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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2021
Q1 2021
|
Kg&L Capital Management,Llc
|
BUY
|
CALL |
200+ 6.45% |
$41.1K - $49.7K
|
3.3K
$1.09M
|
|
|
May 09, 2023
Q1 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
165New |
$33.9K - $41K
|
165
$54.7K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
520KNew |
$114M - $139M
|
520K
$172M
|
|
|
Feb 16, 2021
Q4 2020
|
Shanda Asset Management Holdings LTD
Singapore, U0 |
BUY
|
CALL |
50KNew |
$11M - $13.4M
|
50K
$16.6M
|
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
3.59K+ 16.17% |
$790K - $959K
|
25.8K
$8.55M
|
|
|
Feb 12, 2021
Q4 2020
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
PUT |
1.5KNew |
$330K - $401K
|
1.5K
$497K
|
|
|
Feb 03, 2021
Q4 2020
|
Shufro Rose & CO LLC
|
BUY
|
CALL |
1KNew |
$220K - $267K
|
1K
$331K
|
|
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
BUY
|
- |
918New |
$202K - $245K
|
918
$304K
|
|
|
Jan 15, 2021
Q4 2020
|
Portland Hill Asset Management LTD
London, X0 |
BUY
|
- |
311New |
$68.5K - $83.1K
|
311
$103K
|
|
|
Feb 11, 2021
Q4 2020
|
Estate Counselors, LLC
|
BUY
|
- |
308New |
$67.8K - $82.3K
|
308
$102K
|
|
|
Feb 03, 2021
Q4 2020
|
Kaizen Financial Strategies
|
BUY
|
CALL |
300New |
$66K - $80.1K
|
300
$99.4K
|
|
|
Feb 10, 2021
Q4 2020
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
CALL |
100New |
$22K - $26.7K
|
100
$33.1K
|
|
|
Feb 05, 2021
Q4 2020
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
CALL |
100New |
$22K - $26.7K
|
100
$33.1K
|
|
|
Jan 12, 2021
Q4 2020
|
Founders Capital Management
|
BUY
|
- |
50+ 20.0% |
$11K - $13.4K
|
300
$99.4K
|
|
|
Jan 14, 2021
Q4 2020
|
Kovack Advisors, Inc.
|
BUY
|
PUT |
3New |
$660 - $801
|
3
$994
|
|
|
Feb 11, 2021
Q4 2020
|
Independent Advisor Alliance
|
BUY
|
CALL |
2New |
$440 - $534
|
2
$663
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Titan Capital Management, LLC
|
BUY
|
- |
1.22KNew |
$226K - $342K
|
1.22K
$403K
|
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
105New |
$19.5K - $29.5K
|
105
$34.8K
|
|
|
Oct 30, 2020
Q3 2020
|
Banque Cantonale Vaudoise
|
BUY
|
CALL |
25New |
$4.64K - $7.03K
|
25
$8.29K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Intrua Financial, LLC
Houston, TX |
BUY
|
CALL |
495New |
$66.4K - $94.9K
|
495
$164K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
492+ 4.68% |
$66K - $94.3K
|
11K
$3.65M
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
160New |
$21.4K - $30.7K
|
160
$53K
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Valiant Capital Management, L.P.
San Francisco, CA |
BUY
|
CALL |
200KNew |
$24.9M - $38.7M
|
200K
$66.3M
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Corvex Management LP
New York, NY |
BUY
|
CALL |
300KNew |
$42.7M - $49.5M
|
300K
$99.4M
|
|
|
Feb 06, 2020
Q4 2019
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
CALL |
2KNew |
$285K - $330K
|
2K
$663K
|
|
|
Feb 14, 2020
Q4 2019
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
1.93KNew |
$275K - $319K
|
1.93K
$641K
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Private Advisor Group, LLC
|
BUY
|
PUT |
2.76MNew |
$386M - $442M
|
2.76M
$915M
|
|
|
Nov 14, 2019
Q3 2019
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
PUT |
20K+ 100.0% |
$2.79M - $3.2M
|
40K
$13.3M
|
|
|
Nov 14, 2019
Q3 2019
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
BUY
|
PUT |
10KNew |
$1.4M - $1.6M
|
10K
$3.31M
|
|
|
Nov 08, 2019
Q3 2019
|
Pinnacle Associates LTD
|
BUY
|
CALL |
5KNew |
$699K - $800K
|
5K
$1.66M
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Gabriel Plotkin
Melvin Capital Management LP | New York, Ny
|
BUY
|
CALL |
584K+ 56.92% |
$84.7M - $96.9M
|
1.61M
$534M
|
|
|
Sep 16, 2019
Q2 2019
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
1.8KNew |
$261K - $299K
|
1.8K
$597K
|
|
|
Aug 12, 2019
Q2 2019
|
Carlson Capital L P
Dallas, TX |
BUY
|
PUT |
500New |
$72.6K - $83K
|
500
$166K
|
|
|
Jul 16, 2019
Q2 2019
|
Moseley Investment Management Inc
|
BUY
|
PUT |
500New |
$72.6K - $83K
|
500
$166K
|
|
|
Aug 08, 2019
Q2 2019
|
Castle Rock Wealth Management, LLC
|
BUY
|
CALL |
100New |
$14.5K - $16.6K
|
100
$33.1K
|
|
| Q1 2019 | |||||||
|
May 13, 2019
Q1 2019
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
PUT |
1.5KNew |
$196K - $250K
|
1.5K
$497K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
PUT |
1.02MNew |
$123M - $162M
|
1.02M
$337M
|
|
|
Feb 14, 2019
Q4 2018
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
PUT |
30KNew |
$3.62M - $4.8M
|
30K
$9.94M
|
|
|
Jan 25, 2019
Q4 2018
|
Supplemental Annuity Collective Trust Of Nj
|
BUY
|
- |
4K+ 100.0% |
$483K - $639K
|
8K
$2.65M
|
|
|
Apr 16, 2019
Q4 2018
|
Means Investment Co., Inc.
|
BUY
|
CALL |
200New |
$24.1K - $32K
|
200
$66.3K
|
|
| Q3 2018 | |||||||
|
Oct 30, 2018
Q3 2018
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
CALL |
300New |
$41.1K - $48.1K
|
300
$99.4K
|
|
| Q2 2018 | |||||||
|
Aug 10, 2018
Q2 2018
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
PUT |
28.5KNew |
$3.29M - $3.98M
|
28.5K
$9.45M
|
|
|
Aug 14, 2018
Q2 2018
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
BUY
|
PUT |
20KNew |
$2.31M - $2.8M
|
20K
$6.63M
|
|
| Q1 2018 | |||||||
|
May 10, 2018
Q1 2018
|
Cypress Funds LLC
|
BUY
|
CALL |
540KNew |
$56.2M - $69.1M
|
540K
$179M
|
|
|
May 09, 2018
Q1 2018
|
Optimum Investment Advisors
|
BUY
|
CALL |
500New |
$52K - $64K
|
500
$166K
|
|
| Q3 2017 | |||||||
|
Oct 27, 2017
Q3 2017
|
Hoertkorn Richard Charles
|
BUY
|
- |
500New |
$43.8K - $48.9K
|
500
$166K
|
|