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 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
30+ 0.72% |
$8.05K - $10.8K
|
4.18K
$1.08M
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
30+ 0.66% |
$8.05K - $10.8K
|
4.58K
$1.19M
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
30+ 1.71% |
$8.05K - $10.8K
|
1.79K
$464K
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
30New |
$8.05K - $10.8K
|
30
$7.79K
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
30+ 1.17% |
$8.05K - $10.8K
|
2.6K
$676K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
30+ 5.27% |
$8.05K - $10.8K
|
599
$156K
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
30+ 0.08% |
$8.05K - $10.8K
|
36.4K
$9.45M
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
30+ 2.0% |
$8.05K - $10.8K
|
1.53K
$397K
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
30+ 1.61% |
$8.05K - $10.8K
|
1.89K
$491K
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
29+ 107.41% |
$7.78K - $10.4K
|
56
$14.5K
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
29+ 3.11% |
$7.78K - $10.4K
|
960
$249K
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
28+ 1.25% |
$7.51K - $10.1K
|
2.27K
$590K
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
28+ 1.28% |
$7.51K - $10.1K
|
2.22K
$577K
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
28+ 7.37% |
$7.51K - $10.1K
|
408
$106K
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
27+ 13.85% |
$7.25K - $9.72K
|
222
$57.6K
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
27+ 1.54% |
$7.25K - $9.72K
|
1.78K
$463K
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
27+ 3.34% |
$7.25K - $9.72K
|
836
$217K
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.65% |
$7.25K - $9.72K
|
4.17K
$1.08M
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
26+ 1.54% |
$6.98K - $9.36K
|
1.72K
$445K
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
26+ 5.65% |
$6.98K - $9.36K
|
486
$126K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
26+ 5.39% |
$6.98K - $9.36K
|
508
$132K
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
25+ 1.11% |
$6.71K - $9K
|
2.28K
$591K
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
25+ 6.94% |
$6.71K - $9K
|
385
$100K
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
25+ 23.81% |
$6.71K - $9K
|
130
$33.8K
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
25+ 0.47% |
$6.71K - $9K
|
5.39K
$1.4M
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
24+ 2.25% |
$6.44K - $8.64K
|
1.09K
$283K
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
24+ 1.63% |
$6.44K - $8.64K
|
1.49K
$388K
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
24+ 2.18% |
$6.44K - $8.64K
|
1.13K
$292K
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
24+ 0.54% |
$6.44K - $8.64K
|
4.46K
$1.16M
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
24New |
$6.44K - $8.64K
|
24
$6.23K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
24+ 1.66% |
$6.44K - $8.64K
|
1.47K
$381K
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
24+ 0.31% |
$6.44K - $8.64K
|
7.77K
$2.02M
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
23+ 2.35% |
$6.17K - $8.28K
|
1K
$260K
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
23+ 2.86% |
$6.17K - $8.28K
|
828
$215K
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
23+ 5.22% |
$6.17K - $8.28K
|
464
$120K
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
22+ 2.14% |
$5.9K - $7.92K
|
1.05K
$273K
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
21+ 5.72% |
$5.64K - $7.56K
|
388
$101K
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
21+ 0.7% |
$5.64K - $7.56K
|
3.02K
$785K
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
21+ 33.33% |
$5.64K - $7.56K
|
84
$21.8K
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
21+ 1.3% |
$5.64K - $7.56K
|
1.64K
$425K
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
20+ 100.0% |
$5.37K - $7.2K
|
40
$10.4K
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
20+ 1.77% |
$5.37K - $7.2K
|
1.15K
$299K
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
20+ 2.54% |
$5.37K - $7.2K
|
806
$209K
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
20+ 5.6% |
$5.37K - $7.2K
|
377
$97.9K
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
20+ 1.37% |
$5.37K - $7.2K
|
1.48K
$384K
|
|
May 14, 2025
Q1 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
19+ 1.63% |
$5.1K - $6.84K
|
1.19K
$308K
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
19+ 0.52% |
$5.1K - $6.84K
|
3.65K
$949K
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
19+ 0.08% |
$5.1K - $6.84K
|
23.2K
$6.03M
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
19+ 5.16% |
$5.1K - $6.84K
|
387
$100K
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
18+ 0.31% |
$4.83K - $6.48K
|
5.9K
$1.53M
|