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 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.86K+ 2.3% |
$768K - $1.03M
|
127K
$34.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.85K+ 30.73% |
$765K - $1.03M
|
12.1K
$3.29M
|
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
BUY
|
- |
2.84KNew |
$762K - $1.02M
|
2.84K
$769K
|
|
|
May 06, 2025
Q1 2025
|
Pier 88 Investment Partners LLC
San Francisco, CA |
BUY
|
- |
2.83KNew |
$759K - $1.02M
|
2.83K
$767K
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
2.83K+ 20.04% |
$759K - $1.02M
|
16.9K
$4.59M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.82K+ 111.27% |
$758K - $1.02M
|
5.36K
$1.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2.81K+ 35.04% |
$753K - $1.01M
|
10.8K
$2.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.8K+ 24.32% |
$751K - $1.01M
|
14.3K
$3.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.8K+ 11.82% |
$751K - $1.01M
|
26.5K
$7.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.8K+ 9.52% |
$750K - $1.01M
|
32.2K
$8.72M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.79K+ 140.14% |
$748K - $1M
|
4.77K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.77K+ 11.09% |
$744K - $999K
|
27.8K
$7.53M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.76K+ 24.8% |
$740K - $993K
|
13.9K
$3.76M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
2.73K+ 65.34% |
$733K - $983K
|
6.91K
$1.87M
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
2.72K+ 1.18% |
$729K - $978K
|
232K
$62.9M
|
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
BUY
|
- |
2.71K+ 231.88% |
$728K - $977K
|
3.88K
$1.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2.69K+ 1.31% |
$722K - $969K
|
209K
$56.6M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
2.68K+ 42.62% |
$719K - $965K
|
8.97K
$2.43M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.67K+ 44.05% |
$717K - $962K
|
8.74K
$2.37M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.66K+ 12.36% |
$714K - $957K
|
24.2K
$6.55M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
2.66K+ 1.61% |
$713K - $956K
|
167K
$45.3M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.66K+ 17.84% |
$713K - $956K
|
17.5K
$4.75M
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
BUY
|
- |
2.65K+ 127.15% |
$711K - $954K
|
4.74K
$1.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
2.65K+ 6.01% |
$710K - $953K
|
46.7K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
2.6K+ 108.33% |
$698K - $936K
|
5K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
2.6K+ 7.72% |
$698K - $936K
|
36.3K
$9.83M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
2.59K+ 1.17% |
$695K - $933K
|
225K
$60.9M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.59K+ 1.06% |
$695K - $932K
|
246K
$66.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
2.56K+ 145.43% |
$688K - $923K
|
4.33K
$1.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
CALL |
2.5KNew |
$671K - $900K
|
2.5K
$677K
|
|
|
Apr 30, 2025
Q1 2025
|
Bosman Wealth Management, LLC
Redlands, CA |
BUY
|
- |
2.48KNew |
$665K - $892K
|
2.48K
$671K
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2.48K+ 48.86% |
$665K - $892K
|
7.55K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Hyperion Asset Management LTD
Royal Exchange, C3 |
BUY
|
- |
2.45K+ 1.82% |
$657K - $882K
|
137K
$37M
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
2.44K+ 8.0% |
$654K - $877K
|
32.9K
$8.91M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.4K+ 26.69% |
$644K - $864K
|
11.4K
$3.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
2.39K+ 34.01% |
$641K - $860K
|
9.42K
$2.55M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.39K+ 9.89% |
$641K - $860K
|
26.5K
$7.19M
|
|
|
May 14, 2025
Q1 2025
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
2.39KNew |
$641K - $859K
|
2.39K
$647K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.34KNew |
$629K - $843K
|
2.34K
$635K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.34K+ 7.61% |
$628K - $842K
|
33.1K
$8.97M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.34K+ 20.2% |
$627K - $842K
|
13.9K
$3.77M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.31K+ 58.76% |
$621K - $833K
|
6.25K
$1.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
2.3K+ 139.45% |
$617K - $828K
|
3.95K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
2.28K+ 332.22% |
$612K - $820K
|
2.97K
$803K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.27KNew |
$609K - $817K
|
2.27K
$615K
|
|
|
May 06, 2025
Q1 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
2.27K+ 66.1% |
$608K - $816K
|
5.69K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
2.26K+ 927.46% |
$607K - $815K
|
2.51K
$679K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
2.25KNew |
$605K - $811K
|
2.25K
$611K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.25K+ 28.0% |
$603K - $809K
|
10.3K
$2.78M
|
|
|
May 13, 2025
Q1 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
2.2K+ 21.74% |
$590K - $791K
|
12.3K
$3.33M
|