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
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
198+ 2.6% |
$53.6K - $72.8K
|
7.81K
$2.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
198+ 10.73% |
$53.6K - $72.8K
|
2.04K
$666K
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
BUY
|
- |
190+ 1.03% |
$51.5K - $69.9K
|
18.6K
$6.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
190New |
$51.5K - $69.9K
|
190
$61.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
190+ 11.77% |
$51.5K - $69.9K
|
1.8K
$588K
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
189+ 3.46% |
$51.2K - $69.5K
|
5.65K
$1.84M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
189+ 5.4% |
$51.2K - $69.5K
|
3.69K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
187+ 1246.67% |
$50.7K - $68.8K
|
202
$65.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
187+ 15.53% |
$50.7K - $68.8K
|
1.39K
$453K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
186+ 1.92% |
$50.4K - $68.4K
|
9.88K
$3.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
185New |
$50.1K - $68.1K
|
185
$60.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
184+ 7.7% |
$49.8K - $67.7K
|
2.57K
$839K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
180New |
$48.8K - $66.2K
|
180
$58.7K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
179+ 1.52% |
$48.5K - $65.8K
|
12K
$3.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
178New |
$48.2K - $65.5K
|
178
$58K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
176New |
$47.7K - $64.7K
|
176
$57.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
174+ 3.38% |
$47.1K - $64K
|
5.33K
$1.74M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
171+ 5.29% |
$46.3K - $62.9K
|
3.4K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
170+ 7.91% |
$46K - $62.5K
|
2.32K
$756K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
170+ 11.77% |
$46K - $62.5K
|
1.61K
$526K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
169+ 10.56% |
$45.8K - $62.2K
|
1.77K
$577K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
166+ 17.03% |
$45K - $61.1K
|
1.14K
$372K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
165+ 5.74% |
$44.7K - $60.7K
|
3.04K
$991K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
165New |
$44.7K - $60.7K
|
165
$53.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
165+ 18.23% |
$44.7K - $60.7K
|
1.07K
$349K
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
163+ 0.48% |
$44.2K - $60K
|
34.4K
$11.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
163+ 5.3% |
$44.2K - $60K
|
3.24K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
163+ 1.67% |
$44.2K - $60K
|
9.91K
$3.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
163+ 1.27% |
$44.2K - $60K
|
13K
$4.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
160+ 2.33% |
$43.3K - $58.9K
|
7.03K
$2.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Pettee Investors, Inc.
|
BUY
|
- |
156+ 15.09% |
$42.3K - $57.4K
|
1.19K
$388K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
156+ 16.49% |
$42.3K - $57.4K
|
1.1K
$359K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
BUY
|
- |
156+ 12.86% |
$42.3K - $57.4K
|
1.37K
$446K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
155+ 8.72% |
$42K - $57K
|
1.93K
$630K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
154+ 0.66% |
$41.7K - $56.7K
|
23.4K
$7.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
154+ 6.47% |
$41.7K - $56.7K
|
2.54K
$826K
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
153+ 4.74% |
$41.4K - $56.3K
|
3.38K
$1.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
153+ 0.23% |
$41.4K - $56.3K
|
67.3K
$21.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
152+ 1.17% |
$41.2K - $55.9K
|
13.2K
$4.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
150+ 13.16% |
$40.6K - $55.2K
|
1.29K
$420K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
150+ 3.58% |
$40.6K - $55.2K
|
4.34K
$1.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
150+ 2.33% |
$40.6K - $55.2K
|
6.58K
$2.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
149+ 1.56% |
$40.4K - $54.8K
|
9.68K
$3.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
146+ 8.14% |
$39.5K - $53.7K
|
1.94K
$632K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
146+ 11.51% |
$39.5K - $53.7K
|
1.42K
$461K
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
145+ 32.51% |
$39.3K - $53.3K
|
591
$193K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
143+ 7.63% |
$38.7K - $52.6K
|
2.02K
$658K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
143+ 1.78% |
$38.7K - $52.6K
|
8.18K
$2.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
142+ 0.89% |
$38.5K - $52.2K
|
16K
$5.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
142+ 0.74% |
$38.5K - $52.2K
|
19.3K
$6.3M
|