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 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
93+ 12.25% |
$25K - $33.5K
|
852
$221K
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
93+ 114.81% |
$25K - $33.5K
|
174
$45.2K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
93+ 6.41% |
$25K - $33.5K
|
1.54K
$401K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
93+ 6.36% |
$25K - $33.5K
|
1.56K
$404K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
93+ 5.87% |
$25K - $33.5K
|
1.68K
$436K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
93+ 6.34% |
$25K - $33.5K
|
1.56K
$405K
|
|
|
May 12, 2025
Q1 2025
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
92New |
$24.7K - $33.1K
|
92
$23.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
92+ 1.3% |
$24.7K - $33.1K
|
7.18K
$1.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
91+ 10.18% |
$24.4K - $32.8K
|
985
$256K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
90+ 0.57% |
$24.2K - $32.4K
|
16K
$4.15M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
90+ 450.0% |
$24.2K - $32.4K
|
110
$28.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
90+ 12.62% |
$24.2K - $32.4K
|
803
$209K
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
90+ 1.43% |
$24.2K - $32.4K
|
6.39K
$1.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
90+ 2.45% |
$24.2K - $32.4K
|
3.76K
$977K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
89+ 136.92% |
$23.9K - $32K
|
154
$40K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
88+ 2.32% |
$23.6K - $31.7K
|
3.89K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
87+ 2.02% |
$23.3K - $31.3K
|
4.4K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
87+ 11.07% |
$23.3K - $31.3K
|
873
$227K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
87+ 5.0% |
$23.3K - $31.3K
|
1.83K
$475K
|
|
|
May 15, 2025
Q1 2025
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
86+ 0.48% |
$23.1K - $31K
|
18.1K
$4.7M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
86+ 10.89% |
$23.1K - $31K
|
876
$228K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
86+ 0.14% |
$23.1K - $31K
|
62.1K
$16.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
86+ 2.98% |
$23.1K - $31K
|
2.97K
$773K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
85+ 10.48% |
$22.8K - $30.6K
|
896
$233K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
85+ 314.81% |
$22.8K - $30.6K
|
112
$29.1K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
84+ 0.28% |
$22.5K - $30.2K
|
30.4K
$7.91M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
84+ 2.85% |
$22.5K - $30.2K
|
3.03K
$788K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
83+ 2.18% |
$22.3K - $29.9K
|
3.89K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
83+ 1.41% |
$22.3K - $29.9K
|
5.99K
$1.56M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
83+ 3.89% |
$22.3K - $29.9K
|
2.22K
$576K
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
82+ 4.44% |
$22K - $29.5K
|
1.93K
$501K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
81+ 5.15% |
$21.7K - $29.2K
|
1.65K
$430K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
81+ 3.86% |
$21.7K - $29.2K
|
2.18K
$567K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
81+ 4.49% |
$21.7K - $29.2K
|
1.89K
$490K
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
80+ 3.99% |
$21.5K - $28.8K
|
2.09K
$542K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
80+ 5.3% |
$21.5K - $28.8K
|
1.59K
$413K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
80+ 3.29% |
$21.5K - $28.8K
|
2.51K
$653K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
79+ 2.38% |
$21.2K - $28.4K
|
3.4K
$884K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
78+ 1.77% |
$20.9K - $28.1K
|
4.49K
$1.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
77+ 8.8% |
$20.7K - $27.7K
|
952
$247K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
75+ 3.73% |
$20.1K - $27K
|
2.09K
$543K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
74+ 0.55% |
$19.9K - $26.6K
|
13.5K
$3.52M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
73+ 1.57% |
$19.6K - $26.3K
|
4.74K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
72+ 1.35% |
$19.3K - $25.9K
|
5.41K
$1.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
72+ 0.41% |
$19.3K - $25.9K
|
17.6K
$4.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
72+ 0.44% |
$19.3K - $25.9K
|
16.6K
$4.31M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
71+ 4.1% |
$19.1K - $25.6K
|
1.8K
$469K
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
71+ 0.56% |
$19.1K - $25.6K
|
12.8K
$3.32M
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
71+ 1.72% |
$19.1K - $25.6K
|
4.19K
$1.09M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
71+ 1.12% |
$19.1K - $25.6K
|
6.4K
$1.66M
|