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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
3.41K+ 88.7% |
$923K - $1.25M
|
7.25K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
3.4K+ 53.13% |
$921K - $1.25M
|
9.8K
$2.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
3.38K+ 131.73% |
$915K - $1.24M
|
5.94K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
3.35K+ 23.11% |
$908K - $1.23M
|
17.9K
$5.32M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.35K+ 3.14% |
$908K - $1.23M
|
110K
$32.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.35K+ 175.91% |
$908K - $1.23M
|
5.26K
$1.57M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.35K+ 1.59% |
$908K - $1.23M
|
214K
$63.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
3.34KNew |
$904K - $1.23M
|
3.34K
$994K
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
3.24K+ 24.45% |
$878K - $1.19M
|
16.5K
$4.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.24K+ 16.75% |
$877K - $1.19M
|
22.6K
$6.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.23K+ 7.37% |
$875K - $1.19M
|
47K
$14M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.21K+ 1.09% |
$870K - $1.18M
|
297K
$88.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
3.19KNew |
$864K - $1.17M
|
3.19K
$950K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.19K+ 13.36% |
$863K - $1.17M
|
27K
$8.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
3.16K+ 29.34% |
$857K - $1.16M
|
13.9K
$4.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
3.16K+ 68.77% |
$857K - $1.16M
|
7.77K
$2.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
3.16K+ 24.54% |
$855K - $1.16M
|
16K
$4.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
BUY
|
- |
3.15K+ 77.81% |
$854K - $1.16M
|
7.21K
$2.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
3.11KNew |
$843K - $1.14M
|
3.11K
$927K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.1K+ 13.75% |
$840K - $1.14M
|
25.7K
$7.65M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.01K+ 3.3% |
$815K - $1.11M
|
94.1K
$28M
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
3KNew |
$813K - $1.1M
|
3K
$894K
|
|
|
Feb 14, 2025
Q4 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3K+ 12.34% |
$813K - $1.1M
|
27.3K
$8.13M
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
3K+ 60.0% |
$813K - $1.1M
|
8K
$2.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
3KNew |
$812K - $1.1M
|
3K
$893K
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
2.98KNew |
$806K - $1.09M
|
2.98K
$886K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.95K+ 2.45% |
$799K - $1.08M
|
124K
$36.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.95KNew |
$798K - $1.08M
|
2.95K
$877K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
2.94KNew |
$797K - $1.08M
|
2.94K
$877K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.93K+ 13.28% |
$794K - $1.08M
|
25K
$7.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.92K+ 0.92% |
$790K - $1.07M
|
321K
$95.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.91K+ 40.43% |
$787K - $1.07M
|
10.1K
$3.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.9K+ 4.26% |
$784K - $1.07M
|
70.8K
$21.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
2.89KNew |
$783K - $1.06M
|
2.89K
$861K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.89K+ 2.2% |
$783K - $1.06M
|
134K
$39.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
2.89K+ 6.37% |
$783K - $1.06M
|
48.2K
$14.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.89K+ 24.04% |
$781K - $1.06M
|
14.9K
$4.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.84K+ 155.14% |
$768K - $1.04M
|
4.66K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
2.83K+ 61.86% |
$767K - $1.04M
|
7.41K
$2.21M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2.83K+ 12.26% |
$765K - $1.04M
|
25.9K
$7.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
2.8K+ 3114.44% |
$759K - $1.03M
|
2.89K
$862K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
2.8K+ 42.11% |
$758K - $1.03M
|
9.45K
$2.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
2.79KNew |
$757K - $1.03M
|
2.79K
$832K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.78K+ 9.87% |
$752K - $1.02M
|
30.9K
$9.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.77K+ 3.59% |
$750K - $1.02M
|
79.9K
$23.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mirova
Paris, I0 |
BUY
|
- |
2.76K+ 18.28% |
$747K - $1.01M
|
17.8K
$5.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
2.75K+ 5.41% |
$746K - $1.01M
|
53.7K
$16M
|
|
|
Feb 14, 2025
Q4 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.75KNew |
$744K - $1.01M
|
2.75K
$818K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.75K+ 4.63% |
$744K - $1.01M
|
62K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
2.7KNew |
$731K - $993K
|
2.7K
$804K
|