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 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
31+ 55.36% |
$7.32K - $9.03K
|
87
$21.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
BUY
|
- |
31+ 0.33% |
$7.32K - $9.03K
|
9.35K
$2.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
31+ 2.86% |
$7.32K - $9.03K
|
1.12K
$271K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
31New |
$7.32K - $9.03K
|
31
$7.53K
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
31+ 1.75% |
$7.32K - $9.03K
|
1.8K
$438K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
31+ 1.08% |
$7.32K - $9.03K
|
2.9K
$704K
|
|
|
Aug 12, 2025
Q2 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
30+ 0.39% |
$7.09K - $8.73K
|
7.75K
$1.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
30+ 18.29% |
$7.09K - $8.73K
|
194
$47.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
30+ 2.48% |
$7.09K - $8.73K
|
1.24K
$302K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
30+ 2.44% |
$7.09K - $8.73K
|
1.26K
$305K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
30+ 0.17% |
$7.09K - $8.73K
|
18.2K
$4.41M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
28+ 0.03% |
$6.62K - $8.15K
|
87.8K
$21.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
28New |
$6.62K - $8.15K
|
28
$6.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
28+ 1.99% |
$6.62K - $8.15K
|
1.44K
$348K
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
BUY
|
- |
28+ 0.14% |
$6.62K - $8.15K
|
20.7K
$5.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
28+ 0.36% |
$6.62K - $8.15K
|
7.9K
$1.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
28+ 2.42% |
$6.62K - $8.15K
|
1.18K
$287K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
27+ 1.01% |
$6.38K - $7.86K
|
2.69K
$653K
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
27+ 1.45% |
$6.38K - $7.86K
|
1.88K
$457K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
27+ 0.17% |
$6.38K - $7.86K
|
16K
$3.89M
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
27+ 1.47% |
$6.38K - $7.86K
|
1.87K
$453K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
BUY
|
- |
26+ 1.83% |
$6.14K - $7.57K
|
1.45K
$352K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
26+ 2.51% |
$6.14K - $7.57K
|
1.06K
$258K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
25+ 0.91% |
$5.91K - $7.28K
|
2.78K
$674K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
25+ 2.58% |
$5.91K - $7.28K
|
995
$242K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
25+ 1.55% |
$5.91K - $7.28K
|
1.63K
$397K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
25New |
$5.91K - $7.28K
|
25
$6.07K
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
24+ 1.23% |
$5.67K - $6.99K
|
1.98K
$480K
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
24+ 0.67% |
$5.67K - $6.99K
|
3.63K
$881K
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
24+ 0.34% |
$5.67K - $6.99K
|
7.13K
$1.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
24+ 1.1% |
$5.67K - $6.99K
|
2.21K
$536K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
22+ 137.5% |
$5.2K - $6.41K
|
38
$9.22K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
22+ 12.09% |
$5.2K - $6.41K
|
204
$49.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
BUY
|
- |
22+ 1.02% |
$5.2K - $6.41K
|
2.17K
$527K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
22+ 0.92% |
$5.2K - $6.41K
|
2.43K
$589K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
21New |
$4.96K - $6.11K
|
21
$5.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
21+ 18.75% |
$4.96K - $6.11K
|
133
$32.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
21+ 2.0% |
$4.96K - $6.11K
|
1.07K
$260K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
21+ 0.65% |
$4.96K - $6.11K
|
3.25K
$788K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
21+ 1.67% |
$4.96K - $6.11K
|
1.28K
$310K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
20+ 0.32% |
$4.73K - $5.82K
|
6.37K
$1.55M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
20+ 1.09% |
$4.73K - $5.82K
|
1.85K
$450K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
20+ 0.61% |
$4.73K - $5.82K
|
3.29K
$800K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
20+ 1.04% |
$4.73K - $5.82K
|
1.95K
$473K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
20+ 2.43% |
$4.73K - $5.82K
|
842
$204K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
20+ 0.27% |
$4.73K - $5.82K
|
7.34K
$1.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
20+ 1.04% |
$4.73K - $5.82K
|
1.95K
$472K
|
|
|
Aug 14, 2025
Q2 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
19+ 126.67% |
$4.49K - $5.53K
|
34
$8.25K
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
19+ 1.67% |
$4.49K - $5.53K
|
1.15K
$280K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
19+ 0.35% |
$4.49K - $5.53K
|
5.39K
$1.31M
|