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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.31K+ 17.77% |
$309K - $345K
|
8.69K
$2.06M
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
1.29KNew |
$303K - $338K
|
1.29K
$305K
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
1.26KNew |
$296K - $331K
|
1.26K
$297K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.25K+ 10.43% |
$295K - $330K
|
13.2K
$3.14M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.2K+ 27.01% |
$282K - $315K
|
5.63K
$1.33M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.13K+ 1.21% |
$267K - $298K
|
94.4K
$22.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
1.13KNew |
$266K - $298K
|
1.13K
$268K
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
1.12K+ 23.67% |
$264K - $296K
|
5.86K
$1.39M
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.07K+ 17.44% |
$252K - $281K
|
7.19K
$1.7M
|
|
|
Jan 02, 2026
Q4 2025
|
Jacobs & CO
|
BUY
|
- |
1.05K+ 2.83% |
$246K - $275K
|
38K
$9M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.04K+ 49.48% |
$244K - $273K
|
3.13K
$743K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.03K+ 6.5% |
$243K - $271K
|
16.9K
$4M
|
|
|
Jan 12, 2026
Q4 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 6.03% |
$238K - $266K
|
17.8K
$4.21M
|
|
|
Jan 12, 2026
Q4 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1KNew |
$236K - $263K
|
1K
$237K
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
971New |
$229K - $256K
|
971
$230K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
969+ 13.98% |
$228K - $255K
|
7.9K
$1.87M
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
959+ 0.11% |
$226K - $253K
|
844K
$200M
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
948New |
$223K - $250K
|
948
$225K
|
|
|
Jan 08, 2026
Q4 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
944+ 4.72% |
$222K - $249K
|
20.9K
$4.96M
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
874New |
$206K - $230K
|
874
$207K
|
|
|
Jan 07, 2026
Q4 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
868New |
$205K - $229K
|
868
$206K
|
|
|
Jan 15, 2026
Q4 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
860New |
$203K - $227K
|
860
$204K
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
845New |
$199K - $223K
|
845
$200K
|
|
|
Jan 15, 2026
Q4 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
834New |
$197K - $220K
|
834
$198K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
832+ 20.67% |
$196K - $219K
|
4.86K
$1.15M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
822+ 73.39% |
$194K - $217K
|
1.94K
$460K
|
|
|
Jan 07, 2026
Q4 2025
|
Tealwood Asset Management Inc
|
BUY
|
- |
819+ 13.17% |
$193K - $216K
|
7.04K
$1.67M
|
|
|
Jan 15, 2026
Q4 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
812New |
$191K - $214K
|
812
$192K
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
804New |
$189K - $212K
|
804
$191K
|
|
|
Jan 07, 2026
Q4 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
801New |
$189K - $211K
|
801
$190K
|
|
|
Jan 02, 2026
Q4 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
791New |
$186K - $208K
|
791
$187K
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
771New |
$182K - $203K
|
771
$183K
|
|
|
Jan 12, 2026
Q4 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
769New |
$181K - $203K
|
769
$182K
|
|
|
Jan 16, 2026
Q4 2025
|
Blossom Wealth Management
|
BUY
|
- |
767New |
$181K - $202K
|
767
$182K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
766+ 29.44% |
$181K - $202K
|
3.37K
$798K
|
|
|
Jan 12, 2026
Q4 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
764New |
$180K - $201K
|
764
$181K
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
757New |
$178K - $199K
|
757
$179K
|
|
|
Jan 15, 2026
Q4 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
731+ 8.22% |
$172K - $193K
|
9.62K
$2.28M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
664+ 5.44% |
$156K - $175K
|
12.9K
$3.05M
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
607+ 15.33% |
$143K - $160K
|
4.57K
$1.08M
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
568+ 28.98% |
$134K - $150K
|
2.53K
$599K
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
555+ 8.78% |
$131K - $146K
|
6.88K
$1.63M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
535+ 10.44% |
$126K - $141K
|
5.66K
$1.34M
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
520+ 36.62% |
$123K - $137K
|
1.94K
$460K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
515+ 8.47% |
$121K - $136K
|
6.59K
$1.56M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
465+ 2.95% |
$110K - $122K
|
16.2K
$3.85M
|
|
|
Jan 15, 2026
Q4 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
460+ 3.55% |
$108K - $121K
|
13.4K
$3.18M
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
436+ 8.43% |
$103K - $115K
|
5.61K
$1.33M
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
434+ 6.54% |
$102K - $114K
|
7.07K
$1.68M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
431+ 40.43% |
$102K - $114K
|
1.5K
$355K
|
|