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 11, 2022
Q4 2021
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
231+ 231.0% |
$57.1K - $71.6K
|
331
$86K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
223New |
$55.1K - $69.1K
|
223
$58K
|
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
BUY
|
CALL |
200+ 22.22% |
$49.4K - $62K
|
1.1K
$286K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
77New |
$19K - $23.9K
|
77
$20K
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
50New |
$12.4K - $15.5K
|
50
$13K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
5New |
$1.24K - $1.55K
|
5
$1.3K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Imc Chicago, LLC
|
BUY
|
PUT |
818KNew |
$194M - $234M
|
818K
$213M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
34.3KNew |
$8.15M - $9.8M
|
34.3K
$8.92M
|
|
|
Oct 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
192+ 145.45% |
$45.6K - $54.8K
|
324
$84.2K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
75+ 12.71% |
$17.8K - $21.4K
|
665
$173K
|
|
|
Nov 12, 2021
Q3 2021
|
Park Circle CO
|
BUY
|
- |
54New |
$12.8K - $15.4K
|
54
$14K
|
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
BUY
|
- |
5+ 33.33% |
$1.19K - $1.43K
|
20
$5.2K
|
|
| Q2 2021 | |||||||
|
Jul 27, 2021
Q2 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
CALL |
260KNew |
$54.7M - $64M
|
260K
$67.6M
|
|
|
Aug 16, 2021
Q2 2021
|
Tig Advisors, LLC
New York, NY |
BUY
|
CALL |
150KNew |
$31.6M - $36.9M
|
150K
$39M
|
|
|
Aug 13, 2021
Q2 2021
|
Harbor Spring Capital, LLC
New York, NY |
BUY
|
CALL |
97.5KNew |
$20.5M - $24M
|
97.5K
$25.3M
|
|
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
48.7K+ 24327.0% |
$10.2M - $12M
|
48.9K
$12.7M
|
|
|
Aug 13, 2021
Q2 2021
|
Carmignac Gestion
Paris, I0 |
BUY
|
CALL |
40KNew |
$8.42M - $9.85M
|
40K
$10.4M
|
|
|
Sep 01, 2021
Q2 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
CALL |
23.5KNew |
$4.95M - $5.79M
|
23.5K
$6.11M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
20.7KNew |
$4.35M - $5.09M
|
20.7K
$5.37M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
5.6KNew |
$1.18M - $1.38M
|
5.6K
$1.46M
|
|
|
Aug 12, 2021
Q2 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
3.72K+ 31.29% |
$784K - $917K
|
15.6K
$4.06M
|
|
|
Aug 12, 2021
Q2 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.42KNew |
$299K - $350K
|
1.42K
$370K
|
|
|
Dec 28, 2021
Q2 2021
|
Jordan Park Group LLC
|
BUY
|
- |
1.32KNew |
$278K - $325K
|
1.32K
$343K
|
|
|
Jul 26, 2021
Q2 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
995New |
$209K - $245K
|
995
$259K
|
|
| Q1 2021 | |||||||
|
Apr 28, 2021
Q1 2021
|
Mizuho Markets Americas LLC
|
BUY
|
PUT |
32.1KNew |
$6.6M - $7.99M
|
32.1K
$8.35M
|
|
|
Aug 13, 2021
Q1 2021
|
Shay Capital LLC
New York, NY |
BUY
|
PUT |
10KNew |
$2.05M - $2.49M
|
10K
$2.6M
|
|
|
May 10, 2021
Q1 2021
|
Gam Holding Ag
|
BUY
|
CALL |
5KNew |
$1.03M - $1.24M
|
5K
$1.3M
|
|
|
Apr 26, 2021
Q1 2021
|
Viking Fund Management LLC
|
BUY
|
- |
1K+ 12.5% |
$205K - $249K
|
9K
$2.34M
|
|
|
May 12, 2021
Q1 2021
|
Ritholtz Wealth Management
|
BUY
|
CALL |
500+ 55.56% |
$103K - $124K
|
1.4K
$364K
|
|
|
Apr 21, 2021
Q1 2021
|
Camelot Portfolios, LLC
|
BUY
|
CALL |
200New |
$41.1K - $49.7K
|
200
$52K
|
|
|
Apr 14, 2021
Q1 2021
|
Kg&L Capital Management,Llc
|
BUY
|
CALL |
200+ 6.45% |
$41.1K - $49.7K
|
3.3K
$858K
|
|
|
May 09, 2023
Q1 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
165New |
$33.9K - $41K
|
165
$42.9K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
520KNew |
$114M - $139M
|
520K
$135M
|
|
|
Feb 16, 2021
Q4 2020
|
Shanda Asset Management Holdings LTD
Singapore, U0 |
BUY
|
CALL |
50KNew |
$11M - $13.4M
|
50K
$13M
|
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
3.59K+ 16.17% |
$790K - $959K
|
25.8K
$6.7M
|
|
|
Feb 12, 2021
Q4 2020
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
PUT |
1.5KNew |
$330K - $401K
|
1.5K
$390K
|
|
|
Feb 03, 2021
Q4 2020
|
Shufro Rose & CO LLC
|
BUY
|
CALL |
1KNew |
$220K - $267K
|
1K
$260K
|
|
|
Jan 15, 2021
Q4 2020
|
Portland Hill Asset Management LTD
London, X0 |
BUY
|
- |
311New |
$68.5K - $83.1K
|
311
$80.8K
|
|
|
Feb 11, 2021
Q4 2020
|
Estate Counselors, LLC
|
BUY
|
- |
308New |
$67.8K - $82.3K
|
308
$80K
|
|
|
Feb 03, 2021
Q4 2020
|
Kaizen Financial Strategies
|
BUY
|
CALL |
300New |
$66K - $80.1K
|
300
$78K
|
|
|
Feb 10, 2021
Q4 2020
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
CALL |
100New |
$22K - $26.7K
|
100
$26K
|
|
|
Feb 05, 2021
Q4 2020
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
CALL |
100New |
$22K - $26.7K
|
100
$26K
|
|
|
Jan 12, 2021
Q4 2020
|
Founders Capital Management
|
BUY
|
- |
50+ 20.0% |
$11K - $13.4K
|
300
$78K
|
|
|
Jan 14, 2021
Q4 2020
|
Kovack Advisors, Inc.
|
BUY
|
PUT |
3New |
$660 - $801
|
3
$780
|
|
|
Feb 11, 2021
Q4 2020
|
Independent Advisor Alliance
|
BUY
|
CALL |
2New |
$440 - $534
|
2
$520
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Titan Capital Management, LLC
|
BUY
|
- |
1.22KNew |
$226K - $342K
|
1.22K
$316K
|
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
105New |
$19.5K - $29.5K
|
105
$27.3K
|
|
|
Oct 30, 2020
Q3 2020
|
Banque Cantonale Vaudoise
|
BUY
|
CALL |
25New |
$4.64K - $7.03K
|
25
$6.5K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Intrua Financial, LLC
Houston, TX |
BUY
|
CALL |
495New |
$66.4K - $94.9K
|
495
$129K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
492+ 4.68% |
$66K - $94.3K
|
11K
$2.86M
|
|