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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
815+ 9.46% |
$219K - $293K
|
9.43K
$2.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
814+ 4.06% |
$218K - $293K
|
20.9K
$5.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
813New |
$218K - $293K
|
813
$211K
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
806New |
$216K - $290K
|
806
$209K
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
805+ 33.75% |
$216K - $290K
|
3.19K
$829K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
803+ 4.94% |
$215K - $289K
|
17.1K
$4.44M
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
790+ 44.08% |
$212K - $284K
|
2.58K
$671K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
788+ 2.38% |
$211K - $284K
|
34K
$8.83M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
786+ 4.44% |
$211K - $283K
|
18.5K
$4.8M
|
|
|
May 06, 2025
Q1 2025
|
Teramo Advisors, LLC
Naples, FL |
BUY
|
- |
786New |
$211K - $283K
|
786
$204K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
782+ 12.61% |
$210K - $281K
|
6.99K
$1.82M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
782+ 10.84% |
$210K - $281K
|
8K
$2.08M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
779+ 3.4% |
$209K - $280K
|
23.7K
$6.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
770+ 87.5% |
$207K - $277K
|
1.65K
$429K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
769+ 415.68% |
$206K - $277K
|
954
$248K
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
768+ 55.25% |
$206K - $276K
|
2.16K
$561K
|
|
|
May 15, 2025
Q1 2025
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
761New |
$204K - $274K
|
761
$198K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
756+ 8.8% |
$203K - $272K
|
9.34K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
753+ 12.83% |
$202K - $271K
|
6.62K
$1.72M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
753New |
$202K - $271K
|
753
$196K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
749+ 3.08% |
$201K - $270K
|
25K
$6.51M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
747+ 30.43% |
$200K - $269K
|
3.2K
$832K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
744+ 70.25% |
$200K - $268K
|
1.8K
$469K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
741+ 103.2% |
$199K - $267K
|
1.46K
$379K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
738+ 1.8% |
$198K - $266K
|
41.8K
$10.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
736+ 6.51% |
$198K - $265K
|
12.1K
$3.13M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
735New |
$197K - $265K
|
735
$191K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
735+ 48.36% |
$197K - $265K
|
2.26K
$586K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
734+ 0.47% |
$197K - $264K
|
157K
$40.8M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
728+ 40.35% |
$195K - $262K
|
2.53K
$658K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
726+ 20.63% |
$195K - $261K
|
4.25K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
716+ 12.05% |
$192K - $258K
|
6.66K
$1.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
715+ 16.92% |
$192K - $257K
|
4.94K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
712+ 79.29% |
$191K - $256K
|
1.61K
$418K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
700+ 6.04% |
$188K - $252K
|
12.3K
$3.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
691+ 7.14% |
$185K - $249K
|
10.4K
$2.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
681+ 1.63% |
$183K - $245K
|
42.5K
$11M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
672+ 26.11% |
$180K - $242K
|
3.25K
$844K
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
657+ 11.69% |
$176K - $236K
|
6.28K
$1.63M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
653+ 3.8% |
$175K - $235K
|
17.8K
$4.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
648+ 14.01% |
$174K - $233K
|
5.27K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
647+ 61.27% |
$174K - $233K
|
1.7K
$443K
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
BUY
|
- |
647+ 34.88% |
$174K - $233K
|
2.5K
$650K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
641+ 6.72% |
$172K - $231K
|
10.2K
$2.65M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
640+ 105.09% |
$172K - $230K
|
1.25K
$325K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
628+ 40.91% |
$169K - $226K
|
2.16K
$562K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
627+ 0.26% |
$168K - $226K
|
239K
$62.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
627+ 56.33% |
$168K - $226K
|
1.74K
$452K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
626+ 7.49% |
$168K - $225K
|
8.99K
$2.34M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
625+ 1.61% |
$168K - $225K
|
39.4K
$10.2M
|