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 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
964+ 4.51% |
$228K - $281K
|
22.3K
$5.81M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
963New |
$228K - $280K
|
963
$250K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
938+ 29.09% |
$222K - $273K
|
4.16K
$1.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
929+ 13.31% |
$219K - $270K
|
7.91K
$2.06M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
919New |
$217K - $268K
|
919
$239K
|
|
|
Jul 14, 2025
Q2 2025
|
Scharf Investments, LLC
|
BUY
|
- |
883+ 8.63% |
$209K - $257K
|
11.1K
$2.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
882+ 25.43% |
$208K - $257K
|
4.35K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
873+ 18.67% |
$206K - $254K
|
5.55K
$1.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
868+ 72.76% |
$205K - $253K
|
2.06K
$536K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
861+ 14.67% |
$203K - $251K
|
6.73K
$1.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
860+ 31.72% |
$203K - $250K
|
3.57K
$928K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
859New |
$203K - $250K
|
859
$223K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
853+ 34.86% |
$202K - $248K
|
3.3K
$858K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
852New |
$201K - $248K
|
852
$221K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
841New |
$199K - $245K
|
841
$219K
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
BUY
|
- |
834+ 10.27% |
$197K - $243K
|
8.96K
$2.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
821New |
$194K - $239K
|
821
$213K
|
|
|
Jul 18, 2025
Q2 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
819+ 5.42% |
$193K - $238K
|
15.9K
$4.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
812+ 84.32% |
$192K - $236K
|
1.78K
$461K
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
796New |
$188K - $232K
|
796
$207K
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
BUY
|
- |
794New |
$188K - $231K
|
794
$206K
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
789+ 3.15% |
$186K - $230K
|
25.8K
$6.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
774+ 15.12% |
$183K - $225K
|
5.89K
$1.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
766+ 5892.31% |
$181K - $223K
|
779
$202K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
763New |
$180K - $222K
|
763
$198K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
757New |
$179K - $220K
|
757
$197K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
755New |
$178K - $220K
|
755
$196K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
749New |
$177K - $218K
|
749
$195K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
746New |
$176K - $217K
|
746
$194K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
740New |
$175K - $215K
|
740
$192K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
739New |
$175K - $215K
|
739
$192K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
734New |
$173K - $214K
|
734
$191K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
724+ 47.85% |
$171K - $211K
|
2.24K
$581K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
718+ 95.99% |
$170K - $209K
|
1.47K
$381K
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
700+ 5.98% |
$165K - $204K
|
12.4K
$3.22M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
677+ 7.66% |
$160K - $197K
|
9.51K
$2.47M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
662+ 34.35% |
$156K - $193K
|
2.59K
$673K
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
614+ 7.28% |
$145K - $179K
|
9.05K
$2.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
596+ 5.8% |
$141K - $174K
|
10.9K
$2.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
565+ 6.06% |
$133K - $164K
|
9.89K
$2.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
563+ 7.78% |
$133K - $164K
|
7.8K
$2.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
555+ 4.55% |
$131K - $162K
|
12.7K
$3.31M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
541+ 1.22% |
$128K - $158K
|
44.8K
$11.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
534+ 2.5% |
$126K - $155K
|
21.9K
$5.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
529+ 2.58% |
$125K - $154K
|
21K
$5.46M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
511+ 0.76% |
$121K - $149K
|
67.8K
$17.6M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
494+ 1.06% |
$117K - $144K
|
47.2K
$12.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
490+ 13.49% |
$116K - $143K
|
4.12K
$1.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
478+ 0.12% |
$113K - $139K
|
387K
$100M
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
472+ 12.76% |
$112K - $137K
|
4.17K
$1.08M
|