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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
1.77KNew |
$334K - $395K
|
1.77K
$586K
|
|
|
Aug 11, 2023
Q2 2023
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
1.67KNew |
$315K - $373K
|
1.67K
$553K
|
|
|
Aug 14, 2023
Q2 2023
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
CALL |
1.5KNew |
$283K - $335K
|
1.5K
$497K
|
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
BUY
|
- |
1.35KNew |
$254K - $300K
|
1.35K
$446K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.14KNew |
$215K - $255K
|
1.14K
$378K
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.08KNew |
$205K - $242K
|
1.08K
$359K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
PUT |
1KNew |
$189K - $223K
|
1K
$331K
|
|
|
Aug 10, 2023
Q2 2023
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
1KNew |
$189K - $223K
|
1K
$331K
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
995New |
$188K - $222K
|
995
$330K
|
|
|
Jul 12, 2023
Q2 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
995New |
$188K - $222K
|
995
$330K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
973New |
$184K - $217K
|
973
$322K
|
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
BUY
|
- |
878New |
$166K - $196K
|
878
$291K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
829+ 112.18% |
$157K - $185K
|
1.57K
$520K
|
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
600New |
$113K - $134K
|
600
$199K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
422New |
$79.7K - $94.3K
|
422
$140K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
CALL |
400New |
$75.6K - $89.4K
|
400
$133K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
376+ 8.25% |
$71K - $84K
|
4.93K
$1.63M
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
236New |
$44.6K - $52.7K
|
236
$78.2K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
223New |
$42.1K - $49.8K
|
223
$73.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
177+ 12.87% |
$33.4K - $39.5K
|
1.55K
$514K
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
BUY
|
- |
173+ 3.14% |
$32.7K - $38.6K
|
5.68K
$1.88M
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
125+ 11.2% |
$23.6K - $27.9K
|
1.24K
$411K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
96+ 1.01% |
$18.1K - $21.4K
|
9.56K
$3.17M
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
86+ 3.58% |
$16.2K - $19.2K
|
2.49K
$824K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
84New |
$15.9K - $18.8K
|
84
$27.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
80+ 0.44% |
$15.1K - $17.9K
|
18.3K
$6.08M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
70+ 179.49% |
$13.2K - $15.6K
|
109
$36.1K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
58New |
$11K - $13K
|
58
$19.2K
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
50+ 100.0% |
$9.44K - $11.2K
|
100
$33.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
50+ 4.84% |
$9.44K - $11.2K
|
1.08K
$359K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
45+ 1.0% |
$8.5K - $10.1K
|
4.54K
$1.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
12+ 0.14% |
$2.27K - $2.68K
|
8.79K
$2.91M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10+ 16.95% |
$1.89K - $2.23K
|
69
$22.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4New |
$756 - $894
|
4
$1.33K
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2New |
$378 - $447
|
2
$663
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
2+ 33.33% |
$378 - $447
|
8
$2.65K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
2+ 0.18% |
$378 - $447
|
1.14K
$378K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Daniel Loeb
Third Point LLC | New York, Ny
|
BUY
|
- |
800KNew |
$108M - $160M
|
800K
$265M
|
|
|
May 12, 2023
Q1 2023
|
Senator Investment Group LP
New York, NY |
BUY
|
- |
200KNew |
$27M - $40M
|
200K
$66.3M
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
BUY
|
CALL |
150KNew |
$20.2M - $30M
|
150K
$49.7M
|
|
|
May 02, 2023
Q1 2023
|
Rheos Capital Works Inc.
|
BUY
|
- |
113KNew |
$15.2M - $22.5M
|
113K
$37.3M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
66.7K+ 751.67% |
$9M - $13.3M
|
75.6K
$25.1M
|
|
|
May 15, 2023
Q1 2023
|
Sandler Capital Management
New York, NY |
BUY
|
- |
52.9KNew |
$7.13M - $10.6M
|
52.9K
$17.5M
|
|
|
May 15, 2023
Q1 2023
|
Ogborne Capital Management, LLC
San Francisco, CA |
BUY
|
- |
40KNew |
$5.39M - $7.99M
|
40K
$13.3M
|
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
32.5KNew |
$4.38M - $6.49M
|
32.5K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
26.2KNew |
$3.53M - $5.23M
|
26.2K
$8.68M
|
|
|
May 15, 2023
Q1 2023
|
Metavasi Capital LP
Larchmont, NY |
BUY
|
- |
25KNew |
$3.37M - $4.99M
|
25K
$8.29M
|
|
|
May 12, 2023
Q1 2023
|
Cobalt Capital Management, Inc.
Short Hills, NJ |
BUY
|
- |
21KNew |
$2.83M - $4.2M
|
21K
$6.96M
|
|
|
May 12, 2023
Q1 2023
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
PUT |
15KNew |
$2.02M - $3M
|
15K
$4.97M
|
|
|
May 05, 2023
Q1 2023
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
12.9KNew |
$1.74M - $2.58M
|
12.9K
$4.28M
|
|