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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.12K+ 97.34% |
$492K - $581K
|
4.3K
$1.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
2.12K+ 29.56% |
$491K - $580K
|
9.28K
$2.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
2.12K+ 270.84% |
$491K - $580K
|
2.9K
$687K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.12K+ 42.43% |
$490K - $579K
|
7.1K
$1.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
2.11KNew |
$489K - $577K
|
2.11K
$500K
|
|
|
Nov 13, 2025
Q3 2025
|
Portland Investment Counsel Inc.
Burlington, A6 |
BUY
|
- |
2.1KNew |
$487K - $575K
|
2.1K
$498K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.09K+ 11.08% |
$484K - $572K
|
21K
$4.97M
|
|
|
Nov 07, 2025
Q3 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
2.08KNew |
$481K - $568K
|
2.08K
$492K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.06K+ 49.96% |
$477K - $563K
|
6.18K
$1.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
2.05K+ 20.64% |
$475K - $561K
|
12K
$2.84M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.04K+ 10.12% |
$473K - $559K
|
22.2K
$5.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
2.04KNew |
$473K - $558K
|
2.04K
$484K
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
2.04K+ 51.88% |
$472K - $558K
|
5.97K
$1.41M
|
|
|
Oct 29, 2025
Q3 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
BUY
|
- |
2.04K+ 73.56% |
$472K - $557K
|
4.81K
$1.14M
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2.02K+ 7.37% |
$469K - $554K
|
29.5K
$6.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
2K+ 194.75% |
$464K - $548K
|
3.03K
$718K
|
|
|
Nov 07, 2025
Q3 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
2K+ 2.26% |
$464K - $548K
|
90.8K
$21.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2K+ 20.2% |
$463K - $547K
|
11.9K
$2.82M
|
|
|
Oct 30, 2025
Q3 2025
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
PUT |
2K+ 60.61% |
$463K - $547K
|
5.3K
$1.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
1.99K+ 28.02% |
$460K - $544K
|
9.08K
$2.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
1.97KNew |
$455K - $538K
|
1.97K
$466K
|
|
|
Nov 13, 2025
Q3 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
1.94K+ 118.2% |
$450K - $531K
|
3.59K
$850K
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
BUY
|
- |
1.94K+ 34.55% |
$450K - $531K
|
7.56K
$1.79M
|
|
|
Oct 15, 2025
Q3 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
1.93KNew |
$448K - $529K
|
1.93K
$458K
|
|
|
Nov 14, 2025
Q3 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.93K+ 65.22% |
$448K - $529K
|
4.9K
$1.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Lgt Group Foundation
|
BUY
|
- |
1.93K+ 3.88% |
$448K - $529K
|
51.7K
$12.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.92K+ 15.88% |
$444K - $525K
|
14K
$3.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
1.91KNew |
$443K - $523K
|
1.91K
$453K
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
1.91K+ 8.2% |
$443K - $523K
|
25.2K
$5.97M
|
|
|
Oct 30, 2025
Q3 2025
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
1.91K+ 40.6% |
$441K - $521K
|
6.6K
$1.56M
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
BUY
|
- |
1.9K+ 5.55% |
$441K - $521K
|
36.2K
$8.58M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.88K+ 26.5% |
$436K - $515K
|
8.98K
$2.13M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.88K+ 24.48% |
$435K - $514K
|
9.55K
$2.26M
|
|
|
Nov 03, 2025
Q3 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
1.87K+ 21.78% |
$434K - $512K
|
10.5K
$2.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.85K+ 10.78% |
$428K - $506K
|
19K
$4.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Wright Investors Service Inc
|
BUY
|
- |
1.85K+ 43.07% |
$428K - $506K
|
6.14K
$1.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
1.83KNew |
$425K - $502K
|
1.83K
$435K
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
1.83KNew |
$424K - $501K
|
1.83K
$434K
|
|
|
Oct 20, 2025
Q3 2025
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
1.82K+ 10.02% |
$422K - $499K
|
20K
$4.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
BUY
|
- |
1.82K+ 7.86% |
$422K - $498K
|
25K
$5.92M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
1.82K+ 9.3% |
$422K - $498K
|
21.4K
$5.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
1.8K+ 40.85% |
$417K - $493K
|
6.21K
$1.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.78K+ 1.04% |
$412K - $487K
|
173K
$41.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
1.77K+ 3.98% |
$410K - $484K
|
46.2K
$11M
|
|
|
Oct 14, 2025
Q3 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
1.77K+ 17.25% |
$409K - $483K
|
12K
$2.84M
|
|
|
Oct 20, 2025
Q3 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
1.76KNew |
$407K - $481K
|
1.76K
$417K
|
|
|
Oct 29, 2025
Q3 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
1.74K+ 18.51% |
$403K - $476K
|
11.1K
$2.64M
|
|
|
Nov 17, 2025
Q3 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.74KNew |
$403K - $476K
|
1.74K
$412K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.74K+ 153.09% |
$402K - $475K
|
2.87K
$680K
|
|
|
Nov 12, 2025
Q3 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.72K+ 33.87% |
$398K - $470K
|
6.79K
$1.61M
|
|