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 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
162+ 3.17% |
$38.3K - $47.2K
|
5.27K
$1.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
161+ 5.62% |
$38K - $46.9K
|
3.03K
$734K
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
161+ 1.94% |
$38K - $46.9K
|
8.46K
$2.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
160+ 9.09% |
$37.8K - $46.6K
|
1.92K
$466K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
160+ 8.22% |
$37.8K - $46.6K
|
2.11K
$511K
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
160+ 0.96% |
$37.8K - $46.6K
|
16.9K
$4.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
159+ 1.3% |
$37.6K - $46.3K
|
12.4K
$3.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
159+ 10.23% |
$37.6K - $46.3K
|
1.71K
$416K
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
158+ 91.86% |
$37.3K - $46K
|
330
$80.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
158+ 2.29% |
$37.3K - $46K
|
7.07K
$1.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
158+ 6.0% |
$37.3K - $46K
|
2.79K
$678K
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
158+ 10.02% |
$37.3K - $46K
|
1.74K
$421K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
157+ 4.04% |
$37.1K - $45.7K
|
4.04K
$982K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
157+ 4.72% |
$37.1K - $45.7K
|
3.48K
$845K
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
156+ 2.86% |
$36.9K - $45.4K
|
5.62K
$1.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
156+ 1.98% |
$36.9K - $45.4K
|
8.03K
$1.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
155+ 2.43% |
$36.6K - $45.1K
|
6.53K
$1.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
153New |
$36.1K - $44.5K
|
153
$37.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Twin Capital Management Inc
|
BUY
|
- |
153+ 0.99% |
$36.1K - $44.5K
|
15.6K
$3.79M
|
|
|
Aug 05, 2025
Q2 2025
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
150+ 15.51% |
$35.4K - $43.7K
|
1.12K
$271K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
150+ 54.35% |
$35.4K - $43.7K
|
426
$103K
|
|
|
Jul 24, 2025
Q2 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
150+ 0.65% |
$35.4K - $43.7K
|
23.1K
$5.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
150+ 71.09% |
$35.4K - $43.7K
|
361
$87.6K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
149+ 81.87% |
$35.2K - $43.4K
|
331
$80.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
149+ 14.77% |
$35.2K - $43.4K
|
1.16K
$281K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
149+ 1.8% |
$35.2K - $43.4K
|
8.41K
$2.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
148+ 10.16% |
$35K - $43.1K
|
1.6K
$389K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
148+ 16.16% |
$35K - $43.1K
|
1.06K
$258K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
147+ 8.81% |
$34.7K - $42.8K
|
1.82K
$441K
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
145+ 2.42% |
$34.3K - $42.2K
|
6.13K
$1.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
145+ 11.08% |
$34.3K - $42.2K
|
1.45K
$353K
|
|
|
Jul 18, 2025
Q2 2025
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
145New |
$34.3K - $42.2K
|
145
$35.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
142+ 6.17% |
$33.5K - $41.3K
|
2.44K
$593K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
141+ 11.86% |
$33.3K - $41.1K
|
1.33K
$323K
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
139+ 7.21% |
$32.8K - $40.5K
|
2.07K
$502K
|
|
|
Jul 31, 2025
Q2 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
136+ 0.65% |
$32.1K - $39.6K
|
21K
$5.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
135+ 4.02% |
$31.9K - $39.3K
|
3.5K
$848K
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
135+ 8.58% |
$31.9K - $39.3K
|
1.71K
$415K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
135+ 11.57% |
$31.9K - $39.3K
|
1.3K
$316K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
135+ 1.79% |
$31.9K - $39.3K
|
7.68K
$1.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
134+ 3.19% |
$31.7K - $39K
|
4.33K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
133+ 6.38% |
$31.4K - $38.7K
|
2.22K
$538K
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
132+ 2.87% |
$31.2K - $38.4K
|
4.74K
$1.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
131+ 17.47% |
$31K - $38.1K
|
881
$214K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
131+ 4.72% |
$31K - $38.1K
|
2.91K
$705K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
130+ 9.97% |
$30.7K - $37.8K
|
1.43K
$348K
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
129+ 2.26% |
$30.5K - $37.6K
|
5.85K
$1.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
128+ 5.15% |
$30.2K - $37.3K
|
2.62K
$635K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
128+ 1.39% |
$30.2K - $37.3K
|
9.36K
$2.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
128+ 1.12% |
$30.2K - $37.3K
|
11.6K
$2.81M
|