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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.62KNew |
$854K - $1.05M
|
3.62K
$878K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.59K+ 4.96% |
$847K - $1.04M
|
75.8K
$18.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
3.58K+ 22.9% |
$847K - $1.04M
|
19.2K
$4.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
3.57K+ 317.51% |
$844K - $1.04M
|
4.7K
$1.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.5K+ 36.7% |
$827K - $1.02M
|
13K
$3.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
3.4K+ 0.96% |
$803K - $990K
|
359K
$87.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.39K+ 4.03% |
$800K - $986K
|
87.3K
$21.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.36K+ 17.53% |
$795K - $979K
|
22.5K
$5.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Westerkirk Capital Inc.
Victoria, |
BUY
|
- |
3.32KNew |
$784K - $966K
|
3.32K
$805K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.31K+ 225.6% |
$781K - $962K
|
4.77K
$1.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
PUT |
3.3KNew |
$780K - $961K
|
3.3K
$801K
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
3.29K+ 46.3% |
$778K - $959K
|
10.4K
$2.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
3.28K+ 431.41% |
$776K - $956K
|
4.04K
$982K
|
|
|
Jul 15, 2025
Q2 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
3.25K+ 3.8% |
$768K - $947K
|
88.8K
$21.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Edentree Asset Management LTD
London, X0 |
BUY
|
- |
3.25K+ 9.92% |
$768K - $946K
|
36K
$8.75M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.25KNew |
$767K - $945K
|
3.25K
$788K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.21K+ 20.96% |
$759K - $936K
|
18.6K
$4.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
3.16K+ 60.16% |
$747K - $920K
|
8.42K
$2.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
3.16K+ 76.21% |
$745K - $919K
|
7.3K
$1.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
3.1K+ 34.44% |
$732K - $903K
|
12.1K
$2.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
3.08K+ 258.72% |
$729K - $898K
|
4.28K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.06K+ 229.24% |
$722K - $890K
|
4.39K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.05K+ 33.94% |
$720K - $887K
|
12K
$2.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.05K+ 11.5% |
$719K - $887K
|
29.5K
$7.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
BUY
|
CALL |
3K+ 150.0% |
$709K - $873K
|
5K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
3KNew |
$709K - $873K
|
3K
$728K
|
|
|
Jul 18, 2025
Q2 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
3K+ 46.15% |
$709K - $873K
|
9.5K
$2.31M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.97KNew |
$701K - $864K
|
2.97K
$721K
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
2.97KNew |
$701K - $864K
|
2.97K
$721K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.97K+ 16.93% |
$701K - $864K
|
20.5K
$4.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
2.96K+ 5.16% |
$700K - $863K
|
60.4K
$14.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.94K+ 12.82% |
$695K - $856K
|
25.9K
$6.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvey Capital Management Inc
|
BUY
|
- |
2.94K+ 11.85% |
$694K - $855K
|
27.7K
$6.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
2.9K+ 241.67% |
$685K - $844K
|
4.1K
$995K
|
|
|
Aug 14, 2025
Q2 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.87K+ 27.69% |
$678K - $835K
|
13.2K
$3.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2.87KNew |
$678K - $835K
|
2.87K
$696K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2.86K+ 7.73% |
$676K - $834K
|
39.9K
$9.68M
|
|
|
Aug 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
2.84KNew |
$670K - $825K
|
2.84K
$688K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.82K+ 11.65% |
$666K - $820K
|
27K
$6.56M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.82K+ 3.0% |
$666K - $820K
|
96.8K
$23.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
2.8K+ 10.62% |
$662K - $815K
|
29.2K
$7.08M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
PUT |
2.8K+ 50.0% |
$662K - $815K
|
8.4K
$2.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
BUY
|
- |
2.8K+ 0.36% |
$661K - $815K
|
776K
$188M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.79K+ 8.28% |
$658K - $811K
|
36.4K
$8.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.78K+ 13.5% |
$658K - $810K
|
23.4K
$5.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
2.77K+ 12.89% |
$653K - $805K
|
24.2K
$5.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
2.76K+ 4.59% |
$653K - $804K
|
62.9K
$15.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2.76K+ 27.38% |
$652K - $803K
|
12.8K
$3.11M
|
|
|
Aug 14, 2025
Q2 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
2.75K+ 3.55% |
$649K - $800K
|
80K
$19.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.74K+ 6.77% |
$648K - $798K
|
43.2K
$10.5M
|