Latest Institutional Purchases of Salesforce, Inc. (CRM)

CRM Quotes by TradingView

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
Aug 22, 2024 Q2 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 CALL
1K
New
$218K - $305K
1K $260K
Aug 12, 2024 Q2 2024
Lattice Capital Management, LLC

BUY
 -
938
New
$204K - $286K
938 $244K
Jul 05, 2024 Q2 2024
Heritage Wealth Partners, LLC

Dublin, OH
BUY
 -
933
New
$203K - $284K
933 $242K
Aug 12, 2024 Q2 2024
Dynasty Wealth Management, LLC

St. Petersburg, FL
BUY
 -
920
+ 8.06%
$201K - $280K
12.3K $3.2M
Aug 14, 2024 Q2 2024
Lrt Capital Management, LLC

Austin, TX
BUY
 -
918
New
$200K - $280K
918 $239K
Aug 12, 2024 Q2 2024
Sky Oak Wealth, LLC

BUY
 -
836
New
$182K - $255K
836 $217K
Aug 09, 2024 Q2 2024
Financial Network Wealth Management LLC

Draper, UT
BUY
 -
816
New
$178K - $249K
816 $212K
Jul 25, 2024 Q2 2024
Fullcircle Wealth LLC

Dallas, TX
BUY
 -
803
New
$175K - $245K
803 $209K
Aug 06, 2024 Q2 2024
Chris Bulman Inc

Roseville, CA
BUY
 -
722
New
$157K - $220K
722 $188K
Aug 12, 2024 Q2 2024
Girard Partners Ltd.

BUY
 -
710
+ 1.92%
$155K - $216K
37.6K $9.77M
Jul 22, 2024 Q2 2024
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
374
New
$81.5K - $114K
374 $97.2K
Jul 30, 2024 Q2 2024
Pinnacle Wealth Management, LLC

BUY
 -
365
+ 3.75%
$79.6K - $111K
10.1K $2.62M
Aug 14, 2024 Q2 2024
Wunderlich Capital Managemnt

Memphis, TN
BUY
 -
357
+ 2.78%
$77.8K - $109K
13.2K $3.43M
Aug 09, 2024 Q2 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
328
New
$71.5K - $100K
328 $85.2K
Aug 13, 2024 Q2 2024
Pring Turner Capital Group Inc

Walnut Creek, CA
BUY
 -
324
+ 44.88%
$70.6K - $98.7K
1.05K $272K
Aug 07, 2024 Q2 2024
First Long Island Investors, LLC

BUY
 -
315
+ 0.49%
$68.7K - $96K
64K $16.6M
Aug 14, 2024 Q2 2024
Vantage Consulting Group Inc

Virginia Beach, VA
BUY
 -
301
+ 29.0%
$65.6K - $91.7K
1.34K $348K
Aug 06, 2024 Q2 2024
Ibex Wealth Advisors

Lebanon, NJ
BUY
 -
280
New
$61K - $85.3K
280 $72.8K
Aug 14, 2024 Q2 2024
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
240
+ 9.23%
$52.3K - $73.1K
2.84K $738K
Aug 01, 2024 Q2 2024
Advanced Asset Management Advisors Inc

Dublin, OH
BUY
 -
225
+ 30.0%
$49.1K - $68.6K
975 $253K
Jul 17, 2024 Q2 2024
J.Safra Asset Management Corp

BUY
 -
194
+ 625.81%
$42.3K - $59.1K
225 $58.5K
Aug 13, 2024 Q2 2024
Entry Point Capital, LLC

New York, NY
BUY
 -
190
+ 730.77%
$41.4K - $57.9K
216 $56.1K
Jul 05, 2024 Q2 2024
Institutional & Family Asset Management, LLC

BUY
 -
179
+ 77.49%
$39K - $54.5K
410 $107K
Jul 30, 2024 Q2 2024
Kings Path Partners LLC

Sugar Land, TX
BUY
 -
176
New
$38.4K - $53.6K
176 $45.7K
Jul 23, 2024 Q2 2024
Vicus Capital

