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 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
533+ 1.21% |
$126K - $155K
|
44.4K
$10.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
531+ 25.64% |
$125K - $155K
|
2.6K
$632K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
530+ 3.32% |
$125K - $154K
|
16.5K
$4M
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
529+ 8.27% |
$125K - $154K
|
6.92K
$1.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
529+ 2.58% |
$125K - $154K
|
21K
$5.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
527+ 2.27% |
$125K - $153K
|
23.7K
$5.76M
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
BUY
|
- |
526+ 30.23% |
$124K - $153K
|
2.27K
$550K
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
522+ 2.97% |
$123K - $152K
|
18.1K
$4.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
521+ 5.53% |
$123K - $152K
|
9.94K
$2.41M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
511+ 0.76% |
$121K - $149K
|
67.8K
$16.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
509+ 4.36% |
$120K - $148K
|
12.2K
$2.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Steinberg Asset Management LLC
New York, NY |
BUY
|
- |
505+ 6.44% |
$119K - $147K
|
8.35K
$2.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
504+ 13.49% |
$119K - $147K
|
4.24K
$1.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
503+ 24.06% |
$119K - $146K
|
2.59K
$630K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
501+ 29.21% |
$118K - $146K
|
2.22K
$538K
|
|
|
Aug 06, 2025
Q2 2025
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
500+ 11.36% |
$118K - $146K
|
4.9K
$1.19M
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
BUY
|
- |
500+ 5.16% |
$118K - $146K
|
10.2K
$2.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
494+ 6.88% |
$117K - $144K
|
7.68K
$1.86M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
494+ 1.06% |
$117K - $144K
|
47.2K
$11.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
493+ 2.63% |
$116K - $144K
|
19.2K
$4.66M
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
490+ 13.49% |
$116K - $143K
|
4.12K
$1M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
480+ 23.3% |
$113K - $140K
|
2.54K
$617K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
478+ 0.12% |
$113K - $139K
|
387K
$93.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
477+ 1.35% |
$113K - $139K
|
35.8K
$8.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
472+ 12.76% |
$112K - $137K
|
4.17K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
466+ 5.62% |
$110K - $136K
|
8.76K
$2.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
461+ 11.56% |
$109K - $134K
|
4.45K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
459+ 1.55% |
$108K - $134K
|
30.2K
$7.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
459+ 0.23% |
$108K - $134K
|
198K
$48.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
458+ 10.77% |
$108K - $133K
|
4.71K
$1.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
455+ 115.19% |
$107K - $132K
|
850
$206K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
450+ 1.16% |
$106K - $131K
|
39.3K
$9.54M
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
449+ 7.78% |
$106K - $131K
|
6.22K
$1.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
448+ 4.85% |
$106K - $130K
|
9.69K
$2.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
447+ 18.23% |
$106K - $130K
|
2.9K
$704K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
446+ 1.85% |
$105K - $130K
|
24.6K
$5.96M
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
442+ 0.41% |
$104K - $129K
|
108K
$26.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
441+ 12.65% |
$104K - $128K
|
3.93K
$954K
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
441+ 4.88% |
$104K - $128K
|
9.49K
$2.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
440+ 3.11% |
$104K - $128K
|
14.6K
$3.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Cypress Capital, LLC
|
BUY
|
- |
439+ 37.98% |
$104K - $128K
|
1.6K
$387K
|
|
|
Aug 12, 2025
Q2 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
438+ 2.49% |
$103K - $128K
|
18K
$4.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
435+ 18.72% |
$103K - $127K
|
2.76K
$670K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
435+ 4.26% |
$103K - $127K
|
10.7K
$2.59M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
435+ 58.78% |
$103K - $127K
|
1.18K
$285K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
434+ 12.66% |
$103K - $126K
|
3.86K
$937K
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
434+ 6.49% |
$103K - $126K
|
7.12K
$1.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
432+ 7.32% |
$102K - $126K
|
6.34K
$1.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
431+ 5.2% |
$102K - $125K
|
8.72K
$2.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
430+ 4.15% |
$102K - $125K
|
10.8K
$2.62M
|