Latest Institutional Purchases of Salesforce, Inc. (CRM)

CRM Quotes by TradingView

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 17, 2025 Q4 2024
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
96
+ 1.03%
$26K - $35.3K
9.37K $3.2M
Jan 13, 2025 Q4 2024
Sunflower Bank, N.A.

Denver, CO
BUY
 -
96
+ 3.46%
$26K - $35.3K
2.87K $981K
Jan 29, 2025 Q4 2024
Collier Financial

Denver, CO
BUY
 -
94
New
$25.5K - $34.6K
94 $32.1K
Jan 13, 2025 Q4 2024
Forza Wealth Management, LLC

Sarasota, FL
BUY
 -
94
+ 9.51%
$25.5K - $34.6K
1.08K $370K
Jan 30, 2025 Q4 2024
Asset Planning,Inc

Cypress, CA
BUY
 -
93
New
$25.2K - $34.2K
93 $31.8K
Jan 28, 2025 Q4 2024
Forbes J M & CO LLP

BUY
 -
91
+ 0.25%
$24.6K - $33.5K
36.7K $12.5M
Jan 29, 2025 Q4 2024
Essex Financial Services, Inc.

BUY
 -
90
+ 2.75%
$24.4K - $33.1K
3.36K $1.15M
Jan 17, 2025 Q4 2024
Mcf Advisors LLC

Covington, KY
BUY
 -
90
+ 63.83%
$24.4K - $33.1K
231 $78.9K
Jan 29, 2025 Q4 2024
Peterson Wealth Services

BUY
 -
89
+ 4.21%
$24.1K - $32.7K
2.21K $753K
Jan 29, 2025 Q4 2024
Tranquility Partners, LLC

BUY
 -
89
+ 2.99%
$24.1K - $32.7K
3.06K $1.05M
Jan 17, 2025 Q4 2024
Traynor Capital Management, Inc.

BUY
 -
89
+ 6.78%
$24.1K - $32.7K
1.4K $479K
Jan 24, 2025 Q4 2024
Berry Wealth Group, LP

Granbury, TX
BUY
 -
87
+ 4.69%
$23.6K - $32K
1.94K $664K
Jan 29, 2025 Q4 2024
Strengthening Families & Communities, LLC

BUY
 -
86
+ 1.28%
$23.3K - $31.6K
6.78K $2.32M
Jan 28, 2025 Q4 2024
Joel Isaacson & Co., LLC

BUY
 -
85
+ 3.62%
$23K - $31.3K
2.43K $832K
Jan 02, 2025 Q4 2024
Old Port Advisors

BUY
 -
85
+ 10.86%
$23K - $31.3K
868 $297K
Jan 07, 2025 Q4 2024
Regent Peak Wealth Advisors LLC

Atlanta, GA
BUY
 -
84
+ 3.55%
$22.8K - $30.9K
2.45K $836K
Jan 27, 2025 Q4 2024
Vista Wealth Management Group, LLC

BUY
 -
83
+ 2.87%
$22.5K - $30.5K
2.97K $1.02M
Jan 22, 2025 Q4 2024
Apexium Financial, LP

BUY
 -
83
+ 5.31%
$22.5K - $30.5K
1.65K $563K
Jan 13, 2025 Q4 2024
Rosenberg Matthew Hamilton

BUY
 -
83
+ 88.3%
$22.5K - $30.5K
177 $60.5K
Jan 21, 2025 Q4 2024
Nikulski Financial, Inc.

BUY
 -
81
+ 0.84%
$21.9K - $29.8K
9.75K $3.33M
Jan 16, 2025 Q4 2024
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
79
+ 8.52%
$21.4K - $29.1K
1.01K $344K
Jan 31, 2025 Q4 2024
Klingman & Associates, LLC

BUY
 -
77
+ 2.77%
$20.9K - $28.3K
2.86K $976K
Jan 23, 2025 Q4 2024
Abel Hall, LLC

Baton Rouge, LA
BUY
 -
77
+ 7.43%
$20.9K - $28.3K
1.11K $381K
Jan 14, 2025 Q4 2024
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
77
+ 28.95%
$20.9K - $28.3K
343 $117K
Jan 14, 2025 Q4 2024
First Pacific Financial

