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 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
50+ 138.89% |
$11.8K - $14.6K
|
86
$20.9K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50New |
$11.8K - $14.6K
|
50
$12.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
50+ 2.89% |
$11.8K - $14.6K
|
1.78K
$433K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
50+ 1.99% |
$11.8K - $14.6K
|
2.56K
$622K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
50+ 5.98% |
$11.8K - $14.6K
|
886
$215K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
50New |
$11.8K - $14.6K
|
50
$12.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
49+ 12.63% |
$11.6K - $14.3K
|
437
$106K
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
48+ 2.2% |
$11.3K - $14K
|
2.23K
$542K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
47+ 0.66% |
$11.1K - $13.7K
|
7.16K
$1.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
46+ 1.86% |
$10.9K - $13.4K
|
2.52K
$612K
|
|
|
Jul 30, 2025
Q2 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
46+ 1.45% |
$10.9K - $13.4K
|
3.21K
$780K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
46+ 3.89% |
$10.9K - $13.4K
|
1.23K
$298K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
45+ 562.5% |
$10.6K - $13.1K
|
53
$12.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
45+ 214.29% |
$10.6K - $13.1K
|
66
$16K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
45+ 2.25% |
$10.6K - $13.1K
|
2.05K
$496K
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
44+ 1.41% |
$10.4K - $12.8K
|
3.16K
$767K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
44+ 8.66% |
$10.4K - $12.8K
|
552
$134K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
44+ 1.17% |
$10.4K - $12.8K
|
3.8K
$923K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
44+ 46.81% |
$10.4K - $12.8K
|
138
$33.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
43+ 0.17% |
$10.2K - $12.5K
|
24.9K
$6.04M
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
43+ 2.21% |
$10.2K - $12.5K
|
1.99K
$484K
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
42+ 4.44% |
$9.92K - $12.2K
|
989
$240K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
42+ 1.89% |
$9.92K - $12.2K
|
2.26K
$550K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
41+ 3.58% |
$9.69K - $11.9K
|
1.19K
$288K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
40New |
$9.45K - $11.6K
|
40
$9.71K
|
|
|
Aug 12, 2025
Q2 2025
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
40+ 1.02% |
$9.45K - $11.6K
|
3.95K
$958K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
40+ 2.9% |
$9.45K - $11.6K
|
1.42K
$345K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
39+ 3.34% |
$9.21K - $11.4K
|
1.21K
$293K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
39+ 0.29% |
$9.21K - $11.4K
|
13.6K
$3.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
39+ 2.34% |
$9.21K - $11.4K
|
1.71K
$414K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
39+ 2.33% |
$9.21K - $11.4K
|
1.72K
$417K
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
39+ 4.22% |
$9.21K - $11.4K
|
964
$234K
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
39+ 0.67% |
$9.21K - $11.4K
|
5.85K
$1.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
39+ 6.87% |
$9.21K - $11.4K
|
607
$147K
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
38+ 3.85% |
$8.98K - $11.1K
|
1.02K
$249K
|
|
|
Aug 01, 2025
Q2 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
38+ 0.31% |
$8.98K - $11.1K
|
12.3K
$3M
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
37+ 2.78% |
$8.74K - $10.8K
|
1.37K
$332K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
37+ 2.04% |
$8.74K - $10.8K
|
1.85K
$448K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
36+ 0.82% |
$8.51K - $10.5K
|
4.41K
$1.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
35+ 1.55% |
$8.27K - $10.2K
|
2.3K
$558K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
35New |
$8.27K - $10.2K
|
35
$8.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
35+ 0.41% |
$8.27K - $10.2K
|
8.48K
$2.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
35+ 0.24% |
$8.27K - $10.2K
|
14.4K
$3.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
34+ 109.68% |
$8.03K - $9.9K
|
65
$15.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
34New |
$8.03K - $9.9K
|
34
$8.25K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
34+ 1.27% |
$8.03K - $9.9K
|
2.71K
$658K
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
32+ 228.57% |
$7.56K - $9.32K
|
46
$11.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
32+ 5.03% |
$7.56K - $9.32K
|
668
$162K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
31+ 1.32% |
$7.32K - $9.03K
|
2.38K
$577K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
31+ 1.9% |
$7.32K - $9.03K
|
1.66K
$403K
|