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 24, 2025
Q3 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
465+ 15.36% |
$108K - $127K
|
3.49K
$828K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
462+ 11.13% |
$107K - $126K
|
4.61K
$1.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
450+ 9.74% |
$104K - $123K
|
5.07K
$1.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
450+ 13.42% |
$104K - $123K
|
3.8K
$902K
|
|
|
Nov 12, 2025
Q3 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
441+ 7.94% |
$102K - $121K
|
6K
$1.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
434+ 5.79% |
$101K - $119K
|
7.93K
$1.88M
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
428+ 20.94% |
$99.2K - $117K
|
2.47K
$586K
|
|
|
Oct 27, 2025
Q3 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
428+ 19.21% |
$99.2K - $117K
|
2.66K
$630K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
420+ 0.29% |
$97.3K - $115K
|
146K
$34.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
414+ 6.48% |
$95.9K - $113K
|
6.81K
$1.61M
|
|
|
Nov 06, 2025
Q3 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
412+ 4.25% |
$95.4K - $113K
|
10.1K
$2.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
410+ 18.59% |
$95K - $112K
|
2.62K
$620K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
409+ 16.3% |
$94.7K - $112K
|
2.92K
$692K
|
|
|
Dec 29, 2025
Q3 2025
|
Mirova
Paris, I0 |
BUY
|
- |
404+ 1.73% |
$93.6K - $111K
|
23.8K
$5.64M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
403+ 39.13% |
$93.4K - $110K
|
1.43K
$340K
|
|
|
Nov 12, 2025
Q3 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
402+ 4.94% |
$93.1K - $110K
|
8.54K
$2.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
396+ 27.67% |
$91.7K - $108K
|
1.83K
$433K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
394+ 12.12% |
$91.3K - $108K
|
3.65K
$864K
|
|
|
Nov 13, 2025
Q3 2025
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
394+ 1.2% |
$91.3K - $108K
|
33.1K
$7.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
393+ 10.33% |
$91K - $108K
|
4.2K
$995K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
389+ 356.88% |
$90.1K - $106K
|
498
$118K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
387+ 1.61% |
$89.7K - $106K
|
24.4K
$5.78M
|
|
|
Nov 06, 2025
Q3 2025
|
Carson Advisory Inc.
|
BUY
|
- |
387+ 17.84% |
$89.7K - $106K
|
2.56K
$606K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
381+ 4.16% |
$88.3K - $104K
|
9.54K
$2.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
368+ 3.21% |
$85.3K - $101K
|
11.8K
$2.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
362+ 29.53% |
$83.9K - $99.1K
|
1.59K
$376K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
360+ 28.08% |
$83.4K - $98.5K
|
1.64K
$389K
|
|
|
Nov 14, 2025
Q3 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
355+ 37.37% |
$82.2K - $97.1K
|
1.31K
$309K
|
|
|
Nov 03, 2025
Q3 2025
|
Strategic Advisors LLC
|
BUY
|
- |
353+ 3.58% |
$81.8K - $96.6K
|
10.2K
$2.42M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
348+ 33.08% |
$80.6K - $95.2K
|
1.4K
$332K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
348+ 18.13% |
$80.6K - $95.2K
|
2.27K
$538K
|
|
|
Oct 06, 2025
Q3 2025
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
347+ 29.71% |
$80.4K - $95K
|
1.52K
$359K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
339New |
$78.5K - $92.8K
|
339
$80.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Quarry LP
New York, NY |
BUY
|
- |
329+ 23.5% |
$76.2K - $90K
|
1.73K
$410K
|
|
|
Nov 13, 2025
Q3 2025
|
Empirical Finance, LLC
|
BUY
|
- |
323+ 0.97% |
$74.8K - $88.4K
|
33.7K
$8M
|
|
|
Nov 12, 2025
Q3 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
323New |
$74.8K - $88.4K
|
323
$76.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
322+ 9.02% |
$74.6K - $88.1K
|
3.89K
$922K
|
|
|
Oct 30, 2025
Q3 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
320+ 1.04% |
$74.1K - $87.6K
|
31.1K
$7.36M
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
320+ 2.65% |
$74.1K - $87.6K
|
12.4K
$2.94M
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
315+ 5.98% |
$73K - $86.2K
|
5.58K
$1.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Becker Capital Management Inc
|
BUY
|
- |
314+ 0.24% |
$72.7K - $85.9K
|
130K
$30.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
314+ 1.88% |
$72.7K - $85.9K
|
17K
$4.03M
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
BUY
|
- |
314+ 15.96% |
$72.7K - $85.9K
|
2.28K
$541K
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
310+ 28.84% |
$71.8K - $84.8K
|
1.39K
$328K
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
309+ 4.73% |
$71.6K - $84.6K
|
6.84K
$1.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
306+ 18.46% |
$70.9K - $83.7K
|
1.96K
$466K
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
305+ 6.63% |
$70.7K - $83.5K
|
4.91K
$1.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
304+ 6.04% |
$70.4K - $83.2K
|
5.34K
$1.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
304+ 17.61% |
$70.4K - $83.2K
|
2.03K
$481K
|
|
|
Oct 09, 2025
Q3 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
302+ 11.19% |
$70K - $82.6K
|
3K
$711K
|
|