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 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
901+ 9.36% |
$209K - $247K
|
10.5K
$2.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Mad River Investors
|
BUY
|
- |
900New |
$208K - $246K
|
900
$213K
|
|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
BUY
|
- |
897New |
$208K - $245K
|
897
$213K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Banc Trust CO
Lisle, IL |
BUY
|
- |
895New |
$207K - $245K
|
895
$212K
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
894+ 33.06% |
$207K - $245K
|
3.6K
$853K
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
892+ 6.65% |
$207K - $244K
|
14.3K
$3.39M
|
|
|
Nov 07, 2025
Q3 2025
|
Dempze Nancy E
|
BUY
|
- |
888+ 16.12% |
$206K - $243K
|
6.4K
$1.52M
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
888+ 17.35% |
$206K - $243K
|
6.01K
$1.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
887+ 2.52% |
$205K - $243K
|
36.1K
$8.55M
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
874+ 0.69% |
$202K - $239K
|
128K
$30.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
874New |
$202K - $239K
|
874
$207K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
869New |
$201K - $238K
|
869
$206K
|
|
|
Nov 13, 2025
Q3 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
866+ 52.42% |
$201K - $237K
|
2.52K
$597K
|
|
|
Oct 30, 2025
Q3 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
866New |
$201K - $237K
|
866
$205K
|
|
|
Oct 22, 2025
Q3 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
847+ 17.47% |
$196K - $232K
|
5.7K
$1.35M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
842+ 11.62% |
$195K - $230K
|
8.09K
$1.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
820+ 3.45% |
$190K - $224K
|
24.6K
$5.82M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
817+ 1.06% |
$189K - $224K
|
78.1K
$18.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
803+ 17.08% |
$186K - $220K
|
5.5K
$1.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
797+ 13.97% |
$185K - $218K
|
6.5K
$1.54M
|
|
|
Nov 07, 2025
Q3 2025
|
Puzo Michael J
|
BUY
|
- |
796+ 5.92% |
$184K - $218K
|
14.2K
$3.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
792+ 40.78% |
$183K - $217K
|
2.73K
$648K
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
CALL |
786New |
$182K - $215K
|
786
$186K
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
773+ 51.06% |
$179K - $212K
|
2.29K
$542K
|
|
|
Nov 18, 2025
Q3 2025
|
Silvant Capital Management LLC
|
BUY
|
- |
766+ 0.8% |
$177K - $210K
|
96.4K
$22.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
765+ 9.72% |
$177K - $209K
|
8.63K
$2.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
762+ 57.29% |
$177K - $209K
|
2.09K
$496K
|
|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
755+ 2.06% |
$175K - $207K
|
37.5K
$8.89M
|
|
|
Nov 12, 2025
Q3 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
754+ 3.09% |
$175K - $206K
|
25.2K
$5.97M
|
|
|
Oct 23, 2025
Q3 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
739+ 19.88% |
$171K - $202K
|
4.46K
$1.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
735+ 9.2% |
$170K - $201K
|
8.72K
$2.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
726New |
$168K - $199K
|
726
$172K
|
|
|
Nov 14, 2025
Q3 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
723+ 25.17% |
$167K - $198K
|
3.6K
$852K
|
|
|
Nov 07, 2025
Q3 2025
|
Kidder Stephen W
|
BUY
|
- |
722+ 8.13% |
$167K - $198K
|
9.6K
$2.28M
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
720+ 22.59% |
$167K - $197K
|
3.91K
$926K
|
|
|
Nov 12, 2025
Q3 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
709+ 11.14% |
$164K - $194K
|
7.07K
$1.68M
|
|
|
Nov 10, 2025
Q3 2025
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
700+ 20.59% |
$162K - $192K
|
4.1K
$972K
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
696+ 4.22% |
$161K - $190K
|
17.2K
$4.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
695+ 19.09% |
$161K - $190K
|
4.34K
$1.03M
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
690+ 66.03% |
$160K - $189K
|
1.74K
$411K
|
|
|
Nov 05, 2025
Q3 2025
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
686+ 9.57% |
$159K - $188K
|
7.86K
$1.86M
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
680New |
$158K - $186K
|
680
$161K
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
680+ 8.83% |
$158K - $186K
|
8.39K
$1.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
674+ 38.6% |
$156K - $184K
|
2.42K
$574K
|
|
|
Nov 07, 2025
Q3 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
672+ 86.26% |
$156K - $184K
|
1.45K
$344K
|
|
|
Nov 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
666+ 73.11% |
$154K - $182K
|
1.58K
$374K
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
650+ 19.66% |
$151K - $178K
|
3.96K
$938K
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
643+ 33.26% |
$149K - $176K
|
2.58K
$611K
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
642+ 1.61% |
$149K - $176K
|
40.5K
$9.61M
|
|
|
Nov 05, 2025
Q3 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
633New |
$147K - $173K
|
633
$150K
|
|