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 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
400New |
$108K - $147K
|
400
$104K
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
351New |
$95.1K - $129K
|
351
$91.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
333New |
$90.2K - $123K
|
333
$86.5K
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
321+ 20.51% |
$86.9K - $118K
|
1.89K
$490K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
CALL |
300New |
$81.3K - $110K
|
300
$77.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
CALL |
280New |
$75.8K - $103K
|
280
$72.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
271New |
$73.4K - $99.7K
|
271
$70.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
257+ 6.27% |
$69.6K - $94.5K
|
4.36K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
245New |
$66.4K - $90.1K
|
245
$63.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
218New |
$59K - $80.2K
|
218
$56.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
217+ 7.2% |
$58.8K - $79.8K
|
3.23K
$839K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
201+ 87.77% |
$54.4K - $73.9K
|
430
$112K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
200New |
$54.2K - $73.6K
|
200
$51.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
190New |
$51.5K - $69.9K
|
190
$49.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
187+ 1246.67% |
$50.7K - $68.8K
|
202
$52.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
186+ 13.68% |
$50.4K - $68.4K
|
1.55K
$401K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
184+ 1.36% |
$49.8K - $67.7K
|
13.8K
$3.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
184+ 8.98% |
$49.8K - $67.7K
|
2.23K
$580K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
180New |
$48.8K - $66.2K
|
180
$46.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
176New |
$47.7K - $64.7K
|
176
$45.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Light Street Capital Management, LLC
Palo Alto, CA |
BUY
|
- |
172+ 0.34% |
$46.6K - $63.3K
|
50.3K
$13.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
165New |
$44.7K - $60.7K
|
165
$42.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
161New |
$43.6K - $59.2K
|
161
$41.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
158+ 1.99% |
$42.8K - $58.1K
|
8.09K
$2.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Pettee Investors, Inc.
|
BUY
|
- |
156+ 15.09% |
$42.3K - $57.4K
|
1.19K
$309K
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
145+ 5.85% |
$39.3K - $53.3K
|
2.62K
$681K
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
145+ 32.51% |
$39.3K - $53.3K
|
591
$153K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
143+ 7.63% |
$38.7K - $52.6K
|
2.02K
$524K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
135New |
$36.6K - $49.7K
|
135
$35.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
125+ 1.66% |
$33.9K - $46K
|
7.67K
$1.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
104+ 46.64% |
$28.2K - $38.3K
|
327
$84.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
102+ 75.0% |
$27.6K - $37.5K
|
238
$61.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
101+ 106.32% |
$27.4K - $37.2K
|
196
$50.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
100+ 6.49% |
$27.1K - $36.8K
|
1.64K
$426K
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
CALL |
100New |
$27.1K - $36.8K
|
100
$26K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
100New |
$27.1K - $36.8K
|
100
$26K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
CALL |
100New |
$27.1K - $36.8K
|
100
$26K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
94+ 9.51% |
$25.5K - $34.6K
|
1.08K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
93+ 5.02% |
$25.2K - $34.2K
|
1.95K
$506K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
93New |
$25.2K - $34.2K
|
93
$24.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
89New |
$24.1K - $32.7K
|
89
$23.1K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
85New |
$23K - $31.3K
|
85
$22.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
82+ 22.1% |
$22.2K - $30.2K
|
453
$118K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
80New |
$21.7K - $29.4K
|
80
$20.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
75New |
$20.3K - $27.6K
|
75
$19.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
72+ 2.29% |
$19.5K - $26.5K
|
3.21K
$835K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
69+ 4.26% |
$18.7K - $25.4K
|
1.69K
$438K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
68+ 6.52% |
$18.4K - $25K
|
1.11K
$289K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
67+ 7.64% |
$18.1K - $24.6K
|
944
$245K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
66+ 3.77% |
$17.9K - $24.3K
|
1.82K
$471K
|