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 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
213+ 2.25% |
$50.3K - $62K
|
9.7K
$2.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
200+ 6.64% |
$47.3K - $58.2K
|
3.21K
$835K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
188+ 1.25% |
$44.4K - $54.7K
|
15.3K
$3.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
183+ 5.25% |
$43.2K - $53.3K
|
3.67K
$954K
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
176+ 0.9% |
$41.6K - $51.2K
|
19.7K
$5.12M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
175+ 3.91% |
$41.3K - $51K
|
4.65K
$1.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
170+ 4.35% |
$40.2K - $49.5K
|
4.08K
$1.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
169+ 17.86% |
$39.9K - $49.2K
|
1.12K
$290K
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
168+ 2.91% |
$39.7K - $48.9K
|
5.94K
$1.54M
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
165+ 16.22% |
$39K - $48K
|
1.18K
$307K
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
160+ 0.96% |
$37.8K - $46.6K
|
16.9K
$4.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
150+ 71.09% |
$35.4K - $43.7K
|
361
$93.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
149+ 1.8% |
$35.2K - $43.4K
|
8.41K
$2.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
147+ 8.81% |
$34.7K - $42.8K
|
1.82K
$472K
|
|
|
Jul 18, 2025
Q2 2025
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
145New |
$34.3K - $42.2K
|
145
$37.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
135+ 11.57% |
$31.9K - $39.3K
|
1.3K
$338K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
135+ 1.79% |
$31.9K - $39.3K
|
7.68K
$2M
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
134+ 3.19% |
$31.7K - $39K
|
4.33K
$1.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
132+ 2.87% |
$31.2K - $38.4K
|
4.74K
$1.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
130+ 9.97% |
$30.7K - $37.8K
|
1.43K
$373K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
125New |
$29.5K - $36.4K
|
125
$32.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
121+ 3.98% |
$28.6K - $35.2K
|
3.16K
$821K
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
121+ 6.2% |
$28.6K - $35.2K
|
2.07K
$539K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
120+ 6.35% |
$28.4K - $34.9K
|
2.01K
$522K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
114+ 5.98% |
$26.9K - $33.2K
|
2.02K
$525K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
106+ 3.72% |
$25K - $30.9K
|
2.96K
$769K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
106+ 9.0% |
$25K - $30.9K
|
1.28K
$334K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
101+ 12.32% |
$23.9K - $29.4K
|
921
$239K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
99+ 4.51% |
$23.4K - $28.8K
|
2.29K
$596K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
99+ 5.96% |
$23.4K - $28.8K
|
1.76K
$457K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
95+ 1.43% |
$22.4K - $27.7K
|
6.74K
$1.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
92+ 383.33% |
$21.7K - $26.8K
|
116
$30.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
90+ 33.58% |
$21.3K - $26.2K
|
358
$93K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
89+ 3.14% |
$21K - $25.9K
|
2.93K
$760K
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
89+ 9.28% |
$21K - $25.9K
|
1.05K
$272K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
88+ 5.09% |
$20.8K - $25.6K
|
1.82K
$472K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
87+ 4.75% |
$20.6K - $25.3K
|
1.92K
$499K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
87+ 3.63% |
$20.6K - $25.3K
|
2.48K
$646K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
85+ 32.32% |
$20.1K - $24.7K
|
348
$90.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
84+ 8.79% |
$19.8K - $24.5K
|
1.04K
$270K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
77+ 4.71% |
$18.2K - $22.4K
|
1.71K
$445K
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
73+ 6.11% |
$17.2K - $21.3K
|
1.27K
$330K
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
69+ 6.53% |
$16.3K - $20.1K
|
1.13K
$293K
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
69+ 2.18% |
$16.3K - $20.1K
|
3.23K
$839K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
69+ 0.87% |
$16.3K - $20.1K
|
7.96K
$2.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
69+ 1.38% |
$16.3K - $20.1K
|
5.09K
$1.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
68+ 2.17% |
$16.1K - $19.8K
|
3.2K
$831K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
66+ 6.75% |
$15.6K - $19.2K
|
1.04K
$271K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
65+ 260.0% |
$15.4K - $18.9K
|
90
$23.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
BUY
|
- |
65+ 1.84% |
$15.4K - $18.9K
|
3.6K
$934K
|