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 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.38K+ 59.48% |
$370K - $497K
|
3.7K
$962K
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.38K+ 27.64% |
$370K - $497K
|
6.37K
$1.66M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.36K+ 18.89% |
$366K - $491K
|
8.59K
$2.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
1.36K+ 79.06% |
$365K - $489K
|
3.08K
$800K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.35K+ 5.79% |
$363K - $487K
|
24.7K
$6.43M
|
|
|
May 14, 2025
Q1 2025
|
Wormser Freres Gestion
Paris, I0 |
BUY
|
- |
1.35K+ 4.8% |
$363K - $487K
|
29.5K
$7.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
1.35K+ 4.2% |
$362K - $486K
|
33.5K
$8.71M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.35K+ 26.09% |
$361K - $484K
|
6.51K
$1.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
1.34KNew |
$359K - $481K
|
1.34K
$347K
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.33K+ 0.71% |
$358K - $480K
|
190K
$49.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.31KNew |
$352K - $472K
|
1.31K
$341K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.31KNew |
$351K - $471K
|
1.31K
$340K
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
1.3KNew |
$350K - $469K
|
1.3K
$339K
|
|
|
Apr 24, 2025
Q1 2025
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
1.3K+ 14.77% |
$349K - $468K
|
10.1K
$2.62M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.29K+ 13.29% |
$347K - $466K
|
11K
$2.87M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
1.29K+ 6.95% |
$345K - $463K
|
19.8K
$5.14M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.28K+ 88.79% |
$344K - $462K
|
2.73K
$709K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.27K+ 34.53% |
$341K - $457K
|
4.95K
$1.29M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.27K+ 19.21% |
$341K - $457K
|
7.88K
$2.05M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.27KNew |
$341K - $457K
|
1.27K
$330K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.27K+ 14.4% |
$340K - $456K
|
10.1K
$2.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
1.25K+ 95.43% |
$336K - $451K
|
2.57K
$667K
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
1.25K+ 52.26% |
$335K - $450K
|
3.64K
$946K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
1.24KNew |
$332K - $445K
|
1.24K
$321K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
1.23K+ 0.7% |
$330K - $443K
|
177K
$46.1M
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
1.23KNew |
$330K - $443K
|
1.23K
$320K
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
BUY
|
- |
1.22KNew |
$328K - $440K
|
1.22K
$318K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.21K+ 7.41% |
$323K - $434K
|
17.5K
$4.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.2K+ 11.16% |
$322K - $432K
|
12K
$3.11M
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.19KNew |
$320K - $429K
|
1.19K
$310K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.18K+ 2.54% |
$316K - $424K
|
47.5K
$12.3M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.18K+ 47.26% |
$315K - $423K
|
3.66K
$951K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.17K+ 11.35% |
$315K - $422K
|
11.5K
$2.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
BUY
|
- |
1.16KNew |
$310K - $416K
|
1.16K
$300K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.15K+ 3.69% |
$309K - $414K
|
32.3K
$8.4M
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.15K+ 81.79% |
$309K - $414K
|
2.56K
$664K
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
1.14K+ 102.14% |
$307K - $411K
|
2.26K
$588K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.13K+ 0.06% |
$304K - $408K
|
1.87M
$485M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
1.13K+ 3.37% |
$303K - $407K
|
34.7K
$9.01M
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
1.13KNew |
$302K - $405K
|
1.13K
$293K
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
1.11K+ 21.1% |
$297K - $398K
|
6.34K
$1.65M
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
1.11KNew |
$297K - $398K
|
1.11K
$287K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
1.09K+ 176.14% |
$291K - $391K
|
1.7K
$442K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.08K+ 14.57% |
$290K - $389K
|
8.51K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.08K+ 79.87% |
$288K - $387K
|
2.42K
$629K
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
1.07K+ 3.52% |
$287K - $384K
|
31.4K
$8.17M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.07K+ 0.97% |
$286K - $383K
|
111K
$28.9M
|
|
|
May 13, 2025
Q1 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
1.06K+ 4.62% |
$284K - $381K
|
24K
$6.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.05K+ 11.59% |
$282K - $378K
|
10.1K
$2.63M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.05K+ 8.65% |
$282K - $378K
|
13.2K
$3.43M
|