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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
8.89K+ 395.46% |
$2.39M - $3.2M
|
11.1K
$2.89M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.76K+ 13.18% |
$2.35M - $3.15M
|
75.3K
$19.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
8.74K+ 99.37% |
$2.34M - $3.14M
|
17.5K
$4.55M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.73K+ 9.86% |
$2.34M - $3.14M
|
97.3K
$25.3M
|
|
|
May 15, 2025
Q1 2025
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
8.69KNew |
$2.33M - $3.13M
|
8.69K
$2.26M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.6K+ 2.19% |
$2.31M - $3.09M
|
401K
$104M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
8.53K+ 46.96% |
$2.29M - $3.07M
|
26.7K
$6.93M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
8.37K+ 5.02% |
$2.25M - $3.01M
|
175K
$45.5M
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
8.26K+ 1.9% |
$2.22M - $2.97M
|
443K
$115M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.19K+ 104.77% |
$2.2M - $2.95M
|
16K
$4.16M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
8.12K+ 1203.41% |
$2.18M - $2.92M
|
8.8K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
Connective Capital Management, LLC
Palo Alto, CA |
BUY
|
- |
7.99KNew |
$2.14M - $2.88M
|
7.99K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
7.98KNew |
$2.14M - $2.87M
|
7.98K
$2.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
7.94KNew |
$2.13M - $2.86M
|
7.94K
$2.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
7.93K+ 10.49% |
$2.13M - $2.85M
|
83.4K
$21.7M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.49K+ 10.63% |
$2.01M - $2.7M
|
77.9K
$20.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
7.4K+ 413.69% |
$1.99M - $2.66M
|
9.19K
$2.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.39K+ 353.76% |
$1.98M - $2.66M
|
9.48K
$2.46M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
7.37K+ 11.1% |
$1.98M - $2.65M
|
73.7K
$19.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
7.24K+ 14.85% |
$1.94M - $2.61M
|
56K
$14.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
7.24K+ 36.84% |
$1.94M - $2.61M
|
26.9K
$6.99M
|
|
|
May 14, 2025
Q1 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
7.2K+ 38.98% |
$1.93M - $2.59M
|
25.7K
$6.67M
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
7.11K+ 13.25% |
$1.91M - $2.56M
|
60.8K
$15.8M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
7.09K+ 46.25% |
$1.9M - $2.55M
|
22.4K
$5.83M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
7.01KNew |
$1.88M - $2.52M
|
7.01K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
PUT |
7KNew |
$1.88M - $2.52M
|
7K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
PUT |
7KNew |
$1.88M - $2.52M
|
7K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.92K+ 15.7% |
$1.86M - $2.49M
|
51K
$13.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
BUY
|
- |
6.91K+ 95.89% |
$1.85M - $2.49M
|
14.1K
$3.67M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
6.89K+ 1.86% |
$1.85M - $2.48M
|
376K
$97.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.86K+ 24.91% |
$1.84M - $2.47M
|
34.4K
$8.94M
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
6.72K+ 123.37% |
$1.8M - $2.42M
|
12.2K
$3.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
6.68KNew |
$1.79M - $2.41M
|
6.68K
$1.74M
|
|
|
May 13, 2025
Q1 2025
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
6.68K+ 5.28% |
$1.79M - $2.4M
|
133K
$34.6M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.67K+ 52.42% |
$1.79M - $2.4M
|
19.4K
$5.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Hamilton Capital Partners, LLC
Atlanta, GA |
BUY
|
- |
6.66K+ 29.6% |
$1.79M - $2.4M
|
29.2K
$7.58M
|
|
|
May 14, 2025
Q1 2025
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
6.64KNew |
$1.78M - $2.39M
|
6.64K
$1.73M
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
BUY
|
- |
6.64K+ 77.63% |
$1.78M - $2.39M
|
15.2K
$3.95M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6.63K+ 179.68% |
$1.78M - $2.39M
|
10.3K
$2.68M
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
6.63KNew |
$1.78M - $2.39M
|
6.63K
$1.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.62K+ 12.82% |
$1.78M - $2.38M
|
58.3K
$15.1M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
6.61K+ 11.32% |
$1.77M - $2.38M
|
65K
$16.9M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
6.58K+ 567.56% |
$1.77M - $2.37M
|
7.74K
$2.01M
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
6.55KNew |
$1.76M - $2.36M
|
6.55K
$1.7M
|
|
|
May 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
6.52KNew |
$1.75M - $2.35M
|
6.52K
$1.7M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
PUT |
6.5KNew |
$1.74M - $2.34M
|
6.5K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
6.49K+ 3.53% |
$1.74M - $2.34M
|
190K
$49.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.4K+ 776.94% |
$1.72M - $2.3M
|
7.23K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6.35KNew |
$1.7M - $2.28M
|
6.35K
$1.65M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
6.18K+ 22.59% |
$1.66M - $2.23M
|
33.6K
$8.72M
|