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
|
Granite Shares Advisors LLC
|
BUY
|
- |
19+ 0.32% |
$4.49K - $5.53K
|
5.99K
$1.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
19+ 0.33% |
$4.49K - $5.53K
|
5.74K
$1.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
19+ 0.46% |
$4.49K - $5.53K
|
4.18K
$1.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
18+ 2.37% |
$4.25K - $5.24K
|
777
$189K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
18+ 2.36% |
$4.25K - $5.24K
|
780
$189K
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
17+ 2.01% |
$4.02K - $4.95K
|
864
$210K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
17+ 1.33% |
$4.02K - $4.95K
|
1.3K
$315K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
17+ 2.19% |
$4.02K - $4.95K
|
795
$193K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
16+ 6.13% |
$3.78K - $4.66K
|
277
$67.2K
|
|
|
Aug 08, 2025
Q2 2025
|
1776 Wealth LLC
|
BUY
|
- |
16+ 0.24% |
$3.78K - $4.66K
|
6.66K
$1.62M
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
16+ 51.61% |
$3.78K - $4.66K
|
47
$11.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
16+ 0.62% |
$3.78K - $4.66K
|
2.61K
$633K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
15+ 214.29% |
$3.54K - $4.37K
|
22
$5.34K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
15New |
$3.54K - $4.37K
|
15
$3.64K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
15+ 1.54% |
$3.54K - $4.37K
|
987
$240K
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
BUY
|
- |
15+ 1.32% |
$3.54K - $4.37K
|
1.16K
$280K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15+ 3.25% |
$3.54K - $4.37K
|
477
$116K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
15+ 0.14% |
$3.54K - $4.37K
|
11.1K
$2.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
15+ 0.92% |
$3.54K - $4.37K
|
1.64K
$397K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
14+ 1.66% |
$3.31K - $4.08K
|
859
$209K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
14+ 0.62% |
$3.31K - $4.08K
|
2.28K
$553K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
14+ 0.66% |
$3.31K - $4.08K
|
2.13K
$518K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
14+ 3.09% |
$3.31K - $4.08K
|
467
$113K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
14+ 1.42% |
$3.31K - $4.08K
|
997
$242K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
13+ 0.12% |
$3.07K - $3.78K
|
10.8K
$2.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
13+ 0.7% |
$3.07K - $3.78K
|
1.86K
$453K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
13+ 0.8% |
$3.07K - $3.78K
|
1.65K
$399K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
13+ 19.4% |
$3.07K - $3.78K
|
80
$19.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
12+ 0.56% |
$2.84K - $3.49K
|
2.17K
$527K
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
12+ 0.7% |
$2.84K - $3.49K
|
1.73K
$419K
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
12+ 1.49% |
$2.84K - $3.49K
|
815
$198K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
11+ 7.14% |
$2.6K - $3.2K
|
165
$40.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
11New |
$2.6K - $3.2K
|
11
$2.67K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
11+ 2.86% |
$2.6K - $3.2K
|
395
$95.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
11+ 0.23% |
$2.6K - $3.2K
|
4.8K
$1.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
10+ 0.81% |
$2.36K - $2.91K
|
1.25K
$303K
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
10+ 0.65% |
$2.36K - $2.91K
|
1.54K
$375K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
10+ 25.0% |
$2.36K - $2.91K
|
50
$12.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
10+ 1.27% |
$2.36K - $2.91K
|
798
$194K
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
10+ 0.81% |
$2.36K - $2.91K
|
1.25K
$303K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
10+ 0.2% |
$2.36K - $2.91K
|
5.11K
$1.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
10+ 0.32% |
$2.36K - $2.91K
|
3.18K
$771K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
9+ 0.8% |
$2.13K - $2.62K
|
1.13K
$274K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
9+ 0.5% |
$2.13K - $2.62K
|
1.8K
$437K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
9+ 47.37% |
$2.13K - $2.62K
|
28
$6.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
9+ 0.93% |
$2.13K - $2.62K
|
980
$238K
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
9+ 0.69% |
$2.13K - $2.62K
|
1.32K
$319K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
9+ 0.08% |
$2.13K - $2.62K
|
10.9K
$2.65M
|
|
|
Aug 14, 2025
Q2 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
8+ 0.63% |
$1.89K - $2.33K
|
1.27K
$309K
|
|
|
Aug 13, 2025
Q2 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
8+ 0.14% |
$1.89K - $2.33K
|
5.85K
$1.42M
|