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 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
370+ 9.63% |
$99.3K - $133K
|
4.21K
$1.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
367New |
$98.5K - $132K
|
367
$95.3K
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
365+ 9.2% |
$98K - $131K
|
4.33K
$1.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
363+ 6.31% |
$97.4K - $131K
|
6.11K
$1.59M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
361+ 6.24% |
$96.9K - $130K
|
6.15K
$1.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
358+ 38.04% |
$96.1K - $129K
|
1.3K
$337K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
356+ 2.82% |
$95.5K - $128K
|
13K
$3.37M
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
356+ 10.72% |
$95.5K - $128K
|
3.68K
$955K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
353+ 17.27% |
$94.7K - $127K
|
2.4K
$622K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
352+ 4.02% |
$94.5K - $127K
|
9.1K
$2.36M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
352New |
$94.5K - $127K
|
352
$91.4K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
352+ 0.31% |
$94.5K - $127K
|
115K
$29.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
352+ 8.66% |
$94.5K - $127K
|
4.42K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
351+ 1.91% |
$94.2K - $126K
|
18.7K
$4.86M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
350+ 6.03% |
$93.9K - $126K
|
6.16K
$1.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
350+ 45.63% |
$93.9K - $126K
|
1.12K
$290K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
349+ 0.28% |
$93.7K - $126K
|
127K
$33M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
348+ 9.1% |
$93.4K - $125K
|
4.17K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
348+ 25.91% |
$93.4K - $125K
|
1.69K
$439K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
347+ 1.68% |
$93.1K - $125K
|
21K
$5.45M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
346+ 25.84% |
$92.9K - $125K
|
1.69K
$438K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
346+ 13.44% |
$92.9K - $125K
|
2.92K
$758K
|
|
|
May 15, 2025
Q1 2025
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
344+ 26.71% |
$92.3K - $124K
|
1.63K
$424K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
344+ 614.29% |
$92.3K - $124K
|
400
$104K
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
343+ 38.28% |
$92K - $123K
|
1.24K
$322K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
342+ 3.45% |
$91.8K - $123K
|
10.3K
$2.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
338+ 3.4% |
$90.7K - $122K
|
10.3K
$2.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
336+ 7.74% |
$90.2K - $121K
|
4.68K
$1.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
333+ 0.87% |
$89.4K - $120K
|
38.4K
$9.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
332+ 11.48% |
$89.1K - $120K
|
3.22K
$837K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
331+ 2.74% |
$88.8K - $119K
|
12.4K
$3.22M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
327+ 21.46% |
$87.8K - $118K
|
1.85K
$481K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
327+ 96.75% |
$87.8K - $118K
|
665
$173K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
327+ 45.04% |
$87.8K - $118K
|
1.05K
$273K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
325+ 30.81% |
$87.2K - $117K
|
1.38K
$358K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
324+ 18.7% |
$86.9K - $117K
|
2.06K
$534K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
323+ 18.33% |
$86.7K - $116K
|
2.09K
$541K
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
316+ 36.36% |
$84.8K - $114K
|
1.19K
$308K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
315+ 11.25% |
$84.5K - $113K
|
3.12K
$809K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
313+ 2.53% |
$84K - $113K
|
12.7K
$3.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
313+ 3.35% |
$84K - $113K
|
9.64K
$2.5M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
312+ 3.81% |
$83.7K - $112K
|
8.49K
$2.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
312+ 6.47% |
$83.7K - $112K
|
5.14K
$1.33M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
311+ 1.27% |
$83.5K - $112K
|
24.8K
$6.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
309+ 36.96% |
$82.9K - $111K
|
1.15K
$297K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
306+ 48.96% |
$82.1K - $110K
|
931
$242K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
306+ 0.12% |
$82.1K - $110K
|
251K
$65.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
306+ 5.73% |
$82.1K - $110K
|
5.65K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
303+ 12.15% |
$81.3K - $109K
|
2.8K
$726K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
303+ 13.48% |
$81.3K - $109K
|
2.55K
$662K
|