Latest Institutional Purchases of Salesforce, Inc. (CRM)

CRM Quotes by TradingView

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
Oct 10, 2024 Q3 2024
Oak Hill Wealth Advisors, LLC

Lansdowne, VA
BUY
 PUT
992
New
$237K - $274K
992 $241K
Oct 16, 2024 Q3 2024
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
936
+ 111.96%
$223K - $259K
1.77K $430K
Nov 15, 2024 Q3 2024
Wilson & Boucher Capital Management, LLC

BUY
 -
850
+ 64.15%
$203K - $235K
2.18K $528K
Nov 01, 2024 Q3 2024
Source Financial Advisors LLC

New York, NY
BUY
 -
812
New
$194K - $225K
812 $197K
Oct 07, 2024 Q3 2024
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
799
New
$190K - $221K
799 $194K
Nov 13, 2024 Q3 2024
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
767
New
$183K - $212K
767 $186K
Nov 13, 2024 Q3 2024
Mitchell Sinkler & Starr

BUY
 -
765
New
$182K - $212K
765 $186K
Oct 22, 2024 Q3 2024
Sol Capital Management CO

BUY
 -
764
New
$182K - $211K
764 $185K
Oct 10, 2024 Q3 2024
Exchange Bank

Santa Rosa, CA
BUY
 -
764
New
$182K - $211K
764 $185K
Oct 23, 2024 Q3 2024
Burke & Herbert Bank & Trust CO

BUY
 -
749
New
$179K - $207K
749 $182K
Nov 15, 2024 Q3 2024
Hamilton Capital, LLC

Columbus, OH
BUY
 -
724
New
$173K - $200K
724 $176K
Oct 29, 2024 Q3 2024
Westbourne Investment Advisors, Inc.

BUY
 -
714
+ 3.45%
$170K - $197K
21.4K $5.19M
Oct 11, 2024 Q3 2024
Paladin Wealth, LLC

Arden Hills, MN
BUY
 -
582
New
$139K - $161K
582 $141K
Nov 05, 2024 Q3 2024
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
537
New
$128K - $148K
537 $130K
Nov 13, 2024 Q3 2024
Canton Hathaway, LLC

BUY
 -
500
+ 45.96%
$119K - $138K
1.59K $386K
Nov 04, 2024 Q3 2024
Copperwynd Financial, LLC

BUY
 -
444
+ 13.89%
$106K - $123K
3.64K $884K
Nov 14, 2024 Q3 2024
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
332
+ 1.94%
$79.2K - $91.8K
17.5K $4.24M
Oct 21, 2024 Q3 2024
Northwest Investment Counselors, LLC

BUY
 -
298
New
$71K - $82.4K
298 $72.3K
Oct 28, 2024 Q3 2024
Reston Wealth Management LLC

BUY
 -
284
New
$67.7K - $78.5K
284 $68.9K
Nov 01, 2024 Q3 2024
Pegasus Partners Ltd.

Mequon, WI
BUY
 -
270
+ 13.49%
$64.4K - $74.7K
2.27K $552K
Oct 21, 2024 Q3 2024
Banque Pictet & Cie Sa

BUY
 PUT
255
New
$60.8K - $70.5K
255 $61.9K
Nov 14, 2024 Q3 2024
Alera Investment Advisors, LLC

BUY
 -
213
+ 9.75%
$50.8K - $58.9K
2.4K $582K
Oct 18, 2024 Q3 2024
Cedrus LLC

Littleton, CO
BUY
 -
157
+ 8.1%
$37.4K - $43.4K
2.1K $509K
Oct 15, 2024 Q3 2024
Baldwin Brothers LLC

BUY
 -
141
+ 62.11%
$33.6K - $39K
368 $89.3K
Oct 18, 2024 Q3 2024
Granite Fo LLC

Bedford, NH
BUY
 -
103
New
$24.6K - $28.5K
103 $25K
Oct 07, 2024 Q3 2024
Axiom Advisory, LLC

San Diego, CA
BUY
 -
96
+ 1.55%
$22.9K - $26.5K
6.27K $1.52M
Oct 16, 2024 Q3 2024
Annapolis Financial Services, LLC

BUY
 -
80
+ 135.59%
$19.1K - $22.1K
139 $33.7K
Nov 06, 2024 Q3 2024
Peterson Financial Group, Inc.

