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 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
738+ 1.8% |
$198K - $266K
|
41.8K
$11.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
736+ 6.51% |
$198K - $265K
|
12.1K
$3.26M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
735New |
$197K - $265K
|
735
$199K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
735+ 48.36% |
$197K - $265K
|
2.26K
$611K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
734+ 0.47% |
$197K - $264K
|
157K
$42.5M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
728+ 40.35% |
$195K - $262K
|
2.53K
$686K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
726+ 20.63% |
$195K - $261K
|
4.25K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
716+ 12.05% |
$192K - $258K
|
6.66K
$1.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
715+ 16.92% |
$192K - $257K
|
4.94K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
712+ 79.29% |
$191K - $256K
|
1.61K
$436K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
700+ 6.04% |
$188K - $252K
|
12.3K
$3.33M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
691+ 6.19% |
$185K - $249K
|
11.9K
$3.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
691+ 7.14% |
$185K - $249K
|
10.4K
$2.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
681+ 1.63% |
$183K - $245K
|
42.5K
$11.5M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
672+ 26.11% |
$180K - $242K
|
3.25K
$879K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
668+ 10.16% |
$179K - $240K
|
7.24K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
667+ 63.16% |
$179K - $240K
|
1.72K
$467K
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
657+ 11.69% |
$176K - $236K
|
6.28K
$1.7M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
653+ 3.8% |
$175K - $235K
|
17.8K
$4.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
648+ 14.01% |
$174K - $233K
|
5.27K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
647+ 61.27% |
$174K - $233K
|
1.7K
$461K
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
BUY
|
- |
647+ 34.88% |
$174K - $233K
|
2.5K
$678K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
641+ 6.72% |
$172K - $231K
|
10.2K
$2.76M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
640+ 105.09% |
$172K - $230K
|
1.25K
$338K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
628+ 40.91% |
$169K - $226K
|
2.16K
$586K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
627+ 0.26% |
$168K - $226K
|
239K
$64.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
627+ 56.33% |
$168K - $226K
|
1.74K
$471K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
626+ 7.49% |
$168K - $225K
|
8.99K
$2.44M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
625+ 1.61% |
$168K - $225K
|
39.4K
$10.7M
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
625+ 1.82% |
$168K - $225K
|
35K
$9.48M
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
622+ 20.55% |
$167K - $224K
|
3.65K
$989K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
615+ 65.36% |
$165K - $221K
|
1.56K
$422K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
611+ 33.19% |
$164K - $220K
|
2.45K
$664K
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
611+ 31.46% |
$164K - $220K
|
2.55K
$692K
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
610+ 19.56% |
$164K - $220K
|
3.73K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
610+ 1.68% |
$164K - $220K
|
37K
$10M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
608+ 28.9% |
$163K - $219K
|
2.71K
$735K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
603+ 69.55% |
$162K - $217K
|
1.47K
$398K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
601+ 36.89% |
$161K - $216K
|
2.23K
$604K
|
|
|
May 14, 2025
Q1 2025
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
600+ 3.06% |
$161K - $216K
|
20.2K
$5.47M
|
|
|
May 09, 2025
Q1 2025
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
600+ 14.81% |
$161K - $216K
|
4.65K
$1.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Mcdaniel Terry & CO
|
BUY
|
- |
597+ 32.75% |
$160K - $215K
|
2.42K
$656K
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
597+ 8.96% |
$160K - $215K
|
7.26K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
596New |
$160K - $215K
|
596
$161K
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
593+ 4.86% |
$159K - $213K
|
12.8K
$3.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
589+ 23.13% |
$158K - $212K
|
3.14K
$850K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
588+ 10.06% |
$158K - $212K
|
6.44K
$1.74M
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
586+ 94.21% |
$157K - $211K
|
1.21K
$327K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
583New |
$156K - $210K
|
583
$158K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
574+ 54.05% |
$154K - $207K
|
1.64K
$443K
|