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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
72+ 0.1% |
$19.5K - $26.5K
|
72.8K
$23.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
72+ 7.47% |
$19.5K - $26.5K
|
1.04K
$338K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
71+ 7.68% |
$19.2K - $26.1K
|
995
$324K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
70+ 7.35% |
$19K - $25.8K
|
1.02K
$334K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
69+ 4.26% |
$18.7K - $25.4K
|
1.69K
$550K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
68+ 2.25% |
$18.4K - $25K
|
3.09K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
68+ 0.45% |
$18.4K - $25K
|
15.1K
$4.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
68+ 4.31% |
$18.4K - $25K
|
1.65K
$537K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
68+ 1.27% |
$18.4K - $25K
|
5.44K
$1.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
67+ 7.64% |
$18.1K - $24.6K
|
944
$308K
|
|
|
Feb 11, 2025
Q4 2024
|
Dillon & Associates Inc
|
BUY
|
- |
67+ 0.24% |
$18.1K - $24.6K
|
27.7K
$9.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
66+ 3.77% |
$17.9K - $24.3K
|
1.82K
$592K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
65+ 1.37% |
$17.6K - $23.9K
|
4.81K
$1.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
65+ 5.8% |
$17.6K - $23.9K
|
1.19K
$387K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
65+ 7.51% |
$17.6K - $23.9K
|
930
$303K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
65+ 2.31% |
$17.6K - $23.9K
|
2.88K
$938K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
65+ 0.07% |
$17.6K - $23.9K
|
87.3K
$28.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
64+ 0.32% |
$17.3K - $23.5K
|
20.1K
$6.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
64+ 0.99% |
$17.3K - $23.5K
|
6.52K
$2.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
64+ 0.85% |
$17.3K - $23.5K
|
7.59K
$2.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
64+ 4.54% |
$17.3K - $23.5K
|
1.48K
$481K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
63+ 1.16% |
$17.1K - $23.2K
|
5.51K
$1.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
63+ 6.29% |
$17.1K - $23.2K
|
1.07K
$347K
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
62+ 0.62% |
$16.8K - $22.8K
|
10.1K
$3.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
62+ 82.67% |
$16.8K - $22.8K
|
137
$44.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
62+ 0.32% |
$16.8K - $22.8K
|
19.2K
$6.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
61+ 9.17% |
$16.5K - $22.4K
|
726
$237K
|
|
|
Jan 15, 2025
Q4 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
61+ 0.9% |
$16.5K - $22.4K
|
6.84K
$2.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
60+ 1.7% |
$16.3K - $22.1K
|
3.59K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
60+ 2.39% |
$16.3K - $22.1K
|
2.57K
$839K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
60+ 0.61% |
$16.3K - $22.1K
|
9.86K
$3.22M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
60+ 2.19% |
$16.3K - $22.1K
|
2.8K
$914K
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
59New |
$16K - $21.7K
|
59
$19.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
59+ 1.19% |
$16K - $21.7K
|
5.01K
$1.64M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
59+ 0.41% |
$16K - $21.7K
|
14.4K
$4.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
57+ 6.21% |
$15.4K - $21K
|
975
$318K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
57+ 0.25% |
$15.4K - $21K
|
22.7K
$7.4M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
56+ 3.24% |
$15.2K - $20.6K
|
1.79K
$582K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
56+ 5.38% |
$15.2K - $20.6K
|
1.1K
$357K
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
55+ 0.03% |
$14.9K - $20.2K
|
197K
$64.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
55+ 2.16% |
$14.9K - $20.2K
|
2.6K
$849K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
54+ 1.49% |
$14.6K - $19.9K
|
3.68K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
53+ 0.51% |
$14.4K - $19.5K
|
10.5K
$3.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
53New |
$14.4K - $19.5K
|
53
$17.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
53New |
$14.4K - $19.5K
|
53
$17.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
53+ 4.42% |
$14.4K - $19.5K
|
1.25K
$409K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
52+ 3.57% |
$14.1K - $19.1K
|
1.51K
$492K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
51+ 10.92% |
$13.8K - $18.8K
|
518
$169K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
51+ 2.93% |
$13.8K - $18.8K
|
1.79K
$584K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
51New |
$13.8K - $18.8K
|
51
$16.6K
|