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 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
144+ 4.22% |
$38.6K - $51.8K
|
3.55K
$923K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
143+ 5.01% |
$38.4K - $51.5K
|
3K
$779K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
143+ 0.11% |
$38.4K - $51.5K
|
135K
$34.9M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
142+ 4.61% |
$38.1K - $51.1K
|
3.22K
$836K
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
141+ 19.97% |
$37.8K - $50.8K
|
847
$220K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
141+ 0.59% |
$37.8K - $50.8K
|
24.1K
$6.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
141+ 4.0% |
$37.8K - $50.8K
|
3.67K
$952K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
139+ 7.14% |
$37.3K - $50K
|
2.09K
$541K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
139+ 0.6% |
$37.3K - $50K
|
23.4K
$6.08M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
138+ 2.04% |
$37K - $49.7K
|
6.91K
$1.79M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
136+ 17.04% |
$36.5K - $49K
|
934
$243K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
136+ 4.44% |
$36.5K - $49K
|
3.2K
$830K
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
135+ 4.15% |
$36.2K - $48.6K
|
3.39K
$881K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
135+ 0.76% |
$36.2K - $48.6K
|
17.9K
$4.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
133+ 2.55% |
$35.7K - $47.9K
|
5.34K
$1.39M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
133+ 12.84% |
$35.7K - $47.9K
|
1.17K
$304K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
132+ 36.16% |
$35.4K - $47.5K
|
497
$129K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
131+ 14.65% |
$35.2K - $47.2K
|
1.03K
$266K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
131+ 1.39% |
$35.2K - $47.2K
|
9.53K
$2.47M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
130+ 3.29% |
$34.9K - $46.8K
|
4.09K
$1.06M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
130+ 2.45% |
$34.9K - $46.8K
|
5.43K
$1.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
130+ 0.24% |
$34.9K - $46.8K
|
54.2K
$14.1M
|
|
|
May 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
129+ 13.77% |
$34.6K - $46.4K
|
1.07K
$277K
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
129+ 18.02% |
$34.6K - $46.4K
|
845
$219K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
129+ 12.12% |
$34.6K - $46.4K
|
1.19K
$310K
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
129+ 6.23% |
$34.6K - $46.4K
|
2.2K
$571K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
129+ 1.98% |
$34.6K - $46.4K
|
6.65K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
127+ 15.28% |
$34.1K - $45.7K
|
958
$249K
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
127+ 1.67% |
$34.1K - $45.7K
|
7.72K
$2M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
127+ 10.06% |
$34.1K - $45.7K
|
1.39K
$361K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
126+ 5.11% |
$33.8K - $45.4K
|
2.59K
$673K
|
|
|
Apr 16, 2025
Q1 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
126+ 2.15% |
$33.8K - $45.4K
|
5.97K
$1.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
125+ 13.44% |
$33.5K - $45K
|
1.06K
$274K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
122+ 8.65% |
$32.7K - $43.9K
|
1.53K
$398K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
122+ 78.71% |
$32.7K - $43.9K
|
277
$71.9K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
121+ 5.97% |
$32.5K - $43.6K
|
2.15K
$558K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
120+ 4.94% |
$32.2K - $43.2K
|
2.55K
$662K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
120+ 10.66% |
$32.2K - $43.2K
|
1.25K
$324K
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
120+ 3.35% |
$32.2K - $43.2K
|
3.7K
$960K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
119+ 36.84% |
$31.9K - $42.8K
|
442
$115K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
119+ 6.51% |
$31.9K - $42.8K
|
1.95K
$505K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
117+ 5.35% |
$31.4K - $42.1K
|
2.3K
$598K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
117+ 2.12% |
$31.4K - $42.1K
|
5.62K
$1.46M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
116New |
$31.1K - $41.8K
|
116
$30.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
116+ 13.74% |
$31.1K - $41.8K
|
960
$249K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
115+ 11.19% |
$30.9K - $41.4K
|
1.14K
$297K
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
114+ 4.15% |
$30.6K - $41K
|
2.86K
$743K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
114New |
$30.6K - $41K
|
114
$29.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
113+ 1.21% |
$30.3K - $40.7K
|
9.49K
$2.46M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
112+ 9.82% |
$30.1K - $40.3K
|
1.25K
$325K
|