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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.79M+ 30456.93% |
$1.02B - $1.36B
|
3.8M
$1.02B
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
104K+ 1703.71% |
$27.8M - $37.3M
|
110K
$29.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
35.9K+ 42.59% |
$9.65M - $12.9M
|
120K
$32.3M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
23.6KNew |
$6.34M - $8.5M
|
23.6K
$6.34M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
14.6K+ 8.15% |
$3.93M - $5.27M
|
194K
$52.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
12.6K+ 114263.64% |
$3.37M - $4.52M
|
12.6K
$3.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
12.5K+ 6.04% |
$3.36M - $4.51M
|
220K
$59M
|
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
12K+ 17.51% |
$3.21M - $4.3M
|
80.3K
$21.5M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
11.7KNew |
$3.14M - $4.22M
|
11.7K
$3.14M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
11K+ 1027.1% |
$2.95M - $3.96M
|
12.1K
$3.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.97K+ 30.46% |
$1.6M - $2.15M
|
25.5K
$6.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
5.89K+ 4.13% |
$1.58M - $2.12M
|
149K
$39.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
BUY
|
- |
4.46K+ 43.19% |
$1.2M - $1.61M
|
14.8K
$3.97M
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
4.02K+ 7.53% |
$1.08M - $1.45M
|
57.3K
$15.4M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
3.88K+ 79.68% |
$1.04M - $1.4M
|
8.75K
$2.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
3.63KNew |
$975K - $1.31M
|
3.63K
$975K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.58K+ 296.52% |
$961K - $1.29M
|
4.79K
$1.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
3.25K+ 8.91% |
$873K - $1.17M
|
39.7K
$10.7M
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
BUY
|
- |
2.65K+ 127.15% |
$711K - $954K
|
4.74K
$1.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
2.61K+ 8.13% |
$700K - $939K
|
34.7K
$9.32M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
2.6K+ 2.57% |
$697K - $935K
|
104K
$27.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
2.3KNew |
$618K - $829K
|
2.3K
$618K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.08K+ 26.57% |
$559K - $750K
|
9.92K
$2.66M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.91K+ 12.95% |
$511K - $686K
|
16.6K
$4.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.89K+ 25.75% |
$508K - $681K
|
9.24K
$2.48M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.89K+ 6.11% |
$507K - $680K
|
32.8K
$8.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.83K+ 11.12% |
$492K - $660K
|
18.3K
$4.91M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.71KNew |
$459K - $616K
|
1.71K
$459K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.61K+ 13.96% |
$431K - $578K
|
13.1K
$3.52M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.47K+ 3.42% |
$393K - $528K
|
44.3K
$11.9M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.36K+ 18.89% |
$366K - $491K
|
8.59K
$2.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.35K+ 5.79% |
$363K - $487K
|
24.7K
$6.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
1.35K+ 4.2% |
$362K - $486K
|
33.5K
$8.99M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.28K+ 2.7% |
$345K - $462K
|
48.9K
$13.1M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.17K+ 11.35% |
$315K - $422K
|
11.5K
$3.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.07K+ 126.06% |
$288K - $387K
|
1.93K
$517K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.05K+ 8.65% |
$282K - $378K
|
13.2K
$3.54M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
1.03K+ 30.93% |
$277K - $371K
|
4.37K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.03K+ 87.31% |
$275K - $369K
|
2.2K
$590K
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
950+ 1610.17% |
$255K - $342K
|
1.01K
$271K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
933+ 8.88% |
$250K - $336K
|
11.4K
$3.07M
|
|
|
Apr 08, 2025
Q1 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
885+ 1.15% |
$237K - $319K
|
78.2K
$21M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
868+ 108.36% |
$233K - $312K
|
1.67K
$448K
|
|
|
Apr 11, 2025
Q1 2025
|
Epiq Partners, LLC
|
BUY
|
- |
854+ 87.23% |
$229K - $307K
|
1.83K
$492K
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
850New |
$228K - $306K
|
850
$228K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
838+ 6.29% |
$225K - $302K
|
14.2K
$3.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
769+ 415.68% |
$206K - $277K
|
954
$256K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
730+ 16.14% |
$196K - $263K
|
5.25K
$1.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
650+ 45.77% |
$174K - $234K
|
2.07K
$556K
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
BUY
|
- |
647+ 34.88% |
$174K - $233K
|
2.5K
$671K
|