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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
11+ 0.8% |
$2.98K - $4.05K
|
1.39K
$476K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
10+ 0.4% |
$2.71K - $3.68K
|
2.53K
$865K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
8+ 0.11% |
$2.17K - $2.94K
|
7.35K
$2.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
8+ 0.34% |
$2.17K - $2.94K
|
2.36K
$806K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8+ 2.01% |
$2.17K - $2.94K
|
406
$139K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
7New |
$1.9K - $2.58K
|
7
$2.39K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
7+ 0.29% |
$1.9K - $2.58K
|
2.41K
$825K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
7+ 2.06% |
$1.9K - $2.58K
|
347
$119K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
6+ 2.23% |
$1.63K - $2.21K
|
275
$94K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
6+ 0.5% |
$1.63K - $2.21K
|
1.2K
$410K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
6+ 0.68% |
$1.63K - $2.21K
|
894
$305K
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
6+ 0.73% |
$1.63K - $2.21K
|
829
$283K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5+ 0.1% |
$1.35K - $1.84K
|
5.06K
$1.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
5+ 0.09% |
$1.35K - $1.84K
|
5.47K
$1.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
5+ 0.1% |
$1.35K - $1.84K
|
4.8K
$1.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
5+ 0.62% |
$1.35K - $1.84K
|
818
$280K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
4+ 0.09% |
$1.08K - $1.47K
|
4.23K
$1.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4+ 1.29% |
$1.08K - $1.47K
|
314
$107K
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
3+ 0.15% |
$813 - $1.1K
|
2K
$684K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3+ 6.38% |
$813 - $1.1K
|
50
$17.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.41% |
$813 - $1.1K
|
736
$251K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
3+ 0.05% |
$813 - $1.1K
|
5.48K
$1.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 0.72% |
$813 - $1.1K
|
421
$144K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2+ 0.11% |
$542 - $736
|
1.88K
$642K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2+ 10.53% |
$542 - $736
|
21
$7.18K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 0.27% |
$542 - $736
|
743
$254K
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
2+ 0.21% |
$542 - $736
|
941
$322K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2+ 0.11% |
$542 - $736
|
1.8K
$615K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.07% |
$271 - $368
|
1.44K
$493K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
1+ 0.03% |
$271 - $368
|
3.98K
$1.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1+ 0.13% |
$271 - $368
|
755
$258K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.13% |
$271 - $368
|
748
$256K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
1+ 0.12% |
$271 - $368
|
833
$285K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.31% |
$271 - $368
|
323
$110K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1+ 0.08% |
$271 - $368
|
1.3K
$446K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1+ 0.03% |
$271 - $368
|
3.39K
$1.16M
|
|
| Q3 2024 | |||||||
|
Oct 29, 2024
Q3 2024
|
Veritas Asset Management LLP
|
BUY
|
- |
2.68MNew |
$639M - $741M
|
2.68M
$916M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Investment Fund
Riyadh, T0 |
BUY
|
CALL |
2.41MNew |
$575M - $667M
|
2.41M
$824M
|
|
|
Nov 14, 2024
Q3 2024
|
Stephen Mandel
Lone Pine Capital LLC | Greenwich, Ct
|
BUY
|
- |
2.34MNew |
$557M - $646M
|
2.34M
$799M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.76M+ 13.6% |
$419M - $486M
|
14.7M
$5.02B
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.65M+ 43.1% |
$392M - $455M
|
5.47M
$1.87B
|
|
|
Nov 13, 2024
Q3 2024
|
Vulcan Value Partners, LLC
Birmingham, AL |
BUY
|
- |
1.39MNew |
$331M - $384M
|
1.39M
$474M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
990KNew |
$236M - $274M
|
990K
$338M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
867K+ 128.45% |
$207M - $240M
|
1.54M
$527M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
864K+ 1.8% |
$206M - $239M
|
49M
$16.7B
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
863K+ 19.71% |
$206M - $239M
|
5.24M
$1.79B
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
758K+ 449.23% |
$181M - $210M
|
927K
$317M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
680K+ 3.72% |
$162M - $188M
|
19M
$6.48B
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
670K+ 23.24% |
$160M - $185M
|
3.55M
$1.21B
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
666K+ 18.35% |
$159M - $184M
|
4.29M
$1.47B
|
|