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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
271New |
$73.4K - $99.7K
|
271
$65.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
257+ 6.27% |
$69.6K - $94.5K
|
4.36K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
245New |
$66.4K - $90.1K
|
245
$59.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
218New |
$59K - $80.2K
|
218
$52.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
217+ 7.2% |
$58.8K - $79.8K
|
3.23K
$784K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
201+ 87.77% |
$54.4K - $73.9K
|
430
$104K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
190New |
$51.5K - $69.9K
|
190
$46.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
187+ 1246.67% |
$50.7K - $68.8K
|
202
$49K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
186+ 13.68% |
$50.4K - $68.4K
|
1.55K
$375K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
184+ 1.36% |
$49.8K - $67.7K
|
13.8K
$3.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
184+ 8.98% |
$49.8K - $67.7K
|
2.23K
$542K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
180New |
$48.8K - $66.2K
|
180
$43.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
176New |
$47.7K - $64.7K
|
176
$42.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Light Street Capital Management, LLC
Palo Alto, CA |
BUY
|
- |
172+ 0.34% |
$46.6K - $63.3K
|
50.3K
$12.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
165New |
$44.7K - $60.7K
|
165
$40.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
161New |
$43.6K - $59.2K
|
161
$39.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
158+ 1.99% |
$42.8K - $58.1K
|
8.09K
$1.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
145+ 32.51% |
$39.3K - $53.3K
|
591
$143K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
143+ 7.63% |
$38.7K - $52.6K
|
2.02K
$490K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
135New |
$36.6K - $49.7K
|
135
$32.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
104+ 46.64% |
$28.2K - $38.3K
|
327
$79.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
102+ 75.0% |
$27.6K - $37.5K
|
238
$57.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
100+ 6.49% |
$27.1K - $36.8K
|
1.64K
$398K
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
CALL |
100New |
$27.1K - $36.8K
|
100
$24.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
CALL |
100New |
$27.1K - $36.8K
|
100
$24.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
94+ 9.51% |
$25.5K - $34.6K
|
1.08K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
93+ 5.02% |
$25.2K - $34.2K
|
1.95K
$473K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
93New |
$25.2K - $34.2K
|
93
$22.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
89New |
$24.1K - $32.7K
|
89
$21.6K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
85New |
$23K - $31.3K
|
85
$20.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
82+ 22.1% |
$22.2K - $30.2K
|
453
$110K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
80New |
$21.7K - $29.4K
|
80
$19.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
75New |
$20.3K - $27.6K
|
75
$18.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
72+ 2.29% |
$19.5K - $26.5K
|
3.21K
$780K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
69+ 4.26% |
$18.7K - $25.4K
|
1.69K
$410K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
68+ 6.52% |
$18.4K - $25K
|
1.11K
$270K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
67+ 7.64% |
$18.1K - $24.6K
|
944
$229K
|
|
|
Jan 15, 2025
Q4 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
61+ 0.9% |
$16.5K - $22.4K
|
6.84K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
57New |
$15.4K - $21K
|
57
$13.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
57+ 6.21% |
$15.4K - $21K
|
975
$237K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
56+ 3.24% |
$15.2K - $20.6K
|
1.79K
$434K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
53New |
$14.4K - $19.5K
|
53
$12.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
53New |
$14.4K - $19.5K
|
53
$12.9K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
51New |
$13.8K - $18.8K
|
51
$12.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
51+ 10.92% |
$13.8K - $18.8K
|
518
$126K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
50New |
$13.5K - $18.4K
|
50
$12.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
50New |
$13.5K - $18.4K
|
50
$12.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
48New |
$13K - $17.7K
|
48
$11.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
47+ 2.56% |
$12.7K - $17.3K
|
1.89K
$458K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
45+ 5.58% |
$12.2K - $16.6K
|
852
$207K
|