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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
99+ 4.51% |
$23.4K - $28.8K
|
2.29K
$557K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
99+ 5.96% |
$23.4K - $28.8K
|
1.76K
$427K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
96+ 1.0% |
$22.7K - $28K
|
9.74K
$2.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
95+ 2.4% |
$22.4K - $27.7K
|
4.05K
$984K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
95+ 1.43% |
$22.4K - $27.7K
|
6.74K
$1.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
BUY
|
- |
93+ 7.73% |
$22K - $27.1K
|
1.3K
$315K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
92+ 383.33% |
$21.7K - $26.8K
|
116
$28.2K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
91+ 8.36% |
$21.5K - $26.5K
|
1.18K
$286K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
90+ 2.28% |
$21.3K - $26.2K
|
4.05K
$982K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
90+ 33.58% |
$21.3K - $26.2K
|
358
$86.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
89New |
$21K - $25.9K
|
89
$21.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
89+ 3.14% |
$21K - $25.9K
|
2.93K
$710K
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
89+ 9.28% |
$21K - $25.9K
|
1.05K
$254K
|
|
|
Aug 13, 2025
Q2 2025
|
F
|
BUY
|
- |
88+ 0.49% |
$20.8K - $25.6K
|
17.9K
$4.34M
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
88+ 5.09% |
$20.8K - $25.6K
|
1.82K
$441K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
87+ 0.03% |
$20.6K - $25.3K
|
281K
$68.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
87+ 9.08% |
$20.6K - $25.3K
|
1.05K
$254K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
87+ 2.87% |
$20.6K - $25.3K
|
3.12K
$758K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
87+ 4.75% |
$20.6K - $25.3K
|
1.92K
$466K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
87+ 3.63% |
$20.6K - $25.3K
|
2.48K
$603K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
86+ 330.77% |
$20.3K - $25K
|
112
$27.2K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
85+ 14.86% |
$20.1K - $24.7K
|
657
$159K
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
85+ 1.11% |
$20.1K - $24.7K
|
7.73K
$1.88M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
85+ 32.32% |
$20.1K - $24.7K
|
348
$84.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
84+ 0.26% |
$19.8K - $24.5K
|
32.4K
$7.86M
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
84+ 8.79% |
$19.8K - $24.5K
|
1.04K
$252K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
82+ 12.29% |
$19.4K - $23.9K
|
749
$182K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
81+ 9.0% |
$19.1K - $23.6K
|
981
$238K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
81+ 10.05% |
$19.1K - $23.6K
|
887
$215K
|
|
|
Aug 13, 2025
Q2 2025
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
80+ 1.66% |
$18.9K - $23.3K
|
4.9K
$1.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
79New |
$18.7K - $23K
|
79
$19.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
78+ 0.55% |
$18.4K - $22.7K
|
14.4K
$3.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
77+ 6.26% |
$18.2K - $22.4K
|
1.31K
$317K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
77+ 4.71% |
$18.2K - $22.4K
|
1.71K
$416K
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
76+ 4.94% |
$18K - $22.1K
|
1.62K
$392K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
76+ 4.09% |
$18K - $22.1K
|
1.93K
$469K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
76+ 7.4% |
$18K - $22.1K
|
1.1K
$268K
|
|
|
Aug 11, 2025
Q2 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
75+ 3.92% |
$17.7K - $21.8K
|
1.99K
$483K
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
75+ 6.42% |
$17.7K - $21.8K
|
1.24K
$302K
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
73+ 6.11% |
$17.2K - $21.3K
|
1.27K
$308K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
70+ 6.55% |
$16.5K - $20.4K
|
1.14K
$277K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
70+ 0.47% |
$16.5K - $20.4K
|
15K
$3.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
69+ 7.02% |
$16.3K - $20.1K
|
1.05K
$255K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
69+ 8.91% |
$16.3K - $20.1K
|
843
$205K
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
69+ 6.53% |
$16.3K - $20.1K
|
1.13K
$273K
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
69+ 2.18% |
$16.3K - $20.1K
|
3.23K
$784K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
69+ 0.87% |
$16.3K - $20.1K
|
7.96K
$1.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
69+ 1.38% |
$16.3K - $20.1K
|
5.09K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
68+ 2.81% |
$16.1K - $19.8K
|
2.49K
$604K
|
|
|
Aug 07, 2025
Q2 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
68+ 4.5% |
$16.1K - $19.8K
|
1.58K
$384K
|