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 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
217+ 35.57% |
$58.2K - $78.1K
|
827
$215K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
217+ 0.37% |
$58.2K - $78.1K
|
58.8K
$15.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
216+ 5.66% |
$58K - $77.7K
|
4.03K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
215+ 9.72% |
$57.7K - $77.4K
|
2.43K
$631K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
211+ 1.07% |
$56.6K - $75.9K
|
19.8K
$5.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
211+ 81.78% |
$56.6K - $75.9K
|
469
$122K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
210+ 7.36% |
$56.4K - $75.6K
|
3.06K
$796K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
209+ 164.57% |
$56.1K - $75.2K
|
336
$87.3K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
207+ 1.19% |
$55.6K - $74.5K
|
17.6K
$4.57M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
206+ 15.36% |
$55.3K - $74.1K
|
1.55K
$402K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
203+ 4.75% |
$54.5K - $73.1K
|
4.47K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
202+ 3.84% |
$54.2K - $72.7K
|
5.46K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
201+ 2.96% |
$53.9K - $72.3K
|
6.98K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
200+ 20.0% |
$53.7K - $72K
|
1.2K
$312K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
PUT |
200New |
$53.7K - $72K
|
200
$52K
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
200New |
$53.7K - $72K
|
200
$52K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
200+ 2.05% |
$53.7K - $72K
|
9.95K
$2.58M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.08% |
$53.7K - $72K
|
260K
$67.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
CALL |
200New |
$53.7K - $72K
|
200
$52K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
200+ 20.22% |
$53.7K - $72K
|
1.19K
$309K
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
200+ 0.27% |
$53.7K - $72K
|
73K
$19M
|
|
|
Apr 21, 2025
Q1 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
200+ 9.76% |
$53.7K - $72K
|
2.25K
$585K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
198+ 8.49% |
$53.1K - $71.3K
|
2.53K
$657K
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
195+ 15.46% |
$52.3K - $70.2K
|
1.46K
$378K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
195+ 12.16% |
$52.3K - $70.2K
|
1.8K
$468K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
194+ 236.59% |
$52.1K - $69.8K
|
276
$71.7K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
193+ 1.4% |
$51.8K - $69.5K
|
14K
$3.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
190+ 3.4% |
$51K - $68.4K
|
5.77K
$1.5M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
189+ 27.79% |
$50.7K - $68K
|
869
$226K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
189+ 10.67% |
$50.7K - $68K
|
1.96K
$509K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
188+ 8.17% |
$50.5K - $67.7K
|
2.49K
$647K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
186+ 6.49% |
$49.9K - $67K
|
3.05K
$793K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
183+ 1.77% |
$49.1K - $65.9K
|
10.5K
$2.73M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
182New |
$48.8K - $65.5K
|
182
$47.3K
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
181+ 2.27% |
$48.6K - $65.2K
|
8.14K
$2.12M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
181+ 5.72% |
$48.6K - $65.2K
|
3.34K
$869K
|
|
|
May 13, 2025
Q1 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
180New |
$48.3K - $64.8K
|
180
$46.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
180+ 0.22% |
$48.3K - $64.8K
|
82.1K
$21.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
175+ 16.1% |
$47K - $63K
|
1.26K
$328K
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
175+ 27.34% |
$47K - $63K
|
815
$212K
|
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
BUY
|
- |
173+ 3.38% |
$46.4K - $62.3K
|
5.3K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
173+ 21.98% |
$46.4K - $62.3K
|
960
$249K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
172+ 21.8% |
$46.2K - $61.9K
|
961
$250K
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
172+ 1.43% |
$46.2K - $61.9K
|
12.2K
$3.18M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
172+ 15.41% |
$46.2K - $61.9K
|
1.29K
$335K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
171+ 14.45% |
$45.9K - $61.6K
|
1.35K
$352K
|
|
|
May 14, 2025
Q1 2025
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
170+ 0.62% |
$45.6K - $61.2K
|
27.5K
$7.14M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
170+ 0.45% |
$45.6K - $61.2K
|
37.7K
$9.79M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
170+ 5.64% |
$45.6K - $61.2K
|
3.19K
$828K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
170+ 67.46% |
$45.6K - $61.2K
|
422
$110K
|