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 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
46+ 4.75% |
$12.3K - $16.6K
|
1.02K
$264K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
46New |
$12.3K - $16.6K
|
46
$11.9K
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
46+ 0.57% |
$12.3K - $16.6K
|
8.13K
$2.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
46+ 2.44% |
$12.3K - $16.6K
|
1.93K
$502K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
45+ 4.16% |
$12.1K - $16.2K
|
1.13K
$293K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
45+ 1.03% |
$12.1K - $16.2K
|
4.43K
$1.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
45+ 1.31% |
$12.1K - $16.2K
|
3.49K
$906K
|
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
44New |
$11.8K - $15.8K
|
44
$11.4K
|
|
|
May 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
44+ 3.84% |
$11.8K - $15.8K
|
1.19K
$309K
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
44+ 4.24% |
$11.8K - $15.8K
|
1.08K
$281K
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
44+ 3.33% |
$11.8K - $15.8K
|
1.36K
$354K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
43+ 5.69% |
$11.5K - $15.5K
|
799
$207K
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
42+ 2.48% |
$11.3K - $15.1K
|
1.73K
$450K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
42+ 3.74% |
$11.3K - $15.1K
|
1.17K
$303K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
42+ 0.46% |
$11.3K - $15.1K
|
9.23K
$2.4M
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
41+ 2.4% |
$11K - $14.8K
|
1.75K
$454K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
41+ 0.01% |
$11K - $14.8K
|
504K
$131M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
40New |
$10.7K - $14.4K
|
40
$10.4K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
40+ 3.1% |
$10.7K - $14.4K
|
1.33K
$345K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
40+ 5.18% |
$10.7K - $14.4K
|
812
$211K
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
40+ 2.33% |
$10.7K - $14.4K
|
1.76K
$457K
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
39+ 3.63% |
$10.5K - $14K
|
1.11K
$289K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
39+ 7.32% |
$10.5K - $14K
|
572
$149K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
39+ 1.25% |
$10.5K - $14K
|
3.17K
$822K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
39+ 3.25% |
$10.5K - $14K
|
1.24K
$322K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
39+ 0.87% |
$10.5K - $14K
|
4.51K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
38+ 4.09% |
$10.2K - $13.7K
|
967
$251K
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
38+ 1.15% |
$10.2K - $13.7K
|
3.34K
$868K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
37+ 1.48% |
$9.93K - $13.3K
|
2.54K
$661K
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
37+ 1.72% |
$9.93K - $13.3K
|
2.18K
$567K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
36+ 1.11% |
$9.66K - $13K
|
3.27K
$850K
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
36+ 3.95% |
$9.66K - $13K
|
948
$246K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
35+ 12.15% |
$9.39K - $12.6K
|
323
$83.9K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
35+ 0.32% |
$9.39K - $12.6K
|
11.1K
$2.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
35+ 1.38% |
$9.39K - $12.6K
|
2.57K
$666K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
34+ 7.56% |
$9.12K - $12.2K
|
484
$126K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
34+ 1.02% |
$9.12K - $12.2K
|
3.36K
$873K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
34+ 4.51% |
$9.12K - $12.2K
|
788
$205K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
34+ 8.37% |
$9.12K - $12.2K
|
440
$114K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
33+ 7.86% |
$8.86K - $11.9K
|
453
$118K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
33+ 0.72% |
$8.86K - $11.9K
|
4.65K
$1.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
33+ 0.22% |
$8.86K - $11.9K
|
15.1K
$3.91M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
32+ 1.34% |
$8.59K - $11.5K
|
2.42K
$627K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
32+ 0.12% |
$8.59K - $11.5K
|
27K
$7.01M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
32+ 2.56% |
$8.59K - $11.5K
|
1.28K
$333K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
32New |
$8.59K - $11.5K
|
32
$8.31K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
32+ 246.15% |
$8.59K - $11.5K
|
45
$11.7K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
31+ 0.92% |
$8.32K - $11.2K
|
3.4K
$882K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
31+ 1.18% |
$8.32K - $11.2K
|
2.65K
$688K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
30+ 1.81% |
$8.05K - $10.8K
|
1.69K
$439K
|