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 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
268+ 67.34% |
$63.9K - $74.1K
|
666
$217K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
268+ 0.2% |
$63.9K - $74.1K
|
132K
$43M
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
257+ 6.49% |
$61.3K - $71.1K
|
4.22K
$1.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
257+ 12.84% |
$61.3K - $71.1K
|
2.26K
$736K
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
PUT |
255New |
$60.8K - $70.5K
|
255
$83.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
250+ 3.45% |
$59.6K - $69.1K
|
7.5K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
250+ 3.3% |
$59.6K - $69.1K
|
7.82K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
246+ 3.68% |
$58.7K - $68K
|
6.92K
$2.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
244+ 0.61% |
$58.2K - $67.5K
|
40.2K
$13.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
241+ 1.55% |
$57.5K - $66.6K
|
15.8K
$5.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
238+ 15.68% |
$56.7K - $65.8K
|
1.76K
$572K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
234+ 2.4% |
$55.8K - $64.7K
|
9.98K
$3.25M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
230+ 20.61% |
$54.8K - $63.6K
|
1.35K
$439K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
222+ 24.92% |
$52.9K - $61.4K
|
1.11K
$363K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
218New |
$52K - $60.3K
|
218
$71K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
215+ 1.3% |
$51.3K - $59.5K
|
16.7K
$5.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
214+ 1.37% |
$51K - $59.2K
|
15.8K
$5.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
213+ 9.75% |
$50.8K - $58.9K
|
2.4K
$781K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
212+ 26.4% |
$50.5K - $58.6K
|
1.02K
$331K
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
209+ 15.83% |
$49.8K - $57.8K
|
1.53K
$498K
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
204+ 0.89% |
$48.6K - $56.4K
|
23K
$7.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
201+ 1.34% |
$47.9K - $55.6K
|
15.2K
$4.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
200+ 0.59% |
$47.7K - $55.3K
|
33.9K
$11M
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
192+ 1.56% |
$45.8K - $53.1K
|
12.5K
$4.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
190+ 0.03% |
$45.3K - $52.5K
|
571K
$186M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
190+ 1.69% |
$45.3K - $52.5K
|
11.5K
$3.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
188+ 7.01% |
$44.8K - $52K
|
2.87K
$935K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
184+ 6.18% |
$43.9K - $50.9K
|
3.16K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
177+ 11.16% |
$42.2K - $48.9K
|
1.76K
$575K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
167+ 9.49% |
$39.8K - $46.2K
|
1.93K
$628K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
159+ 13.36% |
$37.9K - $44K
|
1.35K
$440K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
157+ 8.1% |
$37.4K - $43.4K
|
2.1K
$683K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
156+ 3.44% |
$37.2K - $43.1K
|
4.69K
$1.53M
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
154+ 3.51% |
$36.7K - $42.6K
|
4.54K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
152+ 2.77% |
$36.2K - $42K
|
5.65K
$1.84M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
150+ 6.5% |
$35.8K - $41.5K
|
2.46K
$801K
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
145+ 7.27% |
$34.6K - $40.1K
|
2.14K
$697K
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
145+ 17.73% |
$34.6K - $40.1K
|
963
$314K
|
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
141+ 4.76% |
$33.6K - $39K
|
3.1K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
141+ 62.11% |
$33.6K - $39K
|
368
$120K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
138+ 2.2% |
$32.9K - $38.2K
|
6.41K
$2.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
134+ 1.72% |
$31.9K - $37.1K
|
7.93K
$2.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
130+ 0.68% |
$31K - $35.9K
|
19.2K
$6.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
128New |
$30.5K - $35.4K
|
128
$41.7K
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
126+ 3.48% |
$30K - $34.8K
|
3.75K
$1.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
126+ 4.29% |
$30K - $34.8K
|
3.07K
$999K
|
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
120+ 3.33% |
$28.6K - $33.2K
|
3.72K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
119+ 11.28% |
$28.4K - $32.9K
|
1.17K
$383K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
116+ 5.39% |
$27.7K - $32.1K
|
2.27K
$739K
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
114+ 6.61% |
$27.2K - $31.5K
|
1.84K
$599K
|