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 06, 2025
Q3 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
631+ 11.15% |
$146K - $173K
|
6.29K
$1.49M
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
630+ 23.86% |
$146K - $172K
|
3.27K
$775K
|
|
|
Nov 14, 2025
Q3 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
629+ 3.42% |
$146K - $172K
|
19K
$4.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
629+ 0.97% |
$146K - $172K
|
65.2K
$15.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Chiron Capital Management, LLC
|
BUY
|
- |
628+ 83.4% |
$145K - $172K
|
1.38K
$327K
|
|
|
Nov 14, 2025
Q3 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
622+ 0.53% |
$144K - $170K
|
119K
$28.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
621+ 5.23% |
$144K - $170K
|
12.5K
$2.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
616+ 2.58% |
$143K - $169K
|
24.5K
$5.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
609+ 6.94% |
$141K - $167K
|
9.39K
$2.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
603+ 29.82% |
$140K - $165K
|
2.63K
$622K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
602+ 14.89% |
$139K - $165K
|
4.65K
$1.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Aries Wealth Management
|
BUY
|
- |
597+ 26.35% |
$138K - $163K
|
2.86K
$679K
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
582+ 70.72% |
$135K - $159K
|
1.41K
$333K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
576+ 5.05% |
$133K - $158K
|
12K
$2.84M
|
|
|
Nov 06, 2025
Q3 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
575+ 460.0% |
$133K - $157K
|
700
$166K
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
BUY
|
- |
572+ 19.49% |
$133K - $157K
|
3.51K
$831K
|
|
|
Nov 10, 2025
Q3 2025
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
569New |
$132K - $156K
|
569
$135K
|
|
|
Nov 05, 2025
Q3 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
569+ 3.37% |
$132K - $156K
|
17.5K
$4.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
567+ 1.17% |
$131K - $155K
|
49K
$11.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
565+ 2.31% |
$131K - $155K
|
25K
$5.92M
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
564+ 16.08% |
$131K - $154K
|
4.07K
$965K
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
558+ 18.27% |
$129K - $153K
|
3.61K
$856K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
555+ 4.74% |
$129K - $152K
|
12.3K
$2.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
551+ 40.78% |
$128K - $151K
|
1.9K
$451K
|
|
|
Nov 12, 2025
Q3 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
550+ 40.23% |
$127K - $151K
|
1.92K
$454K
|
|
|
Nov 18, 2025
Q3 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
548+ 10.99% |
$127K - $150K
|
5.54K
$1.31M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
545+ 14.42% |
$126K - $149K
|
4.32K
$1.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
544+ 1.0% |
$126K - $149K
|
55.1K
$13.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
543+ 4.19% |
$126K - $149K
|
13.5K
$3.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
540+ 0.8% |
$125K - $148K
|
68K
$16.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
535+ 2.87% |
$124K - $146K
|
19.2K
$4.55M
|
|
|
Nov 07, 2025
Q3 2025
|
Mcrae Capital Management Inc
|
BUY
|
- |
530+ 1.0% |
$123K - $145K
|
53.6K
$12.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
530+ 7.13% |
$123K - $145K
|
7.97K
$1.89M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
522+ 3.85% |
$121K - $143K
|
14.1K
$3.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
519+ 0.88% |
$120K - $142K
|
59.7K
$14.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
516+ 3.27% |
$120K - $141K
|
16.3K
$3.86M
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
516+ 0.8% |
$120K - $141K
|
65.3K
$15.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
513+ 5.12% |
$119K - $140K
|
10.5K
$2.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Meridian Management CO
|
BUY
|
- |
512+ 2.36% |
$119K - $140K
|
22.2K
$5.25M
|
|
|
Nov 12, 2025
Q3 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
509+ 27.26% |
$118K - $139K
|
2.38K
$563K
|
|
|
Nov 14, 2025
Q3 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
CALL |
500+ 33.33% |
$116K - $137K
|
2K
$474K
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
497+ 9.16% |
$115K - $136K
|
5.92K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
495New |
$115K - $135K
|
495
$117K
|
|
|
Nov 13, 2025
Q3 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
492+ 61.96% |
$114K - $135K
|
1.29K
$305K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
491+ 1.72% |
$114K - $134K
|
29K
$6.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
483+ 18.75% |
$112K - $132K
|
3.06K
$725K
|
|
|
Nov 03, 2025
Q3 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
480+ 1.81% |
$111K - $131K
|
27K
$6.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
476+ 58.26% |
$110K - $130K
|
1.29K
$306K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
476New |
$110K - $130K
|
476
$113K
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
469+ 21.15% |
$109K - $128K
|
2.69K
$637K
|
|