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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
232New |
$29.7K - $38.3K
|
232
$74.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
208New |
$26.7K - $34.4K
|
208
$67K
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
200New |
$25.6K - $33.1K
|
200
$64.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
CALL |
200New |
$25.6K - $33.1K
|
200
$64.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
161New |
$20.6K - $26.6K
|
161
$51.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
105New |
$13.5K - $17.4K
|
105
$33.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
100New |
$12.8K - $16.5K
|
100
$32.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
86New |
$11K - $14.2K
|
86
$27.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
75New |
$9.62K - $12.4K
|
75
$24.1K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
57+ 0.97% |
$7.31K - $9.42K
|
5.94K
$1.91M
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
57New |
$7.31K - $9.42K
|
57
$18.4K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
50New |
$6.41K - $8.26K
|
50
$16.1K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
45New |
$5.77K - $7.44K
|
45
$14.5K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
40New |
$5.13K - $6.61K
|
40
$12.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
15New |
$1.92K - $2.48K
|
15
$4.83K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
14New |
$1.79K - $2.31K
|
14
$4.51K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
10+ 4.0% |
$1.28K - $1.65K
|
260
$83.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
10New |
$1.28K - $1.65K
|
10
$3.22K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1New |
$128 - $165
|
1
$322
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Public Investment Fund
Riyadh, T0 |
BUY
|
- |
2.65MNew |
$381M - $507M
|
2.65M
$853M
|
|
|
Nov 14, 2022
Q3 2022
|
Southpoint Capital Advisors LP
New York, NY |
BUY
|
- |
500KNew |
$71.9M - $95.6M
|
500K
$161M
|
|
|
Nov 14, 2022
Q3 2022
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
- |
429KNew |
$61.8M - $82.1M
|
429K
$138M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
95.9K+ 9.05% |
$13.8M - $18.3M
|
1.16M
$372M
|
|
|
Nov 14, 2022
Q3 2022
|
Thunderbird Partners LLP
London, X0 |
BUY
|
- |
82.3KNew |
$11.8M - $15.7M
|
82.3K
$26.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Providence Equity Partners L.L.C.
Providence, RI |
BUY
|
- |
70KNew |
$10.1M - $13.4M
|
70K
$22.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
60.6KNew |
$8.71M - $11.6M
|
60.6K
$19.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
BUY
|
- |
33.7KNew |
$4.85M - $6.45M
|
33.7K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
33.1K+ 4122.04% |
$4.76M - $6.33M
|
33.9K
$10.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Union Square Park Capital Management, LLC
New York, NY |
BUY
|
- |
30KNew |
$4.32M - $5.74M
|
30K
$9.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Chuck Akre
Akre Capital Management LLC | Middleburg, Va
|
BUY
|
- |
25.5K+ 0.83% |
$3.67M - $4.88M
|
3.1M
$997M
|
|
|
Nov 14, 2022
Q3 2022
|
Governors Lane LP
New York, NY |
BUY
|
CALL |
22.5KNew |
$3.24M - $4.3M
|
22.5K
$7.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Breakline Capital LLC
New York, NY |
BUY
|
- |
20.2KNew |
$2.9M - $3.86M
|
20.2K
$6.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
19.5KNew |
$2.8M - $3.73M
|
19.5K
$6.28M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
19.2K+ 34.74% |
$2.76M - $3.67M
|
74.3K
$23.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Cowen And Company, LLC
|
BUY
|
- |
18.8K+ 300.0% |
$2.7M - $3.59M
|
25K
$8.05M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
17.8KNew |
$2.56M - $3.4M
|
17.8K
$5.73M
|
|
|
Nov 08, 2022
Q3 2022
|
Proem Advisors LLC
|
BUY
|
- |
17.5KNew |
$2.52M - $3.35M
|
17.5K
$5.63M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
12.9K+ 57.28% |
$1.85M - $2.46M
|
35.4K
$11.4M
|
|
|
Nov 09, 2022
Q3 2022
|
American Investment Services, Inc.
|
BUY
|
- |
11.8KNew |
$1.69M - $2.25M
|
11.8K
$3.79M
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
11.3K+ 95.1% |
$1.63M - $2.17M
|
23.2K
$7.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
9.56K+ 36.44% |
$1.38M - $1.83M
|
35.8K
$11.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
8.2KNew |
$1.18M - $1.57M
|
8.2K
$2.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Unigestion Holding Sa
|
BUY
|
- |
8.1K+ 4.98% |
$1.17M - $1.55M
|
171K
$55M
|
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
6.46K+ 240.22% |
$929K - $1.24M
|
9.15K
$2.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
5.69K+ 41.79% |
$818K - $1.09M
|
19.3K
$6.21M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.64K+ 169.64% |
$812K - $1.08M
|
8.97K
$2.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Hunt Lane Capital LP
New York, NY |
BUY
|
- |
5K+ 16.67% |
$719K - $956K
|
35K
$11.3M
|
|
|
Oct 31, 2022
Q3 2022
|
Zenyatta Capital Management LP
|
BUY
|
- |
5K+ 100.0% |
$719K - $956K
|
10K
$3.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
3.96KNew |
$570K - $758K
|
3.96K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Carroll Investors, Inc
|
BUY
|
- |
3.41K+ 7.93% |
$490K - $652K
|
46.4K
$14.9M
|
|