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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
883New |
$239K - $325K
|
883
$229K
|
|
|
Jan 28, 2025
Q4 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
860+ 1.52% |
$233K - $316K
|
57.5K
$14.9M
|
|
|
Apr 29, 2025
Q4 2024
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
856New |
$232K - $315K
|
856
$222K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
852New |
$231K - $313K
|
852
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
844New |
$229K - $310K
|
844
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
837New |
$227K - $308K
|
837
$217K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
818New |
$222K - $301K
|
818
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
813New |
$220K - $299K
|
813
$211K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
791New |
$214K - $291K
|
791
$205K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
783New |
$212K - $288K
|
783
$203K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
771New |
$209K - $284K
|
771
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Cypress Advisory Group LLC
Scottsdale, AZ |
BUY
|
- |
769New |
$208K - $283K
|
769
$200K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
757New |
$205K - $278K
|
757
$197K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
741New |
$201K - $273K
|
741
$192K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
739New |
$200K - $272K
|
739
$192K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
725New |
$196K - $267K
|
725
$188K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
720New |
$195K - $265K
|
720
$187K
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
717New |
$194K - $264K
|
717
$186K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
717New |
$194K - $264K
|
717
$186K
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
714New |
$193K - $263K
|
714
$185K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
714New |
$193K - $263K
|
714
$185K
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
710New |
$192K - $261K
|
710
$184K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
710New |
$192K - $261K
|
710
$184K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
707New |
$192K - $260K
|
707
$184K
|
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
705New |
$191K - $259K
|
705
$183K
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
BUY
|
- |
705New |
$191K - $259K
|
705
$183K
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
700New |
$190K - $258K
|
700
$182K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
699New |
$189K - $257K
|
699
$182K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
697New |
$189K - $256K
|
697
$181K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
696New |
$189K - $256K
|
696
$181K
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
695New |
$188K - $256K
|
695
$180K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
695New |
$188K - $256K
|
695
$180K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
694New |
$188K - $255K
|
694
$180K
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
693New |
$188K - $255K
|
693
$180K
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
690New |
$187K - $254K
|
690
$179K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
690New |
$187K - $254K
|
690
$179K
|
|
|
Feb 14, 2025
Q4 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
687New |
$186K - $253K
|
687
$178K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
687New |
$186K - $253K
|
687
$178K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
686New |
$186K - $252K
|
686
$178K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
686New |
$186K - $252K
|
686
$178K
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
685New |
$186K - $252K
|
685
$178K
|
|
|
Feb 14, 2025
Q4 2024
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
683New |
$185K - $251K
|
683
$177K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
681New |
$184K - $251K
|
681
$177K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
677New |
$183K - $249K
|
677
$176K
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
677New |
$183K - $249K
|
677
$176K
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
671New |
$182K - $247K
|
671
$174K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
670New |
$181K - $246K
|
670
$174K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
668New |
$181K - $246K
|
668
$173K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
667New |
$181K - $245K
|
667
$173K
|
|
|
May 01, 2025
Q4 2024
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
666New |
$180K - $245K
|
666
$173K
|