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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
55.7K+ 2.42% |
$13.1M - $14.7M
|
2.36M
$558M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
47.3K+ 625.23% |
$11.2M - $12.5M
|
54.9K
$13M
|
|
|
Jan 07, 2026
Q4 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
32.5K+ 17.2% |
$7.66M - $8.57M
|
222K
$52.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
13.9K+ 10.77% |
$3.28M - $3.67M
|
143K
$33.9M
|
|
|
Jan 07, 2026
Q4 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
10.9KNew |
$2.56M - $2.87M
|
10.9K
$2.58M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.8K+ 5.7% |
$2.53M - $2.83M
|
199K
$47.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.57K+ 23.15% |
$840K - $939K
|
19K
$4.49M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.64K+ 9.09% |
$621K - $694K
|
31.6K
$7.5M
|
|
|
Jan 06, 2026
Q4 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
2.35KNew |
$554K - $619K
|
2.35K
$557K
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
2.28K+ 62.88% |
$536K - $599K
|
5.89K
$1.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
1.87K+ 3.62% |
$440K - $492K
|
53.4K
$12.7M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.7K+ 12.01% |
$401K - $449K
|
15.9K
$3.77M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.48K+ 5.77% |
$350K - $391K
|
27.2K
$6.45M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.42K+ 10.98% |
$334K - $374K
|
14.3K
$3.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
1.29KNew |
$303K - $338K
|
1.29K
$305K
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.2K+ 27.01% |
$282K - $315K
|
5.63K
$1.33M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.13K+ 1.21% |
$267K - $298K
|
94.4K
$22.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
1.12K+ 23.67% |
$264K - $296K
|
5.86K
$1.39M
|
|
|
Jan 02, 2026
Q4 2025
|
Jacobs & CO
|
BUY
|
- |
1.05K+ 2.83% |
$246K - $275K
|
38K
$9M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.04K+ 49.48% |
$244K - $273K
|
3.13K
$743K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.03K+ 6.5% |
$243K - $271K
|
16.9K
$4M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
969+ 13.98% |
$228K - $255K
|
7.9K
$1.87M
|
|
|
Jan 08, 2026
Q4 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
944+ 4.72% |
$222K - $249K
|
20.9K
$4.96M
|
|
|
Jan 07, 2026
Q4 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
868New |
$205K - $229K
|
868
$206K
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
822+ 73.39% |
$194K - $217K
|
1.94K
$460K
|
|
|
Jan 07, 2026
Q4 2025
|
Tealwood Asset Management Inc
|
BUY
|
- |
819+ 13.17% |
$193K - $216K
|
7.04K
$1.67M
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
804New |
$189K - $212K
|
804
$191K
|
|
|
Jan 07, 2026
Q4 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
801New |
$189K - $211K
|
801
$190K
|
|
|
Jan 02, 2026
Q4 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
791New |
$186K - $208K
|
791
$187K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
766+ 29.44% |
$181K - $202K
|
3.37K
$798K
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
568+ 28.98% |
$134K - $150K
|
2.53K
$599K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
465+ 2.95% |
$110K - $122K
|
16.2K
$3.85M
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
434+ 6.54% |
$102K - $114K
|
7.07K
$1.68M
|
|
|
Jan 08, 2026
Q4 2025
|
Norway Savings Bank
|
BUY
|
- |
425+ 3.73% |
$100K - $112K
|
11.8K
$2.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
387+ 6.29% |
$91.2K - $102K
|
6.54K
$1.55M
|
|
|
Jan 08, 2026
Q4 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
282+ 3.44% |
$66.5K - $74.3K
|
8.49K
$2.01M
|
|
|
Jan 07, 2026
Q4 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
266+ 5.12% |
$62.7K - $70.1K
|
5.46K
$1.29M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
252+ 16.03% |
$59.4K - $66.4K
|
1.82K
$432K
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
184+ 6.45% |
$43.4K - $48.5K
|
3.04K
$720K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
169+ 22.56% |
$39.8K - $44.5K
|
918
$218K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
162+ 167.01% |
$38.2K - $42.7K
|
259
$61.4K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
137+ 6.92% |
$32.3K - $36.1K
|
2.12K
$502K
|
|
|
Jan 08, 2026
Q4 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
130+ 1.45% |
$30.6K - $34.2K
|
9.09K
$2.15M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
117+ 2.29% |
$27.6K - $30.8K
|
5.23K
$1.24M
|
|
|
Jan 07, 2026
Q4 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
112+ 3.06% |
$26.4K - $29.5K
|
3.77K
$895K
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
100New |
$23.6K - $26.3K
|
100
$23.7K
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
100+ 1.76% |
$23.6K - $26.3K
|
5.78K
$1.37M
|
|
|
Jan 08, 2026
Q4 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
89+ 4.29% |
$21K - $23.4K
|
2.16K
$513K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
87+ 1.48% |
$20.5K - $22.9K
|
5.98K
$1.42M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
86+ 1.73% |
$20.3K - $22.7K
|
5.05K
$1.2M
|
|