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
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
159+ 13.36% |
$37.9K - $44K
|
1.35K
$440K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
157+ 8.1% |
$37.4K - $43.4K
|
2.1K
$683K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
156+ 3.44% |
$37.2K - $43.1K
|
4.69K
$1.53M
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
154+ 3.51% |
$36.7K - $42.6K
|
4.54K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
152+ 2.77% |
$36.2K - $42K
|
5.65K
$1.84M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
150+ 6.5% |
$35.8K - $41.5K
|
2.46K
$801K
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
145+ 7.27% |
$34.6K - $40.1K
|
2.14K
$697K
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
145+ 17.73% |
$34.6K - $40.1K
|
963
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
144+ 4.11% |
$34.3K - $39.8K
|
3.65K
$1.19M
|
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
141+ 4.76% |
$33.6K - $39K
|
3.1K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
141+ 62.11% |
$33.6K - $39K
|
368
$120K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
138+ 2.2% |
$32.9K - $38.2K
|
6.41K
$2.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
134+ 1.72% |
$31.9K - $37.1K
|
7.93K
$2.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
130+ 0.68% |
$31K - $35.9K
|
19.2K
$6.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
128New |
$30.5K - $35.4K
|
128
$41.7K
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
126+ 3.48% |
$30K - $34.8K
|
3.75K
$1.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
126+ 4.29% |
$30K - $34.8K
|
3.07K
$999K
|
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
120+ 3.33% |
$28.6K - $33.2K
|
3.72K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
119+ 11.28% |
$28.4K - $32.9K
|
1.17K
$383K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
116+ 5.39% |
$27.7K - $32.1K
|
2.27K
$739K
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
114+ 6.61% |
$27.2K - $31.5K
|
1.84K
$599K
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
114+ 4.46% |
$27.2K - $31.5K
|
2.67K
$870K
|
|
|
Nov 13, 2024
Q3 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
105+ 0.88% |
$25K - $29K
|
12.1K
$3.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
105+ 1.2% |
$25K - $29K
|
8.83K
$2.88M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
104+ 36.36% |
$24.8K - $28.8K
|
390
$127K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
103New |
$24.6K - $28.5K
|
103
$33.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
103+ 15.47% |
$24.6K - $28.5K
|
769
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
100New |
$23.8K - $27.7K
|
100
$32.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
100New |
$23.8K - $27.7K
|
100
$32.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
100+ 12.64% |
$23.8K - $27.7K
|
891
$290K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
96+ 1.55% |
$22.9K - $26.5K
|
6.27K
$2.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
91+ 7.36% |
$21.7K - $25.2K
|
1.33K
$432K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
91+ 6.79% |
$21.7K - $25.2K
|
1.43K
$467K
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
90+ 2.21% |
$21.5K - $24.9K
|
4.16K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
90New |
$21.5K - $24.9K
|
90
$29.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
88+ 0.82% |
$21K - $24.3K
|
10.8K
$3.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
88+ 2.66% |
$21K - $24.3K
|
3.4K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
86+ 2.73% |
$20.5K - $23.8K
|
3.24K
$1.06M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
84+ 0.36% |
$20K - $23.2K
|
23.3K
$7.61M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
84+ 4.75% |
$20K - $23.2K
|
1.85K
$604K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
81New |
$19.3K - $22.4K
|
81
$26.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
81+ 1.02% |
$19.3K - $22.4K
|
8.02K
$2.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
80+ 135.59% |
$19.1K - $22.1K
|
139
$45.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
79+ 9.9% |
$18.8K - $21.8K
|
877
$286K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
79+ 8.17% |
$18.8K - $21.8K
|
1.05K
$341K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
78+ 1.26% |
$18.6K - $21.6K
|
6.28K
$2.05M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
76+ 1.05% |
$18.1K - $21K
|
7.3K
$2.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
76+ 1.85% |
$18.1K - $21K
|
4.18K
$1.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
76+ 3.22% |
$18.1K - $21K
|
2.44K
$794K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
75New |
$17.9K - $20.7K
|
75
$24.4K
|