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, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
10.7KNew |
$1.37M - $1.77M
|
10.7K
$2.7M
|
|
Jan 27, 2023
Q4 2022
|
Andar Capital Management Hk LTD
Hong Kong, K3 |
BUY
|
- |
10KNew |
$1.28M - $1.65M
|
10K
$2.52M
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
9.88K+ 136.65% |
$1.27M - $1.63M
|
17.1K
$4.32M
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
9.38KNew |
$1.2M - $1.55M
|
9.38K
$2.37M
|
|
Feb 14, 2023
Q4 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
5.38KNew |
$690K - $889K
|
5.38K
$1.36M
|
|
Aug 27, 2024
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
4.38KNew |
$562K - $724K
|
4.38K
$1.11M
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
3.9KNew |
$500K - $645K
|
3.9K
$984K
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
3.81K+ 20.33% |
$489K - $630K
|
22.6K
$5.69M
|
|
Dec 14, 2023
Q4 2022
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.51KNew |
$449K - $579K
|
3.51K
$884K
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
3.48KNew |
$446K - $574K
|
3.48K
$877K
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
3.25K+ 18.5% |
$416K - $536K
|
20.8K
$5.25M
|
|
Feb 08, 2023
Q4 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
2.94KNew |
$376K - $485K
|
2.94K
$741K
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
2.84KNew |
$364K - $469K
|
2.84K
$716K
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
2.51K+ 18.5% |
$322K - $415K
|
16.1K
$4.06M
|
|
Feb 14, 2023
Q4 2022
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
2.5KNew |
$321K - $413K
|
2.5K
$631K
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
2.45K+ 36.89% |
$314K - $405K
|
9.09K
$2.29M
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.38K+ 157.62% |
$305K - $393K
|
3.89K
$982K
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
2.21KNew |
$283K - $365K
|
2.21K
$558K
|
|
Feb 28, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
2.16KNew |
$277K - $358K
|
2.16K
$546K
|
|
Feb 13, 2023
Q4 2022
|
George Kaiser Family Foundation
|
BUY
|
- |
2.12K+ 28.64% |
$272K - $350K
|
9.52K
$2.4M
|
|
Jan 24, 2023
Q4 2022
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1.92KNew |
$246K - $316K
|
1.92K
$483K
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
1.8KNew |
$231K - $297K
|
1.8K
$454K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.79K+ 99.55% |
$229K - $295K
|
3.58K
$904K
|
|
Feb 14, 2023
Q4 2022
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
1.26K+ 47.62% |
$161K - $208K
|
3.9K
$984K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
764New |
$98K - $126K
|
764
$193K
|
|
Feb 14, 2023
Q4 2022
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
722+ 20.71% |
$92.6K - $119K
|
4.21K
$1.06M
|
|
Feb 02, 2023
Q4 2022
|
Sonnipe LTD
Douglas, Y8 |
BUY
|
- |
486New |
$62.3K - $80.3K
|
486
$123K
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
486+ 4.72% |
$62.3K - $80.3K
|
10.8K
$2.72M
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
475+ 1900.0% |
$60.9K - $78.5K
|
500
$126K
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
468New |
$60K - $77.3K
|
468
$118K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
308+ 9.45% |
$39.5K - $50.9K
|
3.57K
$900K
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
CALL |
300New |
$38.5K - $49.6K
|
300
$75.7K
|
|
Jan 26, 2023
Q4 2022
|
Stephens Investment Management Group LLC
|
BUY
|
- |
262+ 38.53% |
$33.6K - $43.3K
|
942
$238K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
253New |
$32.4K - $41.8K
|
253
$63.8K
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
250+ 15.02% |
$32.1K - $41.3K
|
1.91K
$483K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
232New |
$29.7K - $38.3K
|
232
$58.5K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
208New |
$26.7K - $34.4K
|
208
$52.5K
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
200New |
$25.6K - $33.1K
|
200
$50.5K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
CALL |
200New |
$25.6K - $33.1K
|
200
$50.5K
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
161New |
$20.6K - $26.6K
|
161
$40.6K
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
105New |
$13.5K - $17.4K
|
105
$26.5K
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
100New |
$12.8K - $16.5K
|
100
$25.2K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
86New |
$11K - $14.2K
|
86
$21.7K
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
75New |
$9.62K - $12.4K
|
75
$18.9K
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
57+ 0.97% |
$7.31K - $9.42K
|
5.94K
$1.5M
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
57New |
$7.31K - $9.42K
|
57
$14.4K
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
50New |
$6.41K - $8.26K
|
50
$12.6K
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
45New |
$5.77K - $7.44K
|
45
$11.4K
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
40New |
$5.13K - $6.61K
|
40
$10.1K
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
15New |
$1.92K - $2.48K
|
15
$3.78K
|