BUY
 -
77
+ 1.15%
$20.9K - $28.3K
6.75K $2.31M
Jan 14, 2025 Q4 2024
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
76
+ 7.69%
$20.6K - $28K
1.06K $364K
Jan 30, 2025 Q4 2024
Montag A & Associates Inc

Atlanta, GA
BUY
 -
75
+ 3.45%
$20.3K - $27.6K
2.25K $768K
Jan 23, 2025 Q4 2024
Aa Financial Advisors, LLC

Columbus, OH
BUY
 -
75
+ 1.2%
$20.3K - $27.6K
6.34K $2.17M
Jan 16, 2025 Q4 2024
First United Bank & Trust

BUY
 -
75
+ 1.68%
$20.3K - $27.6K
4.54K $1.55M
Jan 16, 2025 Q4 2024
Roberts Wealth Advisors, LLC

BUY
 -
75
+ 0.68%
$20.3K - $27.6K
11.1K $3.79M
Jan 28, 2025 Q4 2024
Apollon Financial, LLC

Mount Pleasant, SC
BUY
 -
73
+ 3.4%
$19.8K - $26.9K
2.22K $759K
Jan 28, 2025 Q4 2024
Generate Investment Management LTD

Auckland, Q2
BUY
 -
72
+ 0.1%
$19.5K - $26.5K
72.8K $24.9M
Jan 16, 2025 Q4 2024
Zwj Investment Counsel Inc

BUY
 -
72
+ 7.47%
$19.5K - $26.5K
1.04K $354K
Jan 17, 2025 Q4 2024
Madrona Financial Services, LLC

BUY
 -
71
+ 7.68%
$19.2K - $26.1K
995 $340K
Jan 22, 2025 Q4 2024
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
70
+ 7.35%
$19K - $25.8K
1.02K $350K
Jan 29, 2025 Q4 2024
Quent Capital, LLC

BUY
 -
68
+ 2.25%
$18.4K - $25K
3.09K $1.06M
Jan 29, 2025 Q4 2024
Clarity Capital Partners LLC

Newport Beach, CA
BUY
 -
68
+ 0.45%
$18.4K - $25K
15.1K $5.17M
Jan 24, 2025 Q4 2024
Jacobsen Capital Management

BUY
 -
68
+ 4.31%
$18.4K - $25K
1.65K $562K
Jan 23, 2025 Q4 2024
Dohj, LLC

Seattle, WA
BUY
 -
68
+ 1.27%
$18.4K - $25K
5.44K $1.86M
Jan 22, 2025 Q4 2024
Aspire Capital Advisors LLC

Seattle, WA
BUY
 -
66
+ 3.77%
$17.9K - $24.3K
1.82K $620K
Jan 24, 2025 Q4 2024
Reuter James Wealth Management, LLC

Oklahoma City, OK
BUY
 -
65
+ 5.8%
$17.6K - $23.9K
1.19K $405K
Jan 22, 2025 Q4 2024
Wealth Effects LLC

BUY
 -
65
+ 7.51%
$17.6K - $23.9K
930 $318K
Jan 16, 2025 Q4 2024
Cascade Investment Group, Inc.

Colorado Springs, CO
BUY
 -
65
+ 2.31%
$17.6K - $23.9K
2.88K $982K
Jan 14, 2025 Q4 2024
Community Trust & Investment CO

BUY
 -
65
+ 0.07%
$17.6K - $23.9K
87.3K $29.8M
Jan 21, 2025 Q4 2024
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
64
+ 0.99%
$17.3K - $23.5K
6.52K $2.23M
Jan 15, 2025 Q4 2024
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
64
+ 0.85%
$17.3K - $23.5K
7.59K $2.59M
Jan 15, 2025 Q4 2024
Veery Capital, LLC

BUY
 -
64
+ 4.54%
$17.3K - $23.5K
1.48K $504K
Jan 24, 2025 Q4 2024
Lazari Capital Management, Inc.

Woodland Hills, CA
BUY
 -
63
+ 1.16%
$17.1K - $23.2K
5.51K $1.88M
Jan 16, 2025 Q4 2024
Dlk Investment Management, LLC

Solana Beach, CA
BUY
 -
63
+ 6.29%
$17.1K - $23.2K
1.07K $364K

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