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, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
922+ 5.06% |
$220K - $255K
|
19.2K
$6.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
920New |
$219K - $254K
|
920
$305K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
919+ 13.41% |
$219K - $254K
|
7.77K
$2.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
912+ 3.53% |
$217K - $252K
|
26.8K
$8.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
909+ 5.72% |
$217K - $251K
|
16.8K
$5.57M
|
|
|
Oct 11, 2024
Q3 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
908New |
$216K - $251K
|
908
$301K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
907+ 2.75% |
$216K - $251K
|
33.9K
$11.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
904+ 12.69% |
$216K - $250K
|
8.03K
$2.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
903+ 56.05% |
$215K - $250K
|
2.51K
$833K
|
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
902+ 34.17% |
$215K - $249K
|
3.54K
$1.17M
|
|
|
Nov 08, 2024
Q3 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
900New |
$215K - $249K
|
900
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
898New |
$214K - $248K
|
898
$298K
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
897+ 45.1% |
$214K - $248K
|
2.89K
$957K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
896+ 30.61% |
$214K - $248K
|
3.82K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
891+ 4.12% |
$212K - $246K
|
22.5K
$7.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
890+ 11.69% |
$212K - $246K
|
8.51K
$2.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
883New |
$211K - $244K
|
883
$293K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
881+ 39.3% |
$210K - $244K
|
3.12K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
877New |
$209K - $243K
|
877
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
874+ 37.19% |
$208K - $242K
|
3.22K
$1.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
873+ 2.38% |
$208K - $241K
|
37.5K
$12.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
873+ 15.73% |
$208K - $241K
|
6.42K
$2.13M
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
BUY
|
- |
870+ 45.67% |
$207K - $241K
|
2.78K
$920K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
866+ 14.01% |
$206K - $239K
|
7.05K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
864+ 15.62% |
$206K - $239K
|
6.4K
$2.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
855New |
$204K - $236K
|
855
$283K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
854+ 150.35% |
$204K - $236K
|
1.42K
$471K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
853New |
$203K - $236K
|
853
$283K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
850+ 64.15% |
$203K - $235K
|
2.18K
$721K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
850+ 3.72% |
$203K - $235K
|
23.7K
$7.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
849+ 126.15% |
$202K - $235K
|
1.52K
$504K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
848+ 2.98% |
$202K - $234K
|
29.3K
$9.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
847+ 18.71% |
$202K - $234K
|
5.37K
$1.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
846+ 11.76% |
$202K - $234K
|
8.04K
$2.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
844+ 19.56% |
$201K - $233K
|
5.16K
$1.71M
|
|
|
Oct 10, 2024
Q3 2024
|
Renaissance Investment Group LLC
|
BUY
|
- |
840+ 4.11% |
$200K - $232K
|
21.3K
$7.05M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
838+ 95.55% |
$200K - $232K
|
1.72K
$568K
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
838New |
$200K - $232K
|
838
$278K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
837+ 4.64% |
$200K - $231K
|
18.9K
$6.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Dillon & Associates Inc
|
BUY
|
- |
836+ 3.13% |
$199K - $231K
|
27.6K
$9.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
832New |
$198K - $230K
|
832
$276K
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
828+ 3.83% |
$197K - $229K
|
22.4K
$7.43M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
826+ 0.28% |
$197K - $228K
|
294K
$97.5M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
824+ 0.78% |
$196K - $228K
|
107K
$35.4M
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
816New |
$195K - $226K
|
816
$270K
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
816+ 18.21% |
$195K - $226K
|
5.3K
$1.76M
|
|
|
Oct 31, 2024
Q3 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
814New |
$194K - $225K
|
814
$270K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
812New |
$194K - $225K
|
812
$269K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
811+ 4.4% |
$193K - $224K
|
19.2K
$6.37M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
811New |
$193K - $224K
|
811
$269K
|