Latest Institutional Purchases of Salesforce, Inc. (CRM)

CRM Quotes by TradingView

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
Apr 12, 2024 Q1 2024
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
9
New
$2.26K - $2.85K
9 $3.08K
May 09, 2024 Q1 2024
Delos Wealth Advisors, LLC

Dallas, TX
BUY
 -
7
+ 116.67%
$1.76K - $2.22K
13 $4.44K
May 13, 2024 Q1 2024
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
6
+ 1.64%
$1.51K - $1.9K
371 $127K
May 02, 2024 Q1 2024
Belfer Management LLC

BUY
 -
6
+ 0.55%
$1.51K - $1.9K
1.1K $377K
Apr 17, 2024 Q1 2024
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
6
+ 0.41%
$1.51K - $1.9K
1.48K $506K
Apr 23, 2024 Q1 2024
Summa Corp.

Tomball, TX
BUY
 -
1
+ 0.09%
$251 - $317
1.08K $367K
Q4 2023
Jan 25, 2024 Q4 2023
Bsn Capital Partners LTD

BUY
 -
191K
New
$37.5M - $51M
191K $65.3M
Feb 13, 2024 Q4 2023
Marathon Trading Investment Management LLC

Radnor, PA
BUY
 -
138K
+ 34766.08%
$27.2M - $37M
139K $47.4M
Jul 22, 2024 Q4 2023
Cloud Alpha Capital Management Limited

Hong Kong, K3
BUY
 -
37K
+ 3700.0%
$7.26M - $9.89M
38K $13M
Feb 12, 2024 Q4 2023
Telemark Asset Management, LLC

Boston, MA
BUY
 -
30K
New
$5.89M - $8.02M
30K $10.3M
Feb 12, 2024 Q4 2023
Palo Ds Manager LLC

Miami Beach, FL
BUY
 -
21.5K
New
$4.22M - $5.74M
21.5K $7.34M
Feb 14, 2024 Q4 2023
Point72 Middle East Fze

Stamford, CT
BUY
 PUT
20.2K
+ 240.48%
$3.96M - $5.4M
28.6K $9.77M
Feb 14, 2024 Q4 2023
Fj Investments, LLC

Salt Lake City, UT
BUY
 -
20K
New
$3.93M - $5.35M
20K $6.83M
Feb 14, 2024 Q4 2023
Hbk Investments L P

Dallas, TX
BUY
 CALL
17.9K
New
$3.51M - $4.78M
17.9K $6.12M
Feb 14, 2024 Q4 2023
Mango Five Family, Inc.

Reno, NV
BUY
 -
12.9K
New
$2.53M - $3.45M
12.9K $4.41M
Feb 12, 2024 Q4 2023
Tfo Tdc, LLC

BUY
 -
11.1K
+ 4137.17%
$2.18M - $2.97M
11.4K $3.89M
Feb 13, 2024 Q4 2023
Advent Capital Management

New York, NY
BUY
 -
10K
New
$1.96M - $2.67M
10K $3.42M
May 08, 2024 Q4 2023
M&G Investments (Usa) Inc.

Chicago, IL
BUY
 -
7.52K
New
$1.48M - $2.01M
7.52K $2.57M
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
6.9K
New
$1.35M - $1.84M
6.9K $2.36M
Feb 13, 2024 Q4 2023
Varenne Capital Partners

BUY
 -
6.42K
New
$1.26M - $1.71M
6.42K $2.19M
Jan 08, 2024 Q4 2023
Bartlett & Co. LLC

BUY
 -
6.01K
+ 2.57%
$1.18M - $1.61M
240K $82.1M
Feb 14, 2024 Q4 2023
Quantbot Technologies LP

New York, NY
BUY
 -
5.98K
New
$1.17M - $1.6M
5.98K $2.04M
Feb 08, 2024 Q4 2023
Aft, Forsyth & Sober, LLC

BUY
 -
4.45K
+ 94.68%
$873K - $1.19M
9.15K $3.13M
Jan 04, 2024 Q4 2023
Hwg Holdings LP

