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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
717+ 28.04% |
$171K - $198K
|
3.27K
$1.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
714+ 3.45% |
$170K - $197K
|
21.4K
$7M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
712+ 33.44% |
$170K - $197K
|
2.84K
$930K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
700+ 0.45% |
$167K - $194K
|
155K
$50.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
700+ 6.85% |
$167K - $194K
|
10.9K
$3.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
696+ 17.56% |
$166K - $192K
|
4.66K
$1.52M
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
687New |
$164K - $190K
|
687
$225K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
685+ 4.2% |
$163K - $189K
|
17K
$5.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
681New |
$162K - $188K
|
681
$223K
|
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
675+ 16.94% |
$161K - $187K
|
4.66K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
651+ 11.39% |
$155K - $180K
|
6.37K
$2.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
650+ 0.71% |
$155K - $180K
|
91.6K
$30M
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
642+ 10.64% |
$153K - $178K
|
6.68K
$2.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
615+ 10.99% |
$147K - $170K
|
6.21K
$2.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
600+ 14.63% |
$143K - $166K
|
4.7K
$1.54M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
596+ 6.67% |
$142K - $165K
|
9.54K
$3.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
591+ 0.48% |
$141K - $163K
|
123K
$40.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
582+ 1.13% |
$139K - $161K
|
52.1K
$17M
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
582+ 14.11% |
$139K - $161K
|
4.71K
$1.54M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
582New |
$139K - $161K
|
582
$190K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
581+ 15.66% |
$139K - $161K
|
4.29K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
566New |
$135K - $157K
|
566
$185K
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
560+ 2.16% |
$134K - $155K
|
26.5K
$8.66M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
537New |
$128K - $148K
|
537
$176K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
517+ 19.39% |
$123K - $143K
|
3.18K
$1.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
505+ 3.87% |
$120K - $140K
|
13.6K
$4.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
500+ 83.33% |
$119K - $138K
|
1.1K
$360K
|
|
|
Nov 13, 2024
Q3 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
500+ 45.96% |
$119K - $138K
|
1.59K
$520K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
496+ 36.61% |
$118K - $137K
|
1.85K
$606K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
494+ 3.96% |
$118K - $137K
|
13K
$4.24M
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
489+ 31.63% |
$117K - $135K
|
2.04K
$666K
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
483+ 0.24% |
$115K - $134K
|
203K
$66.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
BUY
|
- |
469+ 9.52% |
$112K - $130K
|
5.39K
$1.76M
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
455+ 13.43% |
$108K - $126K
|
3.84K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
454+ 2.07% |
$108K - $126K
|
22.3K
$7.31M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
453+ 14.06% |
$108K - $125K
|
3.68K
$1.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
449+ 2.32% |
$107K - $124K
|
19.8K
$6.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
444+ 13.89% |
$106K - $123K
|
3.64K
$1.19M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
442+ 0.8% |
$105K - $122K
|
55.8K
$18.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
430+ 18.16% |
$103K - $119K
|
2.8K
$916K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
429+ 27.98% |
$102K - $119K
|
1.96K
$642K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
424+ 5.65% |
$101K - $117K
|
7.93K
$2.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
419New |
$99.9K - $116K
|
419
$137K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
413+ 1.5% |
$98.5K - $114K
|
28K
$9.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
411+ 3.82% |
$98K - $114K
|
11.2K
$3.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
410+ 10.09% |
$97.8K - $113K
|
4.47K
$1.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
410+ 0.87% |
$97.8K - $113K
|
47.7K
$15.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
401+ 9.3% |
$95.6K - $111K
|
4.71K
$1.54M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
396+ 19.22% |
$94.4K - $110K
|
2.46K
$804K
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
388+ 2.39% |
$92.5K - $107K
|
16.6K
$5.44M
|