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 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
112+ 5.99% |
$30.1K - $40.3K
|
1.98K
$514K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
110+ 177.42% |
$29.5K - $39.6K
|
172
$44.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
110+ 12.63% |
$29.5K - $39.6K
|
981
$255K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
108+ 2.88% |
$29K - $38.9K
|
3.86K
$1M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
108+ 0.99% |
$29K - $38.9K
|
11K
$2.85M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
107+ 6.6% |
$28.7K - $38.5K
|
1.73K
$449K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
107+ 2.28% |
$28.7K - $38.5K
|
4.81K
$1.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
107+ 12.17% |
$28.7K - $38.5K
|
986
$256K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
106+ 9.46% |
$28.4K - $38.2K
|
1.23K
$319K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
106+ 5.31% |
$28.4K - $38.2K
|
2.1K
$546K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
106+ 2.28% |
$28.4K - $38.2K
|
4.75K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
105+ 13.87% |
$28.2K - $37.8K
|
862
$224K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
104+ 0.23% |
$27.9K - $37.4K
|
45.8K
$11.9M
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
104+ 8.07% |
$27.9K - $37.4K
|
1.39K
$362K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
103+ 5.28% |
$27.6K - $37.1K
|
2.05K
$533K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
101+ 2.42% |
$27.1K - $36.4K
|
4.28K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
100+ 3.09% |
$26.8K - $36K
|
3.34K
$867K
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
100+ 1.11% |
$26.8K - $36K
|
9.1K
$2.36M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
100+ 12.63% |
$26.8K - $36K
|
892
$232K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
CALL |
100New |
$26.8K - $36K
|
100
$26K
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
100+ 8.12% |
$26.8K - $36K
|
1.33K
$346K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
100+ 1.01% |
$26.8K - $36K
|
9.96K
$2.59M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
100+ 1.09% |
$26.8K - $36K
|
9.25K
$2.4M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
100+ 13.39% |
$26.8K - $36K
|
847
$220K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
CALL |
100New |
$26.8K - $36K
|
100
$26K
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
100+ 0.96% |
$26.8K - $36K
|
10.5K
$2.74M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.19% |
$26.8K - $36K
|
51.5K
$13.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
100+ 138.89% |
$26.8K - $36K
|
172
$44.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
100+ 3.76% |
$26.8K - $36K
|
2.76K
$717K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
99+ 12.04% |
$26.6K - $35.6K
|
921
$239K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
99+ 9.89% |
$26.6K - $35.6K
|
1.1K
$286K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
98+ 0.76% |
$26.3K - $35.3K
|
13.1K
$3.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
98+ 6.71% |
$26.3K - $35.3K
|
1.56K
$405K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
97+ 2.31% |
$26K - $34.9K
|
4.29K
$1.11M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
96+ 1.84% |
$25.8K - $34.6K
|
5.32K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
96+ 10.47% |
$25.8K - $34.6K
|
1.01K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
95+ 4.69% |
$25.5K - $34.2K
|
2.12K
$550K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
95+ 8.95% |
$25.5K - $34.2K
|
1.16K
$300K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
95+ 2.45% |
$25.5K - $34.2K
|
3.97K
$1.03M
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
94+ 5.67% |
$25.2K - $33.8K
|
1.75K
$455K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
94+ 12.18% |
$25.2K - $33.8K
|
866
$225K
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
93+ 12.25% |
$25K - $33.5K
|
852
$221K
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
93+ 114.81% |
$25K - $33.5K
|
174
$45.2K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
93+ 6.41% |
$25K - $33.5K
|
1.54K
$401K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
93+ 6.36% |
$25K - $33.5K
|
1.56K
$404K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
93+ 5.87% |
$25K - $33.5K
|
1.68K
$435K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
93+ 6.34% |
$25K - $33.5K
|
1.56K
$405K
|
|
|
May 12, 2025
Q1 2025
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
92New |
$24.7K - $33.1K
|
92
$23.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
92+ 1.3% |
$24.7K - $33.1K
|
7.18K
$1.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
91+ 10.18% |
$24.4K - $32.8K
|
985
$256K
|