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 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
466+ 5.62% |
$110K - $136K
|
8.76K
$2.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
459+ 0.23% |
$108K - $134K
|
198K
$51.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
448+ 4.85% |
$106K - $130K
|
9.69K
$2.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
441+ 4.88% |
$104K - $128K
|
9.49K
$2.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
435+ 18.72% |
$103K - $127K
|
2.76K
$717K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
435+ 4.26% |
$103K - $127K
|
10.7K
$2.77M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
435+ 58.78% |
$103K - $127K
|
1.18K
$305K
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
431+ 5.2% |
$102K - $125K
|
8.72K
$2.27M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
430+ 2.91% |
$102K - $125K
|
15.2K
$3.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
421+ 25.76% |
$99.5K - $123K
|
2.06K
$534K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
406+ 5.95% |
$95.9K - $118K
|
7.23K
$1.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
396+ 1.89% |
$93.6K - $115K
|
21.3K
$5.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
393+ 35.99% |
$92.9K - $114K
|
1.49K
$386K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
390+ 5.63% |
$92.1K - $114K
|
7.32K
$1.9M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
386+ 95.31% |
$91.2K - $112K
|
791
$206K
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
374+ 1.89% |
$88.4K - $109K
|
20.2K
$5.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
370+ 3.51% |
$87.4K - $108K
|
10.9K
$2.84M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
365+ 43.2% |
$86.2K - $106K
|
1.21K
$314K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
353+ 6.38% |
$83.4K - $103K
|
5.89K
$1.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
349+ 38.23% |
$82.5K - $102K
|
1.26K
$328K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
343+ 59.14% |
$81K - $99.9K
|
923
$240K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
334+ 20.45% |
$78.9K - $97.2K
|
1.97K
$511K
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
333+ 0.51% |
$78.7K - $97K
|
65.3K
$17M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
332+ 2.81% |
$78.4K - $96.7K
|
12.1K
$3.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
332+ 1.33% |
$78.4K - $96.7K
|
25.2K
$6.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
331+ 11.0% |
$78.2K - $96.4K
|
3.34K
$868K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
323+ 1.69% |
$76.3K - $94K
|
19.4K
$5.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
317+ 5.22% |
$74.9K - $92.3K
|
6.39K
$1.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
315+ 3.58% |
$74.4K - $91.7K
|
9.13K
$2.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
313+ 1.35% |
$73.9K - $91.1K
|
23.6K
$6.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
290+ 9.44% |
$68.5K - $84.4K
|
3.36K
$874K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
283+ 13.67% |
$66.9K - $82.4K
|
2.35K
$611K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
279+ 3.2% |
$65.9K - $81.2K
|
9K
$2.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
275New |
$65K - $80.1K
|
275
$71.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
271+ 11.77% |
$64K - $78.9K
|
2.57K
$669K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
271+ 6.68% |
$64K - $78.9K
|
4.33K
$1.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
267+ 30.8% |
$63.1K - $77.7K
|
1.13K
$295K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
260+ 2.96% |
$61.4K - $75.7K
|
9.05K
$2.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
259+ 20.64% |
$61.2K - $75.4K
|
1.51K
$393K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
259+ 8.81% |
$61.2K - $75.4K
|
3.2K
$831K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
254+ 1.05% |
$60K - $74K
|
24.4K
$6.35M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
250+ 1.19% |
$59.1K - $72.8K
|
21.3K
$5.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
249+ 7.11% |
$58.8K - $72.5K
|
3.75K
$975K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
243+ 4.65% |
$57.4K - $70.7K
|
5.47K
$1.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
240+ 2.57% |
$56.7K - $69.9K
|
9.59K
$2.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
236+ 1.19% |
$55.8K - $68.7K
|
20.1K
$5.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
235+ 5.69% |
$55.5K - $68.4K
|
4.37K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
229+ 11.05% |
$54.1K - $66.7K
|
2.3K
$598K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
218+ 8.77% |
$51.5K - $63.5K
|
2.7K
$703K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
218+ 12.16% |
$51.5K - $63.5K
|
2.01K
$523K
|