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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.08KNew |
$490K - $604K
|
2.08K
$504K
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.05K+ 30.9% |
$483K - $596K
|
8.67K
$2.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
2.04KNew |
$481K - $593K
|
2.04K
$495K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
2.04K+ 27.35% |
$481K - $593K
|
9.48K
$2.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.02K+ 8.27% |
$478K - $589K
|
26.5K
$6.43M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
2.02K+ 54.68% |
$478K - $589K
|
5.72K
$1.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
2.01K+ 6.27% |
$476K - $586K
|
34.1K
$8.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
BUY
|
- |
2K+ 260.08% |
$473K - $582K
|
2.77K
$672K
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2K+ 8.58% |
$472K - $581K
|
25.3K
$6.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.99K+ 76.48% |
$470K - $579K
|
4.59K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.98K+ 1.7% |
$468K - $577K
|
118K
$28.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.98KNew |
$467K - $576K
|
1.98K
$480K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.98K+ 2.98% |
$467K - $576K
|
68.4K
$16.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
1.96K+ 5.21% |
$464K - $571K
|
39.6K
$9.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.95K+ 25.11% |
$461K - $568K
|
9.73K
$2.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.95K+ 544.41% |
$460K - $567K
|
2.31K
$560K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.93K+ 230.38% |
$455K - $561K
|
2.76K
$671K
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.92K+ 7.76% |
$454K - $559K
|
26.7K
$6.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.91K+ 6.69% |
$451K - $556K
|
30.5K
$7.4M
|
|
|
Aug 14, 2025
Q2 2025
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
1.9K+ 20.46% |
$449K - $553K
|
11.2K
$2.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.87K+ 4.77% |
$443K - $546K
|
41.2K
$9.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
1.87K+ 39.72% |
$442K - $544K
|
6.58K
$1.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.85K+ 4.03% |
$437K - $539K
|
47.8K
$11.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.84K+ 29.67% |
$434K - $535K
|
8.03K
$1.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.83K+ 1.4% |
$432K - $532K
|
132K
$32.1M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.81K+ 8.95% |
$427K - $526K
|
22K
$5.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
BUY
|
- |
1.81K+ 9.89% |
$426K - $526K
|
20.1K
$4.87M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.8K+ 27.89% |
$426K - $525K
|
8.26K
$2.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1.78KNew |
$421K - $518K
|
1.78K
$432K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.76K+ 14.86% |
$415K - $511K
|
13.6K
$3.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.73K+ 1.69% |
$409K - $504K
|
104K
$25.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.72K+ 9.82% |
$407K - $501K
|
19.3K
$4.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Meridian Management CO
|
BUY
|
- |
1.72K+ 8.62% |
$406K - $500K
|
21.7K
$5.26M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.68K+ 14.05% |
$397K - $489K
|
13.6K
$3.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
1.67K+ 0.55% |
$395K - $487K
|
307K
$74.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.67K+ 15.33% |
$394K - $486K
|
12.6K
$3.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.67K+ 8.0% |
$394K - $486K
|
22.5K
$5.47M
|
|
|
Jul 28, 2025
Q2 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
1.66K+ 5.28% |
$392K - $483K
|
33.1K
$8.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Benin Management Corp
|
BUY
|
- |
1.63KNew |
$384K - $474K
|
1.63K
$395K
|
|
|
Jul 23, 2025
Q2 2025
|
Dempze Nancy E
|
BUY
|
- |
1.62K+ 41.82% |
$384K - $473K
|
5.51K
$1.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.62K+ 47.46% |
$382K - $470K
|
5.02K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Limestone Investment Advisors LP
New York, NY |
BUY
|
PUT |
1.6KNew |
$378K - $466K
|
1.6K
$388K
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
1.56K+ 2.71% |
$368K - $454K
|
59.1K
$14.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.55K+ 148.14% |
$367K - $452K
|
2.6K
$632K
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.55K+ 0.74% |
$367K - $452K
|
211K
$51.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
1.55K+ 1.88% |
$366K - $451K
|
83.9K
$20.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.53KNew |
$361K - $445K
|
1.53K
$371K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.52K+ 19.66% |
$359K - $443K
|
9.26K
$2.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.5K+ 14.09% |
$355K - $438K
|
12.2K
$2.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.5K+ 5.8% |
$355K - $438K
|
27.4K
$6.66M
|