State College, PA
BUY
 -
167
+ 9.04%
$36.4K - $50.9K
2.01K $523K
Jul 09, 2024 Q2 2024
Lynx Investment Advisory

Washington, Dc, DC
BUY
 -
156
New
$34K - $47.5K
156 $40.5K
Jul 25, 2024 Q2 2024
Zynergy Retirement Planning Llc

Red Bank, NJ
BUY
 -
110
New
$24K - $33.5K
110 $28.6K
Aug 13, 2024 Q2 2024
Mount Yale Investment Advisors, LLC

BUY
 CALL
100
New
$21.8K - $30.5K
100 $26K
Aug 12, 2024 Q2 2024
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 CALL
100
New
$21.8K - $30.5K
100 $26K
Aug 02, 2024 Q2 2024
Carmichael Hill & Associates, Inc.

BUY
 CALL
100
+ 50.0%
$21.8K - $30.5K
300 $78K
Jul 23, 2024 Q2 2024
Spotlight Asset Group, Inc.

Oakbrook Terrace, IL
BUY
 -
100
+ 8.45%
$21.8K - $30.5K
1.28K $334K
Jul 16, 2024 Q2 2024
Fortune Financial Advisors, LLC

Overland Park, KS
BUY
 -
88
+ 6.98%
$19.2K - $26.8K
1.35K $351K
Aug 13, 2024 Q2 2024
Islay Capital Management, LLC

Lubbock, TX
BUY
 -
85
New
$18.5K - $25.9K
85 $22.1K
Aug 08, 2024 Q2 2024
Hallmark Capital Management Inc

BUY
 -
80
New
$17.4K - $24.4K
80 $20.8K
Jul 10, 2024 Q2 2024
Contravisory Investment Management, Inc.

BUY
 -
73
+ 4.12%
$15.9K - $22.2K
1.85K $480K
Aug 06, 2024 Q2 2024
Fiducient Advisors LLC

BUY
 -
58
+ 5.75%
$12.6K - $17.7K
1.07K $277K
Jul 16, 2024 Q2 2024
Salvus Wealth Management, LLC

BUY
 -
53
+ 2.23%
$11.6K - $16.2K
2.43K $631K
Jul 23, 2024 Q2 2024
Cultivar Capital, Inc.

Denton, TX
BUY
 -
50
New
$10.9K - $15.2K
50 $13K
Jul 17, 2024 Q2 2024
Sws Partners

BUY
 -
50
New
$10.9K - $15.2K
50 $13K
Aug 09, 2024 Q2 2024
Fairway Wealth LLC

Independence, OH
BUY
 -
47
New
$10.2K - $14.3K
47 $12.2K
Jul 15, 2024 Q2 2024
Werlinich Asset Management, LLC

Stamford, CT
BUY
 -
45
+ 4.01%
$9.81K - $13.7K
1.17K $304K
Aug 02, 2024 Q2 2024
Tectonic Advisors LLC

Plano, TX
BUY
 -
27
+ 0.78%
$5.89K - $8.23K
3.48K $904K
Jul 22, 2024 Q2 2024
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
22
+ 220.0%
$4.8K - $6.7K
32 $8.32K
Jul 16, 2024 Q2 2024
Iag Wealth Partners, LLC

BUY
 -
20
+ 15.38%
$4.36K - $6.09K
150 $39K
Jul 08, 2024 Q2 2024
Thompson Investment Management, Inc.

BUY
 -
20
+ 2.0%
$4.36K - $6.09K
1.02K $265K
Jul 11, 2024 Q2 2024
Pacifica Partners Inc.

BUY
 -
14
+ 10.77%
$3.05K - $4.27K
144 $37.4K
Jul 31, 2024 Q2 2024
Summit Wealth Group, LLC

White River Junction, VT
BUY
 -
11
+ 1.14%
$2.4K - $3.35K
976 $254K
Aug 08, 2024 Q2 2024
Sanctuary Wealth Management, L.L.C.

BUY
 -
7
+ 116.67%
$1.53K - $2.13K
13 $3.38K
Aug 14, 2024 Q2 2024
Wfa Of San Diego, LLC

BUY
 -
5
+ 41.67%
$1.09K - $1.52K
17 $4.42K

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