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 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
12+ 1.18% |
$3.22K - $4.32K
|
1.03K
$266K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
12+ 0.16% |
$3.22K - $4.32K
|
7.36K
$1.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
12+ 1.37% |
$3.22K - $4.32K
|
889
$231K
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
11+ 1.38% |
$2.95K - $3.96K
|
809
$210K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
11+ 10.28% |
$2.95K - $3.96K
|
118
$30.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
11+ 0.99% |
$2.95K - $3.96K
|
1.12K
$291K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
10New |
$2.68K - $3.6K
|
10
$2.6K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
10+ 3.18% |
$2.68K - $3.6K
|
324
$84.2K
|
|
|
May 14, 2025
Q1 2025
|
Uss Investment Management LTD
|
BUY
|
- |
9+ 0.01% |
$2.42K - $3.24K
|
148K
$38.6M
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
9+ 180.0% |
$2.42K - $3.24K
|
14
$3.64K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
9+ 0.56% |
$2.42K - $3.24K
|
1.63K
$424K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
9+ 0.57% |
$2.42K - $3.24K
|
1.6K
$416K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
8+ 0.38% |
$2.15K - $2.88K
|
2.1K
$547K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
CALL |
8New |
$2.15K - $2.88K
|
8
$2.08K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
8+ 0.39% |
$2.15K - $2.88K
|
2.07K
$537K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
8New |
$2.15K - $2.88K
|
8
$2.08K
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
8New |
$2.15K - $2.88K
|
8
$2.08K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
7+ 0.8% |
$1.88K - $2.52K
|
886
$230K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
6+ 0.55% |
$1.61K - $2.16K
|
1.1K
$285K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
6+ 0.75% |
$1.61K - $2.16K
|
811
$211K
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
6+ 0.23% |
$1.61K - $2.16K
|
2.64K
$685K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6+ 0.33% |
$1.61K - $2.16K
|
1.81K
$469K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
5+ 0.27% |
$1.34K - $1.8K
|
1.88K
$489K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
5+ 0.32% |
$1.34K - $1.8K
|
1.58K
$410K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
4+ 0.11% |
$1.07K - $1.44K
|
3.62K
$941K
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
4+ 0.37% |
$1.07K - $1.44K
|
1.07K
$279K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
4+ 0.02% |
$1.07K - $1.44K
|
23K
$5.97M
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
BUY
|
- |
4+ 0.03% |
$1.07K - $1.44K
|
11.7K
$3.04M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
4+ 400.0% |
$1.07K - $1.44K
|
5
$1.3K
|
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
3+ 0.08% |
$805 - $1.08K
|
4K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3New |
$805 - $1.08K
|
3
$780
|
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
3+ 0.15% |
$805 - $1.08K
|
2.07K
$538K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3+ 0.15% |
$805 - $1.08K
|
1.95K
$507K
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
3+ 0.22% |
$805 - $1.08K
|
1.37K
$355K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3New |
$805 - $1.08K
|
3
$780
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3+ 0.04% |
$805 - $1.08K
|
7.93K
$2.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
3New |
$805 - $1.08K
|
3
$780
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$537 - $720
|
2
$520
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
2New |
$537 - $720
|
2
$520
|
|
|
May 15, 2025
Q1 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
2+ 14.29% |
$537 - $720
|
16
$4.16K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.43% |
$537 - $720
|
462
$120K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2+ 0.2% |
$537 - $720
|
1.02K
$265K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
2+ 0.4% |
$537 - $720
|
506
$131K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2+ 2.82% |
$537 - $720
|
73
$19K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
2+ 0.26% |
$537 - $720
|
759
$197K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 2.38% |
$537 - $720
|
86
$22.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2+ 1.18% |
$537 - $720
|
172
$44.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2+ 0.03% |
$537 - $720
|
6.59K
$1.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
2+ 0.03% |
$537 - $720
|
7.81K
$2.03M
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2+ 0.11% |
$537 - $720
|
1.84K
$478K
|