Houston, TX
BUY
 -
3.98K
+ 11055.56%
$781K - $1.06M
4.02K $1.37M
Feb 06, 2024 Q4 2023
Charles Carroll Financial Partners, LLC

BUY
 -
3.85K
+ 102.67%
$756K - $1.03M
7.6K $2.6M
Sep 30, 2024 Q4 2023
Jarislowsky, Fraser LTD

BUY
 -
3.6K
New
$707K - $962K
3.6K $1.23M
Feb 12, 2024 Q4 2023
Solidarilty Wealth, LLC

Lehi, UT
BUY
 -
3.26K
New
$641K - $872K
3.26K $1.12M
Feb 14, 2024 Q4 2023
Morgens Waterfall Vintiadis & CO Inc

New York, NY
BUY
 PUT
2.8K
New
$550K - $748K
2.8K $957K
Jan 11, 2024 Q4 2023
Parkside Investments, LLC

BUY
 -
2.5K
New
$491K - $668K
2.5K $854K
Feb 14, 2024 Q4 2023
Battery Global Advisors, LLC

Boston, MA
BUY
 -
1.91K
New
$376K - $512K
1.91K $654K
Feb 09, 2024 Q4 2023
Aigen Investment Management, LP

BUY
 -
1.7K
New
$334K - $455K
1.7K $581K
Jan 26, 2024 Q4 2023
Windmill Hill Asset Management LTD

BUY
 -
1.51K
New
$297K - $404K
1.51K $517K
Jan 17, 2024 Q4 2023
Columbia Trust CO 01012016

BUY
 -
1.25K
+ 18.23%
$244K - $333K
8.08K $2.76M
Jan 17, 2024 Q4 2023
Kingdom Financial Group Llc.

Peoria, AZ
BUY
 -
1.05K
New
$207K - $281K
1.05K $360K
Feb 14, 2024 Q4 2023
Garner Asset Management Corp

BUY
 -
944
New
$185K - $252K
944 $323K
Feb 12, 2024 Q4 2023
Mma Asset Management LLC

New York, NY
BUY
 -
935
New
$183K - $250K
935 $319K
Jan 18, 2024 Q4 2023
Precedent Wealth Partners, LLC

Houston, TX
BUY
 -
904
New
$177K - $242K
904 $309K
Jan 23, 2024 Q4 2023
Avid Wealth Partners LLC

San Antonio, TX
BUY
 -
898
New
$176K - $240K
898 $307K
Feb 05, 2024 Q4 2023
Mgo Private Wealth, LLC

Irvine, CA
BUY
 -
883
New
$173K - $236K
883 $302K
Feb 05, 2024 Q4 2023
Lwm Advisory Services, LLC

Plantation, FL
BUY
 -
864
New
$170K - $231K
864 $295K
Jan 16, 2024 Q4 2023
Archvest Wealth Advisors, Inc.

BUY
 -
836
New
$164K - $223K
836 $286K
Jan 24, 2024 Q4 2023
Rkl Wealth Management LLC

BUY
 -
798
New
$157K - $213K
798 $273K
Jan 08, 2024 Q4 2023
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
797
New
$156K - $213K
797 $272K
Jan 17, 2024 Q4 2023
Hms Capital Management, LLC

BUY
 -
794
New
$156K - $212K
794 $271K
Feb 06, 2024 Q4 2023
Ajo Vista, LLC

Boston, MA
BUY
 -
775
New
$152K - $207K
775 $265K
Feb 06, 2024 Q4 2023
Concentrum Wealth Management

BUY
 -
771
New
$151K - $206K
771 $263K
Feb 09, 2024 Q4 2023
Mendel Money Management

Northbrook, IL
BUY
 PUT
770
New
$151K - $206K
770 $263K
Feb 14, 2024 Q4 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
765
New
$150K - $204K
765 $261K
Feb 13, 2024 Q4 2023
Fairfield, Bush & Co.

Darien, CT
BUY
 -
676
New
$133K - $181K
676 $231K

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