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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
188+ 8.17% |
$50.5K - $67.7K
|
2.49K
$647K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
186+ 6.49% |
$49.9K - $67K
|
3.05K
$792K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
186+ 0.39% |
$49.9K - $67K
|
47.7K
$12.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
183+ 1.77% |
$49.1K - $65.9K
|
10.5K
$2.73M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
182New |
$48.8K - $65.5K
|
182
$47.3K
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
182+ 5.13% |
$48.8K - $65.5K
|
3.73K
$968K
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
181+ 2.27% |
$48.6K - $65.2K
|
8.14K
$2.11M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
181+ 5.72% |
$48.6K - $65.2K
|
3.34K
$868K
|
|
|
May 13, 2025
Q1 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
180New |
$48.3K - $64.8K
|
180
$46.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
180+ 0.22% |
$48.3K - $64.8K
|
82.1K
$21.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
175+ 16.1% |
$47K - $63K
|
1.26K
$328K
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
175+ 27.34% |
$47K - $63K
|
815
$212K
|
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
BUY
|
- |
173+ 3.38% |
$46.4K - $62.3K
|
5.3K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
173+ 21.98% |
$46.4K - $62.3K
|
960
$249K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
172+ 21.8% |
$46.2K - $61.9K
|
961
$250K
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
172+ 1.43% |
$46.2K - $61.9K
|
12.2K
$3.18M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
172+ 15.41% |
$46.2K - $61.9K
|
1.29K
$334K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
171+ 14.45% |
$45.9K - $61.6K
|
1.35K
$352K
|
|
|
May 14, 2025
Q1 2025
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
170+ 0.62% |
$45.6K - $61.2K
|
27.5K
$7.14M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
170+ 0.45% |
$45.6K - $61.2K
|
37.7K
$9.78M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
170+ 5.64% |
$45.6K - $61.2K
|
3.19K
$827K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
170+ 67.46% |
$45.6K - $61.2K
|
422
$110K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
170+ 2.45% |
$45.6K - $61.2K
|
7.12K
$1.85M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
169+ 3.1% |
$45.4K - $60.8K
|
5.62K
$1.46M
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
168+ 54.19% |
$45.1K - $60.5K
|
478
$124K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
167+ 5.5% |
$44.8K - $60.1K
|
3.2K
$831K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
167+ 477.14% |
$44.8K - $60.1K
|
202
$52.5K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
166+ 4.95% |
$44.5K - $59.8K
|
3.52K
$913K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
165+ 2.73% |
$44.3K - $59.4K
|
6.21K
$1.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
163+ 2.7% |
$43.7K - $58.7K
|
6.19K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
162+ 344.68% |
$43.5K - $58.3K
|
209
$54.3K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
161+ 11.87% |
$43.2K - $58K
|
1.52K
$394K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
159+ 2.61% |
$42.7K - $57.2K
|
6.24K
$1.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
159+ 1.06% |
$42.7K - $57.2K
|
15.1K
$3.92M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
158+ 2.69% |
$42.4K - $56.9K
|
6.02K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
157+ 11.21% |
$42.1K - $56.5K
|
1.56K
$405K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
157+ 6.03% |
$42.1K - $56.5K
|
2.76K
$717K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
157+ 2.06% |
$42.1K - $56.5K
|
7.78K
$2.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
156+ 88.14% |
$41.9K - $56.2K
|
333
$86.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
155+ 3.34% |
$41.6K - $55.8K
|
4.79K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
153+ 2.8% |
$41.1K - $55.1K
|
5.62K
$1.46M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
152+ 20.32% |
$40.8K - $54.7K
|
900
$234K
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
151+ 2.13% |
$40.5K - $54.4K
|
7.25K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Ecofi Investissements Sa
Nanterre, I0 |
BUY
|
- |
150+ 4.84% |
$40.3K - $54K
|
3.25K
$844K
|
|
|
Apr 25, 2025
Q1 2025
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
150+ 1.77% |
$40.3K - $54K
|
8.61K
$2.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
150+ 2.24% |
$40.3K - $54K
|
6.83K
$1.77M
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
149+ 2.23% |
$40K - $53.6K
|
6.84K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
146+ 1.85% |
$39.2K - $52.6K
|
8.06K
$2.09M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
146+ 8.86% |
$39.2K - $52.6K
|
1.79K
$466K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
146+ 6.47% |
$39.2K - $52.6K
|
2.4K
$624K
|