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 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
69+ 10.18% |
$18.5K - $24.8K
|
747
$194K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
68New |
$18.2K - $24.5K
|
68
$17.7K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
68+ 6.15% |
$18.2K - $24.5K
|
1.17K
$305K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
67+ 4.4% |
$18K - $24.1K
|
1.59K
$413K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
67+ 0.8% |
$18K - $24.1K
|
8.44K
$2.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
67+ 3.14% |
$18K - $24.1K
|
2.2K
$571K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
66+ 3.69% |
$17.7K - $23.8K
|
1.86K
$482K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
66+ 47.48% |
$17.7K - $23.8K
|
205
$53.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
65+ 0.84% |
$17.4K - $23.4K
|
7.83K
$2.03M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
65+ 2.22% |
$17.4K - $23.4K
|
3K
$779K
|
|
|
Apr 30, 2025
Q1 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
64+ 0.69% |
$17.2K - $23K
|
9.33K
$2.42M
|
|
|
May 02, 2025
Q1 2025
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
63+ 0.92% |
$16.9K - $22.7K
|
6.94K
$1.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
63+ 2.78% |
$16.9K - $22.7K
|
2.33K
$605K
|
|
|
Jun 23, 2025
Q1 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
62+ 3.49% |
$16.6K - $22.3K
|
1.84K
$478K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
62+ 0.74% |
$16.6K - $22.3K
|
8.39K
$2.18M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
60+ 44.12% |
$16.1K - $21.6K
|
196
$50.9K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
60+ 4.3% |
$16.1K - $21.6K
|
1.46K
$378K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
60+ 2.7% |
$16.1K - $21.6K
|
2.28K
$592K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
60New |
$16.1K - $21.6K
|
60
$15.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
60+ 2.32% |
$16.1K - $21.6K
|
2.65K
$687K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
60+ 6.7% |
$16.1K - $21.6K
|
956
$248K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
59+ 0.33% |
$15.8K - $21.2K
|
18.1K
$4.7M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
59+ 0.86% |
$15.8K - $21.2K
|
6.96K
$1.81M
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
59+ 2.19% |
$15.8K - $21.2K
|
2.76K
$716K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
59+ 8.55% |
$15.8K - $21.2K
|
749
$195K
|
|
|
Apr 17, 2025
Q1 2025
|
Wd Rutherford LLC
|
BUY
|
- |
59+ 0.42% |
$15.8K - $21.2K
|
14K
$3.64M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
58+ 0.85% |
$15.6K - $20.9K
|
6.87K
$1.78M
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
58+ 2.91% |
$15.6K - $20.9K
|
2.05K
$533K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
58+ 4.86% |
$15.6K - $20.9K
|
1.25K
$325K
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
57+ 2.76% |
$15.3K - $20.5K
|
2.13K
$552K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
56+ 0.94% |
$15K - $20.2K
|
6K
$1.56M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
55+ 6.17% |
$14.8K - $19.8K
|
946
$246K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
54+ 1.86% |
$14.5K - $19.4K
|
2.96K
$770K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
54+ 15.38% |
$14.5K - $19.4K
|
405
$105K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
53+ 1.61% |
$14.2K - $19.1K
|
3.35K
$870K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
53+ 6.68% |
$14.2K - $19.1K
|
846
$220K
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
53+ 3.82% |
$14.2K - $19.1K
|
1.44K
$374K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
BUY
|
- |
53+ 3.87% |
$14.2K - $19.1K
|
1.42K
$369K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
53+ 0.35% |
$14.2K - $19.1K
|
15.3K
$3.96M
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
52+ 3.16% |
$14K - $18.7K
|
1.7K
$441K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
51+ 1.56% |
$13.7K - $18.4K
|
3.31K
$860K
|
|
|
May 14, 2025
Q1 2025
|
Dc Investments Management, LLC
Mclean, VA |
BUY
|
- |
50+ 3.47% |
$13.4K - $18K
|
1.49K
$387K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
50+ 42.74% |
$13.4K - $18K
|
167
$43.4K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
50+ 0.54% |
$13.4K - $18K
|
9.26K
$2.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
50+ 250.0% |
$13.4K - $18K
|
70
$18.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
50+ 3.78% |
$13.4K - $18K
|
1.37K
$356K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
50+ 4.56% |
$13.4K - $18K
|
1.15K
$298K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
50+ 2.56% |
$13.4K - $18K
|
2K
$519K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
49+ 1.29% |
$13.1K - $17.6K
|
3.84K
$996K
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
47+ 180.77% |
$12.6K - $16.9K
|
73
$19K
|