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 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
2.5K+ 15.82% |
$596K - $691K
|
18.3K
$5.96M
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
BUY
|
- |
2.48KNew |
$591K - $686K
|
2.48K
$808K
|
|
Nov 13, 2024
Q3 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
2.41K+ 11.18% |
$576K - $668K
|
24K
$7.82M
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.4K+ 26.18% |
$573K - $665K
|
11.6K
$3.77M
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
2.37KNew |
$565K - $655K
|
2.37K
$772K
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
2.32KNew |
$554K - $642K
|
2.32K
$757K
|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
2.3KNew |
$549K - $637K
|
2.3K
$750K
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.3K+ 21.29% |
$549K - $636K
|
13.1K
$4.27M
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.27K+ 10.51% |
$540K - $627K
|
23.8K
$7.77M
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
2.23K+ 5.35% |
$532K - $617K
|
44K
$14.3M
|
|
Nov 14, 2024
Q3 2024
|
Interval Partners, LP
New York, NY |
BUY
|
- |
2.22K+ 33.96% |
$528K - $613K
|
8.74K
$2.85M
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.21K+ 1.94% |
$527K - $612K
|
116K
$37.9M
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
2.19K+ 1.17% |
$522K - $605K
|
189K
$61.7M
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
2.18K+ 45.69% |
$519K - $601K
|
6.94K
$2.26M
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.15K+ 6.37% |
$512K - $594K
|
35.9K
$11.7M
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
2.12K+ 1.53% |
$504K - $585K
|
140K
$45.7M
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
PUT |
2.1K+ 105.0% |
$501K - $581K
|
4.1K
$1.34M
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.07KNew |
$494K - $573K
|
2.07K
$675K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.06K+ 18.97% |
$491K - $570K
|
12.9K
$4.21M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.04K+ 1.39% |
$485K - $563K
|
148K
$48.2M
|
|
Nov 13, 2024
Q3 2024
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
2K+ 11.11% |
$477K - $553K
|
20K
$6.52M
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.97KNew |
$469K - $544K
|
1.97K
$641K
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.96K+ 8.89% |
$468K - $543K
|
24K
$7.83M
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.95K+ 39.31% |
$466K - $540K
|
6.93K
$2.26M
|
|
Nov 14, 2024
Q3 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
1.95K+ 19.12% |
$465K - $539K
|
12.1K
$3.96M
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
1.94K+ 183.92% |
$463K - $538K
|
3K
$978K
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
1.9K+ 82.61% |
$453K - $525K
|
4.2K
$1.37M
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.9K+ 189.71% |
$453K - $525K
|
2.9K
$945K
|
|
Nov 12, 2024
Q3 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
1.8K+ 1.52% |
$428K - $497K
|
120K
$39.2M
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.75K+ 1.79% |
$417K - $483K
|
99.2K
$32.3M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.74K+ 11.08% |
$414K - $480K
|
17.4K
$5.67M
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.73K+ 7.23% |
$412K - $478K
|
25.6K
$8.35M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.72K+ 23.97% |
$411K - $477K
|
8.92K
$2.91M
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.71K+ 19.96% |
$407K - $473K
|
10.3K
$3.35M
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.71K+ 6.81% |
$407K - $472K
|
26.8K
$8.74M
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
PUT |
1.7KNew |
$405K - $470K
|
1.7K
$554K
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
1.69KNew |
$404K - $468K
|
1.69K
$552K
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.66K+ 10.26% |
$396K - $460K
|
17.9K
$5.82M
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.65K+ 197.13% |
$393K - $456K
|
2.49K
$810K
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
1.64KNew |
$391K - $454K
|
1.64K
$535K
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.62KNew |
$386K - $448K
|
1.62K
$528K
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
1.6K+ 31.6% |
$381K - $442K
|
6.66K
$2.17M
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
1.58K+ 4.03% |
$377K - $437K
|
40.8K
$13.3M
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.57K+ 2.06% |
$374K - $434K
|
77.8K
$25.3M
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
1.5K+ 25.86% |
$358K - $415K
|
7.3K
$2.38M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.47K+ 2.99% |
$351K - $407K
|
50.7K
$16.5M
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
1.47K+ 12.01% |
$350K - $406K
|
13.7K
$4.46M
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.44K+ 19.13% |
$342K - $397K
|
8.94K
$2.91M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
1.39KNew |
$332K - $385K
|
1.39K
$454K
|
|
Nov 14, 2024
Q3 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
1.38KNew |
$329K - $382K
|
1.38K
$450K
|