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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
315+ 0.49% |
$68.7K - $96K
|
64K
$15.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
301+ 29.0% |
$65.6K - $91.7K
|
1.34K
$325K
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
280New |
$61K - $85.3K
|
280
$68K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
240+ 9.23% |
$52.3K - $73.1K
|
2.84K
$689K
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
225+ 30.0% |
$49.1K - $68.6K
|
975
$237K
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
194+ 625.81% |
$42.3K - $59.1K
|
225
$54.6K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
179+ 77.49% |
$39K - $54.5K
|
410
$99.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
176New |
$38.4K - $53.6K
|
176
$42.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
167+ 9.04% |
$36.4K - $50.9K
|
2.01K
$489K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
156New |
$34K - $47.5K
|
156
$37.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
110New |
$24K - $33.5K
|
110
$26.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
CALL |
100New |
$21.8K - $30.5K
|
100
$24.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
CALL |
100New |
$21.8K - $30.5K
|
100
$24.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
100+ 50.0% |
$21.8K - $30.5K
|
300
$72.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
100+ 8.45% |
$21.8K - $30.5K
|
1.28K
$312K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
88+ 6.98% |
$19.2K - $26.8K
|
1.35K
$327K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
80New |
$17.4K - $24.4K
|
80
$19.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
73+ 4.12% |
$15.9K - $22.2K
|
1.85K
$448K
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
58+ 5.75% |
$12.6K - $17.7K
|
1.07K
$259K
|
|
|
Jul 16, 2024
Q2 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
53+ 2.23% |
$11.6K - $16.2K
|
2.43K
$589K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
50New |
$10.9K - $15.2K
|
50
$12.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
50New |
$10.9K - $15.2K
|
50
$12.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
47New |
$10.2K - $14.3K
|
47
$11.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
45+ 4.01% |
$9.81K - $13.7K
|
1.17K
$284K
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
27+ 0.78% |
$5.89K - $8.23K
|
3.48K
$844K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
22+ 220.0% |
$4.8K - $6.7K
|
32
$7.77K
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
20+ 2.0% |
$4.36K - $6.09K
|
1.02K
$248K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
14+ 10.77% |
$3.05K - $4.27K
|
144
$35K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
11+ 1.14% |
$2.4K - $3.35K
|
976
$237K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
7+ 116.67% |
$1.53K - $2.13K
|
13
$3.16K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
5New |
$1.09K - $1.52K
|
5
$1.21K
|
|
|
Aug 05, 2024
Q2 2024
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
5New |
$1.09K - $1.52K
|
5
$1.21K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2+ 7.69% |
$436 - $609
|
28
$6.8K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
3.02MNew |
$759M - $958M
|
3.02M
$734M
|
|
|
May 15, 2024
Q1 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
CALL |
494KNew |
$124M - $157M
|
494K
$120M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
317K+ 89.66% |
$79.5M - $100M
|
670K
$163M
|
|
|
May 14, 2024
Q1 2024
|
Surgo Cap Partners LP
New York, NY |
BUY
|
- |
267KNew |
$67.1M - $84.7M
|
267K
$64.9M
|
|
|
May 15, 2024
Q1 2024
|
Jat Capital Mgmt LP
Greenwich, CT |
BUY
|
- |
205KNew |
$51.4M - $64.8M
|
205K
$49.7M
|
|
|
May 15, 2024
Q1 2024
|
Point State Capital LP
New York, NY |
BUY
|
- |
177KNew |
$44.4M - $56M
|
177K
$42.9M
|
|
|
May 14, 2024
Q1 2024
|
Maplelane Capital, LLC
New York, NY |
BUY
|
- |
163KNew |
$40.9M - $51.7M
|
163K
$39.6M
|
|
|
May 15, 2024
Q1 2024
|
Blackstone Inc
New York, NY |
BUY
|
- |
160KNew |
$40.2M - $50.7M
|
160K
$38.8M
|
|
|
May 15, 2024
Q1 2024
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
90.4K+ 32.96% |
$22.7M - $28.7M
|
365K
$88.6M
|
|
|
May 15, 2024
Q1 2024
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
81.5KNew |
$20.5M - $25.8M
|
81.5K
$19.8M
|
|
|
May 15, 2024
Q1 2024
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
55.1KNew |
$13.8M - $17.4M
|
55.1K
$13.4M
|
|
|
May 15, 2024
Q1 2024
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
- |
40KNew |
$10M - $12.7M
|
40K
$9.71M
|
|
|
May 15, 2024
Q1 2024
|
Honeycomb Asset Management LP
New York, NY |
BUY
|
- |
35KNew |
$8.79M - $11.1M
|
35K
$8.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28K+ 27.13% |
$7.03M - $8.87M
|
131K
$31.8M
|
|
|
May 07, 2025
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
16.9K+ 154.32% |
$4.23M - $5.34M
|
27.8K
$6.74M
|
|
|
May 15, 2024
Q1 2024
|
Jericho Capital Asset Management L.P.
New York, NY |
BUY
|
- |
13K+ 3.83% |
$3.26M - $4.12M
|
352K
$85.5M
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
12.9KNew |
$3.25M - $4.1M
|
12.9K
$3.14M
|
|