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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
68+ 2.17% |
$16.1K - $19.8K
|
3.2K
$776K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
66+ 3.0% |
$15.6K - $19.2K
|
2.27K
$550K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
66+ 6.75% |
$15.6K - $19.2K
|
1.04K
$253K
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
65+ 56.03% |
$15.4K - $18.9K
|
181
$43.9K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
65+ 8.95% |
$15.4K - $18.9K
|
791
$192K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
65+ 1.4% |
$15.4K - $18.9K
|
4.71K
$1.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
65+ 260.0% |
$15.4K - $18.9K
|
90
$21.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
BUY
|
- |
65+ 1.84% |
$15.4K - $18.9K
|
3.6K
$873K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
64+ 3.3% |
$15.1K - $18.6K
|
2K
$486K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
64+ 0.06% |
$15.1K - $18.6K
|
102K
$24.8M
|
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
63+ 5.52% |
$14.9K - $18.3K
|
1.2K
$292K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
63+ 0.95% |
$14.9K - $18.3K
|
6.72K
$1.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
63+ 2.59% |
$14.9K - $18.3K
|
2.5K
$606K
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
63+ 2.13% |
$14.9K - $18.3K
|
3.03K
$735K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
63+ 0.51% |
$14.9K - $18.3K
|
12.4K
$3.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
62+ 6.04% |
$14.6K - $18.1K
|
1.09K
$264K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
62+ 1.21% |
$14.6K - $18.1K
|
5.19K
$1.26M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
62+ 1.94% |
$14.6K - $18.1K
|
3.26K
$792K
|
|
|
Aug 18, 2025
Q2 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
61+ 3.75% |
$14.4K - $17.8K
|
1.69K
$410K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
61+ 6.14% |
$14.4K - $17.8K
|
1.06K
$256K
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
61+ 1.66% |
$14.4K - $17.8K
|
3.73K
$906K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
60+ 1.85% |
$14.2K - $17.5K
|
3.31K
$803K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
60+ 5.84% |
$14.2K - $17.5K
|
1.09K
$264K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
60+ 4.45% |
$14.2K - $17.5K
|
1.41K
$342K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
59+ 18.27% |
$13.9K - $17.2K
|
382
$92.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Jacobsen Capital Management
|
BUY
|
- |
59+ 3.47% |
$13.9K - $17.2K
|
1.76K
$427K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
59+ 2.57% |
$13.9K - $17.2K
|
2.36K
$572K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
59+ 0.97% |
$13.9K - $17.2K
|
6.16K
$1.49M
|
|
|
Jul 28, 2025
Q2 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
58+ 0.85% |
$13.7K - $16.9K
|
6.9K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
57+ 1.3% |
$13.5K - $16.6K
|
4.45K
$1.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
57+ 2.57% |
$13.5K - $16.6K
|
2.28K
$552K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
56+ 0.24% |
$13.2K - $16.3K
|
23.7K
$5.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
56+ 12.07% |
$13.2K - $16.3K
|
520
$126K
|
|
|
Jul 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
56+ 2.55% |
$13.2K - $16.3K
|
2.26K
$547K
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
56+ 1.47% |
$13.2K - $16.3K
|
3.88K
$941K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
55+ 2750.0% |
$13K - $16K
|
57
$13.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
55+ 4.78% |
$13K - $16K
|
1.21K
$293K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
55+ 4.33% |
$13K - $16K
|
1.32K
$321K
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
55+ 0.05% |
$13K - $16K
|
114K
$27.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
55+ 5.21% |
$13K - $16K
|
1.11K
$269K
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
BUY
|
- |
55+ 4.47% |
$13K - $16K
|
1.29K
$312K
|
|
|
Aug 11, 2025
Q2 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
54+ 2.66% |
$12.8K - $15.7K
|
2.08K
$505K
|
|
|
Aug 07, 2025
Q2 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
54+ 2.69% |
$12.8K - $15.7K
|
2.06K
$500K
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
53+ 2.39% |
$12.5K - $15.4K
|
2.27K
$552K
|
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
53+ 2.0% |
$12.5K - $15.4K
|
2.7K
$655K
|
|
|
Aug 14, 2025
Q2 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
52+ 2.88% |
$12.3K - $15.1K
|
1.86K
$451K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
52+ 2.49% |
$12.3K - $15.1K
|
2.14K
$520K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
52+ 3.34% |
$12.3K - $15.1K
|
1.61K
$390K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
52+ 5.22% |
$12.3K - $15.1K
|
1.05K
$254K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
51+ 0.27% |
$12K - $14.8K
|
18.7K
$4.53M
|