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 |
---|---|---|---|---|---|---|---|
Feb 03, 2023
Q4 2022
|
Loup Funds, LLC
Minneapolis, MN |
BUY
|
- |
55.6KNew |
$7.12M - $9.18M
|
55.6K
$16.6M
|
|
Feb 14, 2023
Q4 2022
|
Clearline Capital LP
New York, NY |
BUY
|
- |
43.7K+ 799.4% |
$5.61M - $7.23M
|
49.2K
$14.7M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
43.3KNew |
$5.56M - $7.16M
|
43.3K
$13M
|
|
Dec 06, 2023
Q4 2022
|
Tegean Capital Management, LLC
New York, NY |
BUY
|
- |
40KNew |
$5.13M - $6.61M
|
40K
$12M
|
|
Feb 14, 2023
Q4 2022
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
38.6KNew |
$4.95M - $6.38M
|
38.6K
$11.5M
|
|
Feb 14, 2023
Q4 2022
|
Snowhook Capital Management LP
New York, NY |
BUY
|
- |
29.4KNew |
$3.78M - $4.87M
|
29.4K
$8.8M
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
27KNew |
$3.47M - $4.47M
|
27K
$8.08M
|
|
Feb 09, 2023
Q4 2022
|
Hst Ventures, LLC
|
BUY
|
- |
26K+ 199.29% |
$3.33M - $4.29M
|
39K
$11.7M
|
|
Jan 24, 2023
Q4 2022
|
Baillie Gifford & CO
|
BUY
|
- |
19.2K+ 0.58% |
$2.46M - $3.18M
|
3.31M
$990M
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
18.4K+ 197.72% |
$2.36M - $3.04M
|
27.7K
$8.27M
|
|
Feb 14, 2023
Q4 2022
|
Interval Partners, LP
New York, NY |
BUY
|
CALL |
15KNew |
$1.92M - $2.48M
|
15K
$4.48M
|
|
Feb 23, 2023
Q4 2022
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
13.1KNew |
$1.68M - $2.16M
|
13.1K
$3.91M
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
12.6KNew |
$1.62M - $2.08M
|
12.6K
$3.77M
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
CALL |
12.5KNew |
$1.6M - $2.07M
|
12.5K
$3.74M
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
10.7KNew |
$1.37M - $1.77M
|
10.7K
$3.2M
|
|
Jan 27, 2023
Q4 2022
|
Andar Capital Management Hk LTD
Hong Kong, K3 |
BUY
|
- |
10KNew |
$1.28M - $1.65M
|
10K
$2.99M
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
9.88K+ 136.65% |
$1.27M - $1.63M
|
17.1K
$5.11M
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
9.38KNew |
$1.2M - $1.55M
|
9.38K
$2.8M
|
|
Feb 14, 2023
Q4 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
5.38KNew |
$690K - $889K
|
5.38K
$1.61M
|
|
Aug 27, 2024
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
4.38KNew |
$562K - $724K
|
4.38K
$1.31M
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
3.9KNew |
$500K - $645K
|
3.9K
$1.17M
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
3.81K+ 20.33% |
$489K - $630K
|
22.6K
$6.74M
|
|
Dec 14, 2023
Q4 2022
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.51KNew |
$449K - $579K
|
3.51K
$1.05M
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
3.48KNew |
$446K - $574K
|
3.48K
$1.04M
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
3.25K+ 18.5% |
$416K - $536K
|
20.8K
$6.21M
|
|
Feb 08, 2023
Q4 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
2.94KNew |
$376K - $485K
|
2.94K
$877K
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
2.84KNew |
$364K - $469K
|
2.84K
$848K
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
2.51K+ 18.5% |
$322K - $415K
|
16.1K
$4.81M
|
|
Feb 14, 2023
Q4 2022
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
2.5KNew |
$321K - $413K
|
2.5K
$747K
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
2.45K+ 36.89% |
$314K - $405K
|
9.09K
$2.72M
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
2.21KNew |
$283K - $365K
|
2.21K
$661K
|
|
Feb 28, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
2.16KNew |
$277K - $358K
|
2.16K
$647K
|
|
Feb 13, 2023
Q4 2022
|
George Kaiser Family Foundation
|
BUY
|
- |
2.12K+ 28.64% |
$272K - $350K
|
9.52K
$2.84M
|
|
Jan 24, 2023
Q4 2022
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1.92KNew |
$246K - $316K
|
1.92K
$572K
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
1.8KNew |
$231K - $297K
|
1.8K
$538K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.79K+ 99.55% |
$229K - $295K
|
3.58K
$1.07M
|
|
Feb 14, 2023
Q4 2022
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
1.26K+ 47.62% |
$161K - $208K
|
3.9K
$1.17M
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
764New |
$98K - $126K
|
764
$228K
|
|
Feb 14, 2023
Q4 2022
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
722+ 20.71% |
$92.6K - $119K
|
4.21K
$1.26M
|
|
Feb 02, 2023
Q4 2022
|
Sonnipe LTD
Douglas, Y8 |
BUY
|
- |
486New |
$62.3K - $80.3K
|
486
$145K
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
486+ 4.72% |
$62.3K - $80.3K
|
10.8K
$3.22M
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
468New |
$60K - $77.3K
|
468
$140K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
308+ 9.45% |
$39.5K - $50.9K
|
3.57K
$1.07M
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
CALL |
300New |
$38.5K - $49.6K
|
300
$89.7K
|
|
Jan 26, 2023
Q4 2022
|
Stephens Investment Management Group LLC
|
BUY
|
- |
262+ 38.53% |
$33.6K - $43.3K
|
942
$282K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
253New |
$32.4K - $41.8K
|
253
$75.6K
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
250+ 15.02% |
$32.1K - $41.3K
|
1.91K
$572K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
232New |
$29.7K - $38.3K
|
232
$69.3K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
208New |
$26.7K - $34.4K
|
208
$62.2K
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
200New |
$25.6K - $33.1K
|
200
$59.8K
|