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
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
18New |
$4.83K - $6.48K
|
18
$4.67K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
18+ 0.94% |
$4.83K - $6.48K
|
1.94K
$504K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
18+ 42.86% |
$4.83K - $6.48K
|
60
$15.6K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
17+ 1.38% |
$4.56K - $6.12K
|
1.25K
$325K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
17New |
$4.56K - $6.12K
|
17
$4.41K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
17+ 0.14% |
$4.56K - $6.12K
|
12K
$3.11M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
17+ 4.04% |
$4.56K - $6.12K
|
438
$114K
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
16+ 0.21% |
$4.29K - $5.76K
|
7.64K
$1.98M
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
16+ 0.48% |
$4.29K - $5.76K
|
3.38K
$878K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
16+ 0.21% |
$4.29K - $5.76K
|
7.64K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
15New |
$4.03K - $5.4K
|
15
$3.9K
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
15+ 2.03% |
$4.03K - $5.4K
|
753
$196K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
15+ 1.65% |
$4.03K - $5.4K
|
926
$240K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
15+ 1.75% |
$4.03K - $5.4K
|
870
$226K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
15+ 1.12% |
$4.03K - $5.4K
|
1.35K
$350K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
15+ 0.88% |
$4.03K - $5.4K
|
1.72K
$445K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
14+ 1.27% |
$3.76K - $5.04K
|
1.12K
$291K
|
|
|
May 06, 2025
Q1 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
14+ 0.85% |
$3.76K - $5.04K
|
1.67K
$433K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
14+ 0.46% |
$3.76K - $5.04K
|
3.08K
$799K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
14+ 0.45% |
$3.76K - $5.04K
|
3.1K
$806K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
13+ 0.84% |
$3.49K - $4.68K
|
1.56K
$404K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
13+ 1.66% |
$3.49K - $4.68K
|
798
$207K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
12+ 2.93% |
$3.22K - $4.32K
|
422
$110K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
12+ 1.48% |
$3.22K - $4.32K
|
823
$214K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
12+ 1.18% |
$3.22K - $4.32K
|
1.03K
$266K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
12+ 0.38% |
$3.22K - $4.32K
|
3.17K
$822K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
12+ 0.16% |
$3.22K - $4.32K
|
7.36K
$1.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
12+ 1.37% |
$3.22K - $4.32K
|
889
$231K
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
11+ 1.38% |
$2.95K - $3.96K
|
809
$210K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
11+ 10.28% |
$2.95K - $3.96K
|
118
$30.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
11+ 0.99% |
$2.95K - $3.96K
|
1.12K
$290K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
10New |
$2.68K - $3.6K
|
10
$2.6K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
10+ 3.18% |
$2.68K - $3.6K
|
324
$84.1K
|
|
|
May 14, 2025
Q1 2025
|
Uss Investment Management LTD
|
BUY
|
- |
9+ 0.01% |
$2.42K - $3.24K
|
148K
$38.6M
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
9+ 180.0% |
$2.42K - $3.24K
|
14
$3.64K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
9+ 0.56% |
$2.42K - $3.24K
|
1.63K
$423K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
9+ 0.57% |
$2.42K - $3.24K
|
1.6K
$415K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
8+ 0.38% |
$2.15K - $2.88K
|
2.1K
$546K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
CALL |
8New |
$2.15K - $2.88K
|
8
$2.08K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
8+ 0.39% |
$2.15K - $2.88K
|
2.07K
$536K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
8New |
$2.15K - $2.88K
|
8
$2.08K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
8+ 1.4% |
$2.15K - $2.88K
|
580
$151K
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
8New |
$2.15K - $2.88K
|
8
$2.08K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
7+ 0.8% |
$1.88K - $2.52K
|
886
$230K
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
7+ 0.12% |
$1.88K - $2.52K
|
5.81K
$1.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
6+ 0.55% |
$1.61K - $2.16K
|
1.1K
$285K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
6+ 0.75% |
$1.61K - $2.16K
|
811
$211K
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
6+ 0.23% |
$1.61K - $2.16K
|
2.64K
$685K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6+ 0.33% |
$1.61K - $2.16K
|
1.81K
$469K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
5+ 0.27% |
$1.34K - $1.8K
|
1.88K
$489K
|