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 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
287+ 6.53% |
$77K - $103K
|
4.68K
$1.22M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
286+ 0.45% |
$76.8K - $103K
|
64.1K
$16.7M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
285+ 37.8% |
$76.5K - $103K
|
1.04K
$270K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
284+ 8.8% |
$76.2K - $102K
|
3.51K
$913K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
284+ 7.64% |
$76.2K - $102K
|
4K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
282+ 7.15% |
$75.7K - $102K
|
4.23K
$1.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
282+ 14.19% |
$75.7K - $102K
|
2.27K
$590K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
281+ 12.35% |
$75.4K - $101K
|
2.56K
$665K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
281+ 17.27% |
$75.4K - $101K
|
1.91K
$496K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
279+ 0.49% |
$74.9K - $100K
|
57.6K
$15M
|
|
|
May 14, 2025
Q1 2025
|
Silvant Capital Management LLC
|
BUY
|
- |
278+ 0.23% |
$74.6K - $100K
|
119K
$31M
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
276+ 5.38% |
$74.1K - $99.3K
|
5.41K
$1.41M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
274+ 0.32% |
$73.5K - $98.6K
|
86.4K
$22.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
273+ 8.04% |
$73.3K - $98.3K
|
3.67K
$954K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
269+ 44.68% |
$72.2K - $96.8K
|
871
$226K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
267+ 10.1% |
$71.7K - $96.1K
|
2.91K
$757K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
266+ 3.89% |
$71.4K - $95.7K
|
7.1K
$1.85M
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
262+ 3.39% |
$70.3K - $94.3K
|
7.99K
$2.08M
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
262+ 5.91% |
$70.3K - $94.3K
|
4.7K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
262+ 11.04% |
$70.3K - $94.3K
|
2.64K
$685K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
261New |
$70K - $93.9K
|
261
$67.8K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
260+ 5.4% |
$69.8K - $93.6K
|
5.07K
$1.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
BUY
|
- |
260+ 1.4% |
$69.8K - $93.6K
|
18.8K
$4.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
260New |
$69.8K - $93.6K
|
260
$67.6K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
256+ 27.21% |
$68.7K - $92.1K
|
1.2K
$311K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
255+ 15.71% |
$68.4K - $91.8K
|
1.88K
$488K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
255+ 4.35% |
$68.4K - $91.8K
|
6.12K
$1.59M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
255+ 4.02% |
$68.4K - $91.8K
|
6.6K
$1.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
255+ 16.55% |
$68.4K - $91.8K
|
1.8K
$467K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
254+ 10.88% |
$68.2K - $91.4K
|
2.59K
$673K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
249+ 11.13% |
$66.8K - $89.6K
|
2.49K
$646K
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
BUY
|
- |
249+ 8.7% |
$66.8K - $89.6K
|
3.11K
$808K
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
247+ 30.8% |
$66.3K - $88.9K
|
1.05K
$273K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
244+ 36.64% |
$65.5K - $87.8K
|
910
$236K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
244+ 10.2% |
$65.5K - $87.8K
|
2.64K
$685K
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
241+ 1.49% |
$64.7K - $86.7K
|
16.4K
$4.26M
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
240+ 15.69% |
$64.4K - $86.4K
|
1.77K
$460K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
238+ 4.3% |
$63.9K - $85.7K
|
5.77K
$1.5M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
237+ 5.59% |
$63.6K - $85.3K
|
4.48K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
BUY
|
- |
236+ 1.74% |
$63.3K - $84.9K
|
13.8K
$3.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
235+ 1.67% |
$63.1K - $84.6K
|
14.3K
$3.71M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
233+ 3.15% |
$62.5K - $83.9K
|
7.64K
$1.98M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
232+ 5.58% |
$62.3K - $83.5K
|
4.39K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
231+ 10.49% |
$62K - $83.1K
|
2.43K
$632K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
229+ 18.76% |
$61.5K - $82.4K
|
1.45K
$377K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
226+ 3.84% |
$60.6K - $81.3K
|
6.11K
$1.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
226+ 21.56% |
$60.6K - $81.3K
|
1.27K
$331K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
225+ 17.72% |
$60.4K - $81K
|
1.5K
$389K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
222New |
$59.6K - $79.9K
|
222
$57.7K
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
220+ 4.54% |
$59K - $79.2K
|
5.07K
$1.32M
|