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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
8New |
$2.17K - $2.94K
|
8
$2.61K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
8+ 0.27% |
$2.17K - $2.94K
|
2.97K
$970K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
8+ 0.11% |
$2.17K - $2.94K
|
7.35K
$2.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
8+ 0.34% |
$2.17K - $2.94K
|
2.36K
$769K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8+ 2.01% |
$2.17K - $2.94K
|
406
$132K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
7+ 0.83% |
$1.9K - $2.58K
|
847
$276K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
7New |
$1.9K - $2.58K
|
7
$2.28K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
7+ 0.29% |
$1.9K - $2.58K
|
2.41K
$787K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
7+ 2.06% |
$1.9K - $2.58K
|
347
$113K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
6+ 0.03% |
$1.63K - $2.21K
|
23.9K
$7.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
6+ 0.53% |
$1.63K - $2.21K
|
1.15K
$373K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
6+ 0.29% |
$1.63K - $2.21K
|
2.06K
$671K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
6+ 2.23% |
$1.63K - $2.21K
|
275
$89.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
6+ 0.5% |
$1.63K - $2.21K
|
1.2K
$392K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
6+ 0.68% |
$1.63K - $2.21K
|
894
$292K
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
6+ 0.73% |
$1.63K - $2.21K
|
829
$270K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5+ 0.1% |
$1.35K - $1.84K
|
5.06K
$1.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
5+ 0.09% |
$1.35K - $1.84K
|
5.47K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
5+ 0.1% |
$1.35K - $1.84K
|
4.8K
$1.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
5+ 0.62% |
$1.35K - $1.84K
|
818
$267K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
4New |
$1.08K - $1.47K
|
4
$1.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
4+ 0.35% |
$1.08K - $1.47K
|
1.14K
$370K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4+ 0.38% |
$1.08K - $1.47K
|
1.05K
$342K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
4+ 0.09% |
$1.08K - $1.47K
|
4.23K
$1.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4+ 1.29% |
$1.08K - $1.47K
|
314
$102K
|
|
|
Feb 11, 2025
Q4 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
3+ 0.01% |
$813 - $1.1K
|
54.1K
$17.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
3+ 0.28% |
$813 - $1.1K
|
1.06K
$346K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3+ 0.05% |
$813 - $1.1K
|
5.54K
$1.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
3+ 0.15% |
$813 - $1.1K
|
2K
$653K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3+ 6.38% |
$813 - $1.1K
|
50
$16.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.41% |
$813 - $1.1K
|
736
$240K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
3+ 0.05% |
$813 - $1.1K
|
5.48K
$1.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 0.72% |
$813 - $1.1K
|
421
$137K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2+ 0.19% |
$542 - $736
|
1.04K
$338K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
2+ 2.0% |
$542 - $736
|
102
$33.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2+ 0.03% |
$542 - $736
|
7.93K
$2.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
2New |
$542 - $736
|
2
$652
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.18% |
$542 - $736
|
1.11K
$363K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2+ 0.11% |
$542 - $736
|
1.88K
$612K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2+ 10.53% |
$542 - $736
|
21
$6.85K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 0.27% |
$542 - $736
|
743
$242K
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
2+ 0.21% |
$542 - $736
|
941
$307K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2+ 0.11% |
$542 - $736
|
1.8K
$587K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.22% |
$271 - $368
|
460
$150K
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1+ 0.13% |
$271 - $368
|
773
$252K
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1New |
$271 - $368
|
1
$326
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.07% |
$271 - $368
|
1.44K
$471K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
1+ 0.03% |
$271 - $368
|
3.98K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1+ 0.13% |
$271 - $368
|
755
$246K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.13% |
$271 - $368
|
748
$244K
|