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
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
245+ 24.14% |
$65.7K - $88.2K
|
1.26K
$341K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
244+ 36.64% |
$65.5K - $87.8K
|
910
$247K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
244+ 10.2% |
$65.5K - $87.8K
|
2.64K
$714K
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
241+ 1.49% |
$64.7K - $86.7K
|
16.4K
$4.44M
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
240+ 15.69% |
$64.4K - $86.4K
|
1.77K
$480K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
238+ 4.3% |
$63.9K - $85.7K
|
5.77K
$1.56M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
237+ 5.59% |
$63.6K - $85.3K
|
4.48K
$1.21M
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
BUY
|
- |
236+ 1.74% |
$63.3K - $84.9K
|
13.8K
$3.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
235+ 1.67% |
$63.1K - $84.6K
|
14.3K
$3.87M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
233+ 3.15% |
$62.5K - $83.9K
|
7.64K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
232+ 5.58% |
$62.3K - $83.5K
|
4.39K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
231+ 10.49% |
$62K - $83.1K
|
2.43K
$659K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
229+ 18.76% |
$61.5K - $82.4K
|
1.45K
$393K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
226+ 3.84% |
$60.6K - $81.3K
|
6.11K
$1.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
226+ 21.56% |
$60.6K - $81.3K
|
1.27K
$345K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
225+ 17.72% |
$60.4K - $81K
|
1.5K
$405K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
225+ 12.64% |
$60.4K - $81K
|
2.01K
$543K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
225+ 14.2% |
$60.4K - $81K
|
1.81K
$490K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
222New |
$59.6K - $79.9K
|
222
$60.1K
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
220+ 4.54% |
$59K - $79.2K
|
5.07K
$1.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
217+ 35.57% |
$58.2K - $78.1K
|
827
$224K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
217+ 0.37% |
$58.2K - $78.1K
|
58.8K
$15.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
216+ 5.66% |
$58K - $77.7K
|
4.03K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
215+ 9.72% |
$57.7K - $77.4K
|
2.43K
$658K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
211+ 1.07% |
$56.6K - $75.9K
|
19.8K
$5.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
211+ 81.78% |
$56.6K - $75.9K
|
469
$127K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
210+ 7.36% |
$56.4K - $75.6K
|
3.06K
$830K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
209+ 164.57% |
$56.1K - $75.2K
|
336
$91K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
207+ 1.19% |
$55.6K - $74.5K
|
17.6K
$4.76M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
206+ 15.36% |
$55.3K - $74.1K
|
1.55K
$419K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
203+ 4.75% |
$54.5K - $73.1K
|
4.47K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
202+ 3.84% |
$54.2K - $72.7K
|
5.46K
$1.48M
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
201+ 2.96% |
$53.9K - $72.3K
|
6.98K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
200+ 20.0% |
$53.7K - $72K
|
1.2K
$325K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
PUT |
200New |
$53.7K - $72K
|
200
$54.2K
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
200New |
$53.7K - $72K
|
200
$54.2K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
200+ 2.05% |
$53.7K - $72K
|
9.95K
$2.69M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.08% |
$53.7K - $72K
|
260K
$70.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
CALL |
200New |
$53.7K - $72K
|
200
$54.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
200+ 20.22% |
$53.7K - $72K
|
1.19K
$322K
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
200+ 0.27% |
$53.7K - $72K
|
73K
$19.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
200+ 9.76% |
$53.7K - $72K
|
2.25K
$610K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
198+ 8.49% |
$53.1K - $71.3K
|
2.53K
$685K
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
195+ 15.46% |
$52.3K - $70.2K
|
1.46K
$394K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
195+ 12.16% |
$52.3K - $70.2K
|
1.8K
$487K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
194+ 236.59% |
$52.1K - $69.8K
|
276
$74.8K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
193+ 1.4% |
$51.8K - $69.5K
|
14K
$3.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
190+ 3.4% |
$51K - $68.4K
|
5.77K
$1.56M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
189+ 27.79% |
$50.7K - $68K
|
869
$235K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
189+ 10.67% |
$50.7K - $68K
|
1.96K
$531K
|