
4.6K
$1.43M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.72K+ 23.97% |
$411K - $477K
|
8.92K
$2.77M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.71K+ 32.53% |
$408K - $473K
|
6.97K
$2.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.71K+ 19.96% |
$407K - $473K
|
10.3K
$3.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
PUT |
1.7KNew |
$405K - $470K
|
1.7K
$528K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.7K+ 2.19% |
$404K - $469K
|
79.3K
$24.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.69K+ 22.46% |
$403K - $467K
|
9.21K
$2.86M
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1.68K+ 10.39% |
$400K - $463K
|
17.8K
$5.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.66K+ 10.26% |
$396K - $460K
|
17.9K
$5.55M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.62K+ 6.43% |
$385K - $447K
|
26.7K
$8.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.58K+ 8.93% |
$376K - $436K
|
19.2K
$5.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
1.55K+ 28.03% |
$370K - $429K
|
7.09K
$2.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.52K+ 3.62% |
$361K - $419K
|
43.3K
$13.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
1.5K+ 18.71% |
$358K - $415K
|
9.53K
$2.96M
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.49KNew |
$355K - $412K
|
1.49K
$463K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.49K+ 2.85% |
$354K - $411K
|
53.7K
$16.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.46K+ 28.77% |
$349K - $404K
|
6.54K
$2.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
1.44K+ 1.83% |
$344K - $399K
|
80.2K
$24.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.44K+ 2.53% |
$343K - $398K
|
58.3K
$18.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.43K+ 5.89% |
$342K - $397K
|
25.8K
$8.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
1.42K+ 2.92% |
$338K - $392K
|
49.9K
$15.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
1.41K+ 28.16% |
$336K - $390K
|
6.42K
$1.99M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.4K+ 62.72% |
$333K - $386K
|
3.62K
$1.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
BUY
|
- |
1.38KNew |
$330K - $382K
|
1.38K
$430K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.36K+ 7.45% |
$324K - $375K
|
19.6K
$6.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
1.35K+ 94.4% |
$322K - $373K
|
2.78K
$863K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
1.35K+ 1.35% |
$321K - $372K
|
101K
$31.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
1.34K+ 3.65% |
$319K - $371K
|
38.1K
$11.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
1.34K+ 83.13% |
$318K - $369K
|
2.94K
$914K
|