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 13, 2025
Q3 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
2.68K+ 24.35% |
$620K - $733K
|
13.7K
$3.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.63K+ 33.76% |
$609K - $720K
|
10.4K
$2.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
2.63K+ 136.36% |
$608K - $718K
|
4.55K
$1.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.56K+ 60.4% |
$593K - $701K
|
6.8K
$1.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
2.53K+ 5.96% |
$587K - $693K
|
45K
$10.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
2.51K+ 16.27% |
$582K - $687K
|
17.9K
$4.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.51KNew |
$581K - $686K
|
2.51K
$594K
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.5KNew |
$580K - $685K
|
2.5K
$593K
|
|
|
Oct 14, 2025
Q3 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
2.45K+ 3.18% |
$567K - $670K
|
79.4K
$18.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
2.44K+ 10.27% |
$565K - $668K
|
26.2K
$6.21M
|
|
|
Nov 07, 2025
Q3 2025
|
Somerville Kurt F
|
BUY
|
- |
2.44K+ 12.96% |
$565K - $668K
|
21.3K
$5.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
2.44K+ 6100.0% |
$565K - $668K
|
2.48K
$588K
|
|
|
Oct 21, 2025
Q3 2025
|
Econ Financial Services Corp
|
BUY
|
- |
2.43K+ 46.4% |
$563K - $665K
|
7.67K
$1.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
2.42KNew |
$561K - $662K
|
2.42K
$574K
|
|
|
Nov 03, 2025
Q3 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
2.41K+ 15.27% |
$559K - $660K
|
18.2K
$4.32M
|
|
|
Oct 30, 2025
Q3 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
2.39K+ 3.74% |
$553K - $653K
|
66.2K
$15.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
2.38KNew |
$552K - $652K
|
2.38K
$564K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
2.36KNew |
$547K - $646K
|
2.36K
$560K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.36K+ 78.31% |
$546K - $645K
|
5.37K
$1.27M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.34K+ 4.89% |
$542K - $640K
|
50.1K
$11.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.33KNew |
$540K - $638K
|
2.33K
$553K
|
|
|
Oct 27, 2025
Q3 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.33KNew |
$539K - $637K
|
2.33K
$552K
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.32K+ 5.23% |
$538K - $636K
|
46.8K
$11.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.31K+ 2.62% |
$534K - $631K
|
90.4K
$21.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.31K+ 20.38% |
$534K - $631K
|
13.6K
$3.23M
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.3K+ 20.49% |
$532K - $628K
|
13.5K
$3.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.28K+ 10.58% |
$527K - $623K
|
23.8K
$5.64M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.27K+ 70.86% |
$525K - $620K
|
5.46K
$1.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.26K+ 14.03% |
$524K - $620K
|
18.4K
$4.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
2.23K+ 43.16% |
$516K - $610K
|
7.39K
$1.75M
|
|
|
Oct 07, 2025
Q3 2025
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
2.2K+ 21.78% |
$510K - $602K
|
12.3K
$2.92M
|
|
|
Nov 07, 2025
Q3 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
2.19K+ 33.4% |
$508K - $600K
|
8.75K
$2.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2.17KNew |
$502K - $593K
|
2.17K
$514K
|
|
|
Nov 05, 2025
Q3 2025
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
2.15K+ 11.81% |
$499K - $589K
|
20.4K
$4.83M
|
|
|
Nov 04, 2025
Q3 2025
|
Win Advisors, Inc
|
BUY
|
- |
2.14KNew |
$496K - $586K
|
2.14K
$507K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.13KNew |
$493K - $582K
|
2.13K
$504K
|
|
|
Nov 05, 2025
Q3 2025
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
2.13KNew |
$492K - $582K
|
2.13K
$504K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.12K+ 6.97% |
$492K - $581K
|
32.6K
$7.73M
|
|
|
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
|
|
|
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
|
|