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
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
170+ 2.45% |
$45.6K - $61.2K
|
7.12K
$1.85M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
169+ 3.1% |
$45.4K - $60.8K
|
5.62K
$1.46M
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
168+ 54.19% |
$45.1K - $60.5K
|
478
$124K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
167+ 5.5% |
$44.8K - $60.1K
|
3.2K
$832K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
167+ 477.14% |
$44.8K - $60.1K
|
202
$52.5K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
166+ 4.95% |
$44.5K - $59.8K
|
3.52K
$914K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
165+ 2.73% |
$44.3K - $59.4K
|
6.21K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
162+ 344.68% |
$43.5K - $58.3K
|
209
$54.3K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
161+ 11.87% |
$43.2K - $58K
|
1.52K
$394K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
159+ 2.61% |
$42.7K - $57.2K
|
6.24K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
158+ 2.69% |
$42.4K - $56.9K
|
6.02K
$1.57M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
157+ 11.21% |
$42.1K - $56.5K
|
1.56K
$405K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
157+ 6.03% |
$42.1K - $56.5K
|
2.76K
$718K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
157+ 2.06% |
$42.1K - $56.5K
|
7.78K
$2.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
156+ 88.14% |
$41.9K - $56.2K
|
333
$86.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
155+ 3.34% |
$41.6K - $55.8K
|
4.79K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
153+ 2.8% |
$41.1K - $55.1K
|
5.62K
$1.46M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
152+ 20.32% |
$40.8K - $54.7K
|
900
$234K
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
151+ 2.13% |
$40.5K - $54.4K
|
7.25K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Ecofi Investissements Sa
Nanterre, I0 |
BUY
|
- |
150+ 4.84% |
$40.3K - $54K
|
3.25K
$845K
|
|
|
Apr 25, 2025
Q1 2025
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
150+ 1.77% |
$40.3K - $54K
|
8.61K
$2.24M
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
149+ 2.23% |
$40K - $53.6K
|
6.84K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
146+ 1.85% |
$39.2K - $52.6K
|
8.06K
$2.09M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
146+ 8.86% |
$39.2K - $52.6K
|
1.79K
$466K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
144+ 4.22% |
$38.6K - $51.8K
|
3.55K
$923K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
143+ 5.01% |
$38.4K - $51.5K
|
3K
$779K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
143+ 0.11% |
$38.4K - $51.5K
|
135K
$35M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
142+ 4.61% |
$38.1K - $51.1K
|
3.22K
$837K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
141+ 0.59% |
$37.8K - $50.8K
|
24.1K
$6.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
141+ 4.0% |
$37.8K - $50.8K
|
3.67K
$952K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
139+ 7.14% |
$37.3K - $50K
|
2.09K
$542K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
139+ 0.6% |
$37.3K - $50K
|
23.4K
$6.08M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
138+ 2.04% |
$37K - $49.7K
|
6.91K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
136+ 17.04% |
$36.5K - $49K
|
934
$243K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
136+ 4.44% |
$36.5K - $49K
|
3.2K
$831K
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
135+ 4.15% |
$36.2K - $48.6K
|
3.39K
$881K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
135+ 0.76% |
$36.2K - $48.6K
|
17.9K
$4.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
133+ 2.55% |
$35.7K - $47.9K
|
5.34K
$1.39M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
133+ 12.84% |
$35.7K - $47.9K
|
1.17K
$304K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
132+ 36.16% |
$35.4K - $47.5K
|
497
$129K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
131+ 14.65% |
$35.2K - $47.2K
|
1.03K
$266K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
131+ 1.39% |
$35.2K - $47.2K
|
9.53K
$2.48M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
130+ 3.29% |
$34.9K - $46.8K
|
4.09K
$1.06M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
130+ 2.45% |
$34.9K - $46.8K
|
5.43K
$1.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
130+ 0.24% |
$34.9K - $46.8K
|
54.2K
$14.1M
|
|
|
May 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
129+ 13.77% |
$34.6K - $46.4K
|
1.07K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
127+ 15.28% |
$34.1K - $45.7K
|
958
$249K
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
127+ 1.67% |
$34.1K - $45.7K
|
7.72K
$2.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
127+ 10.06% |
$34.1K - $45.7K
|
1.39K
$361K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
126+ 5.11% |
$33.8K - $45.4K
|
2.59K
$674K
|