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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
17+ 0.61% |
$4.6K - $6.25K
|
2.79K
$661K
|
|
|
Jan 05, 2026
Q4 2024
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
BUY
|
- |
10New |
$2.71K - $3.68K
|
10
$2.37K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
7+ 0.83% |
$1.9K - $2.58K
|
847
$201K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
7New |
$1.9K - $2.58K
|
7
$1.66K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
4New |
$1.08K - $1.47K
|
4
$948
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
3+ 0.05% |
$813 - $1.1K
|
5.6K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1+ 0.13% |
$271 - $368
|
755
$179K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Southpoint Capital Advisors LP
New York, NY |
BUY
|
- |
300KNew |
$71.5M - $83M
|
300K
$71.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
75.2KNew |
$17.9M - $20.8M
|
75.2K
$17.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
46.3KNew |
$11M - $12.8M
|
46.3K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
PUT |
36.9K+ 93.89% |
$8.8M - $10.2M
|
76.2K
$18.1M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
26.6K+ 901.59% |
$6.34M - $7.36M
|
29.6K
$7.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
23.7KNew |
$5.65M - $6.55M
|
23.7K
$5.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
21.5K+ 40.07% |
$5.14M - $5.96M
|
75.3K
$17.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
14KNew |
$3.34M - $3.87M
|
14K
$3.32M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
9.33KNew |
$2.22M - $2.58M
|
9.33K
$2.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
6.71KNew |
$1.6M - $1.85M
|
6.71K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
4.71KNew |
$1.12M - $1.3M
|
4.71K
$1.12M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
4.53K+ 20.19% |
$1.08M - $1.25M
|
26.9K
$6.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.21KNew |
$1M - $1.16M
|
4.21K
$998K
|
|
|
Nov 07, 2024
Q3 2024
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
3.9KNew |
$930K - $1.08M
|
3.9K
$924K
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
PUT |
3.3K+ 1.28% |
$788K - $913K
|
261K
$61.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
2.5K+ 15.82% |
$596K - $691K
|
18.3K
$4.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
BUY
|
- |
2.48KNew |
$591K - $686K
|
2.48K
$588K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
PUT |
1.7KNew |
$405K - $470K
|
1.7K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
1.64KNew |
$391K - $454K
|
1.64K
$389K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.47K+ 2.99% |
$351K - $407K
|
50.7K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
1.39KNew |
$332K - $385K
|
1.39K
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
1.22K+ 76.59% |
$290K - $337K
|
2.81K
$665K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.18KNew |
$281K - $326K
|
1.18K
$280K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
1.13KNew |
$270K - $313K
|
1.13K
$268K
|
|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.1KNew |
$262K - $304K
|
1.1K
$261K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
CALL |
1KNew |
$238K - $277K
|
1K
$237K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
992New |
$237K - $274K
|
992
$235K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
936+ 111.96% |
$223K - $259K
|
1.77K
$420K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
850+ 64.15% |
$203K - $235K
|
2.18K
$516K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
812New |
$194K - $225K
|
812
$192K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
799New |
$190K - $221K
|
799
$189K
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
765New |
$182K - $212K
|
765
$181K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
749New |
$179K - $207K
|
749
$178K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
748New |
$178K - $207K
|
748
$177K
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
724New |
$173K - $200K
|
724
$172K
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
714+ 3.45% |
$170K - $197K
|
21.4K
$5.07M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
582New |
$139K - $161K
|
582
$138K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
537New |
$128K - $148K
|
537
$127K
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
444+ 13.89% |
$106K - $123K
|
3.64K
$863K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
332+ 1.94% |
$79.2K - $91.8K
|
17.5K
$4.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
298New |
$71K - $82.4K
|
298
$70.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
284New |
$67.7K - $78.5K
|
284
$67.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
270+ 13.49% |
$64.4K - $74.7K
|
2.27K
$539K
|
|