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 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
126New |
$29.8K - $36.7K
|
126
$30.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
125+ 13.05% |
$29.5K - $36.4K
|
1.08K
$263K
|
|
|
Aug 07, 2025
Q2 2025
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
125+ 0.51% |
$29.5K - $36.4K
|
24.4K
$5.93M
|
|
|
Aug 06, 2025
Q2 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
125New |
$29.5K - $36.4K
|
125
$30.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
125+ 4.88% |
$29.5K - $36.4K
|
2.69K
$653K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
125New |
$29.5K - $36.4K
|
125
$30.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
124+ 6.89% |
$29.3K - $36.1K
|
1.92K
$467K
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
123+ 9.33% |
$29.1K - $35.8K
|
1.44K
$350K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
123+ 4.26% |
$29.1K - $35.8K
|
3.01K
$731K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
122+ 1.6% |
$28.8K - $35.5K
|
7.77K
$1.89M
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
122+ 1.11% |
$28.8K - $35.5K
|
11.1K
$2.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
121+ 3.98% |
$28.6K - $35.2K
|
3.16K
$767K
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
121+ 6.2% |
$28.6K - $35.2K
|
2.07K
$503K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
120+ 1.2% |
$28.4K - $34.9K
|
10.1K
$2.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
120+ 6.35% |
$28.4K - $34.9K
|
2.01K
$488K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
119+ 195.08% |
$28.1K - $34.6K
|
180
$43.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
119+ 3.12% |
$28.1K - $34.6K
|
3.94K
$956K
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
119+ 11.51% |
$28.1K - $34.6K
|
1.15K
$280K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
118+ 60.2% |
$27.9K - $34.4K
|
314
$76.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
116+ 4.21% |
$27.4K - $33.8K
|
2.87K
$697K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
115+ 5.57% |
$27.2K - $33.5K
|
2.18K
$529K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
114+ 5.98% |
$26.9K - $33.2K
|
2.02K
$491K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
113+ 0.32% |
$26.7K - $32.9K
|
35.8K
$8.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
113+ 9.54% |
$26.7K - $32.9K
|
1.3K
$315K
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
113+ 4.54% |
$26.7K - $32.9K
|
2.6K
$632K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
112+ 658.82% |
$26.5K - $32.6K
|
129
$31.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
112+ 22.0% |
$26.5K - $32.6K
|
621
$151K
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
112+ 0.93% |
$26.5K - $32.6K
|
12.1K
$2.94M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
111+ 284.62% |
$26.2K - $32.3K
|
150
$36.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
111+ 50.0% |
$26.2K - $32.3K
|
333
$80.8K
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
110+ 10.18% |
$26K - $32K
|
1.19K
$289K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
109+ 2.95% |
$25.8K - $31.7K
|
3.8K
$922K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
107+ 0.88% |
$25.3K - $31.2K
|
12.3K
$2.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
106+ 3.72% |
$25K - $30.9K
|
2.96K
$718K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
106+ 9.0% |
$25K - $30.9K
|
1.28K
$312K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
105+ 1.75% |
$24.8K - $30.6K
|
6.11K
$1.48M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
105New |
$24.8K - $30.6K
|
105
$25.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
103+ 6.27% |
$24.3K - $30K
|
1.75K
$424K
|
|
|
Aug 07, 2025
Q2 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
103+ 1.72% |
$24.3K - $30K
|
6.09K
$1.48M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
101New |
$23.9K - $29.4K
|
101
$24.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
101+ 7.59% |
$23.9K - $29.4K
|
1.43K
$347K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
101+ 1.08% |
$23.9K - $29.4K
|
9.45K
$2.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
101+ 12.32% |
$23.9K - $29.4K
|
921
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
100+ 2.99% |
$23.6K - $29.1K
|
3.44K
$836K
|
|
|
Aug 12, 2025
Q2 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
100+ 7.22% |
$23.6K - $29.1K
|
1.49K
$360K
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
100+ 13.97% |
$23.6K - $29.1K
|
816
$198K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
100+ 5.59% |
$23.6K - $29.1K
|
1.89K
$458K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
100New |
$23.6K - $29.1K
|
100
$24.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
100+ 100.0% |
$23.6K - $29.1K
|
200
$48.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
BUY
|
- |
100+ 0.3% |
$23.6K - $29.1K
|
33.6K
$8.16M
|