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 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
2K+ 111.31% |
$476K - $553K
|
3.79K
$1.26M
|
|
|
Oct 09, 2024
Q3 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
1.98K+ 3.04% |
$472K - $548K
|
67.2K
$22.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.97KNew |
$469K - $544K
|
1.97K
$652K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.96K+ 4.27% |
$468K - $543K
|
47.9K
$15.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.96K+ 8.89% |
$468K - $543K
|
24K
$7.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.96KNew |
$468K - $543K
|
1.96K
$650K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.95K+ 39.31% |
$466K - $540K
|
6.93K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
1.95K+ 19.12% |
$465K - $539K
|
12.1K
$4.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
1.94K+ 183.92% |
$463K - $538K
|
3K
$995K
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
1.91K+ 6.8% |
$455K - $528K
|
30K
$9.94M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.91KNew |
$455K - $528K
|
1.91K
$633K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
1.9K+ 82.61% |
$453K - $525K
|
4.2K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.9K+ 189.71% |
$453K - $525K
|
2.9K
$961K
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
1.9K+ 3.37% |
$452K - $525K
|
58.2K
$19.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.87K+ 48.26% |
$446K - $517K
|
5.75K
$1.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 3.73% |
$440K - $510K
|
51.3K
$17M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.84K+ 5.07% |
$438K - $508K
|
38.1K
$12.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
1.83K+ 16.05% |
$437K - $507K
|
13.3K
$4.39M
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.82K+ 27.44% |
$434K - $504K
|
8.46K
$2.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.82K+ 50.74% |
$434K - $504K
|
5.41K
$1.79M
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.81K+ 76.22% |
$432K - $502K
|
4.19K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
1.8K+ 1.52% |
$428K - $497K
|
120K
$39.8M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.75K+ 1.79% |
$417K - $483K
|
99.2K
$32.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.74K+ 35.06% |
$416K - $482K
|
6.72K
$2.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.74K+ 33.2% |
$416K - $482K
|
6.99K
$2.32M
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.74KNew |
$415K - $481K
|
1.74K
$576K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.74K+ 11.08% |
$414K - $480K
|
17.4K
$5.77M
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
1.73K+ 60.2% |
$412K - $478K
|
4.6K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.73K+ 7.23% |
$412K - $478K
|
25.6K
$8.49M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.72K+ 23.97% |
$411K - $477K
|
8.92K
$2.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.71K+ 32.53% |
$408K - $473K
|
6.97K
$2.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.71K+ 19.96% |
$407K - $473K
|
10.3K
$3.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.71K+ 6.81% |
$407K - $472K
|
26.8K
$8.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
PUT |
1.7KNew |
$405K - $470K
|
1.7K
$563K
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
1.7K+ 7.33% |
$404K - $469K
|
24.8K
$8.23M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.7K+ 2.19% |
$404K - $469K
|
79.3K
$26.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.69K+ 22.46% |
$403K - $467K
|
9.21K
$3.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1.68K+ 10.39% |
$400K - $463K
|
17.8K
$5.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.66K+ 10.26% |
$396K - $460K
|
17.9K
$5.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.65K+ 197.13% |
$393K - $456K
|
2.49K
$824K
|
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
1.64KNew |
$391K - $454K
|
1.64K
$544K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.62KNew |
$386K - $448K
|
1.62K
$537K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.62K+ 6.43% |
$385K - $447K
|
26.7K
$8.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
1.6K+ 31.6% |
$381K - $442K
|
6.66K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.6K+ 12.35% |
$381K - $442K
|
14.5K
$4.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.59K+ 78.43% |
$380K - $441K
|
3.62K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
1.58K+ 4.03% |
$377K - $437K
|
40.8K
$13.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.58K+ 8.93% |
$376K - $436K
|
19.2K
$6.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.57K+ 2.06% |
$374K - $434K
|
77.8K
$25.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
1.55K+ 28.03% |
$370K - $429K
|
7.09K
$2.35M
|