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 |
---|---|---|---|---|---|---|---|
Oct 17, 2023
Q3 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
3.81K+ 40.11% |
$770K - $892K
|
13.3K
$3.23M
|
|
Nov 14, 2023
Q3 2023
|
North Fourth Asset Management, LP
New York, NY |
BUY
|
- |
3KNew |
$607K - $703K
|
3K
$728K
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
2.86K+ 35.46% |
$580K - $671K
|
10.9K
$2.66M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.87K+ 5.61% |
$378K - $437K
|
35.1K
$8.53M
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
1.55KNew |
$314K - $364K
|
1.55K
$377K
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.19K+ 9.3% |
$240K - $278K
|
13.9K
$3.38M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
PUT |
500New |
$101K - $117K
|
500
$121K
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
377+ 16.11% |
$76.3K - $88.4K
|
2.72K
$660K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
224+ 5.82% |
$45.4K - $52.5K
|
4.08K
$989K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
CALL |
100New |
$20.2K - $23.4K
|
100
$24.3K
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
63+ 2.6% |
$12.8K - $14.8K
|
2.49K
$603K
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
61New |
$12.4K - $14.3K
|
61
$14.8K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
53New |
$10.7K - $12.4K
|
53
$12.9K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
30New |
$6.07K - $7.03K
|
30
$7.28K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
28+ 0.06% |
$5.67K - $6.56K
|
47.5K
$11.5M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
10New |
$2.02K - $2.34K
|
10
$2.43K
|
|
Q2 2023 | |||||||
Aug 08, 2023
Q2 2023
|
Locust Wood Capital Advisers, LLC
|
BUY
|
PUT |
95.8KNew |
$18.1M - $21.4M
|
95.8K
$23.3M
|
|
Aug 14, 2023
Q2 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
32.1KNew |
$6.07M - $7.18M
|
32.1K
$7.8M
|
|
Mar 07, 2024
Q2 2023
|
Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv
|
BUY
|
- |
25.5K+ 21.27% |
$4.82M - $5.7M
|
146K
$35.3M
|
|
Jul 28, 2023
Q2 2023
|
Calamos Advisors LLC
|
BUY
|
CALL |
24.5KNew |
$4.63M - $5.47M
|
24.5K
$5.95M
|
|
Aug 14, 2023
Q2 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
21.7KNew |
$4.11M - $4.85M
|
21.7K
$5.28M
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
21K+ 126.54% |
$3.96M - $4.69M
|
37.6K
$9.12M
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
19.2KNew |
$3.63M - $4.29M
|
19.2K
$4.67M
|
|
Aug 11, 2023
Q2 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
16K+ 97.9% |
$3.03M - $3.58M
|
32.4K
$7.86M
|
|
Aug 14, 2023
Q2 2023
|
Js Capital Management LLC
New York, NY |
BUY
|
- |
15K+ 75.0% |
$2.83M - $3.35M
|
35K
$8.5M
|
|
Aug 14, 2023
Q2 2023
|
Selkirk Management LLC
Chatham, NJ |
BUY
|
- |
10K+ 58.82% |
$1.89M - $2.23M
|
27K
$6.55M
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
9.83KNew |
$1.86M - $2.2M
|
9.83K
$2.39M
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
9.65KNew |
$1.82M - $2.16M
|
9.65K
$2.34M
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
8.41K+ 9.59% |
$1.59M - $1.88M
|
96K
$23.3M
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
6KNew |
$1.13M - $1.34M
|
6K
$1.46M
|
|
Jul 25, 2023
Q2 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
2.87KNew |
$542K - $641K
|
2.87K
$696K
|
|
Aug 14, 2023
Q2 2023
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
- |
2.5KNew |
$472K - $558K
|
2.5K
$607K
|
|
Aug 14, 2023
Q2 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
2.14KNew |
$405K - $479K
|
2.14K
$520K
|
|
Aug 10, 2023
Q2 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
1.77KNew |
$334K - $395K
|
1.77K
$429K
|
|
Aug 11, 2023
Q2 2023
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
1.67KNew |
$315K - $373K
|
1.67K
$405K
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
BUY
|
- |
1.35KNew |
$254K - $300K
|
1.35K
$327K
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.08KNew |
$205K - $242K
|
1.08K
$263K
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
PUT |
1KNew |
$189K - $223K
|
1K
$243K
|
|
Aug 10, 2023
Q2 2023
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
1KNew |
$189K - $223K
|
1K
$243K
|
|
Jul 12, 2023
Q2 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
995New |
$188K - $222K
|
995
$242K
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
973New |
$184K - $217K
|
973
$236K
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
BUY
|
- |
878New |
$166K - $196K
|
878
$213K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
422New |
$79.7K - $94.3K
|
422
$102K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
376+ 8.25% |
$71K - $84K
|
4.93K
$1.2M
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
236New |
$44.6K - $52.7K
|
236
$57.3K
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
223New |
$42.1K - $49.8K
|
223
$54.1K
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
177+ 12.87% |
$33.4K - $39.5K
|
1.55K
$377K
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
BUY
|
- |
173+ 3.14% |
$32.7K - $38.6K
|
5.68K
$1.38M
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
96+ 1.01% |
$18.1K - $21.4K
|
9.56K
$2.32M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
84New |
$15.9K - $18.8K
|
84
$20.4K
|