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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
24+ 34.78% |
$5.72K - $6.64K
|
93
$30.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
23+ 2.25% |
$5.48K - $6.36K
|
1.05K
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
21+ 0.98% |
$5.01K - $5.81K
|
2.16K
$703K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
21+ 3.73% |
$5.01K - $5.81K
|
584
$190K
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
21+ 2.4% |
$5.01K - $5.81K
|
895
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
20+ 2.09% |
$4.77K - $5.53K
|
977
$318K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
20+ 1.88% |
$4.77K - $5.53K
|
1.08K
$353K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
20+ 0.77% |
$4.77K - $5.53K
|
2.61K
$852K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
19+ 17.27% |
$4.53K - $5.25K
|
129
$42K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
18+ 0.93% |
$4.29K - $4.98K
|
1.96K
$637K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
18New |
$4.29K - $4.98K
|
18
$5.87K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
18New |
$4.29K - $4.98K
|
18
$5.87K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
18+ 2.16% |
$4.29K - $4.98K
|
852
$278K
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
17+ 0.08% |
$4.05K - $4.7K
|
21.2K
$6.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
17+ 0.36% |
$4.05K - $4.7K
|
4.79K
$1.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
17+ 188.89% |
$4.05K - $4.7K
|
26
$8.47K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
17+ 7.23% |
$4.05K - $4.7K
|
252
$82.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
16+ 0.15% |
$3.81K - $4.42K
|
10.7K
$3.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
15+ 5.08% |
$3.58K - $4.15K
|
310
$101K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
15+ 1.29% |
$3.58K - $4.15K
|
1.18K
$383K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
15+ 1.06% |
$3.58K - $4.15K
|
1.43K
$466K
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
15+ 1.35% |
$3.58K - $4.15K
|
1.13K
$368K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
14+ 0.54% |
$3.34K - $3.87K
|
2.59K
$845K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
14+ 233.33% |
$3.34K - $3.87K
|
20
$6.52K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
13+ 0.55% |
$3.1K - $3.59K
|
2.39K
$778K
|
|
|
Nov 14, 2024
Q3 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
12+ 0.06% |
$2.86K - $3.32K
|
21.2K
$6.91M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
11+ 6.92% |
$2.62K - $3.04K
|
170
$55.4K
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
10+ 0.45% |
$2.38K - $2.77K
|
2.25K
$734K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
10+ 1.26% |
$2.38K - $2.77K
|
804
$262K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
9+ 3.42% |
$2.15K - $2.49K
|
272
$88.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
9New |
$2.15K - $2.49K
|
9
$2.93K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
9+ 0.22% |
$2.15K - $2.49K
|
4.15K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
9+ 0.36% |
$2.15K - $2.49K
|
2.52K
$821K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
9+ 0.21% |
$2.15K - $2.49K
|
4.22K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
8New |
$1.91K - $2.21K
|
8
$2.61K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
7+ 1.0% |
$1.67K - $1.94K
|
707
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
5+ 0.51% |
$1.19K - $1.38K
|
991
$323K
|
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
5+ 0.44% |
$1.19K - $1.38K
|
1.13K
$368K
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
5+ 0.46% |
$1.19K - $1.38K
|
1.08K
$353K
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
BUY
|
- |
4+ 0.35% |
$954 - $1.11K
|
1.16K
$377K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
4+ 0.13% |
$954 - $1.11K
|
3.03K
$987K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4+ 2.99% |
$954 - $1.11K
|
138
$45K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 2.26% |
$715 - $830
|
136
$44.3K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
3+ 2.46% |
$715 - $830
|
125
$40.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3+ 0.23% |
$715 - $830
|
1.3K
$422K
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2+ 0.2% |
$477 - $553
|
1.02K
$331K
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
2+ 0.19% |
$477 - $553
|
1.06K
$345K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2+ 28.57% |
$477 - $553
|
9
$2.93K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.08% |
$238 - $277
|
1.3K
$423K
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1+ 0.07% |
$238 - $277
|
1.44K
$471K
|