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 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
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
569+ 7.15% |
$153K - $205K
|
8.53K
$2.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
568+ 5.14% |
$152K - $204K
|
11.6K
$3.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
560+ 6.32% |
$150K - $202K
|
9.42K
$2.55M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
552+ 1.22% |
$148K - $199K
|
45.8K
$12.4M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
552+ 3.3% |
$148K - $199K
|
17.3K
$4.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
548+ 11.39% |
$147K - $197K
|
5.36K
$1.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
546+ 15.04% |
$147K - $197K
|
4.18K
$1.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
542+ 5.31% |
$145K - $195K
|
10.7K
$2.91M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
541+ 31.44% |
$145K - $195K
|
2.26K
$613K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
541+ 1.25% |
$145K - $195K
|
43.9K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
539+ 14.7% |
$145K - $194K
|
4.21K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
538+ 0.25% |
$144K - $194K
|
214K
$57.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
534+ 25.44% |
$143K - $192K
|
2.63K
$713K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
532+ 0.77% |
$143K - $191K
|
69.8K
$18.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
532+ 37.23% |
$143K - $191K
|
1.96K
$531K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
530+ 19.67% |
$142K - $191K
|
3.23K
$874K
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
526+ 2.94% |
$141K - $189K
|
18.4K
$4.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
522+ 3.11% |
$140K - $188K
|
17.3K
$4.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
518+ 3.8% |
$139K - $186K
|
14.1K
$3.83M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
505+ 1.65% |
$136K - $182K
|
31.2K
$8.45M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
504+ 11.05% |
$135K - $181K
|
5.07K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
503+ 4.5% |
$135K - $181K
|
11.7K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
500+ 18.52% |
$134K - $180K
|
3.2K
$867K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
500+ 0.81% |
$134K - $180K
|
62.6K
$17M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
500+ 21.11% |
$134K - $180K
|
2.87K
$777K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
493+ 1.34% |
$132K - $177K
|
37.2K
$10.1M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
489+ 7.74% |
$131K - $176K
|
6.81K
$1.84M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
489+ 6.82% |
$131K - $176K
|
7.66K
$2.08M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
487+ 7.26% |
$131K - $175K
|
7.2K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
486+ 1.38% |
$130K - $175K
|
35.7K
$9.66M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
485+ 30.2% |
$130K - $175K
|
2.09K
$566K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
483+ 13.77% |
$130K - $174K
|
3.99K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
482+ 9.31% |
$129K - $173K
|
5.66K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
481+ 1.43% |
$129K - $173K
|
34.2K
$9.27M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
475+ 35.03% |
$127K - $171K
|
1.83K
$496K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
472+ 15.75% |
$127K - $170K
|
3.47K
$940K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
470+ 66.1% |
$126K - $169K
|
1.18K
$320K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
468+ 31.9% |
$126K - $168K
|
1.94K
$524K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
466+ 5.89% |
$125K - $168K
|
8.38K
$2.27M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
465+ 43.62% |
$125K - $167K
|
1.53K
$415K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
464+ 33.89% |
$125K - $167K
|
1.83K
$497K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
454+ 18.65% |
$122K - $163K
|
2.89K
$782K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
452+ 164.36% |
$121K - $163K
|
727
$197K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
451+ 15.7% |
$121K - $162K
|
3.32K
$901K
|
|
|
May 15, 2025
Q1 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
450+ 40.39% |
$121K - $162K
|
1.56K
$424K
|