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
|
Distillate Capital Partners LLC
|
BUY
|
- |
1.33K+ 1.02% |
$317K - $368K
|
132K
$43.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
1.26KNew |
$301K - $349K
|
1.26K
$411K
|
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.25KNew |
$298K - $345K
|
1.25K
$407K
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
1.25K+ 2.36% |
$297K - $345K
|
54.1K
$17.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.24KNew |
$296K - $343K
|
1.24K
$405K
|
|
|
Nov 14, 2024
Q3 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
1.22K+ 76.59% |
$290K - $337K
|
2.81K
$914K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.18KNew |
$281K - $326K
|
1.18K
$385K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.15KNew |
$274K - $318K
|
1.15K
$375K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
1.13KNew |
$270K - $313K
|
1.13K
$369K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
1.12K+ 222.95% |
$266K - $309K
|
1.62K
$527K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
1.11K+ 42.17% |
$266K - $308K
|
3.76K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
1.11KNew |
$265K - $308K
|
1.11K
$363K
|
|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.1KNew |
$262K - $304K
|
1.1K
$358K
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1.09KNew |
$260K - $302K
|
1.09K
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.06K+ 14.48% |
$253K - $294K
|
8.4K
$2.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.06KNew |
$253K - $294K
|
1.06K
$346K
|
|
|
Nov 13, 2024
Q3 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.05K+ 11.28% |
$250K - $290K
|
10.4K
$3.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.04K+ 28.44% |
$247K - $287K
|
4.68K
$1.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.04KNew |
$247K - $286K
|
1.04K
$337K
|
|
|
Nov 08, 2024
Q3 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
1K+ 48.64% |
$239K - $277K
|
3.07K
$999K
|
|
|
Nov 12, 2024
Q3 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
1KNew |
$238K - $277K
|
1K
$326K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
CALL |
1KNew |
$238K - $277K
|
1K
$326K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
992New |
$237K - $274K
|
992
$323K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
985New |
$235K - $272K
|
985
$321K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
985+ 3.9% |
$235K - $272K
|
26.2K
$8.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
950+ 54.44% |
$226K - $263K
|
2.7K
$878K
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
936New |
$223K - $259K
|
936
$305K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
936+ 111.96% |
$223K - $259K
|
1.77K
$577K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
929New |
$221K - $257K
|
929
$303K
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
904+ 12.69% |
$216K - $250K
|
8.03K
$2.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
903+ 56.05% |
$215K - $250K
|
2.51K
$819K
|
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
BUY
|
- |
902+ 34.17% |
$215K - $249K
|
3.54K
$1.15M
|
|
|
Nov 08, 2024
Q3 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
900New |
$215K - $249K
|
900
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
898New |
$214K - $248K
|
898
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
891+ 4.12% |
$212K - $246K
|
22.5K
$7.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
883New |
$211K - $244K
|
883
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
877New |
$209K - $243K
|
877
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
874+ 37.19% |
$208K - $242K
|
3.22K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
864+ 15.62% |
$206K - $239K
|
6.4K
$2.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
855New |
$204K - $236K
|
855
$279K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
854+ 150.35% |
$204K - $236K
|
1.42K
$463K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
850+ 64.15% |
$203K - $235K
|
2.18K
$709K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
849+ 126.15% |
$202K - $235K
|
1.52K
$496K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
848+ 2.98% |
$202K - $234K
|
29.3K
$9.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
844+ 19.56% |
$201K - $233K
|
5.16K
$1.68M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
838+ 95.55% |
$200K - $232K
|
1.72K
$559K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
837+ 4.64% |
$200K - $231K
|
18.9K
$6.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Dillon & Associates Inc
|
BUY
|
- |
836+ 3.13% |
$199K - $231K
|
27.6K
$8.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
828+ 3.83% |
$197K - $229K
|
22.4K
$7.31M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
824+ 0.78% |
$196K - $228K
|
107K
$34.8M
|