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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
4.18K+ 52237.5% |
$968K - $1.14M
|
4.19K
$992K
|
|
|
Nov 12, 2025
Q3 2025
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
4.13KNew |
$957K - $1.13M
|
4.13K
$979K
|
|
|
Nov 05, 2025
Q3 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
4.11K+ 43.61% |
$953K - $1.13M
|
13.5K
$3.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
4.04K+ 134.3% |
$935K - $1.1M
|
7.04K
$1.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.03K+ 23.1% |
$934K - $1.1M
|
21.5K
$5.09M
|
|
|
Nov 05, 2025
Q3 2025
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
4.03K+ 3.49% |
$934K - $1.1M
|
119K
$28.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
4.01K+ 28.24% |
$929K - $1.1M
|
18.2K
$4.32M
|
|
|
Nov 06, 2025
Q3 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
4K+ 45.45% |
$927K - $1.09M
|
12.8K
$3.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
3.97K+ 41.41% |
$919K - $1.09M
|
13.5K
$3.21M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
3.95K+ 2.72% |
$915K - $1.08M
|
149K
$35.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
3.93K+ 23.36% |
$910K - $1.08M
|
20.7K
$4.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Limestone Investment Advisors LP
New York, NY |
BUY
|
- |
3.8KNew |
$881K - $1.04M
|
3.8K
$902K
|
|
|
Nov 12, 2025
Q3 2025
|
Verde Capital Management
|
BUY
|
- |
3.8K+ 41.94% |
$879K - $1.04M
|
12.8K
$3.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.76K+ 25.93% |
$871K - $1.03M
|
18.3K
$4.33M
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
3.73KNew |
$865K - $1.02M
|
3.73K
$885K
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.64KNew |
$844K - $997K
|
3.64K
$864K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.6K+ 36.82% |
$834K - $985K
|
13.4K
$3.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
3.54K+ 6.47% |
$821K - $970K
|
58.3K
$13.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.53K+ 32.46% |
$817K - $965K
|
14.4K
$3.41M
|
|
|
Nov 06, 2025
Q3 2025
|
Versor Investments LP
|
BUY
|
- |
3.5KNew |
$811K - $958K
|
3.5K
$830K
|
|
|
Oct 21, 2025
Q3 2025
|
Davidson Investment Advisors
|
BUY
|
- |
3.49K+ 4.17% |
$809K - $956K
|
87.2K
$20.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.49K+ 12.66% |
$809K - $955K
|
31.1K
$7.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
3.49KNew |
$808K - $954K
|
3.49K
$826K
|
|
|
Nov 13, 2025
Q3 2025
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
BUY
|
- |
3.45K+ 2.9% |
$800K - $945K
|
123K
$29M
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
3.43K+ 3.36% |
$794K - $938K
|
106K
$25M
|
|
|
Nov 21, 2025
Q3 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
3.42K+ 2.31% |
$792K - $936K
|
152K
$36M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.4K+ 17.45% |
$789K - $932K
|
22.9K
$5.43M
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3.4K+ 148.08% |
$788K - $930K
|
5.7K
$1.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
3.31KNew |
$767K - $907K
|
3.31K
$785K
|
|
|
Nov 07, 2025
Q3 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
3.31K+ 6.94% |
$767K - $906K
|
51K
$12.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
3.31K+ 8.19% |
$767K - $906K
|
43.7K
$10.4M
|
|
|
Nov 10, 2025
Q3 2025
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
3.3KNew |
$764K - $903K
|
3.3K
$782K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
3.3K+ 0.86% |
$764K - $903K
|
385K
$91.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3.29K+ 130.5% |
$761K - $899K
|
5.8K
$1.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Fore Capital, LLC
|
BUY
|
- |
3.25KNew |
$753K - $889K
|
3.25K
$770K
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.25K+ 7.71% |
$752K - $889K
|
45.4K
$10.8M
|
|
|
Jan 23, 2026
Q3 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
3.24K+ 4.74% |
$751K - $887K
|
71.7K
$17M
|
|
|
Oct 14, 2025
Q3 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
3.18KNew |
$736K - $869K
|
3.18K
$753K
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.15K+ 234.85% |
$729K - $861K
|
4.49K
$1.06M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.14K+ 20.9% |
$727K - $859K
|
18.2K
$4.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.13K+ 19.04% |
$726K - $857K
|
19.6K
$4.64M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
3.09KNew |
$715K - $845K
|
3.09K
$732K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.05K+ 0.82% |
$706K - $834K
|
374K
$88.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
3.02K+ 23.54% |
$700K - $827K
|
15.9K
$3.76M
|
|
|
Nov 10, 2025
Q3 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
3K+ 24.79% |
$695K - $821K
|
15.1K
$3.58M
|
|
|
Nov 06, 2025
Q3 2025
|
Wj Financial Advisors LLC
Killingworth, CT |
BUY
|
- |
2.99KNew |
$692K - $817K
|
2.99K
$708K
|
|
|
Nov 14, 2025
Q3 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
2.96K+ 309.61% |
$686K - $811K
|
3.92K
$929K
|
|
|
Nov 14, 2025
Q3 2025
|
Community Bank, N.A.
|
BUY
|
- |
2.91K+ 45.22% |
$673K - $795K
|
9.33K
$2.21M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.86K+ 5.91% |
$663K - $783K
|
51.3K
$12.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Mechanics Financial Corp
|
BUY
|
- |
2.85K+ 5708.0% |
$661K - $781K
|
2.9K
$688K
|
|