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 29, 2025 Q4 2024
Peterson Wealth Services

BUY
 -
89
+ 4.21%
$24.1K - $32.7K
2.21K $719K
Jan 29, 2025 Q4 2024
Tranquility Partners, LLC

BUY
 -
89
+ 2.99%
$24.1K - $32.7K
3.06K $998K
Jan 28, 2025 Q4 2024
Compass Financial Services Inc

West Des Moines, IA
BUY
 -
89
New
$24.1K - $32.7K
89 $29K
Jan 17, 2025 Q4 2024
Traynor Capital Management, Inc.

BUY
 -
89
+ 6.78%
$24.1K - $32.7K
1.4K $457K
Jan 24, 2025 Q4 2024
Berry Wealth Group, LP

Granbury, TX
BUY
 -
87
+ 4.69%
$23.6K - $32K
1.94K $633K
Jan 29, 2025 Q4 2024
Strengthening Families & Communities, LLC

BUY
 -
86
+ 1.28%
$23.3K - $31.6K
6.78K $2.21M
Jan 28, 2025 Q4 2024
Joel Isaacson & Co., LLC

BUY
 -
85
+ 3.62%
$23K - $31.3K
2.43K $793K
Jan 02, 2025 Q4 2024
Old Port Advisors

BUY
 -
85
+ 10.86%
$23K - $31.3K
868 $283K
Feb 06, 2025 Q4 2024
Jackson Creek Investment Advisors LLC

BUY
 -
84
+ 3.06%
$22.8K - $30.9K
2.83K $922K
Feb 05, 2025 Q4 2024
Onefund, LLC

Saint Petersburg, FL
BUY
 -
84
+ 3.3%
$22.8K - $30.9K
2.63K $857K
Jan 27, 2025 Q4 2024
Vista Wealth Management Group, LLC

BUY
 -
83
+ 2.87%
$22.5K - $30.5K
2.97K $969K
Jan 22, 2025 Q4 2024
Apexium Financial, LP

BUY
 -
83
+ 5.31%
$22.5K - $30.5K
1.65K $537K
Jan 13, 2025 Q4 2024
Rosenberg Matthew Hamilton

BUY
 -
83
+ 88.3%
$22.5K - $30.5K
177 $57.7K
Jan 21, 2025 Q4 2024
Nikulski Financial, Inc.

BUY
 -
81
+ 0.84%
$21.9K - $29.8K
9.75K $3.18M
Feb 03, 2025 Q4 2024
Prentice Wealth Management LLC

BUY
 -
79
+ 3.15%
$21.4K - $29.1K
2.59K $842K
Jan 16, 2025 Q4 2024
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
79
+ 8.52%
$21.4K - $29.1K
1.01K $328K
Feb 05, 2025 Q4 2024
Peloton Wealth Strategists

Indianapolis, IN
BUY
 -
78
+ 0.31%
$21.1K - $28.7K
24.9K $8.12M
Jan 31, 2025 Q4 2024
Klingman & Associates, LLC

BUY
 -
77
+ 2.77%
$20.9K - $28.3K
2.86K $930K
Jan 23, 2025 Q4 2024
Abel Hall, LLC

Baton Rouge, LA
BUY
 -
77
+ 7.43%
$20.9K - $28.3K
1.11K $363K
Jan 14, 2025 Q4 2024
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
77
+ 28.95%
$20.9K - $28.3K
343 $112K
Jan 14, 2025 Q4 2024
First Pacific Financial

BUY
 -
77
+ 1.15%
$20.9K - $28.3K
6.75K $2.2M
Jan 14, 2025 Q4 2024
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
76
+ 7.69%
$20.6K - $28K
1.06K $347K
Jan 30, 2025 Q4 2024
Montag A & Associates Inc

Atlanta, GA
BUY
 -
75
+ 3.45%
$20.3K - $27.6K
2.25K $733K
Jan 23, 2025 Q4 2024
Aa Financial Advisors, LLC

Columbus, OH
BUY
 -
75
+ 1.2%
$20.3K - $27.6K
6.34K $2.07M
Jan 16, 2025 Q4 2024
First United Bank & Trust

BUY
 -
75
+ 1.68%
$20.3K - $27.6K
4.54K $1.48M
Jan 16, 2025 Q4 2024
Roberts Wealth Advisors, LLC

