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
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.66K+ 36.64% |
$635K - $737K
|
9.94K
$3.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.66K+ 4.72% |
$634K - $735K
|
59K
$19.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
2.65K+ 6.69% |
$632K - $733K
|
42.3K
$14M
|
|
|
Nov 15, 2024
Q3 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
2.62K+ 7.38% |
$624K - $724K
|
38.1K
$12.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.62K+ 2.0% |
$624K - $723K
|
134K
$44.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
2.6K+ 20.47% |
$620K - $719K
|
15.3K
$5.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.59K+ 27.51% |
$617K - $716K
|
12K
$3.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.58K+ 26.01% |
$614K - $713K
|
12.5K
$4.14M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.52K+ 52.26% |
$601K - $697K
|
7.35K
$2.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2.52K+ 35.02% |
$600K - $695K
|
9.7K
$3.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
2.5KNew |
$596K - $691K
|
2.5K
$829K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
2.5K+ 15.82% |
$596K - $691K
|
18.3K
$6.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
BUY
|
- |
2.48KNew |
$591K - $686K
|
2.48K
$822K
|
|
|
Nov 08, 2024
Q3 2024
|
Ns Partners LTD
|
BUY
|
- |
2.43K+ 2.45% |
$580K - $673K
|
102K
$33.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
2.41K+ 11.18% |
$576K - $668K
|
24K
$7.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.4K+ 20.32% |
$573K - $665K
|
14.2K
$4.72M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.4K+ 26.18% |
$573K - $665K
|
11.6K
$3.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
2.39K+ 23.41% |
$571K - $662K
|
12.6K
$4.18M
|
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
2.37KNew |
$565K - $655K
|
2.37K
$785K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.35K+ 12.06% |
$561K - $651K
|
21.9K
$7.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
2.32KNew |
$554K - $642K
|
2.32K
$770K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.32K+ 1.95% |
$553K - $641K
|
122K
$40.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
2.3KNew |
$549K - $637K
|
2.3K
$763K
|
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.3K+ 21.29% |
$549K - $636K
|
13.1K
$4.34M
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.29KNew |
$547K - $634K
|
2.29K
$760K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.27K+ 10.51% |
$540K - $627K
|
23.8K
$7.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
2.25K+ 3.66% |
$537K - $623K
|
63.9K
$21.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.24K+ 8.16% |
$533K - $618K
|
29.6K
$9.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
2.23K+ 5.35% |
$532K - $617K
|
44K
$14.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.23K+ 69.16% |
$531K - $616K
|
5.45K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Interval Partners, LP
New York, NY |
BUY
|
- |
2.22K+ 33.96% |
$528K - $613K
|
8.74K
$2.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.21K+ 1.94% |
$527K - $612K
|
116K
$38.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.2K+ 37.47% |
$524K - $608K
|
8.06K
$2.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
2.19K+ 1.17% |
$522K - $605K
|
189K
$62.8M
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
2.18K+ 45.69% |
$519K - $601K
|
6.94K
$2.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.15K+ 6.37% |
$512K - $594K
|
35.9K
$11.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
2.12K+ 1.22% |
$506K - $587K
|
176K
$58.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
2.12K+ 1.53% |
$504K - $585K
|
140K
$46.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.11KNew |
$503K - $584K
|
2.11K
$700K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.11K+ 6.39% |
$502K - $583K
|
35.1K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
PUT |
2.1K+ 105.0% |
$501K - $581K
|
4.1K
$1.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.09K+ 16.12% |
$499K - $579K
|
15.1K
$4.99M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.07KNew |
$494K - $573K
|
2.07K
$687K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.06K+ 18.97% |
$491K - $570K
|
12.9K
$4.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.05K+ 0.42% |
$489K - $567K
|
488K
$162M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.04K+ 1.39% |
$485K - $563K
|
148K
$49.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.04K+ 15.23% |
$485K - $563K
|
15.4K
$5.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
2K+ 11.11% |
$477K - $553K
|
20K
$6.63M
|
|
|
Oct 29, 2024
Q3 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
PUT |
2K+ 80.0% |
$477K - $553K
|
4.5K
$1.49M
|
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
2KNew |
$477K - $553K
|
2K
$663K
|