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 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
800New |
$189K - $233K
|
800
$194K
|
|
|
Jul 29, 2025
Q2 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
BUY
|
- |
800New |
$189K - $233K
|
800
$194K
|
|
|
Aug 15, 2025
Q2 2025
|
Wellington Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
799New |
$189K - $233K
|
799
$194K
|
|
|
Aug 12, 2025
Q2 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
796+ 5.32% |
$188K - $232K
|
15.8K
$3.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
796New |
$188K - $232K
|
796
$193K
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
795+ 32.76% |
$188K - $231K
|
3.22K
$782K
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
BUY
|
- |
794New |
$188K - $231K
|
794
$193K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
789New |
$186K - $230K
|
789
$192K
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
789+ 3.15% |
$186K - $230K
|
25.8K
$6.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
787+ 31.64% |
$186K - $229K
|
3.27K
$795K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
786New |
$186K - $229K
|
786
$191K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
783+ 19.72% |
$185K - $228K
|
4.75K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
778+ 5.18% |
$184K - $227K
|
15.8K
$3.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
778+ 0.95% |
$184K - $227K
|
82.9K
$20.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Private Management Group Inc
|
BUY
|
- |
777New |
$184K - $226K
|
777
$189K
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
777+ 85.38% |
$184K - $226K
|
1.69K
$410K
|
|
|
Jul 09, 2025
Q2 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
774+ 15.12% |
$183K - $225K
|
5.89K
$1.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
773+ 20.09% |
$183K - $225K
|
4.62K
$1.12M
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
767+ 65.61% |
$181K - $223K
|
1.94K
$470K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
767+ 86.37% |
$181K - $223K
|
1.66K
$402K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
766+ 5892.31% |
$181K - $223K
|
779
$189K
|
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
764+ 9.76% |
$181K - $222K
|
8.59K
$2.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
763New |
$180K - $222K
|
763
$185K
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
760New |
$180K - $221K
|
760
$184K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
757New |
$179K - $220K
|
757
$184K
|
|
|
Aug 13, 2025
Q2 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
756New |
$179K - $220K
|
756
$184K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
755New |
$178K - $220K
|
755
$183K
|
|
|
Aug 11, 2025
Q2 2025
|
Chiron Capital Management, LLC
|
BUY
|
- |
753New |
$178K - $219K
|
753
$183K
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
752New |
$178K - $219K
|
752
$183K
|
|
|
Aug 13, 2025
Q2 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
750+ 6.49% |
$177K - $218K
|
12.3K
$2.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
749New |
$177K - $218K
|
749
$182K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
746+ 75.74% |
$176K - $217K
|
1.73K
$420K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
746New |
$176K - $217K
|
746
$181K
|
|
|
Aug 12, 2025
Q2 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
745New |
$176K - $217K
|
745
$181K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
744New |
$176K - $217K
|
744
$181K
|
|
|
Aug 14, 2025
Q2 2025
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
743New |
$176K - $216K
|
743
$180K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
742New |
$175K - $216K
|
742
$180K
|
|
|
Jul 23, 2025
Q2 2025
|
Account Management LLC
|
BUY
|
- |
740New |
$175K - $215K
|
740
$180K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
740New |
$175K - $215K
|
740
$180K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
739New |
$175K - $215K
|
739
$179K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
734New |
$173K - $214K
|
734
$178K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
734New |
$173K - $214K
|
734
$178K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
732+ 26.18% |
$173K - $213K
|
3.53K
$856K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
724+ 47.85% |
$171K - $211K
|
2.24K
$543K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
718+ 95.99% |
$170K - $209K
|
1.47K
$356K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
715+ 6.46% |
$169K - $208K
|
11.8K
$2.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
709+ 39.19% |
$168K - $206K
|
2.52K
$611K
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
701+ 15.71% |
$166K - $204K
|
5.16K
$1.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
700+ 5.98% |
$165K - $204K
|
12.4K
$3.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
698+ 5.45% |
$165K - $203K
|
13.5K
$3.28M
|