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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.3K+ 74.37% |
$1.26M - $1.47M
|
12.4K
$4.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
5.15KNew |
$1.23M - $1.43M
|
5.15K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Thames Capital Management LLC
New York, NY |
BUY
|
- |
5.14K+ 15.1% |
$1.23M - $1.42M
|
39.2K
$13M
|
|
|
Nov 08, 2024
Q3 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
5.1K+ 3.35% |
$1.22M - $1.41M
|
158K
$52.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Gs Investments, Inc.
|
BUY
|
- |
5.09K+ 73.25% |
$1.21M - $1.41M
|
12K
$3.99M
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
5KNew |
$1.19M - $1.38M
|
5K
$1.66M
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
5KNew |
$1.19M - $1.38M
|
5K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
4.97K+ 280.1% |
$1.18M - $1.37M
|
6.74K
$2.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
4.97K+ 13.36% |
$1.18M - $1.37M
|
42.1K
$14M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.97K+ 46.24% |
$1.18M - $1.37M
|
15.7K
$5.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.89K+ 18.23% |
$1.17M - $1.35M
|
31.7K
$10.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
4.88KNew |
$1.16M - $1.35M
|
4.88K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
4.88K+ 4.76% |
$1.16M - $1.35M
|
108K
$35.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
4.88K+ 10.09% |
$1.16M - $1.35M
|
53.3K
$17.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
4.85KNew |
$1.16M - $1.34M
|
4.85K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
4.82K+ 2.93% |
$1.15M - $1.33M
|
169K
$56.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4.81K+ 10.03% |
$1.15M - $1.33M
|
52.7K
$17.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.74K+ 6.55% |
$1.13M - $1.31M
|
77.1K
$25.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
4.71KNew |
$1.12M - $1.3M
|
4.71K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
4.7K+ 1.03% |
$1.12M - $1.3M
|
461K
$153M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.66K+ 8.61% |
$1.11M - $1.29M
|
58.8K
$19.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.64K+ 8.95% |
$1.11M - $1.28M
|
56.5K
$18.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
4.64K+ 2.27% |
$1.11M - $1.28M
|
209K
$69.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.56K+ 20.68% |
$1.09M - $1.26M
|
26.6K
$8.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
4.53K+ 20.19% |
$1.08M - $1.25M
|
26.9K
$8.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.49K+ 14.75% |
$1.07M - $1.24M
|
34.9K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
4.45KNew |
$1.06M - $1.23M
|
4.45K
$1.48M
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
4.44KNew |
$1.06M - $1.23M
|
4.44K
$1.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
4.41K+ 2.12% |
$1.05M - $1.22M
|
213K
$70.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Belmont Capital, LLC
|
BUY
|
- |
4.4K+ 203.18% |
$1.05M - $1.22M
|
6.57K
$2.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
4.39K+ 88.42% |
$1.05M - $1.21M
|
9.35K
$3.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.27K+ 25.71% |
$1.02M - $1.18M
|
20.9K
$6.92M
|
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
4.24K+ 26.75% |
$1.01M - $1.17M
|
20.1K
$6.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.23KNew |
$1.01M - $1.17M
|
4.23K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.21KNew |
$1M - $1.16M
|
4.21K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.21KNew |
$1M - $1.16M
|
4.21K
$1.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
4.2K+ 0.15% |
$1M - $1.16M
|
2.88M
$953M
|
|
|
Nov 12, 2024
Q3 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
4.15K+ 2.49% |
$989K - $1.15M
|
171K
$56.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.15K+ 4.8% |
$989K - $1.15M
|
90.5K
$30M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.15K+ 22.04% |
$988K - $1.15M
|
23K
$7.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
4.14KNew |
$987K - $1.15M
|
4.14K
$1.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
4.08KNew |
$973K - $1.13M
|
4.08K
$1.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
4.08K+ 0.55% |
$973K - $1.13M
|
750K
$248M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.05K+ 7.98% |
$965K - $1.12M
|
54.8K
$18.2M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4.04K+ 283.0% |
$964K - $1.12M
|
5.47K
$1.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
4.03KNew |
$962K - $1.12M
|
4.03K
$1.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
4.02KNew |
$958K - $1.11M
|
4.02K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
4K+ 10.96% |
$954K - $1.11M
|
40.5K
$13.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.97K+ 37.52% |
$946K - $1.1M
|
14.5K
$4.82M
|
|
|
Nov 07, 2024
Q3 2024
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
3.9KNew |
$930K - $1.08M
|
3.9K
$1.29M
|