BUY
 -
75
New
$17.9K - $20.7K
75 $18.2K
Oct 02, 2024 Q3 2024
Weybosset Research & Management LLC

BUY
 -
70
+ 6.97%
$16.7K - $19.4K
1.08K $261K
Oct 10, 2024 Q3 2024
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
65
+ 7.84%
$15.5K - $18K
894 $217K
Nov 06, 2024 Q3 2024
Hbc Financial Services, Pllc

BUY
 -
43
New
$10.3K - $11.9K
43 $10.4K
Oct 17, 2024 Q3 2024
Uncommon Cents Investing LLC

BUY
 -
42
New
$10K - $11.6K
42 $10.2K
Nov 04, 2024 Q3 2024
Seed Wealth Management, Inc.

Evanston, IL
BUY
 -
35
+ 0.96%
$8.34K - $9.68K
3.69K $895K
Nov 13, 2024 Q3 2024
Diversified, LLC

BUY
 -
25
+ 2.77%
$5.96K - $6.91K
929 $226K
Oct 29, 2024 Q3 2024
Carmichael Hill & Associates, Inc.

BUY
 -
25
+ 104.17%
$5.96K - $6.91K
49 $11.9K
Oct 25, 2024 Q3 2024
Voisard Asset Management Group, Inc.

Grand Rapids, MI
BUY
 -
24
+ 34.78%
$5.72K - $6.64K
93 $22.6K
Oct 31, 2024 Q3 2024
Claris Advisors, LLC

BUY
 -
18
New
$4.29K - $4.98K
18 $4.37K
Oct 22, 2024 Q3 2024
Rogco, LP

Claremore, OK
BUY
 -
18
New
$4.29K - $4.98K
18 $4.37K
Oct 18, 2024 Q3 2024
E&G Advisors, LP

BUY
 -
10
+ 1.26%
$2.38K - $2.77K
804 $195K
Nov 15, 2024 Q3 2024
Jdm Financial Group LLC

Encino, CA
BUY
 -
9
New
$2.15K - $2.49K
9 $2.18K
Nov 14, 2024 Q3 2024
Blue Chip Wealth Advisors LLC

Milton, GA
BUY
 -
5
+ 0.51%
$1.19K - $1.38K
991 $241K
Nov 01, 2024 Q3 2024
First Personal Financial Services

BUY
 -
3
+ 2.46%
$715 - $830
125 $30.3K
Oct 09, 2024 Q3 2024
Mendota Financial Group, LLC

Madison, WI
BUY
 -
2
+ 28.57%
$477 - $553
9 $2.18K
Oct 21, 2024 Q3 2024
Shariaportfolio, Inc.

Lake Mary, FL
BUY
 -
1
+ 0.02%
$238 - $277
4.32K $1.05M
Oct 16, 2024 Q3 2024
Sweet Financial Partners, LLC

BUY
 -
1
+ 0.1%
$238 - $277
954 $232K
Oct 09, 2024 Q3 2024
Psagot Value Holdings Ltd.

Tel Aviv, L3
BUY
 -
0
New
$0 - $0
0 $0
Q2 2024
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
2.11M
+ 2.91%
$460M - $643M
74.6M $18.1B
Aug 14, 2024 Q2 2024
Hmi Capital Management, L.P.

San Francisco, CA
BUY
 -
220K
+ 75.03%
$48M - $67M
513K $125M
Aug 14, 2024 Q2 2024
Trybe Capital Management LP

Greenwich, CT
BUY
 CALL
200K
New
$43.6M - $60.9M
200K $48.6M

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