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 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
CALL |
1.5KNew |
$354K - $437K
|
1.5K
$364K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.5K+ 25.7% |
$354K - $436K
|
7.33K
$1.78M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.48K+ 4.52% |
$350K - $432K
|
34.3K
$8.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.48K+ 18.5% |
$350K - $431K
|
9.48K
$2.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
1.48K+ 22.68% |
$349K - $430K
|
7.99K
$1.94M
|
|
|
Aug 01, 2025
Q2 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
1.47K+ 13.96% |
$348K - $429K
|
12K
$2.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.46K+ 41.44% |
$345K - $425K
|
4.99K
$1.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
1.46K+ 55.64% |
$344K - $424K
|
4.07K
$988K
|
|
|
Jul 21, 2025
Q2 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.45KNew |
$342K - $421K
|
1.45K
$351K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.44KNew |
$340K - $419K
|
1.44K
$350K
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
BUY
|
- |
1.43K+ 2.05% |
$337K - $416K
|
71.3K
$17.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.41K+ 20.18% |
$333K - $410K
|
8.39K
$2.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
1.41K+ 5.87% |
$333K - $410K
|
25.4K
$6.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
1.41K+ 24.73% |
$333K - $410K
|
7.1K
$1.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
1.41K+ 24.89% |
$332K - $409K
|
7.05K
$1.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.4K+ 9.26% |
$331K - $408K
|
16.5K
$4.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.4K+ 8.48% |
$330K - $406K
|
17.9K
$4.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
1.39K+ 50.31% |
$328K - $404K
|
4.15K
$1.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
1.39K+ 6.58% |
$327K - $403K
|
22.4K
$5.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.38K+ 6.87% |
$327K - $402K
|
21.5K
$5.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.38K+ 10.53% |
$326K - $402K
|
14.5K
$3.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.38K+ 1.64% |
$326K - $402K
|
85.6K
$20.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.38KNew |
$326K - $401K
|
1.38K
$335K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.38K+ 40.59% |
$326K - $401K
|
4.77K
$1.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.38KNew |
$325K - $401K
|
1.38K
$334K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.38K+ 31.01% |
$325K - $400K
|
5.81K
$1.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.37K+ 2.04% |
$323K - $398K
|
68.5K
$16.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1.37K+ 167.07% |
$322K - $397K
|
2.18K
$530K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.36K+ 2.49% |
$320K - $395K
|
55.8K
$13.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.35K+ 8.14% |
$320K - $394K
|
18K
$4.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.35KNew |
$319K - $393K
|
1.35K
$328K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.35K+ 17.57% |
$318K - $392K
|
9.02K
$2.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.35K+ 172.03% |
$318K - $392K
|
2.13K
$517K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.34K+ 12.94% |
$317K - $390K
|
11.7K
$2.84M
|
|
|
Aug 05, 2025
Q2 2025
|
Dillon & Associates Inc
|
BUY
|
- |
1.33K+ 4.53% |
$315K - $388K
|
30.8K
$7.47M
|
|
|
Aug 05, 2025
Q2 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
1.33KNew |
$313K - $386K
|
1.33K
$322K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.32KNew |
$311K - $384K
|
1.32K
$320K
|
|
|
Jul 28, 2025
Q2 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
1.31K+ 2.05% |
$310K - $382K
|
65.3K
$15.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.31K+ 169.91% |
$310K - $381K
|
2.08K
$505K
|
|
|
Aug 13, 2025
Q2 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
1.31KNew |
$308K - $380K
|
1.31K
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
Fosun International LTD
|
BUY
|
- |
1.3KNew |
$308K - $379K
|
1.3K
$316K
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
1.3K+ 0.5% |
$307K - $378K
|
261K
$63.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.29K+ 9.11% |
$305K - $376K
|
15.5K
$3.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.29K+ 19.82% |
$305K - $375K
|
7.79K
$1.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.28K+ 6.93% |
$302K - $373K
|
19.8K
$4.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.28K+ 2.84% |
$302K - $372K
|
46.3K
$11.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
1.27KNew |
$301K - $370K
|
1.27K
$309K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.25KNew |
$296K - $365K
|
1.25K
$304K
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.25K+ 8.91% |
$295K - $363K
|
15.2K
$3.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.24K+ 8.9% |
$292K - $360K
|
15.1K
$3.67M
|