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 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
64+ 0.06% |
$15.1K - $18.6K
|
102K
$26.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
63+ 0.51% |
$14.9K - $18.3K
|
12.4K
$3.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
62+ 1.21% |
$14.6K - $18.1K
|
5.19K
$1.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
62+ 1.94% |
$14.6K - $18.1K
|
3.26K
$848K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
60+ 4.45% |
$14.2K - $17.5K
|
1.41K
$366K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
59+ 0.97% |
$13.9K - $17.2K
|
6.16K
$1.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
56+ 12.07% |
$13.2K - $16.3K
|
520
$135K
|
|
|
Jul 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
56+ 2.55% |
$13.2K - $16.3K
|
2.26K
$586K
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
56+ 1.47% |
$13.2K - $16.3K
|
3.88K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
55+ 0.05% |
$13K - $16K
|
114K
$29.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
55+ 5.21% |
$13K - $16K
|
1.11K
$288K
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
BUY
|
- |
55+ 4.47% |
$13K - $16K
|
1.29K
$334K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
52+ 3.34% |
$12.3K - $15.1K
|
1.61K
$418K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
52+ 5.22% |
$12.3K - $15.1K
|
1.05K
$272K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
47+ 0.66% |
$11.1K - $13.7K
|
7.16K
$1.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
44+ 46.81% |
$10.4K - $12.8K
|
138
$35.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
43+ 2.21% |
$10.2K - $12.5K
|
1.99K
$518K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
42+ 1.89% |
$9.92K - $12.2K
|
2.26K
$588K
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
39+ 0.67% |
$9.21K - $11.4K
|
5.85K
$1.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
39+ 6.87% |
$9.21K - $11.4K
|
607
$158K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
37+ 2.04% |
$8.74K - $10.8K
|
1.85K
$480K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
34+ 1.27% |
$8.03K - $9.9K
|
2.71K
$704K
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
32+ 228.57% |
$7.56K - $9.32K
|
46
$12K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
32+ 5.03% |
$7.56K - $9.32K
|
668
$174K
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
31+ 1.75% |
$7.32K - $9.03K
|
1.8K
$469K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
31+ 1.08% |
$7.32K - $9.03K
|
2.9K
$754K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
30+ 2.44% |
$7.09K - $8.73K
|
1.26K
$327K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
30+ 0.17% |
$7.09K - $8.73K
|
18.2K
$4.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
28+ 0.36% |
$6.62K - $8.15K
|
7.9K
$2.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
28+ 2.42% |
$6.62K - $8.15K
|
1.18K
$307K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
BUY
|
- |
26+ 1.83% |
$6.14K - $7.57K
|
1.45K
$376K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
26+ 2.51% |
$6.14K - $7.57K
|
1.06K
$276K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
25+ 2.58% |
$5.91K - $7.28K
|
995
$259K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
25+ 1.55% |
$5.91K - $7.28K
|
1.63K
$425K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
25New |
$5.91K - $7.28K
|
25
$6.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
22+ 0.92% |
$5.2K - $6.41K
|
2.43K
$630K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
21+ 1.67% |
$4.96K - $6.11K
|
1.28K
$332K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
20+ 1.04% |
$4.73K - $5.82K
|
1.95K
$506K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
20+ 2.43% |
$4.73K - $5.82K
|
842
$219K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
20+ 0.27% |
$4.73K - $5.82K
|
7.34K
$1.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
20+ 1.04% |
$4.73K - $5.82K
|
1.95K
$506K
|
|
|
Jul 17, 2025
Q2 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
19+ 0.32% |
$4.49K - $5.53K
|
5.99K
$1.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
19+ 0.33% |
$4.49K - $5.53K
|
5.74K
$1.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
19+ 0.46% |
$4.49K - $5.53K
|
4.18K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
17+ 2.01% |
$4.02K - $4.95K
|
864
$225K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
17+ 1.33% |
$4.02K - $4.95K
|
1.3K
$337K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
17+ 2.19% |
$4.02K - $4.95K
|
795
$207K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
14+ 1.42% |
$3.31K - $4.08K
|
997
$259K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
13+ 19.4% |
$3.07K - $3.78K
|
80
$20.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
12+ 1.49% |
$2.84K - $3.49K
|
815
$212K
|