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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
3.89KNew |
$928K - $1.08M
|
3.89K
$1.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.85K+ 25.37% |
$917K - $1.06M
|
19K
$6.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
3.84KNew |
$915K - $1.06M
|
3.84K
$1.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
3.8KNew |
$906K - $1.05M
|
3.8K
$1.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
3.79K+ 17.1% |
$904K - $1.05M
|
26K
$8.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.76K+ 109.45% |
$897K - $1.04M
|
7.2K
$2.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
3.74K+ 19.75% |
$891K - $1.03M
|
22.7K
$7.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
BUY
|
- |
3.67K+ 4.69% |
$875K - $1.02M
|
82K
$27.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.6K+ 10.51% |
$858K - $995K
|
37.8K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3.57K+ 22.11% |
$850K - $986K
|
19.7K
$6.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.56K+ 50.56% |
$848K - $983K
|
10.6K
$3.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.5K+ 18.08% |
$835K - $968K
|
22.9K
$7.58M
|
|
|
Oct 07, 2024
Q3 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
3.5K+ 16.93% |
$834K - $968K
|
24.2K
$8.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
3.49K+ 6.31% |
$833K - $966K
|
58.9K
$19.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
3.45K+ 57.19% |
$823K - $955K
|
9.49K
$3.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.31K+ 15.73% |
$789K - $915K
|
24.3K
$8.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
PUT |
3.3K+ 1.28% |
$788K - $913K
|
261K
$86.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.29K+ 46.79% |
$785K - $910K
|
10.3K
$3.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
3.28KNew |
$782K - $906K
|
3.28K
$1.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
3.26K+ 168.23% |
$778K - $902K
|
5.2K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.24K+ 3.61% |
$772K - $896K
|
92.9K
$30.8M
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
3.23K+ 80725.0% |
$770K - $893K
|
3.23K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
3.2K+ 320.0% |
$763K - $885K
|
4.2K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.2K+ 8.08% |
$762K - $884K
|
42.7K
$14.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
3.16KNew |
$754K - $874K
|
3.16K
$1.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
3.15K+ 27.56% |
$752K - $872K
|
14.6K
$4.84M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3.15K+ 1.38% |
$751K - $871K
|
231K
$76.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
3.15K+ 15.66% |
$751K - $871K
|
23.3K
$7.71M
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
3.15KNew |
$750K - $870K
|
3.15K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.09K+ 3.47% |
$736K - $854K
|
92.1K
$30.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
BUY
|
- |
3.07KNew |
$733K - $850K
|
3.07K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.07K+ 7.59% |
$732K - $850K
|
43.6K
$14.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.07K+ 35.87% |
$731K - $848K
|
11.6K
$3.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
3.06K+ 80.57% |
$731K - $847K
|
6.87K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
3.03K+ 1.05% |
$723K - $839K
|
291K
$96.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.03K+ 111.63% |
$723K - $838K
|
5.75K
$1.91M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.02K+ 7.41% |
$720K - $835K
|
43.8K
$14.5M
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
3KNew |
$715K - $830K
|
3K
$994K
|
|
|
Nov 14, 2024
Q3 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.91K+ 8.42% |
$694K - $805K
|
37.5K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.84KNew |
$677K - $785K
|
2.84K
$941K
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Group Foundation
|
BUY
|
- |
2.84K+ 20.79% |
$676K - $784K
|
16.5K
$5.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
2.83K+ 0.29% |
$674K - $781K
|
976K
$323M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.8KNew |
$668K - $774K
|
2.8K
$928K
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.78K+ 11.66% |
$664K - $770K
|
26.7K
$8.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.74K+ 122.52% |
$654K - $758K
|
4.98K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.72KNew |
$648K - $752K
|
2.72K
$901K
|
|
|
Nov 14, 2024
Q3 2024
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
2.71K+ 6.93% |
$645K - $748K
|
41.8K
$13.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.7K+ 0.82% |
$644K - $747K
|
332K
$110M
|
|
|
Oct 28, 2024
Q3 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
2.68K+ 4.76% |
$639K - $741K
|
59K
$19.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.67K+ 13.72% |
$635K - $737K
|
22.1K
$7.32M
|