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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
39+ 4.39% |
$9.79K - $12.4K
|
928
$236K
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
38+ 4.01% |
$9.54K - $12K
|
985
$251K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
32+ 168.42% |
$8.04K - $10.1K
|
51
$13K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
32New |
$8.04K - $10.1K
|
32
$8.15K
|
|
|
May 10, 2024
Q1 2024
|
Ascension Asset Management LLC
|
BUY
|
- |
25+ 0.53% |
$6.28K - $7.92K
|
4.72K
$1.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
24+ 2.34% |
$6.03K - $7.61K
|
1.05K
$267K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
24New |
$6.03K - $7.61K
|
24
$6.11K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
19+ 0.52% |
$4.77K - $6.02K
|
3.67K
$933K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
11New |
$2.76K - $3.49K
|
11
$2.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
9New |
$2.26K - $2.85K
|
9
$2.29K
|
|
|
May 02, 2024
Q1 2024
|
Belfer Management LLC
|
BUY
|
- |
6+ 0.55% |
$1.51K - $1.9K
|
1.1K
$281K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.41% |
$1.51K - $1.9K
|
1.48K
$377K
|
|
|
Apr 23, 2024
Q1 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1+ 0.09% |
$251 - $317
|
1.08K
$274K
|
|
| Q4 2023 | |||||||
|
Jan 25, 2024
Q4 2023
|
Bsn Capital Partners LTD
|
BUY
|
- |
191KNew |
$37.5M - $51M
|
191K
$48.6M
|
|
|
Jul 22, 2024
Q4 2023
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
BUY
|
- |
37K+ 3700.0% |
$7.26M - $9.89M
|
38K
$9.67M
|
|
|
Feb 05, 2024
Q4 2023
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
PUT |
28.8KNew |
$5.65M - $7.7M
|
28.8K
$7.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Palo Ds Manager LLC
Miami Beach, FL |
BUY
|
- |
21.5KNew |
$4.22M - $5.74M
|
21.5K
$5.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
20.2K+ 240.48% |
$3.96M - $5.4M
|
28.6K
$7.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
20KNew |
$3.93M - $5.35M
|
20K
$5.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
CALL |
17.9KNew |
$3.51M - $4.78M
|
17.9K
$4.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
12.9KNew |
$2.53M - $3.45M
|
12.9K
$3.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
11.1K+ 4137.17% |
$2.18M - $2.97M
|
11.4K
$2.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Advent Capital Management
New York, NY |
BUY
|
- |
10KNew |
$1.96M - $2.67M
|
10K
$2.55M
|
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
7.52KNew |
$1.48M - $2.01M
|
7.52K
$1.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.9KNew |
$1.35M - $1.84M
|
6.9K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Varenne Capital Partners
|
BUY
|
- |
6.42KNew |
$1.26M - $1.71M
|
6.42K
$1.63M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
6.01K+ 2.57% |
$1.18M - $1.61M
|
240K
$61.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
5.98KNew |
$1.17M - $1.6M
|
5.98K
$1.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
4.45K+ 94.68% |
$873K - $1.19M
|
9.15K
$2.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
3.85K+ 102.67% |
$756K - $1.03M
|
7.6K
$1.93M
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
3.6KNew |
$707K - $962K
|
3.6K
$916K
|
|
|
Feb 12, 2024
Q4 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
3.26KNew |
$641K - $872K
|
3.26K
$831K
|
|
|
Feb 14, 2024
Q4 2023
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
BUY
|
PUT |
2.8KNew |
$550K - $748K
|
2.8K
$713K
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
BUY
|
- |
2.5KNew |
$491K - $668K
|
2.5K
$636K
|
|
|
Feb 14, 2024
Q4 2023
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
1.91KNew |
$376K - $512K
|
1.91K
$487K
|
|
|
Jan 26, 2024
Q4 2023
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
1.51KNew |
$297K - $404K
|
1.51K
$385K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.25K+ 18.23% |
$244K - $333K
|
8.08K
$2.06M
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
1.05KNew |
$207K - $281K
|
1.05K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
944New |
$185K - $252K
|
944
$240K
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
904New |
$177K - $242K
|
904
$230K
|
|
|
Jan 23, 2024
Q4 2023
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
898New |
$176K - $240K
|
898
$229K
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
883New |
$173K - $236K
|
883
$225K
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
836New |
$164K - $223K
|
836
$213K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
797New |
$156K - $213K
|
797
$203K
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
794New |
$156K - $212K
|
794
$202K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
775New |
$152K - $207K
|
775
$197K
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
770New |
$151K - $206K
|
770
$196K
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
665+ 12.03% |
$131K - $178K
|
6.19K
$1.58M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
653+ 4.97% |
$128K - $175K
|
13.8K
$3.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
459New |
$90.1K - $123K
|
459
$117K
|
|