BUY
 -
75
+ 0.68%
$20.3K - $27.6K
11.1K $3.61M
Feb 06, 2025 Q4 2024
Carrera Capital Advisors

Troy, MI
BUY
 -
74
+ 9.7%
$20K - $27.2K
837 $273K
Jan 28, 2025 Q4 2024
Apollon Financial, LLC

Mount Pleasant, SC
BUY
 -
73
+ 3.4%
$19.8K - $26.9K
2.22K $723K
Feb 07, 2025 Q4 2024
Epiq Capital Group, LLC

San Francisco, CA
BUY
 -
72
+ 2.29%
$19.5K - $26.5K
3.21K $1.05M
Jan 28, 2025 Q4 2024
Generate Investment Management LTD

Auckland, Q2
BUY
 -
72
+ 0.1%
$19.5K - $26.5K
72.8K $23.7M
Jan 16, 2025 Q4 2024
Zwj Investment Counsel Inc

BUY
 -
72
+ 7.47%
$19.5K - $26.5K
1.04K $338K
Jan 17, 2025 Q4 2024
Madrona Financial Services, LLC

BUY
 -
71
+ 7.68%
$19.2K - $26.1K
995 $324K
Jan 22, 2025 Q4 2024
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
70
+ 7.35%
$19K - $25.8K
1.02K $333K
Jan 29, 2025 Q4 2024
Quent Capital, LLC

BUY
 -
68
+ 2.25%
$18.4K - $25K
3.09K $1.01M
Jan 29, 2025 Q4 2024
Clarity Capital Partners LLC

Newport Beach, CA
BUY
 -
68
+ 0.45%
$18.4K - $25K
15.1K $4.93M
Jan 24, 2025 Q4 2024
Jacobsen Capital Management

BUY
 -
68
+ 4.31%
$18.4K - $25K
1.65K $536K
Jan 23, 2025 Q4 2024
Dohj, LLC

Seattle, WA
BUY
 -
68
+ 1.27%
$18.4K - $25K
5.44K $1.77M
Jan 22, 2025 Q4 2024
Aspire Capital Advisors LLC

Seattle, WA
BUY
 -
66
+ 3.77%
$17.9K - $24.3K
1.82K $591K
Jan 24, 2025 Q4 2024
Reuter James Wealth Management, LLC

Oklahoma City, OK
BUY
 -
65
+ 5.8%
$17.6K - $23.9K
1.19K $386K
Jan 22, 2025 Q4 2024
Wealth Effects LLC

BUY
 -
65
+ 7.51%
$17.6K - $23.9K
930 $303K
Jan 16, 2025 Q4 2024
Cascade Investment Group, Inc.

Colorado Springs, CO
BUY
 -
65
+ 2.31%
$17.6K - $23.9K
2.88K $937K
Jan 14, 2025 Q4 2024
Community Trust & Investment CO

BUY
 -
65
+ 0.07%
$17.6K - $23.9K
87.3K $28.5M
Feb 05, 2025 Q4 2024
Bailard, Inc.

BUY
 -
64
+ 0.32%
$17.3K - $23.5K
20.1K $6.56M
Jan 21, 2025 Q4 2024
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
64
+ 0.99%
$17.3K - $23.5K
6.52K $2.12M
Jan 15, 2025 Q4 2024
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
64
+ 0.85%
$17.3K - $23.5K
7.59K $2.47M
Jan 15, 2025 Q4 2024
Veery Capital, LLC

BUY
 -
64
+ 4.54%
$17.3K - $23.5K
1.48K $481K
Jan 24, 2025 Q4 2024
Lazari Capital Management, Inc.

Woodland Hills, CA
BUY
 -
63
+ 1.16%
$17.1K - $23.2K
5.51K $1.79M
Jan 16, 2025 Q4 2024
Dlk Investment Management, LLC

Solana Beach, CA
BUY
 -
63
+ 6.29%
$17.1K - $23.2K
1.07K $347K
Feb 04, 2025 Q4 2024
Conscious Wealth Investments, LLC

Miami Beach, FL
BUY
 -
62
+ 0.62%
$16.8K - $22.8K
10.1K $3.29M

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