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 12, 2025
Q3 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
200+ 12.86% |
$46.3K - $54.7K
|
1.76K
$416K
|
|
|
Nov 12, 2025
Q3 2025
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
200+ 2.52% |
$46.3K - $54.7K
|
8.13K
$1.93M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
CALL |
200New |
$46.3K - $54.7K
|
200
$47.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
BUY
|
- |
199+ 4.48% |
$46.1K - $54.5K
|
4.64K
$1.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
198+ 3.76% |
$45.9K - $54.2K
|
5.46K
$1.29M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
196+ 6.01% |
$45.4K - $53.6K
|
3.46K
$820K
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
195+ 15.83% |
$45.2K - $53.4K
|
1.43K
$338K
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
195+ 10.43% |
$45.2K - $53.4K
|
2.07K
$489K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
193+ 9.59% |
$44.7K - $52.8K
|
2.21K
$523K
|
|
|
Oct 29, 2025
Q3 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
192+ 5.5% |
$44.5K - $52.5K
|
3.69K
$873K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
190+ 11.52% |
$44K - $52K
|
1.84K
$436K
|
|
|
Nov 13, 2025
Q3 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
189+ 4.53% |
$43.8K - $51.7K
|
4.36K
$1.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
188+ 11.0% |
$43.6K - $51.4K
|
1.9K
$450K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
182+ 8.53% |
$42.2K - $49.8K
|
2.32K
$549K
|
|
|
Nov 14, 2025
Q3 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
181+ 17.68% |
$41.9K - $49.5K
|
1.21K
$286K
|
|
|
Nov 12, 2025
Q3 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
181+ 18.47% |
$41.9K - $49.5K
|
1.16K
$275K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
181+ 17.0% |
$41.9K - $49.5K
|
1.25K
$295K
|
|
|
Oct 29, 2025
Q3 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
179+ 8.66% |
$41.5K - $49K
|
2.25K
$532K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
176+ 3.76% |
$40.8K - $48.2K
|
4.86K
$1.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
175+ 0.72% |
$40.5K - $47.9K
|
24.6K
$5.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
173+ 5.54% |
$40.1K - $47.3K
|
3.3K
$781K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
172+ 7.56% |
$39.8K - $47.1K
|
2.45K
$580K
|
|
|
Nov 10, 2025
Q3 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
171+ 5.48% |
$39.6K - $46.8K
|
3.29K
$781K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
171+ 0.77% |
$39.6K - $46.8K
|
22.5K
$5.34M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
169+ 6.29% |
$39.2K - $46.2K
|
2.86K
$677K
|
|
|
Dec 05, 2025
Q3 2025
|
Saranac Partners LTD
London, |
BUY
|
- |
168New |
$38.9K - $46K
|
168
$39.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
163New |
$37.8K - $44.6K
|
163
$38.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Jacobsen Capital Management
|
BUY
|
- |
163+ 9.28% |
$37.8K - $44.6K
|
1.92K
$455K
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
161+ 6.25% |
$37.3K - $44.1K
|
2.74K
$649K
|
|
|
Nov 14, 2025
Q3 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
160+ 10.2% |
$37.1K - $43.8K
|
1.73K
$410K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
156+ 8.87% |
$36.1K - $42.7K
|
1.92K
$454K
|
|
|
Nov 10, 2025
Q3 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
153+ 12.07% |
$35.4K - $41.9K
|
1.42K
$337K
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
151+ 17.34% |
$35K - $41.3K
|
1.02K
$242K
|
|
|
Nov 07, 2025
Q3 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
150+ 1.49% |
$34.7K - $41K
|
10.2K
$2.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
148+ 234.92% |
$34.3K - $40.5K
|
211
$50K
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
148+ 39.36% |
$34.3K - $40.5K
|
524
$124K
|
|
|
Nov 04, 2025
Q3 2025
|
Marco Investment Management LLC
|
BUY
|
- |
146+ 0.26% |
$33.8K - $40K
|
55.4K
$13.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
145+ 9.48% |
$33.6K - $39.7K
|
1.68K
$397K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
145+ 6.57% |
$33.6K - $39.7K
|
2.35K
$557K
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
145+ 2.05% |
$33.6K - $39.7K
|
7.21K
$1.71M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
144+ 0.74% |
$33.4K - $39.4K
|
19.7K
$4.66M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
143+ 9.75% |
$33.1K - $39.1K
|
1.61K
$381K
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
143+ 19.35% |
$33.1K - $39.1K
|
882
$209K
|
|
|
Nov 05, 2025
Q3 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
141+ 4.31% |
$32.7K - $38.6K
|
3.41K
$809K
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
137+ 1.06% |
$31.7K - $37.5K
|
13.1K
$3.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
136+ 3.06% |
$31.5K - $37.2K
|
4.59K
$1.09M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
135+ 1.05% |
$31.3K - $36.9K
|
13K
$3.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
134+ 1.87% |
$31K - $36.7K
|
7.3K
$1.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
130+ 0.83% |
$30.1K - $35.6K
|
15.8K
$3.74M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
127+ 6.43% |
$29.4K - $34.8K
|
2.1K
$498K
|
|