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 14, 2025
Q3 2025
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
1.5K+ 62.74% |
$346K - $409K
|
3.88K
$919K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
1.49K+ 3.75% |
$344K - $407K
|
41.1K
$9.74M
|
|
|
Oct 28, 2025
Q3 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
1.49KNew |
$344K - $406K
|
1.49K
$352K
|
|
|
Nov 14, 2025
Q3 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
1.48K+ 1853.75% |
$344K - $406K
|
1.56K
$370K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.48KNew |
$343K - $405K
|
1.48K
$351K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.48K+ 123.37% |
$342K - $404K
|
2.68K
$634K
|
|
|
Nov 14, 2025
Q3 2025
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.47K+ 0.96% |
$339K - $401K
|
154K
$36.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.46K+ 7.84% |
$337K - $398K
|
20K
$4.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.45K+ 43.88% |
$335K - $396K
|
4.75K
$1.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.44K+ 20.59% |
$334K - $394K
|
8.44K
$2M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.44K+ 6.06% |
$333K - $394K
|
25.2K
$5.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.43KNew |
$330K - $390K
|
1.43K
$338K
|
|
|
Nov 12, 2025
Q3 2025
|
United Bank
|
BUY
|
- |
1.42K+ 13.94% |
$329K - $389K
|
11.6K
$2.75M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.4KNew |
$325K - $383K
|
1.4K
$332K
|
|
|
Oct 29, 2025
Q3 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
1.4K+ 59.29% |
$325K - $383K
|
3.76K
$892K
|
|
|
Nov 13, 2025
Q3 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
1.4KNew |
$324K - $383K
|
1.4K
$332K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.4K+ 39.57% |
$323K - $382K
|
4.92K
$1.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.4K+ 6.48% |
$323K - $382K
|
22.9K
$5.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.39K+ 29.1% |
$322K - $380K
|
6.16K
$1.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1.38KNew |
$320K - $378K
|
1.38K
$328K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
1.38K+ 4.11% |
$319K - $377K
|
34.9K
$8.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
1.38K+ 35.65% |
$319K - $376K
|
5.23K
$1.24M
|
|
|
Nov 07, 2025
Q3 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
1.36K+ 6.06% |
$314K - $371K
|
23.7K
$5.62M
|
|
|
Nov 10, 2025
Q3 2025
|
Zevin Asset Management LLC
|
BUY
|
- |
1.35KNew |
$312K - $368K
|
1.35K
$319K
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.34K+ 5.06% |
$311K - $367K
|
27.9K
$6.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Peterson Wealth Services
|
BUY
|
- |
1.32K+ 61.87% |
$306K - $361K
|
3.46K
$819K
|
|
|
Nov 06, 2025
Q3 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.31K+ 146.0% |
$304K - $360K
|
2.21K
$525K
|
|
|
Nov 13, 2025
Q3 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.31K+ 77.71% |
$304K - $359K
|
3K
$711K
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.3KNew |
$301K - $356K
|
1.3K
$308K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.3K+ 17.81% |
$301K - $355K
|
8.59K
$2.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
1.28KNew |
$297K - $351K
|
1.28K
$304K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.28K+ 26.83% |
$297K - $350K
|
6.05K
$1.43M
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
1.27K+ 18.99% |
$295K - $348K
|
7.97K
$1.89M
|
|
|
Nov 07, 2025
Q3 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
1.27K+ 10.3% |
$294K - $348K
|
13.6K
$3.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.27K+ 115.95% |
$293K - $346K
|
2.36K
$558K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
1.26KNew |
$292K - $345K
|
1.26K
$299K
|
|
|
Oct 30, 2025
Q3 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.26K+ 5.45% |
$292K - $345K
|
24.4K
$5.77M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.25K+ 6.72% |
$289K - $342K
|
19.8K
$4.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.24K+ 40.4% |
$288K - $340K
|
4.32K
$1.02M
|
|
|
Oct 07, 2025
Q3 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
1.24KNew |
$288K - $340K
|
1.24K
$295K
|
|
|
Nov 13, 2025
Q3 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
1.24K+ 221.61% |
$287K - $340K
|
1.8K
$427K
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
1.24KNew |
$287K - $339K
|
1.24K
$294K
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
1.24KNew |
$286K - $338K
|
1.24K
$293K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
1.23K+ 12.98% |
$285K - $337K
|
10.7K
$2.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.22K+ 4.23% |
$283K - $334K
|
30.1K
$7.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.22K+ 29.79% |
$282K - $333K
|
5.31K
$1.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.22K+ 4.12% |
$282K - $333K
|
30.7K
$7.29M
|
|
|
Nov 06, 2025
Q3 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
1.2KNew |
$278K - $328K
|
1.2K
$284K
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1.19KNew |
$275K - $325K
|
1.19K
$282K
|
|
|
Oct 22, 2025
Q3 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.19KNew |
$275K - $324K
|
1.19K
$281K
|
|