Latest Institutional Purchases of Salesforce, Inc. (CRM)

CRM Quotes by TradingView

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
Northwest & Ethical Investments L.P.

Toronto, A6
BUY
 -
807
+ 89.37%
$192K - $223K
1.71K $557K
Oct 07, 2024 Q3 2024
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
799
New
$190K - $221K
799 $260K
Nov 14, 2024 Q3 2024
Voya Financial Advisors, Inc.

Windsor, CT
BUY
 -
798
+ 9.37%
$190K - $221K
9.32K $3.04M
Nov 12, 2024 Q3 2024
Belpointe Asset Management LLC

BUY
 -
796
+ 24.64%
$190K - $220K
4.03K $1.31M
Nov 12, 2024 Q3 2024
Cornerstone Advisory, LLC

BUY
 -
777
New
$185K - $215K
777 $253K
Oct 31, 2024 Q3 2024
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
777
New
$185K - $215K
777 $253K
Nov 08, 2024 Q3 2024
Tufton Capital Management

BUY
 -
775
New
$185K - $214K
775 $253K
Dec 12, 2024 Q3 2024
Legacy Wealth Management, LLC / Ms

Ridgeland, MS
BUY
 -
767
New
$183K - $212K
767 $250K
Nov 13, 2024 Q3 2024
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
767
New
$183K - $212K
767 $250K
Nov 13, 2024 Q3 2024
Mitchell Sinkler & Starr

BUY
 -
765
New
$182K - $212K
765 $249K
Oct 10, 2024 Q3 2024
Exchange Bank

Santa Rosa, CA
BUY
 -
764
New
$182K - $211K
764 $249K
Nov 14, 2024 Q3 2024
Talisman Wealth Advisors LLC

Mountainside, NJ
BUY
 -
759
New
$181K - $210K
759 $247K
Oct 21, 2024 Q3 2024
Whittier Trust CO

BUY
 -
758
+ 0.71%
$181K - $210K
108K $35.2M
Oct 09, 2024 Q3 2024
Pacific Sun Financial Corp

BUY
 -
753
New
$180K - $208K
753 $245K
Nov 12, 2024 Q3 2024
Fi3 Financial Advisors, LLC

BUY
 -
752
+ 62.98%
$179K - $208K
1.95K $634K
Nov 12, 2024 Q3 2024
Puzo Michael J

BUY
 -
750
New
$179K - $207K
750 $244K
Oct 23, 2024 Q3 2024
Burke & Herbert Bank & Trust CO

BUY
 -
749
New
$179K - $207K
749 $244K
Nov 14, 2024 Q3 2024
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
748
New
$178K - $207K
748 $244K
Oct 31, 2024 Q3 2024
Rhs Financial, LLC

BUY
 -
748
New
$178K - $207K
748 $244K
Oct 15, 2024 Q3 2024
Signature Wealth Management Group

BUY
 -
748
+ 12.44%
$178K - $207K
6.76K $2.2M
Nov 12, 2024 Q3 2024
Biltmore Family Office, LLC

BUY
 -
743
New
$177K - $205K
743 $242K
Nov 13, 2024 Q3 2024
Guyasuta Investment Advisors Inc

BUY
 -
736
New
$175K - $204K
736 $240K
Nov 13, 2024 Q3 2024
Full Sail Capital, LLC

Oklahoma City, OK
BUY
 -
731
New
$174K - $202K
731 $238K
Nov 15, 2024 Q3 2024
Hamilton Capital, LLC

Columbus, OH
BUY
 -
724
New
$173K - $200K
724 $236K
Nov 14, 2024 Q3 2024
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
717
+ 28.04%
$171K - $198K
3.27K $1.07M
Oct 29, 2024 Q3 2024
Westbourne Investment Advisors, Inc.

BUY
 -
714
+ 3.45%
$170K - $197K
21.4K $6.97M
Nov 14, 2024 Q3 2024
Jt Stratford LLC

Gainesville, GA
BUY
 -
712
+ 33.44%
$170K - $197K
2.84K $926K
Nov 14, 2024 Q3 2024
Utah Retirement Systems

Salt Lake City, UT
BUY
 -
700
+ 0.45%
$167K - $194K
155K $50.6M
Nov 14, 2024 Q3 2024
Two Sigma Investments, LP

New York, NY
BUY
 -
700
+ 6.85%
$167K - $194K
10.9K $3.56M
Nov 13, 2024 Q3 2024
Legacy Advisors, LLC

BUY
 -
696
+ 17.56%
$166K - $192K
4.66K $1.52M
Nov 15, 2024 Q3 2024
Sgl Investment Advisors, Inc.

Missoula, MT
BUY
 -
687
New
$164K - $190K
687 $224K
Nov 19, 2024 Q3 2024
Invst, LLC

Indianapolis, IN
BUY
 -
685
+ 4.2%
$163K - $189K
17K $5.54M
Nov 14, 2024 Q3 2024
Us Asset Management LLC

Pittsburgh, PA
BUY
 -
681
New
$162K - $188K
681 $222K
Nov 15, 2024 Q3 2024
Raelipskie Partnership

Waterloo, A6
BUY
 -
675
+ 16.94%
$161K - $187K
4.66K $1.52M
Nov 13, 2024 Q3 2024
Legacy Financial Advisors, Inc.

BUY
 -
651
+ 11.39%
$155K - $180K
6.37K $2.07M
Nov 13, 2024 Q3 2024
Boston Family Office LLC

Boston, MA
BUY
 -
650
+ 0.71%
$155K - $180K
91.6K $29.9M
Oct 22, 2024 Q3 2024
Global X Japan Co., Ltd.

Chiyoda Ku, Tokyo, M0
BUY
 -
642
+ 10.64%
$153K - $178K
6.68K $2.18M
Nov 04, 2024 Q3 2024
Ashton Thomas Securities, LLC

Rochester, NY
BUY
 -
615
+ 10.99%
$147K - $170K
6.21K $2.02M
Nov 08, 2024 Q3 2024
Payden & Rygel

Los Angeles, CA
BUY
 -
600
+ 14.63%
$143K - $166K
4.7K $1.53M
Oct 22, 2024 Q3 2024
Segment Wealth Management, LLC

BUY
 -
596
+ 6.67%
$142K - $165K
9.54K $3.11M
Oct 17, 2024 Q3 2024
Badgley Phelps Wealth Managers, LLC

BUY
 -
591
+ 0.48%
$141K - $163K
123K $40.2M
Nov 14, 2024 Q3 2024
Captrust Financial Advisors

Raleigh, NC
BUY
 -
582
+ 1.13%
$139K - $161K
52.1K $17M
Nov 12, 2024 Q3 2024
Viawealth, LLC

Overland Park, KS
BUY
 -
582
+ 14.11%
$139K - $161K
4.71K $1.53M
Oct 11, 2024 Q3 2024
Paladin Wealth, LLC

Arden Hills, MN
BUY
 -
582
New
$139K - $161K
582 $190K
Nov 21, 2024 Q3 2024
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
581
+ 15.66%
$139K - $161K
4.29K $1.4M
Nov 13, 2024 Q3 2024
Parallel Advisors, LLC

BUY
 -
568
+ 0.86%
$135K - $157K
66.7K $21.7M
Nov 14, 2024 Q3 2024
Laurion Capital Management LP

New York, NY
BUY
 -
566
New
$135K - $157K
566 $184K
Oct 29, 2024 Q3 2024
Cohen Capital Management, Inc.

BUY
 -
560
+ 2.16%
$134K - $155K
26.5K $8.62M
Nov 05, 2024 Q3 2024
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
537
New
$128K - $148K
537 $175K

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