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 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
119+ 9.92% |
$23.4K - $31.8K
|
1.32K
$343K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
117New |
$23K - $31.3K
|
117
$30.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
106+ 8.45% |
$20.8K - $28.3K
|
1.36K
$354K
|
|
|
Feb 13, 2024
Q4 2023
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
CALL |
100New |
$19.6K - $26.7K
|
100
$26K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
79+ 61.72% |
$15.5K - $21.1K
|
207
$53.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
69New |
$13.5K - $18.4K
|
69
$17.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
62New |
$12.2K - $16.6K
|
62
$16.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
42New |
$8.24K - $11.2K
|
42
$10.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
39+ 2.93% |
$7.65K - $10.4K
|
1.37K
$356K
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
31New |
$6.08K - $8.28K
|
31
$8.06K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
31+ 0.15% |
$6.08K - $8.28K
|
20.6K
$5.34M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
27+ 2700.0% |
$5.3K - $7.22K
|
28
$7.28K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
24+ 0.23% |
$4.71K - $6.41K
|
10.5K
$2.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
CALL |
17New |
$3.34K - $4.54K
|
17
$4.42K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
15New |
$2.94K - $4.01K
|
15
$3.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
10+ 13.7% |
$1.96K - $2.67K
|
83
$21.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
6New |
$1.18K - $1.6K
|
6
$1.56K
|
|
|
Feb 15, 2024
Q4 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
3+ 1.58% |
$589 - $802
|
193
$50.2K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
565KNew |
$114M - $132M
|
565K
$147M
|
|
|
Nov 14, 2023
Q3 2023
|
D1 Capital Partners L.P.
New York, NY |
BUY
|
- |
195KNew |
$39.5M - $45.7M
|
195K
$50.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
159K+ 307.69% |
$32.2M - $37.3M
|
211K
$54.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Mizuho Markets Americas LLC
|
BUY
|
- |
63.2KNew |
$12.8M - $14.8M
|
63.2K
$16.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
14.8K+ 241.39% |
$3M - $3.48M
|
21K
$5.45M
|
|
|
Oct 13, 2023
Q3 2023
|
Lannebo Fonder Ab
|
BUY
|
- |
10.9K+ 6.61% |
$2.21M - $2.55M
|
176K
$45.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
9.5K+ 105.56% |
$1.92M - $2.23M
|
18.5K
$4.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
9.27K+ 579.19% |
$1.88M - $2.17M
|
10.9K
$2.82M
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
8.7K+ 138.1% |
$1.76M - $2.04M
|
15K
$3.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Akaris Global Partners, LP
New York, NY |
BUY
|
- |
8.3K+ 7.72% |
$1.68M - $1.95M
|
116K
$30.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
7.76K+ 388.77% |
$1.57M - $1.82M
|
9.75K
$2.53M
|
|
|
Oct 30, 2023
Q3 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
4.9KNew |
$992K - $1.15M
|
4.9K
$1.27M
|
|
|
Oct 17, 2023
Q3 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
3.81K+ 40.11% |
$770K - $892K
|
13.3K
$3.45M
|
|
|
Nov 14, 2023
Q3 2023
|
North Fourth Asset Management, LP
New York, NY |
BUY
|
- |
3KNew |
$607K - $703K
|
3K
$780K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
2.86K+ 35.46% |
$580K - $671K
|
10.9K
$2.84M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.87K+ 5.61% |
$378K - $437K
|
35.1K
$9.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
1.55KNew |
$314K - $364K
|
1.55K
$404K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.19K+ 9.3% |
$240K - $278K
|
13.9K
$3.62M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
PUT |
500New |
$101K - $117K
|
500
$130K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
377+ 16.11% |
$76.3K - $88.4K
|
2.72K
$706K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
224+ 5.82% |
$45.4K - $52.5K
|
4.08K
$1.06M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
CALL |
100New |
$20.2K - $23.4K
|
100
$26K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
63+ 2.6% |
$12.8K - $14.8K
|
2.49K
$646K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
61New |
$12.4K - $14.3K
|
61
$15.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
53New |
$10.7K - $12.4K
|
53
$13.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
30New |
$6.07K - $7.03K
|
30
$7.8K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
28+ 0.06% |
$5.67K - $6.56K
|
47.5K
$12.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
15New |
$3.04K - $3.52K
|
15
$3.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
10New |
$2.02K - $2.34K
|
10
$2.6K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Locust Wood Capital Advisers, LLC
|
BUY
|
PUT |
95.8KNew |
$18.1M - $21.4M
|
95.8K
$24.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
32.1KNew |
$6.07M - $7.18M
|
32.1K
$8.35M
|
|
|
Mar 07, 2024
Q2 2023
|
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv
|
BUY
|
- |
25.5K+ 21.27% |
$4.82M - $5.7M
|
146K
$37.8M
|
|