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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.38KNew |
$848K - $1.07M
|
3.38K
$1.15M
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
3KNew |
$753K - $951K
|
3K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
CALL |
3KNew |
$753K - $951K
|
3K
$1.03M
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.85KNew |
$716K - $904K
|
2.85K
$975K
|
|
|
May 09, 2024
Q1 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.79K+ 134.07% |
$701K - $884K
|
4.87K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
2.5K+ 125.0% |
$628K - $792K
|
4.5K
$1.54M
|
|
|
Apr 24, 2024
Q1 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
CALL |
2.5KNew |
$628K - $792K
|
2.5K
$854K
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
2.39KNew |
$600K - $757K
|
2.39K
$817K
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
2.3K+ 141.95% |
$578K - $729K
|
3.92K
$1.34M
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.26KNew |
$567K - $715K
|
2.26K
$771K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.25K+ 8.71% |
$564K - $712K
|
28.1K
$9.59M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.99KNew |
$498K - $629K
|
1.99K
$678K
|
|
|
May 09, 2024
Q1 2024
|
Mizuho Markets Cayman LP
|
BUY
|
PUT |
1.89KNew |
$475K - $600K
|
1.89K
$647K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.87KNew |
$470K - $593K
|
1.87K
$639K
|
|
|
May 09, 2024
Q1 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1.8KNew |
$451K - $569K
|
1.8K
$613K
|
|
|
May 14, 2024
Q1 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
1.75KNew |
$439K - $555K
|
1.75K
$598K
|
|
|
May 13, 2024
Q1 2024
|
Mirova
Paris, I0 |
BUY
|
- |
1.62K+ 12.0% |
$406K - $512K
|
15.1K
$5.15M
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.6KNew |
$403K - $508K
|
1.6K
$548K
|
|
|
May 13, 2024
Q1 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
1.58KNew |
$398K - $502K
|
1.58K
$541K
|
|
|
May 15, 2024
Q1 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.44K+ 22.43% |
$360K - $455K
|
7.83K
$2.68M
|
|
|
May 09, 2024
Q1 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
1.37K+ 14.39% |
$343K - $433K
|
10.9K
$3.71M
|
|
|
May 03, 2024
Q1 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
1.35K+ 19.29% |
$340K - $428K
|
8.36K
$2.86M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.34KNew |
$336K - $424K
|
1.34K
$457K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.29KNew |
$323K - $408K
|
1.29K
$439K
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1.24K+ 12.36% |
$311K - $392K
|
11.2K
$3.84M
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.23KNew |
$310K - $391K
|
1.23K
$421K
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
1.08KNew |
$271K - $342K
|
1.08K
$369K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.08KNew |
$270K - $341K
|
1.08K
$368K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
CALL |
1KNew |
$251K - $317K
|
1K
$342K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
892New |
$224K - $283K
|
892
$305K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
861New |
$216K - $273K
|
861
$294K
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
831New |
$209K - $263K
|
831
$284K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
829+ 0.28% |
$208K - $263K
|
293K
$100M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
825New |
$207K - $261K
|
825
$282K
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
821New |
$206K - $260K
|
821
$281K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
819New |
$206K - $260K
|
819
$280K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
798New |
$200K - $253K
|
798
$273K
|
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
BUY
|
- |
778+ 19.07% |
$195K - $247K
|
4.86K
$1.66M
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
BUY
|
- |
770+ 106.21% |
$193K - $244K
|
1.5K
$511K
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
753New |
$189K - $239K
|
753
$257K
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
BUY
|
- |
740New |
$186K - $234K
|
740
$253K
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
735New |
$185K - $233K
|
735
$251K
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
729New |
$183K - $231K
|
729
$249K
|
|
|
Apr 19, 2024
Q1 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
722New |
$181K - $229K
|
722
$247K
|
|
|
Apr 25, 2024
Q1 2024
|
Regis Management CO LLC
|
BUY
|
- |
716New |
$180K - $227K
|
716
$245K
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
BUY
|
- |
708New |
$178K - $224K
|
708
$242K
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
BUY
|
- |
705New |
$177K - $223K
|
705
$241K
|
|
|
May 15, 2024
Q1 2024
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
704+ 35.01% |
$177K - $223K
|
2.72K
$928K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
700New |
$176K - $222K
|
700
$239K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
697New |
$175K - $221K
|
697
$238K
|