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 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
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.18K+ 11.48% |
$274K - $323K
|
11.5K
$2.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.16K+ 1.28% |
$268K - $316K
|
91.8K
$21.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.15K+ 7.54% |
$266K - $314K
|
16.4K
$3.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
1.14KNew |
$265K - $313K
|
1.14K
$271K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.14K+ 58.99% |
$265K - $313K
|
3.08K
$730K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.14K+ 26.67% |
$263K - $311K
|
5.39K
$1.28M
|
|
|
Nov 19, 2025
Q3 2025
|
Mizuho Markets Cayman LP
|
BUY
|
- |
1.13KNew |
$263K - $310K
|
1.13K
$269K
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.13K+ 4.2% |
$262K - $310K
|
28.1K
$6.67M
|
|
|
Oct 30, 2025
Q3 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
1.13KNew |
$262K - $310K
|
1.13K
$268K
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
BUY
|
- |
1.11KNew |
$256K - $303K
|
1.11K
$262K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.1KNew |
$255K - $301K
|
1.1K
$261K
|
|
|
Nov 06, 2025
Q3 2025
|
Mqs Management LLC
|
BUY
|
- |
1.09KNew |
$253K - $299K
|
1.09K
$259K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.08K+ 102.65% |
$251K - $296K
|
2.14K
$507K
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.08K+ 2.38% |
$250K - $295K
|
46.5K
$11M
|
|
|
Oct 27, 2025
Q3 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.08K+ 33.57% |
$250K - $295K
|
4.29K
$1.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.07KNew |
$247K - $291K
|
1.07K
$252K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.06K+ 11.21% |
$246K - $291K
|
10.5K
$2.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.04K+ 10.95% |
$241K - $285K
|
10.5K
$2.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.04K+ 31.96% |
$240K - $284K
|
4.28K
$1.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
1.03KNew |
$239K - $283K
|
1.03K
$245K
|
|
|
Nov 07, 2025
Q3 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.02KNew |
$237K - $280K
|
1.02K
$242K
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.02KNew |
$237K - $280K
|
1.02K
$242K
|
|
|
Nov 12, 2025
Q3 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
1.01K+ 22.16% |
$234K - $277K
|
5.58K
$1.32M
|
|
|
Dec 08, 2025
Q3 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.01KNew |
$233K - $275K
|
1.01K
$238K
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.01K+ 29.1% |
$233K - $275K
|
4.46K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
1K+ 19.61% |
$232K - $274K
|
6.1K
$1.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
1KNew |
$232K - $274K
|
1K
$237K
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
1K+ 24.39% |
$232K - $274K
|
5.1K
$1.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
1KNew |
$232K - $274K
|
1K
$237K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
998+ 12.01% |
$231K - $273K
|
9.31K
$2.21M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
994New |
$230K - $272K
|
994
$236K
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
BUY
|
- |
992New |
$230K - $271K
|
992
$235K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
991+ 2.36% |
$230K - $271K
|
43K
$10.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
977+ 28.39% |
$226K - $267K
|
4.42K
$1.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
972+ 254.45% |
$225K - $266K
|
1.35K
$321K
|
|
|
Nov 13, 2025
Q3 2025
|
Clear Street Markets LLC
|
BUY
|
- |
959+ 310.36% |
$222K - $262K
|
1.27K
$301K
|
|
|
Oct 30, 2025
Q3 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
959New |
$222K - $262K
|
959
$227K
|
|
|
Dec 31, 2025
Q3 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
952New |
$221K - $261K
|
952
$226K
|
|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
952New |
$221K - $261K
|
952
$226K
|
|