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 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
182+ 3.6% |
$34.7K - $46.5K
|
5.24K
$1.74M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
CALL |
100New |
$19.1K - $25.5K
|
100
$33.1K
|
|
|
May 10, 2022
Q1 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
100+ 8.01% |
$19.1K - $25.5K
|
1.35K
$447K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
100+ 9.4% |
$19.1K - $25.5K
|
1.16K
$386K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
61New |
$11.6K - $15.6K
|
61
$20.2K
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
24New |
$4.57K - $6.13K
|
24
$7.95K
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
4New |
$762 - $1.02K
|
4
$1.33K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Sculptor Capital LP
New York, NY |
BUY
|
CALL |
400KNew |
$98.9M - $124M
|
400K
$133M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
BUY
|
PUT |
300K+ 300.0% |
$74.2M - $93M
|
400K
$133M
|
|
|
Jan 25, 2022
Q4 2021
|
Iyo Bank, Ltd.
|
BUY
|
- |
43.5KNew |
$10.8M - $13.5M
|
43.5K
$14.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
34.6KNew |
$8.56M - $10.7M
|
34.6K
$11.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Once Capital Management, LLC
|
BUY
|
- |
20.8KNew |
$5.14M - $6.45M
|
20.8K
$6.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Caxton Associates LP
New York, NY |
BUY
|
CALL |
3KNew |
$742K - $930K
|
3K
$994K
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
1.47KNew |
$364K - $457K
|
1.47K
$489K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
CALL |
1KNew |
$247K - $310K
|
1K
$331K
|
|
|
Jan 06, 2022
Q4 2021
|
Magnolia Capital Management LTD
|
BUY
|
- |
700New |
$173K - $217K
|
700
$232K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
CALL |
500New |
$124K - $155K
|
500
$166K
|
|
|
Feb 11, 2022
Q4 2021
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
231+ 231.0% |
$57.1K - $71.6K
|
331
$110K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
223New |
$55.1K - $69.1K
|
223
$73.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
BUY
|
CALL |
200+ 22.22% |
$49.4K - $62K
|
1.1K
$365K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
77New |
$19K - $23.9K
|
77
$25.5K
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
50New |
$12.4K - $15.5K
|
50
$16.6K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
5New |
$1.24K - $1.55K
|
5
$1.66K
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
3New |
$742 - $930
|
3
$994
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Imc Chicago, LLC
|
BUY
|
PUT |
818KNew |
$194M - $234M
|
818K
$271M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
34.3KNew |
$8.15M - $9.8M
|
34.3K
$11.4M
|
|
|
Oct 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
192+ 145.45% |
$45.6K - $54.8K
|
324
$107K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
75+ 12.71% |
$17.8K - $21.4K
|
665
$220K
|
|
|
Nov 12, 2021
Q3 2021
|
Park Circle CO
|
BUY
|
- |
54New |
$12.8K - $15.4K
|
54
$17.9K
|
|
|
Oct 05, 2021
Q3 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
10+ 125.0% |
$2.38K - $2.86K
|
18
$5.97K
|
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
BUY
|
- |
5+ 33.33% |
$1.19K - $1.43K
|
20
$6.63K
|
|
| Q2 2021 | |||||||
|
Jul 27, 2021
Q2 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
CALL |
260KNew |
$54.7M - $64M
|
260K
$86.2M
|
|
|
Aug 16, 2021
Q2 2021
|
Tig Advisors, LLC
New York, NY |
BUY
|
CALL |
150KNew |
$31.6M - $36.9M
|
150K
$49.7M
|
|
|
Aug 13, 2021
Q2 2021
|
Harbor Spring Capital, LLC
New York, NY |
BUY
|
CALL |
97.5KNew |
$20.5M - $24M
|
97.5K
$32.3M
|
|
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
48.7K+ 24327.0% |
$10.2M - $12M
|
48.9K
$16.2M
|
|
|
Aug 13, 2021
Q2 2021
|
Carmignac Gestion
Paris, I0 |
BUY
|
CALL |
40KNew |
$8.42M - $9.85M
|
40K
$13.3M
|
|
|
Sep 01, 2021
Q2 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
CALL |
23.5KNew |
$4.95M - $5.79M
|
23.5K
$7.79M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
20.7KNew |
$4.35M - $5.09M
|
20.7K
$6.84M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
5.6KNew |
$1.18M - $1.38M
|
5.6K
$1.86M
|
|
|
Aug 12, 2021
Q2 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
3.72K+ 31.29% |
$784K - $917K
|
15.6K
$5.18M
|
|
|
Aug 12, 2021
Q2 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.42KNew |
$299K - $350K
|
1.42K
$471K
|
|
|
Dec 28, 2021
Q2 2021
|
Jordan Park Group LLC
|
BUY
|
- |
1.32KNew |
$278K - $325K
|
1.32K
$437K
|
|
|
Jul 26, 2021
Q2 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
995New |
$209K - $245K
|
995
$330K
|
|
|
Jul 15, 2021
Q2 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
61+ 122.0% |
$12.8K - $15K
|
111
$36.8K
|
|
| Q1 2021 | |||||||
|
Apr 28, 2021
Q1 2021
|
Mizuho Markets Americas LLC
|
BUY
|
PUT |
32.1KNew |
$6.6M - $7.99M
|
32.1K
$10.7M
|
|
|
Aug 13, 2021
Q1 2021
|
Shay Capital LLC
New York, NY |
BUY
|
PUT |
10KNew |
$2.05M - $2.49M
|
10K
$3.31M
|
|
|
May 10, 2021
Q1 2021
|
Gam Holding Ag
|
BUY
|
CALL |
5KNew |
$1.03M - $1.24M
|
5K
$1.66M
|
|
|
Apr 26, 2021
Q1 2021
|
Viking Fund Management LLC
|
BUY
|
- |
1K+ 12.5% |
$205K - $249K
|
9K
$2.98M
|
|
|
May 12, 2021
Q1 2021
|
Ritholtz Wealth Management
|
BUY
|
CALL |
500+ 55.56% |
$103K - $124K
|
1.4K
$464K
|
|
|
Apr 21, 2021
Q1 2021
|
Camelot Portfolios, LLC
|
BUY
|
CALL |
200New |
$41.1K - $49.7K
|
200
$66.3K
|
|