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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
8+ 0.24% |
$1.89K - $2.33K
|
3.32K
$806K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
8+ 0.57% |
$1.89K - $2.33K
|
1.41K
$343K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
7+ 3.3% |
$1.65K - $2.04K
|
219
$53.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
BUY
|
- |
7+ 0.19% |
$1.65K - $2.04K
|
3.65K
$885K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
7+ 0.12% |
$1.65K - $2.04K
|
6.03K
$1.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
7+ 1.86% |
$1.65K - $2.04K
|
384
$93.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
7+ 0.85% |
$1.65K - $2.04K
|
826
$201K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
7+ 0.22% |
$1.65K - $2.04K
|
3.12K
$758K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
7+ 0.73% |
$1.65K - $2.04K
|
965
$234K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
7+ 0.58% |
$1.65K - $2.04K
|
1.21K
$293K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
6+ 0.07% |
$1.42K - $1.75K
|
8.91K
$2.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
6+ 0.43% |
$1.42K - $1.75K
|
1.4K
$339K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6+ 60.0% |
$1.42K - $1.75K
|
16
$3.88K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
6+ 300.0% |
$1.42K - $1.75K
|
8
$1.94K
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
5+ 2.5% |
$1.18K - $1.46K
|
205
$49.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
5+ 2.5% |
$1.18K - $1.46K
|
205
$49.8K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
5+ 0.63% |
$1.18K - $1.46K
|
803
$195K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
5+ 0.3% |
$1.18K - $1.46K
|
1.67K
$405K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.59% |
$1.18K - $1.46K
|
851
$207K
|
|
|
Aug 13, 2025
Q2 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
4+ 0.05% |
$945 - $1.16K
|
7.55K
$1.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
4+ 0.04% |
$945 - $1.16K
|
11.2K
$2.73M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4+ 0.45% |
$945 - $1.16K
|
893
$217K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
4+ 400.0% |
$945 - $1.16K
|
5
$1.21K
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
BUY
|
- |
4+ 0.19% |
$945 - $1.16K
|
2.14K
$518K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.23% |
$945 - $1.16K
|
1.72K
$416K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 0.1% |
$945 - $1.16K
|
4.03K
$978K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.11% |
$709 - $873
|
2.65K
$644K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3+ 0.08% |
$709 - $873
|
3.62K
$879K
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
3+ 0.28% |
$709 - $873
|
1.07K
$259K
|
|
|
Aug 05, 2025
Q2 2025
|
Core Alternative Capital
|
BUY
|
- |
3+ 1.6% |
$709 - $873
|
191
$46.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3+ 0.17% |
$709 - $873
|
1.73K
$420K
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
3+ 0.09% |
$709 - $873
|
3.47K
$841K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3+ 2.86% |
$709 - $873
|
108
$26.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 0.12% |
$709 - $873
|
2.57K
$625K
|
|
|
Aug 14, 2025
Q2 2025
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
2+ 0.04% |
$473 - $582
|
5.69K
$1.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 4.26% |
$473 - $582
|
49
$11.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
2+ 0.23% |
$473 - $582
|
888
$216K
|
|
|
Aug 12, 2025
Q2 2025
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
2+ 2.17% |
$473 - $582
|
94
$22.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
2+ 0.18% |
$473 - $582
|
1.09K
$265K
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2+ 0.21% |
$473 - $582
|
972
$236K
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2+ 0.13% |
$473 - $582
|
1.6K
$389K
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2+ 0.19% |
$473 - $582
|
1.08K
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
1+ 0.02% |
$236 - $291
|
4.18K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1+ 0.1% |
$236 - $291
|
1.02K
$248K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 0.01% |
$236 - $291
|
7.42K
$1.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1+ 16.67% |
$236 - $291
|
7
$1.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 1.08% |
$236 - $291
|
94
$22.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.12% |
$236 - $291
|
841
$204K
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
1+ 0.06% |
$236 - $291
|
1.69K
$411K
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1+ 0.1% |
$236 - $291
|
1.02K
$248K
|