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 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 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
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
Nov 13, 2025
Q3 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
1.71KNew |
$396K - $468K
|
1.71K
$405K
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.7K+ 20.61% |
$395K - $466K
|
9.97K
$2.36M
|
|
|
Nov 14, 2025
Q3 2025
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
1.7K+ 15.2% |
$394K - $465K
|
12.9K
$3.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.68KNew |
$390K - $461K
|
1.68K
$399K
|
|
|
Nov 06, 2025
Q3 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
1.66KNew |
$385K - $455K
|
1.66K
$394K
|
|
|
Nov 12, 2025
Q3 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1.65KNew |
$382K - $452K
|
1.65K
$391K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.61K+ 46.89% |
$372K - $439K
|
5.03K
$1.19M
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
1.6K+ 0.95% |
$371K - $438K
|
171K
$40.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
1.6K+ 10.94% |
$370K - $438K
|
16.2K
$3.84M
|
|
|
Nov 13, 2025
Q3 2025
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
1.59KNew |
$367K - $434K
|
1.59K
$376K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
1.59KNew |
$367K - $434K
|
1.59K
$376K
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.58K+ 34.83% |
$365K - $431K
|
6.1K
$1.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.57K+ 201.93% |
$364K - $430K
|
2.35K
$557K
|
|
|
Oct 31, 2025
Q3 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
1.57K+ 135.66% |
$364K - $430K
|
2.73K
$647K
|
|
|
Nov 04, 2025
Q3 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
1.56K+ 146.89% |
$361K - $426K
|
2.62K
$620K
|
|
|
Nov 12, 2025
Q3 2025
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
1.55K+ 117.41% |
$359K - $424K
|
2.87K
$681K
|
|
|
Nov 13, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.51K+ 3.89% |
$350K - $413K
|
40.4K
$9.56M
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.51K+ 245.92% |
$349K - $412K
|
2.12K
$502K
|
|
|
Nov 13, 2025
Q3 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
1.5KNew |
$348K - $412K
|
1.5K
$356K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.5KNew |
$347K - $410K
|
1.5K
$356K
|
|