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 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
517+ 19.39% |
$123K - $143K
|
3.18K
$1.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
505+ 3.87% |
$120K - $140K
|
13.6K
$4.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
500+ 83.33% |
$119K - $138K
|
1.1K
$358K
|
|
|
Nov 13, 2024
Q3 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
500+ 45.96% |
$119K - $138K
|
1.59K
$517K
|
|
|
Nov 08, 2024
Q3 2024
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
500+ 0.1% |
$119K - $138K
|
509K
$166M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
496+ 36.61% |
$118K - $137K
|
1.85K
$603K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
494+ 3.96% |
$118K - $137K
|
13K
$4.22M
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
489+ 31.63% |
$117K - $135K
|
2.04K
$663K
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
483+ 0.24% |
$115K - $134K
|
203K
$66M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
BUY
|
- |
469+ 9.52% |
$112K - $130K
|
5.39K
$1.76M
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
455+ 13.43% |
$108K - $126K
|
3.84K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
454+ 2.07% |
$108K - $126K
|
22.3K
$7.28M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
453+ 14.06% |
$108K - $125K
|
3.68K
$1.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
449+ 2.32% |
$107K - $124K
|
19.8K
$6.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
444+ 13.89% |
$106K - $123K
|
3.64K
$1.19M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
442+ 0.8% |
$105K - $122K
|
55.8K
$18.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
430+ 18.16% |
$103K - $119K
|
2.8K
$912K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
429+ 27.98% |
$102K - $119K
|
1.96K
$639K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
424+ 5.65% |
$101K - $117K
|
7.93K
$2.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
419New |
$99.9K - $116K
|
419
$137K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
413+ 1.5% |
$98.5K - $114K
|
28K
$9.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
411+ 3.82% |
$98K - $114K
|
11.2K
$3.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
410+ 10.09% |
$97.8K - $113K
|
4.47K
$1.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
410+ 0.87% |
$97.8K - $113K
|
47.7K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
401+ 9.3% |
$95.6K - $111K
|
4.71K
$1.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
397+ 0.39% |
$94.7K - $110K
|
102K
$33.4M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
396+ 19.22% |
$94.4K - $110K
|
2.46K
$800K
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
388+ 2.39% |
$92.5K - $107K
|
16.6K
$5.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
386+ 16.98% |
$92K - $107K
|
2.66K
$867K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
344+ 29.3% |
$82K - $95.1K
|
1.52K
$495K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
343+ 8.26% |
$81.8K - $94.8K
|
4.5K
$1.47M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
342+ 17.5% |
$81.5K - $94.6K
|
2.3K
$748K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
341+ 4.75% |
$81.3K - $94.3K
|
7.52K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
332+ 1.94% |
$79.2K - $91.8K
|
17.5K
$5.69M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
332+ 1.06% |
$79.2K - $91.8K
|
31.7K
$10.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
329+ 4.05% |
$78.4K - $91K
|
8.44K
$2.75M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
313+ 1.45% |
$74.6K - $86.6K
|
21.9K
$7.12M
|
|
|
Nov 15, 2024
Q3 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
300+ 28.74% |
$71.5K - $83K
|
1.34K
$438K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
300New |
$71.5K - $83K
|
300
$97.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
298New |
$71K - $82.4K
|
298
$97.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
289+ 7.53% |
$68.9K - $79.9K
|
4.13K
$1.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
284New |
$67.7K - $78.5K
|
284
$92.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
283+ 1.55% |
$67.5K - $78.3K
|
18.5K
$6.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
282+ 19.69% |
$67.2K - $78K
|
1.71K
$559K
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
278+ 19.24% |
$66.3K - $76.9K
|
1.72K
$561K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
270+ 13.49% |
$64.4K - $74.7K
|
2.27K
$740K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
268+ 67.34% |
$63.9K - $74.1K
|
666
$217K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
268+ 0.2% |
$63.9K - $74.1K
|
132K
$43M
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
257+ 6.49% |
$61.3K - $71.1K
|
4.22K
$1.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
257+ 12.84% |
$61.3K - $71.1K
|
2.26K
$736K
|