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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
12.9KNew |
$3.24M - $4.09M
|
12.9K
$3.13M
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
9.37K+ 2.38% |
$2.35M - $2.97M
|
403K
$97.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.73K+ 7.08% |
$2.19M - $2.77M
|
132K
$32M
|
|
|
May 15, 2024
Q1 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
7.84KNew |
$1.97M - $2.48M
|
7.84K
$1.9M
|
|
|
May 15, 2024
Q1 2024
|
Bwcp, LP
Dallas, TX |
BUY
|
- |
7.52K+ 14.71% |
$1.89M - $2.38M
|
58.7K
$14.2M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
5.47K+ 79.31% |
$1.37M - $1.73M
|
12.4K
$3M
|
|
|
May 10, 2024
Q1 2024
|
Barrier Capital Management, LLC
San Francisco, CA |
BUY
|
- |
5.34K+ 20.6% |
$1.34M - $1.69M
|
31.3K
$7.59M
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
5.2K+ 544.35% |
$1.31M - $1.65M
|
6.16K
$1.5M
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
4.25KNew |
$1.07M - $1.35M
|
4.25K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Alta Park Capital, LP
San Francisco, CA |
BUY
|
- |
4.22K+ 4.7% |
$1.06M - $1.34M
|
94K
$22.8M
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
4.1KNew |
$1.03M - $1.3M
|
4.1K
$995K
|
|
|
May 07, 2024
Q1 2024
|
Value Star Asset Management (Hong Kong) LTD
Hong Kong, K3 |
BUY
|
- |
4KNew |
$1M - $1.27M
|
4K
$971K
|
|
|
May 13, 2024
Q1 2024
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
3.86KNew |
$970K - $1.22M
|
3.86K
$938K
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3.49KNew |
$876K - $1.1M
|
3.49K
$847K
|
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.38KNew |
$848K - $1.07M
|
3.38K
$820K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
CALL |
3KNew |
$753K - $951K
|
3K
$728K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
2.5K+ 125.0% |
$628K - $792K
|
4.5K
$1.09M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.25K+ 8.71% |
$564K - $712K
|
28.1K
$6.81M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.99KNew |
$498K - $629K
|
1.99K
$482K
|
|
|
May 09, 2024
Q1 2024
|
Mizuho Markets Cayman LP
|
BUY
|
PUT |
1.89KNew |
$475K - $600K
|
1.89K
$460K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.87KNew |
$470K - $593K
|
1.87K
$454K
|
|
|
May 09, 2024
Q1 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1.8KNew |
$451K - $569K
|
1.8K
$436K
|
|
|
May 14, 2024
Q1 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
1.75KNew |
$439K - $555K
|
1.75K
$425K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.6KNew |
$403K - $508K
|
1.6K
$389K
|
|
|
May 03, 2024
Q1 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
1.35K+ 19.29% |
$340K - $428K
|
8.36K
$2.03M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.34KNew |
$336K - $424K
|
1.34K
$325K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.29KNew |
$323K - $408K
|
1.29K
$312K
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1.24K+ 12.36% |
$311K - $392K
|
11.2K
$2.73M
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.23KNew |
$310K - $391K
|
1.23K
$299K
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
1.08KNew |
$271K - $342K
|
1.08K
$262K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
892New |
$224K - $283K
|
892
$217K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
861New |
$216K - $273K
|
861
$209K
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
831New |
$209K - $263K
|
831
$202K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
829+ 0.28% |
$208K - $263K
|
293K
$71M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
825New |
$207K - $261K
|
825
$200K
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
821New |
$206K - $260K
|
821
$199K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
819New |
$206K - $260K
|
819
$199K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
798New |
$200K - $253K
|
798
$194K
|
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
BUY
|
- |
778+ 19.07% |
$195K - $247K
|
4.86K
$1.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
BUY
|
- |
740New |
$186K - $234K
|
740
$180K
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
735New |
$185K - $233K
|
735
$178K
|
|
|
Apr 25, 2024
Q1 2024
|
Regis Management CO LLC
|
BUY
|
- |
716New |
$180K - $227K
|
716
$174K
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
BUY
|
- |
708New |
$178K - $224K
|
708
$172K
|
|
|
May 15, 2024
Q1 2024
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
704+ 35.01% |
$177K - $223K
|
2.72K
$659K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
700New |
$176K - $222K
|
700
$170K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
697New |
$175K - $221K
|
697
$169K
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
691New |
$174K - $219K
|
691
$168K
|
|
|
May 14, 2024
Q1 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
682New |
$171K - $216K
|
682
$166K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
681New |
$171K - $216K
|
681
$165K
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
665New |
$167K - $211K
|
665
$161K
|