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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
200+ 2.04% |
$47.3K - $58.2K
|
10K
$2.43M
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
200+ 10.65% |
$47.3K - $58.2K
|
2.08K
$504K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
200+ 76.05% |
$47.3K - $58.2K
|
463
$112K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
200New |
$47.3K - $58.2K
|
200
$48.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
200+ 6.64% |
$47.3K - $58.2K
|
3.21K
$780K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
199+ 10.87% |
$47K - $57.9K
|
2.03K
$493K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
197+ 35.37% |
$46.5K - $57.4K
|
754
$183K
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
197+ 21.79% |
$46.5K - $57.4K
|
1.1K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
196+ 19.6% |
$46.3K - $57.1K
|
1.2K
$290K
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
196+ 13.11% |
$46.3K - $57.1K
|
1.69K
$411K
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
195+ 2.3% |
$46.1K - $56.8K
|
8.69K
$2.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
193+ 22.21% |
$45.6K - $56.2K
|
1.06K
$258K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
193+ 1.04% |
$45.6K - $56.2K
|
18.8K
$4.56M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
193+ 4.11% |
$45.6K - $56.2K
|
4.89K
$1.19M
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
192+ 7.28% |
$45.4K - $55.9K
|
2.83K
$687K
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
BUY
|
- |
191+ 0.83% |
$45.1K - $55.6K
|
23.2K
$5.62M
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
191+ 4.25% |
$45.1K - $55.6K
|
4.68K
$1.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
190+ 5.75% |
$44.9K - $55.3K
|
3.49K
$848K
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
190+ 4.24% |
$44.9K - $55.3K
|
4.67K
$1.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
190+ 5.94% |
$44.9K - $55.3K
|
3.39K
$822K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
188+ 1.25% |
$44.4K - $54.7K
|
15.3K
$3.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
187+ 11.64% |
$44.2K - $54.4K
|
1.79K
$436K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
187+ 3.96% |
$44.2K - $54.4K
|
4.91K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
185+ 1.16% |
$43.7K - $53.9K
|
16.1K
$3.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
185+ 13.17% |
$43.7K - $53.9K
|
1.59K
$386K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
183+ 5.25% |
$43.2K - $53.3K
|
3.67K
$891K
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
181+ 13.12% |
$42.8K - $52.7K
|
1.56K
$379K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
179+ 4.49% |
$42.3K - $52.1K
|
4.17K
$1.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
179+ 5.06% |
$42.3K - $52.1K
|
3.72K
$903K
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
177+ 1.43% |
$41.8K - $51.5K
|
12.6K
$3.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
176+ 0.9% |
$41.6K - $51.2K
|
19.7K
$4.78M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
175+ 3.91% |
$41.3K - $51K
|
4.65K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
173+ 12.61% |
$40.9K - $50.4K
|
1.55K
$375K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
171+ 2.34% |
$40.4K - $49.8K
|
7.47K
$1.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
170+ 0.56% |
$40.2K - $49.5K
|
30.6K
$7.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
170+ 12.44% |
$40.2K - $49.5K
|
1.54K
$373K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
170+ 10.55% |
$40.2K - $49.5K
|
1.78K
$432K
|
|
|
Aug 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
170+ 6.08% |
$40.2K - $49.5K
|
2.97K
$720K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
170New |
$40.2K - $49.5K
|
170
$41.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
170+ 4.35% |
$40.2K - $49.5K
|
4.08K
$990K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
169+ 16.52% |
$39.9K - $49.2K
|
1.19K
$289K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
169+ 18.86% |
$39.9K - $49.2K
|
1.07K
$259K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
169+ 17.86% |
$39.9K - $49.2K
|
1.12K
$271K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
168+ 0.69% |
$39.7K - $48.9K
|
24.7K
$5.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
168+ 2.91% |
$39.7K - $48.9K
|
5.94K
$1.44M
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
167+ 15.02% |
$39.5K - $48.6K
|
1.28K
$310K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
165+ 13.91% |
$39K - $48K
|
1.35K
$328K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
165+ 16.22% |
$39K - $48K
|
1.18K
$287K
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
163+ 5.6% |
$38.5K - $47.5K
|
3.07K
$746K
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
162+ 1.08% |
$38.3K - $47.2K
|
15.2K
$3.68M
|