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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.19K+ 2.68% |
$587K - $787K
|
83.9K
$22.7M
|
|
|
May 15, 2025
Q1 2025
|
Ten Core Partners, LP
New York, NY |
BUY
|
- |
2.19K+ 4.5% |
$586K - $786K
|
50.7K
$13.7M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
2.17K+ 3.58% |
$583K - $782K
|
62.9K
$17.1M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
2.17K+ 97.93% |
$583K - $782K
|
4.39K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
2.13KNew |
$572K - $767K
|
2.13K
$577K
|
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.12KNew |
$569K - $763K
|
2.12K
$574K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.11K+ 7.33% |
$567K - $761K
|
30.9K
$8.38M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.11K+ 0.71% |
$566K - $759K
|
300K
$81.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
2.1K+ 105.0% |
$564K - $756K
|
4.1K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
2.09K+ 9.68% |
$561K - $753K
|
23.7K
$6.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.08K+ 26.57% |
$559K - $750K
|
9.92K
$2.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
2.08K+ 42.94% |
$558K - $749K
|
6.93K
$1.88M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2.07K+ 8.01% |
$556K - $746K
|
27.9K
$7.57M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.06K+ 3.74% |
$552K - $740K
|
57K
$15.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
BUY
|
- |
2.05K+ 2.46% |
$550K - $738K
|
85.2K
$23.1M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2.04K+ 1.24% |
$548K - $735K
|
167K
$45.2M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.04K+ 134.83% |
$546K - $733K
|
3.55K
$961K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.03K+ 7.92% |
$545K - $731K
|
27.7K
$7.5M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
2.03KNew |
$544K - $730K
|
2.03K
$549K
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.03KNew |
$544K - $730K
|
2.03K
$549K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2KNew |
$537K - $721K
|
2K
$542K
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
2KNew |
$537K - $720K
|
2K
$542K
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.97K+ 6.1% |
$528K - $708K
|
34.2K
$9.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.92K+ 56.79% |
$516K - $693K
|
5.31K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
1.92K+ 2.77% |
$516K - $692K
|
71.3K
$19.3M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.91K+ 0.9% |
$513K - $688K
|
214K
$57.9M
|
|
|
May 09, 2025
Q1 2025
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
1.91KNew |
$511K - $686K
|
1.91K
$516K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.91K+ 12.95% |
$511K - $686K
|
16.6K
$4.5M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.9K+ 2.95% |
$509K - $682K
|
66.1K
$17.9M
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
1.89KNew |
$508K - $682K
|
1.89K
$513K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.88K+ 21.98% |
$505K - $677K
|
10.4K
$2.83M
|
|
|
May 12, 2025
Q1 2025
|
Ns Partners LTD
|
BUY
|
- |
1.88K+ 1.63% |
$504K - $676K
|
117K
$31.6M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.85K+ 3.52% |
$495K - $664K
|
54.3K
$14.7M
|
|
|
May 13, 2025
Q1 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
1.83KNew |
$492K - $660K
|
1.83K
$497K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.83K+ 11.12% |
$492K - $660K
|
18.3K
$4.96M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.82K+ 3.34% |
$488K - $654K
|
56.3K
$15.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.81K+ 7.11% |
$486K - $652K
|
27.3K
$7.38M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.81KNew |
$485K - $651K
|
1.81K
$490K
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
CALL |
1.8KNew |
$483K - $648K
|
1.8K
$488K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
1.8K+ 56.78% |
$483K - $648K
|
4.97K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Dillon & Associates Inc
|
BUY
|
- |
1.78K+ 6.43% |
$477K - $640K
|
29.4K
$7.97M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.78K+ 8.39% |
$477K - $639K
|
22.9K
$6.21M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.75K+ 17.07% |
$470K - $631K
|
12K
$3.26M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.73K+ 42.0% |
$465K - $624K
|
5.86K
$1.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.73KNew |
$465K - $623K
|
1.73K
$469K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.71KNew |
$459K - $616K
|
1.71K
$463K
|
|
|
May 06, 2025
Q1 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
1.7K+ 99.36% |
$457K - $613K
|
3.42K
$926K
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.7K+ 17.0% |
$456K - $612K
|
11.7K
$3.17M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
1.7K+ 95.93% |
$455K - $610K
|
3.46K
$938K
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
1.69K+ 9.61% |
$454K - $609K
|
19.3K
$5.22M
|