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 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
301+ 24.94% |
$69.7K - $82.4K
|
1.51K
$357K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
301+ 3.72% |
$69.7K - $82.4K
|
8.39K
$1.99M
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
296+ 15.71% |
$68.6K - $81K
|
2.18K
$517K
|
|
|
Nov 12, 2025
Q3 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
293+ 1.4% |
$67.9K - $80.2K
|
21.1K
$5.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
292+ 4.69% |
$67.6K - $79.9K
|
6.52K
$1.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
292+ 5.71% |
$67.6K - $79.9K
|
5.41K
$1.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
291New |
$67.4K - $79.6K
|
291
$69K
|
|
|
Nov 12, 2025
Q3 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
290+ 9.43% |
$67.2K - $79.4K
|
3.36K
$797K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
289+ 35.42% |
$66.9K - $79.1K
|
1.11K
$262K
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
288+ 8.83% |
$66.7K - $78.8K
|
3.55K
$842K
|
|
|
Nov 10, 2025
Q3 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
287+ 7.4% |
$66.5K - $78.5K
|
4.16K
$987K
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
286+ 5.0% |
$66.3K - $78.3K
|
6.01K
$1.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
274+ 11.93% |
$63.5K - $75K
|
2.57K
$609K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
274+ 0.71% |
$63.5K - $75K
|
38.6K
$9.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
273+ 0.19% |
$63.2K - $74.7K
|
141K
$33.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
266+ 24.18% |
$61.6K - $72.8K
|
1.37K
$324K
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
265+ 1.28% |
$61.4K - $72.5K
|
21K
$4.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
263+ 8.11% |
$60.9K - $72K
|
3.51K
$831K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
263+ 6.13% |
$60.9K - $72K
|
4.55K
$1.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
263+ 14.16% |
$60.9K - $72K
|
2.12K
$503K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
260New |
$60.2K - $71.1K
|
260
$61.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
260+ 6.59% |
$60.2K - $71.1K
|
4.21K
$997K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
259+ 7.25% |
$60K - $70.9K
|
3.83K
$908K
|
|
|
Nov 25, 2025
Q3 2025
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
257+ 0.46% |
$59.5K - $70.3K
|
56.2K
$13.3M
|
|
|
Oct 22, 2025
Q3 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
255+ 8.6% |
$59.1K - $69.8K
|
3.22K
$763K
|
|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
BUY
|
- |
251+ 1.69% |
$58.1K - $68.7K
|
15.1K
$3.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
250+ 1.33% |
$57.9K - $68.4K
|
19.1K
$4.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
248+ 2.85% |
$57.5K - $67.9K
|
8.94K
$2.12M
|
|
|
Oct 17, 2025
Q3 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
244+ 5.23% |
$56.5K - $66.8K
|
4.91K
$1.16M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
241+ 7.83% |
$55.8K - $65.9K
|
3.32K
$786K
|
|
|
Nov 13, 2025
Q3 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
235+ 9.03% |
$54.4K - $64.3K
|
2.84K
$672K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
234+ 9.84% |
$54.2K - $64K
|
2.61K
$619K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
234+ 4.51% |
$54.2K - $64K
|
5.43K
$1.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Middleton & CO Inc
|
BUY
|
- |
232+ 0.39% |
$53.7K - $63.5K
|
59.6K
$14.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
231+ 0.73% |
$53.5K - $63.2K
|
31.8K
$7.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
230+ 1.97% |
$53.3K - $62.9K
|
11.9K
$2.82M
|
|
|
Oct 30, 2025
Q3 2025
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
230+ 0.7% |
$53.3K - $62.9K
|
33K
$7.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
229+ 21.56% |
$53.1K - $62.7K
|
1.29K
$306K
|
|
|
Nov 13, 2025
Q3 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
225+ 4.41% |
$52.1K - $61.6K
|
5.32K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
225+ 3.93% |
$52.1K - $61.6K
|
5.95K
$1.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
223+ 1.84% |
$51.7K - $61K
|
12.4K
$2.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
217+ 10.43% |
$50.3K - $59.4K
|
2.3K
$545K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
216+ 13.22% |
$50K - $59.1K
|
1.85K
$439K
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
BUY
|
- |
209+ 5.72% |
$48.4K - $57.2K
|
3.86K
$916K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
207+ 0.53% |
$48K - $56.6K
|
39.6K
$9.38M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
205+ 1.69% |
$47.5K - $56.1K
|
12.4K
$2.93M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
203+ 5.34% |
$47K - $55.6K
|
4K
$949K
|
|
|
Nov 14, 2025
Q3 2025
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
201+ 8.09% |
$46.6K - $55K
|
2.69K
$636K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of Nova Scotia
|
BUY
|
PUT |
200New |
$46.3K - $54.7K
|
200
$47.4K
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
CALL |
200New |
$46.3K - $54.7K
|
200
$47.4K
|
|