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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
618New |
$167K - $227K
|
618
$206K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
608New |
$165K - $224K
|
608
$202K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
607New |
$164K - $223K
|
607
$202K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
CALL |
600New |
$163K - $221K
|
600
$200K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
600New |
$163K - $221K
|
600
$200K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
599New |
$162K - $220K
|
599
$199K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
563+ 29.49% |
$152K - $207K
|
2.47K
$822K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
556+ 10.09% |
$151K - $205K
|
6.07K
$2.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
549+ 2.28% |
$149K - $202K
|
24.6K
$8.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
545+ 24.0% |
$148K - $200K
|
2.82K
$937K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
509+ 27.4% |
$138K - $187K
|
2.37K
$787K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
498+ 8.05% |
$135K - $183K
|
6.68K
$2.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
492+ 10.64% |
$133K - $181K
|
5.12K
$1.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
481+ 14.02% |
$130K - $177K
|
3.91K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
477+ 12.58% |
$129K - $175K
|
4.27K
$1.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
475+ 6.18% |
$129K - $175K
|
8.17K
$2.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
474+ 13.0% |
$128K - $174K
|
4.12K
$1.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
470+ 5.94% |
$127K - $173K
|
8.38K
$2.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
459+ 50.44% |
$124K - $169K
|
1.37K
$455K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
449+ 6.12% |
$122K - $165K
|
7.78K
$2.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
441+ 19.31% |
$119K - $162K
|
2.73K
$906K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
441+ 42.32% |
$119K - $162K
|
1.48K
$493K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
440+ 5.66% |
$119K - $162K
|
8.21K
$2.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
427+ 5.96% |
$116K - $157K
|
7.59K
$2.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
418+ 8.32% |
$113K - $154K
|
5.44K
$1.81M
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
411+ 8.63% |
$111K - $151K
|
5.18K
$1.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
410+ 6.88% |
$111K - $151K
|
6.37K
$2.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
407+ 6.22% |
$110K - $150K
|
6.95K
$2.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
403+ 8.96% |
$109K - $148K
|
4.9K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
380+ 5.45% |
$103K - $140K
|
7.35K
$2.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
370+ 2.54% |
$100K - $136K
|
14.9K
$4.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
365New |
$98.9K - $134K
|
365
$121K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
364+ 18.02% |
$98.6K - $134K
|
2.38K
$793K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
344+ 3.13% |
$93.2K - $127K
|
11.3K
$3.77M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
336+ 4.18% |
$91K - $124K
|
8.37K
$2.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
334+ 41.03% |
$90.5K - $123K
|
1.15K
$382K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
323+ 4.52% |
$87.5K - $119K
|
7.46K
$2.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
321+ 8.72% |
$86.9K - $118K
|
4K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
319+ 13.43% |
$86.4K - $117K
|
2.7K
$896K
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
315+ 0.27% |
$85.3K - $116K
|
115K
$38.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
301+ 6.84% |
$81.5K - $111K
|
4.7K
$1.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
301+ 15.08% |
$81.5K - $111K
|
2.3K
$764K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
300+ 0.22% |
$81.3K - $110K
|
134K
$44.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
BUY
|
- |
297+ 3.19% |
$80.4K - $109K
|
9.62K
$3.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
292+ 360.49% |
$79.1K - $107K
|
373
$124K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
280+ 2.41% |
$75.8K - $103K
|
11.9K
$3.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
272+ 4.24% |
$73.7K - $100K
|
6.69K
$2.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
270+ 33.83% |
$73.1K - $99.3K
|
1.07K
$355K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
268+ 23.34% |
$72.6K - $98.6K
|
1.42K
$471K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
262+ 4.15% |
$71K - $96.4K
|
6.57K
$2.19M
|