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 |
---|---|---|---|---|---|---|---|
Aug 16, 2024
Q2 2024
|
Connective Capital Management, LLC
Palo Alto, CA |
BUY
|
- |
4.97KNew |
$1.08M - $1.51M
|
4.97K
$1.27M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.88K+ 8.74% |
$1.06M - $1.49M
|
60.7K
$15.5M
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
4.86K+ 2.96% |
$1.06M - $1.48M
|
169K
$43.2M
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.84K+ 5.79% |
$1.06M - $1.48M
|
88.4K
$22.6M
|
|
Jul 25, 2024
Q2 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
4.84K+ 210.89% |
$1.06M - $1.47M
|
7.14K
$1.82M
|
|
Aug 09, 2024
Q2 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
4.78K+ 16.59% |
$1.04M - $1.46M
|
33.6K
$8.57M
|
|
Aug 09, 2024
Q2 2024
|
Quilter PLC
|
BUY
|
- |
4.77K+ 3.05% |
$1.04M - $1.45M
|
161K
$41.1M
|
|
Aug 14, 2024
Q2 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
4.71K+ 4.15% |
$1.03M - $1.44M
|
118K
$30.2M
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4.69K+ 27.8% |
$1.02M - $1.43M
|
21.6K
$5.51M
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
4.64K+ 24.88% |
$1.01M - $1.41M
|
23.3K
$5.94M
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.63KNew |
$1.01M - $1.41M
|
4.63K
$1.18M
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
4.61K+ 0.29% |
$1.01M - $1.41M
|
1.58M
$403M
|
|
Aug 06, 2024
Q2 2024
|
Grafton Street Partners Fund, LP
North Palm Beach, FL |
BUY
|
- |
4.6K+ 11.63% |
$1M - $1.4M
|
44.1K
$11.3M
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.59K+ 236.41% |
$1M - $1.4M
|
6.53K
$1.67M
|
|
Jul 29, 2024
Q2 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
4.54K+ 19.28% |
$989K - $1.38M
|
28.1K
$7.17M
|
|
Aug 13, 2024
Q2 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
4.5K+ 37.82% |
$981K - $1.37M
|
16.4K
$4.19M
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.48K+ 353.28% |
$976K - $1.36M
|
5.74K
$1.47M
|
|
Aug 13, 2024
Q2 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
4.45K+ 91.56% |
$970K - $1.36M
|
9.31K
$2.38M
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.43K+ 4.74% |
$965K - $1.35M
|
97.8K
$25M
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
4.42KNew |
$964K - $1.35M
|
4.42K
$1.13M
|
|
Aug 13, 2024
Q2 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
4.39K+ 12.6% |
$956K - $1.34M
|
39.2K
$10M
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
4.39KNew |
$956K - $1.34M
|
4.39K
$1.12M
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.38K+ 164.72% |
$954K - $1.33M
|
7.03K
$1.8M
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
4.36K+ 37.17% |
$951K - $1.33M
|
16.1K
$4.11M
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
4.34KNew |
$946K - $1.32M
|
4.34K
$1.11M
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
4.34K+ 8.4% |
$945K - $1.32M
|
56K
$14.3M
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
PUT |
4.3KNew |
$937K - $1.31M
|
4.3K
$1.1M
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.26K+ 66.09% |
$928K - $1.3M
|
10.7K
$2.73M
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.22KNew |
$920K - $1.29M
|
4.22K
$1.08M
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
CALL |
4.2K+ 97.67% |
$916K - $1.28M
|
8.5K
$2.17M
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
4.16K+ 36.05% |
$906K - $1.27M
|
15.7K
$4.01M
|
|
Aug 14, 2024
Q2 2024
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
4.11K+ 247.47% |
$897K - $1.25M
|
5.78K
$1.47M
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
4.11K+ 6.83% |
$896K - $1.25M
|
64.3K
$16.4M
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
4.09K+ 487.01% |
$891K - $1.25M
|
4.93K
$1.26M
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.09K+ 113.37% |
$891K - $1.25M
|
7.69K
$1.96M
|
|
Jul 29, 2024
Q2 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
4.08KNew |
$889K - $1.24M
|
4.08K
$1.04M
|
|
Aug 13, 2024
Q2 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
4K+ 36.04% |
$872K - $1.22M
|
15.1K
$3.86M
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
3.96K+ 0.25% |
$862K - $1.21M
|
1.56M
$398M
|
|
Jul 10, 2024
Q2 2024
|
Renaissance Investment Group LLC
|
BUY
|
- |
3.95K+ 23.99% |
$862K - $1.2M
|
20.4K
$5.22M
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
3.94K+ 7.66% |
$859K - $1.2M
|
55.4K
$14.1M
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.88K+ 66.5% |
$846K - $1.18M
|
9.72K
$2.48M
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
3.88K+ 8.72% |
$846K - $1.18M
|
48.4K
$12.4M
|
|
Aug 13, 2024
Q2 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3.86K+ 16.82% |
$842K - $1.18M
|
26.8K
$6.84M
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.81K+ 54.95% |
$830K - $1.16M
|
10.7K
$2.74M
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.79K+ 67.84% |
$826K - $1.15M
|
9.37K
$2.39M
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
3.79K+ 9.34% |
$825K - $1.15M
|
44.3K
$11.3M
|
|
Jul 10, 2024
Q2 2024
|
Cullinan Associates Inc
|
BUY
|
- |
3.78K+ 21.64% |
$823K - $1.15M
|
21.2K
$5.42M
|
|
Aug 16, 2024
Q2 2024
|
Ecofi Investissements Sa
Nanterre, I0 |
BUY
|
- |
3.75KNew |
$818K - $1.14M
|
3.75K
$957K
|
|
Aug 14, 2024
Q2 2024
|
Kerrisdale Advisers, LLC
Miami, FL |
BUY
|
- |
3.69K+ 28.47% |
$804K - $1.12M
|
16.7K
$4.25M
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.62K+ 18.86% |
$790K - $1.1M
|
22.8K
$5.83M
|