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 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
BUY
|
- |
740New |
$186K - $234K
|
740
$175K
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
735New |
$185K - $233K
|
735
$174K
|
|
|
Apr 25, 2024
Q1 2024
|
Regis Management CO LLC
|
BUY
|
- |
716New |
$180K - $227K
|
716
$170K
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
BUY
|
- |
708New |
$178K - $224K
|
708
$168K
|
|
|
May 15, 2024
Q1 2024
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
704+ 35.01% |
$177K - $223K
|
2.72K
$644K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
700New |
$176K - $222K
|
700
$166K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
697New |
$175K - $221K
|
697
$165K
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
691New |
$174K - $219K
|
691
$164K
|
|
|
May 14, 2024
Q1 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
682New |
$171K - $216K
|
682
$162K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
681New |
$171K - $216K
|
681
$161K
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
665New |
$167K - $211K
|
665
$158K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
621+ 18.05% |
$156K - $197K
|
4.06K
$963K
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
455New |
$114K - $144K
|
455
$108K
|
|
|
May 08, 2024
Q1 2024
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
447New |
$112K - $142K
|
447
$106K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
446+ 12.86% |
$112K - $141K
|
3.92K
$928K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
400New |
$100K - $127K
|
400
$94.8K
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
399+ 6.92% |
$100K - $126K
|
6.16K
$1.46M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
373New |
$93.7K - $118K
|
373
$88.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
290+ 12.25% |
$72.8K - $91.9K
|
2.66K
$630K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
253New |
$63.5K - $80.2K
|
253
$60K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
218+ 3.91% |
$54.7K - $69.1K
|
5.79K
$1.37M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
184+ 0.31% |
$46.2K - $58.3K
|
58.7K
$13.9M
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
100+ 10.7% |
$25.1K - $31.7K
|
1.04K
$245K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
100New |
$25.1K - $31.7K
|
100
$23.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
100New |
$25.1K - $31.7K
|
100
$23.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
89+ 9.23% |
$22.3K - $28.2K
|
1.05K
$250K
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
BUY
|
- |
51+ 2.03% |
$12.8K - $16.2K
|
2.57K
$608K
|
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
BUY
|
- |
50+ 8.33% |
$12.6K - $15.8K
|
650
$154K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
46+ 0.64% |
$11.6K - $14.6K
|
7.19K
$1.7M
|
|
|
Apr 08, 2025
Q1 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
39+ 4.39% |
$9.79K - $12.4K
|
928
$220K
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
38+ 4.01% |
$9.54K - $12K
|
985
$233K
|
|
|
May 10, 2024
Q1 2024
|
Ascension Asset Management LLC
|
BUY
|
- |
25+ 0.53% |
$6.28K - $7.92K
|
4.72K
$1.12M
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
24+ 2.34% |
$6.03K - $7.61K
|
1.05K
$249K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
19+ 0.52% |
$4.77K - $6.02K
|
3.67K
$869K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
11New |
$2.76K - $3.49K
|
11
$2.61K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
9New |
$2.26K - $2.85K
|
9
$2.13K
|
|
|
May 02, 2024
Q1 2024
|
Belfer Management LLC
|
BUY
|
- |
6+ 0.55% |
$1.51K - $1.9K
|
1.1K
$261K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.41% |
$1.51K - $1.9K
|
1.48K
$351K
|
|
| Q4 2023 | |||||||
|
Jan 25, 2024
Q4 2023
|
Bsn Capital Partners LTD
|
BUY
|
- |
191KNew |
$37.5M - $51M
|
191K
$45.3M
|
|
|
Jul 22, 2024
Q4 2023
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
BUY
|
- |
37K+ 3700.0% |
$7.26M - $9.89M
|
38K
$9.01M
|
|
|
Feb 05, 2024
Q4 2023
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
PUT |
28.8KNew |
$5.65M - $7.7M
|
28.8K
$6.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Palo Ds Manager LLC
Miami Beach, FL |
BUY
|
- |
21.5KNew |
$4.22M - $5.74M
|
21.5K
$5.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
20.2K+ 240.48% |
$3.96M - $5.4M
|
28.6K
$6.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
20KNew |
$3.93M - $5.35M
|
20K
$4.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
CALL |
17.9KNew |
$3.51M - $4.78M
|
17.9K
$4.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
12.9KNew |
$2.53M - $3.45M
|
12.9K
$3.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
11.1K+ 4137.17% |
$2.18M - $2.97M
|
11.4K
$2.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Advent Capital Management
New York, NY |
BUY
|
- |
10KNew |
$1.96M - $2.67M
|
10K
$2.37M
|
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
7.52KNew |
$1.48M - $2.01M
|
7.52K
$1.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.9KNew |
$1.35M - $1.84M
|
6.9K
$1.64M
|
|