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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
5KNew |
$1.09M - $1.52M
|
5K
$1.63M
|
|
Aug 16, 2024
Q2 2024
|
Connective Capital Management, LLC
Palo Alto, CA |
BUY
|
- |
4.97KNew |
$1.08M - $1.51M
|
4.97K
$1.62M
|
|
Jul 25, 2024
Q2 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
4.84K+ 210.89% |
$1.06M - $1.47M
|
7.14K
$2.33M
|
|
Aug 13, 2024
Q2 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
4.5K+ 37.82% |
$981K - $1.37M
|
16.4K
$5.34M
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
4.34K+ 8.4% |
$945K - $1.32M
|
56K
$18.2M
|
|
Aug 12, 2024
Q2 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
3.55K+ 26.31% |
$773K - $1.08M
|
17K
$5.55M
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.47K+ 28.11% |
$757K - $1.06M
|
15.8K
$5.15M
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3.39KNew |
$738K - $1.03M
|
3.39K
$1.1M
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
3.23KNew |
$704K - $983K
|
3.23K
$1.05M
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
CALL |
3.2KNew |
$698K - $975K
|
3.2K
$1.04M
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
3.19KNew |
$695K - $972K
|
3.19K
$1.04M
|
|
Aug 14, 2024
Q2 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
3.05K+ 106.2% |
$664K - $929K
|
5.92K
$1.93M
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
2.7K+ 18.41% |
$589K - $823K
|
17.4K
$5.66M
|
|
Aug 12, 2024
Q2 2024
|
Venator Management LLC
Pittsburgh, PA |
BUY
|
- |
2.5KNew |
$545K - $762K
|
2.5K
$815K
|
|
Aug 14, 2024
Q2 2024
|
Select Equity Group, L.P.
New York, NY |
BUY
|
CALL |
2.4KNew |
$523K - $731K
|
2.4K
$782K
|
|
Aug 05, 2024
Q2 2024
|
Ams Capital Ltda
|
BUY
|
- |
2.28K+ 11.36% |
$497K - $695K
|
22.4K
$7.29M
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.21KNew |
$482K - $674K
|
2.21K
$721K
|
|
Aug 01, 2024
Q2 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
2.1K+ 100.0% |
$458K - $640K
|
4.2K
$1.37M
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.92K+ 184.85% |
$417K - $584K
|
2.95K
$962K
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.77KNew |
$385K - $538K
|
1.77K
$575K
|
|
Jul 16, 2024
Q2 2024
|
Deltec Asset Management LLC
|
BUY
|
- |
1.75K+ 36.84% |
$382K - $533K
|
6.5K
$2.12M
|
|
Aug 14, 2024
Q2 2024
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
1.52KNew |
$332K - $464K
|
1.52K
$496K
|
|
Jul 30, 2024
Q2 2024
|
Harbor Advisors LLC
|
BUY
|
- |
1.5KNew |
$327K - $457K
|
1.5K
$489K
|
|
Aug 13, 2024
Q2 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
1.48KNew |
$323K - $452K
|
1.48K
$483K
|
|
Aug 15, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
1.42K+ 25.46% |
$310K - $433K
|
7K
$2.28M
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.35K+ 125.49% |
$295K - $413K
|
2.43K
$793K
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1.25KNew |
$273K - $381K
|
1.25K
$408K
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.25KNew |
$272K - $380K
|
1.25K
$406K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.23K+ 18.46% |
$268K - $375K
|
7.89K
$2.57M
|
|
Jul 18, 2024
Q2 2024
|
La Financiere De L'Echiquier
|
BUY
|
- |
1.1K+ 1.29% |
$240K - $335K
|
86.7K
$28.3M
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.06KNew |
$231K - $323K
|
1.06K
$345K
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.05KNew |
$229K - $320K
|
1.05K
$342K
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1.04KNew |
$227K - $317K
|
1.04K
$339K
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.04K+ 544.74% |
$226K - $315K
|
1.23K
$399K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
CALL |
1KNew |
$218K - $305K
|
1K
$326K
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
PUT |
1KNew |
$218K - $305K
|
1K
$326K
|
|
Aug 13, 2024
Q2 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
975+ 21.77% |
$213K - $297K
|
5.45K
$1.78M
|
|
Aug 12, 2024
Q2 2024
|
Lattice Capital Management, LLC
|
BUY
|
- |
938New |
$204K - $286K
|
938
$306K
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
933New |
$203K - $284K
|
933
$304K
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
920+ 8.06% |
$201K - $280K
|
12.3K
$4.02M
|
|
Aug 14, 2024
Q2 2024
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
918New |
$200K - $280K
|
918
$299K
|
|
Aug 13, 2024
Q2 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
900New |
$196K - $274K
|
900
$293K
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
883New |
$193K - $269K
|
883
$288K
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
836New |
$182K - $255K
|
836
$272K
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
816New |
$178K - $249K
|
816
$266K
|
|
Jul 12, 2024
Q2 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
812+ 94.86% |
$177K - $247K
|
1.67K
$544K
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
803New |
$175K - $245K
|
803
$262K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
800New |
$174K - $244K
|
800
$261K
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
798New |
$174K - $243K
|
798
$260K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
791+ 1.67% |
$172K - $241K
|
48.2K
$15.7M
|