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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
9.7K+ 3233.33% |
$1.31M - $1.94M
|
10K
$3.31M
|
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
6.96KNew |
$939K - $1.39M
|
6.96K
$2.31M
|
|
|
May 19, 2023
Q1 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
CALL |
5.91KNew |
$797K - $1.18M
|
5.91K
$1.96M
|
|
|
Apr 25, 2023
Q1 2023
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
BUY
|
- |
5K+ 7.41% |
$674K - $999K
|
72.5K
$24M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
4.35K+ 138.1% |
$586K - $869K
|
7.5K
$2.49M
|
|
|
May 15, 2023
Q1 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
4KNew |
$539K - $799K
|
4K
$1.33M
|
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
3.94KNew |
$531K - $787K
|
3.94K
$1.31M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
3.4K+ 68.63% |
$458K - $679K
|
8.35K
$2.77M
|
|
|
May 15, 2023
Q1 2023
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
3KNew |
$404K - $599K
|
3K
$994K
|
|
|
May 12, 2023
Q1 2023
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
CALL |
2.5KNew |
$337K - $499K
|
2.5K
$829K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
2.48K+ 98.61% |
$335K - $496K
|
5K
$1.66M
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.81KNew |
$244K - $362K
|
1.81K
$601K
|
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
1.77K+ 54.93% |
$239K - $354K
|
5K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
1.5KNew |
$202K - $300K
|
1.5K
$497K
|
|
|
Apr 26, 2023
Q1 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
1.4KNew |
$189K - $280K
|
1.4K
$464K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.34KNew |
$181K - $268K
|
1.34K
$445K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
1.2KNew |
$161K - $239K
|
1.2K
$397K
|
|
|
May 09, 2023
Q1 2023
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
BUY
|
- |
1.18KNew |
$159K - $236K
|
1.18K
$391K
|
|
|
May 11, 2023
Q1 2023
|
First Growth Investment Manager LP
San Francisco, CA |
BUY
|
- |
1.15KNew |
$155K - $230K
|
1.15K
$381K
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
BUY
|
- |
1.13KNew |
$152K - $225K
|
1.13K
$373K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.11KNew |
$150K - $223K
|
1.11K
$369K
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.06KNew |
$142K - $211K
|
1.06K
$350K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
509+ 11.18% |
$68.6K - $102K
|
5.06K
$1.68M
|
|
|
May 10, 2023
Q1 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
CALL |
300New |
$40.4K - $59.9K
|
300
$99.4K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
224New |
$30.2K - $44.8K
|
224
$74.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
200New |
$27K - $40K
|
200
$66.3K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
117New |
$15.8K - $23.4K
|
117
$38.8K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
50+ 1.49% |
$6.74K - $9.99K
|
3.4K
$1.13M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
39+ 1.48% |
$5.26K - $7.79K
|
2.67K
$886K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
31+ 86.11% |
$4.18K - $6.19K
|
67
$22.2K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
16+ 35.56% |
$2.16K - $3.2K
|
61
$20.2K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
16+ 66.67% |
$2.16K - $3.2K
|
40
$13.3K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
CALL |
10New |
$1.35K - $2K
|
10
$3.31K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
7New |
$944 - $1.4K
|
7
$2.32K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.1MNew |
$1.17B - $1.5B
|
9.1M
$3.02B
|
|
|
Feb 13, 2023
Q4 2022
|
Inclusive Capital Partners, L.P.
San Francisco, CA |
BUY
|
- |
1.63MNew |
$210M - $270M
|
1.63M
$542M
|
|
|
Feb 14, 2023
Q4 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
529KNew |
$67.8M - $87.4M
|
529K
$175M
|
|
|
Feb 13, 2023
Q4 2022
|
Newlands Management Operations LLC
Dallas, TX |
BUY
|
- |
501KNew |
$64.2M - $82.7M
|
501K
$166M
|
|
|
Feb 10, 2023
Q4 2022
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
CALL |
300KNew |
$38.5M - $49.6M
|
300K
$99.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
PUT |
150KNew |
$19.2M - $24.8M
|
150K
$49.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Kinney Asset Management, LLC
Chicago, IL |
BUY
|
- |
136KNew |
$17.4M - $22.4M
|
136K
$45M
|
|
|
Feb 13, 2023
Q4 2022
|
Thematics Asset Management
Paris, I0 |
BUY
|
- |
99.1KNew |
$12.7M - $16.4M
|
99.1K
$32.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
87.5KNew |
$11.2M - $14.5M
|
87.5K
$29M
|
|
|
Jan 24, 2023
Q4 2022
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
PUT |
82.5K+ 132.0% |
$10.6M - $13.6M
|
145K
$48.1M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
72.5K+ 414.29% |
$9.3M - $12M
|
90K
$29.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
CALL |
70KNew |
$8.97M - $11.6M
|
70K
$23.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
55.8KNew |
$7.15M - $9.22M
|
55.8K
$18.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Loup Funds, LLC
Minneapolis, MN |
BUY
|
- |
55.6KNew |
$7.12M - $9.18M
|
55.6K
$18.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearline Capital LP
New York, NY |
BUY
|
- |
43.7K+ 799.4% |
$5.61M - $7.23M
|
49.2K
$16.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
43.3KNew |
$5.56M - $7.16M
|
43.3K
$14.4M
|
|