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 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
470+ 66.1% |
$126K - $169K
|
1.18K
$307K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
468+ 31.9% |
$126K - $168K
|
1.94K
$502K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
466+ 5.89% |
$125K - $168K
|
8.38K
$2.18M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
465+ 43.62% |
$125K - $167K
|
1.53K
$398K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
464+ 33.89% |
$125K - $167K
|
1.83K
$476K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
454+ 18.65% |
$122K - $163K
|
2.89K
$750K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
452+ 164.36% |
$121K - $163K
|
727
$189K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
451+ 15.7% |
$121K - $162K
|
3.32K
$863K
|
|
|
May 15, 2025
Q1 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
450+ 40.39% |
$121K - $162K
|
1.56K
$406K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
450+ 3.0% |
$121K - $162K
|
15.5K
$4.01M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
446+ 4.4% |
$120K - $161K
|
10.6K
$2.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
446+ 66.97% |
$120K - $161K
|
1.11K
$289K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
437New |
$117K - $157K
|
437
$113K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
434+ 14.12% |
$116K - $156K
|
3.51K
$911K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
434+ 1.81% |
$116K - $156K
|
24.5K
$6.35M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
431+ 1134.21% |
$116K - $155K
|
469
$122K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Investments, LLC
|
BUY
|
- |
428+ 3.09% |
$115K - $154K
|
14.3K
$3.71M
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
428+ 14.89% |
$115K - $154K
|
3.3K
$858K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
427+ 36.19% |
$115K - $154K
|
1.61K
$417K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
426+ 5.39% |
$114K - $153K
|
8.32K
$2.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
426+ 17.26% |
$114K - $153K
|
2.89K
$752K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
423+ 1.27% |
$114K - $152K
|
33.7K
$8.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
419+ 0.06% |
$112K - $151K
|
762K
$198M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
413+ 13.59% |
$111K - $149K
|
3.45K
$897K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
412+ 4.49% |
$111K - $148K
|
9.58K
$2.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
411+ 1.71% |
$110K - $148K
|
24.5K
$6.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
404+ 1.74% |
$108K - $145K
|
23.6K
$6.13M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
401+ 35.8% |
$108K - $144K
|
1.52K
$395K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
401+ 3.87% |
$108K - $144K
|
10.8K
$2.79M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
PUT |
400New |
$107K - $144K
|
400
$104K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
400+ 12.5% |
$107K - $144K
|
3.6K
$935K
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
399+ 1.99% |
$107K - $144K
|
20.5K
$5.32M
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
397+ 17.51% |
$107K - $143K
|
2.66K
$692K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
396+ 17.48% |
$106K - $143K
|
2.66K
$691K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
396+ 50.64% |
$106K - $143K
|
1.18K
$306K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
395+ 5.45% |
$106K - $142K
|
7.65K
$1.99M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
395+ 0.47% |
$106K - $142K
|
84.3K
$21.9M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
395+ 1.2% |
$106K - $142K
|
33.2K
$8.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
392+ 8.32% |
$105K - $141K
|
5.1K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
391+ 32.05% |
$105K - $141K
|
1.61K
$418K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
391+ 2.8% |
$105K - $141K
|
14.4K
$3.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
391+ 2.41% |
$105K - $141K
|
16.6K
$4.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
384+ 44.7% |
$103K - $138K
|
1.24K
$323K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
382+ 0.68% |
$103K - $138K
|
56.2K
$14.6M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
379+ 1.66% |
$102K - $136K
|
23.2K
$6.02M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
377New |
$101K - $136K
|
377
$97.9K
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
376+ 9.7% |
$101K - $135K
|
4.25K
$1.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
376+ 0.83% |
$101K - $135K
|
45.8K
$11.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
375+ 3.19% |
$101K - $135K
|
12.1K
$3.15M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
370+ 6.77% |
$99.3K - $133K
|
5.84K
$1.52M
|