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 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
1.5K+ 13.51% |
$403K - $540K
|
12.6K
$3.06M
|
|
|
May 15, 2025
Q1 2025
|
Massar Capital Management, LP
Stamford, CT |
BUY
|
- |
1.4KNew |
$376K - $504K
|
1.4K
$340K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.39K+ 5.91% |
$372K - $499K
|
24.9K
$6.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.31KNew |
$352K - $472K
|
1.31K
$319K
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
1.3KNew |
$350K - $469K
|
1.3K
$317K
|
|
|
Apr 24, 2025
Q1 2025
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
1.3K+ 14.77% |
$349K - $468K
|
10.1K
$2.45M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
1.24KNew |
$332K - $445K
|
1.24K
$300K
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
1.23KNew |
$330K - $443K
|
1.23K
$299K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.13K+ 0.06% |
$304K - $408K
|
1.87M
$453M
|
|
|
Aug 12, 2025
Q1 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
1.11K+ 140.08% |
$297K - $399K
|
1.9K
$461K
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
1.11K+ 21.1% |
$297K - $398K
|
6.34K
$1.54M
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
1.11KNew |
$297K - $398K
|
1.11K
$268K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
1.09K+ 176.14% |
$291K - $391K
|
1.7K
$413K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
1.03K+ 30.93% |
$277K - $371K
|
4.37K
$1.06M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1KNew |
$269K - $360K
|
1K
$243K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
1K+ 10.53% |
$268K - $360K
|
10.5K
$2.55M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
957+ 11.04% |
$257K - $344K
|
9.62K
$2.34M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
948+ 2.34% |
$254K - $341K
|
41.5K
$10.1M
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
925New |
$248K - $333K
|
925
$225K
|
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
914New |
$245K - $329K
|
914
$222K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
873New |
$234K - $314K
|
873
$212K
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
858New |
$230K - $309K
|
858
$208K
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
850New |
$228K - $306K
|
850
$206K
|
|
|
May 07, 2025
Q1 2025
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
845New |
$227K - $304K
|
845
$205K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
838+ 6.29% |
$225K - $302K
|
14.2K
$3.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
832New |
$223K - $299K
|
832
$202K
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
813New |
$218K - $293K
|
813
$197K
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
806New |
$216K - $290K
|
806
$196K
|
|
|
May 06, 2025
Q1 2025
|
Teramo Advisors, LLC
Naples, FL |
BUY
|
- |
786New |
$211K - $283K
|
786
$191K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
770+ 87.5% |
$207K - $277K
|
1.65K
$401K
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
753New |
$202K - $271K
|
753
$183K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
741+ 103.2% |
$199K - $267K
|
1.46K
$354K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
735+ 48.36% |
$197K - $265K
|
2.26K
$547K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
734+ 0.47% |
$197K - $264K
|
157K
$38.1M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
640+ 105.09% |
$172K - $230K
|
1.25K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
627+ 0.26% |
$168K - $226K
|
239K
$58.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
603+ 69.55% |
$162K - $217K
|
1.47K
$357K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
601+ 36.89% |
$161K - $216K
|
2.23K
$541K
|
|
|
May 09, 2025
Q1 2025
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
600+ 14.81% |
$161K - $216K
|
4.65K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
583New |
$156K - $210K
|
583
$142K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
574+ 54.05% |
$154K - $207K
|
1.64K
$397K
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
504+ 11.05% |
$135K - $181K
|
5.07K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
500+ 18.52% |
$134K - $180K
|
3.2K
$777K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
500+ 21.11% |
$134K - $180K
|
2.87K
$696K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
482+ 9.31% |
$129K - $173K
|
5.66K
$1.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
470+ 66.1% |
$126K - $169K
|
1.18K
$287K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
468+ 31.9% |
$126K - $168K
|
1.94K
$470K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
465+ 43.62% |
$125K - $167K
|
1.53K
$372K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Investments, LLC
|
BUY
|
- |
428+ 3.09% |
$115K - $154K
|
14.3K
$3.47M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
401+ 35.8% |
$108K - $144K
|
1.52K
$369K
|