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 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
1.14K+ 102.14% |
$307K - $411K
|
2.26K
$613K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.14K+ 4.95% |
$306K - $410K
|
24.2K
$6.55M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.13K+ 0.06% |
$304K - $408K
|
1.87M
$506M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
1.13K+ 3.37% |
$303K - $407K
|
34.7K
$9.39M
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
1.13KNew |
$302K - $405K
|
1.13K
$305K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.12K+ 5.65% |
$301K - $403K
|
20.9K
$5.67M
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
1.11K+ 21.1% |
$297K - $398K
|
6.34K
$1.72M
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
1.11KNew |
$297K - $398K
|
1.11K
$299K
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
1.1K+ 4.58% |
$294K - $395K
|
25K
$6.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
1.09K+ 17.21% |
$293K - $392K
|
7.43K
$2.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
1.09K+ 176.14% |
$291K - $391K
|
1.7K
$461K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.08K+ 14.57% |
$290K - $389K
|
8.51K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.08K+ 79.87% |
$288K - $387K
|
2.42K
$656K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.07K+ 44.86% |
$288K - $387K
|
3.47K
$940K
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
1.07K+ 3.52% |
$287K - $384K
|
31.4K
$8.52M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.07K+ 0.97% |
$286K - $383K
|
111K
$30.1M
|
|
|
May 13, 2025
Q1 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
1.06K+ 4.62% |
$284K - $381K
|
24K
$6.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.05K+ 11.59% |
$282K - $378K
|
10.1K
$2.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.05K+ 8.65% |
$282K - $378K
|
13.2K
$3.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
BUY
|
- |
1.04KNew |
$280K - $375K
|
1.04K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
1.04K+ 2363.64% |
$279K - $374K
|
1.08K
$294K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.04K+ 13.25% |
$278K - $373K
|
8.85K
$2.4M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
1.03K+ 30.93% |
$277K - $371K
|
4.37K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.03K+ 21.49% |
$277K - $371K
|
5.83K
$1.58M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.03K+ 3.97% |
$276K - $370K
|
26.9K
$7.3M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.02K+ 55.17% |
$275K - $369K
|
2.88K
$780K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.02K+ 1.92% |
$274K - $368K
|
54.1K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
Mirova
Paris, I0 |
BUY
|
- |
1.02K+ 5.69% |
$273K - $366K
|
18.9K
$5.11M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.01K+ 22.54% |
$272K - $364K
|
5.5K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.01K+ 12.96% |
$271K - $363K
|
8.79K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1K+ 5.24% |
$269K - $361K
|
20.1K
$5.45M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1KNew |
$269K - $360K
|
1K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
1K+ 7.81% |
$268K - $360K
|
13.8K
$3.74M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
1K+ 10.53% |
$268K - $360K
|
10.5K
$2.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
992+ 23.17% |
$266K - $357K
|
5.27K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
987+ 2.24% |
$265K - $355K
|
45K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
986+ 5.59% |
$265K - $355K
|
18.6K
$5.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
986New |
$265K - $355K
|
986
$267K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
985+ 5.71% |
$264K - $355K
|
18.2K
$4.94M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
981+ 9.74% |
$263K - $353K
|
11.1K
$2.99M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
977+ 22.99% |
$262K - $352K
|
5.23K
$1.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
965+ 3.93% |
$259K - $347K
|
25.5K
$6.92M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
963New |
$258K - $347K
|
963
$261K
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
957+ 11.04% |
$257K - $344K
|
9.62K
$2.61M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
953+ 0.93% |
$256K - $343K
|
104K
$28M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
950+ 12.51% |
$255K - $342K
|
8.54K
$2.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
950+ 1610.17% |
$255K - $342K
|
1.01K
$273K
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
948+ 2.34% |
$254K - $341K
|
41.5K
$11.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
947New |
$254K - $341K
|
947
$257K
|
|
|
May 12, 2025
Q1 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
945+ 6.23% |
$254K - $340K
|
16.1K
$4.37M
|