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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
123+ 0.35% |
$28.5K - $33.7K
|
35.7K
$8.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
122+ 1.64% |
$28.3K - $33.4K
|
7.57K
$1.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
121+ 3.57% |
$28K - $33.1K
|
3.51K
$832K
|
|
|
Oct 27, 2025
Q3 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
119+ 9.02% |
$27.6K - $32.6K
|
1.44K
$341K
|
|
|
Nov 14, 2025
Q3 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
118+ 0.46% |
$27.3K - $32.3K
|
25.5K
$6.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
118New |
$27.3K - $32.3K
|
118
$28K
|
|
|
Oct 20, 2025
Q3 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
118+ 0.98% |
$27.3K - $32.3K
|
12.1K
$2.88M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
117+ 6.83% |
$27.1K - $32K
|
1.83K
$434K
|
|
|
Nov 05, 2025
Q3 2025
|
Renasant Bank
|
BUY
|
- |
116+ 2.27% |
$26.9K - $31.7K
|
5.22K
$1.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Ns Partners LTD
|
BUY
|
- |
115+ 0.11% |
$26.6K - $31.5K
|
107K
$25.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
115+ 7.34% |
$26.6K - $31.5K
|
1.68K
$399K
|
|
|
Nov 12, 2025
Q3 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
113+ 0.95% |
$26.2K - $30.9K
|
12K
$2.84M
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
112+ 3.25% |
$25.9K - $30.6K
|
3.56K
$844K
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
112+ 2.99% |
$25.9K - $30.6K
|
3.86K
$916K
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
111+ 12.33% |
$25.7K - $30.4K
|
1.01K
$240K
|
|
|
Nov 07, 2025
Q3 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
111+ 3.91% |
$25.7K - $30.4K
|
2.95K
$699K
|
|
|
Nov 06, 2025
Q3 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
111+ 1.34% |
$25.7K - $30.4K
|
8.42K
$2M
|
|
|
Oct 23, 2025
Q3 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
109+ 1.41% |
$25.3K - $29.8K
|
7.86K
$1.86M
|
|
|
Nov 07, 2025
Q3 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
108+ 3.99% |
$25K - $29.6K
|
2.82K
$668K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
108New |
$25K - $29.6K
|
108
$25.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
106+ 3.81% |
$24.6K - $29K
|
2.89K
$685K
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
105+ 2.9% |
$24.3K - $28.7K
|
3.73K
$883K
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
103+ 0.83% |
$23.9K - $28.2K
|
12.6K
$2.98M
|
|
|
Oct 21, 2025
Q3 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
103+ 11.21% |
$23.9K - $28.2K
|
1.02K
$242K
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
BUY
|
- |
103New |
$23.9K - $28.2K
|
103
$24.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
102+ 3.92% |
$23.6K - $27.9K
|
2.71K
$641K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
102+ 19.62% |
$23.6K - $27.9K
|
622
$147K
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
101+ 5.69% |
$23.4K - $27.6K
|
1.88K
$445K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
CALL |
100New |
$23.2K - $27.4K
|
100
$23.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
100+ 0.02% |
$23.2K - $27.4K
|
649K
$154M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
CALL |
100+ 50.0% |
$23.2K - $27.4K
|
300
$71.1K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
PUT |
100New |
$23.2K - $27.4K
|
100
$23.7K
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
96+ 8.86% |
$22.2K - $26.3K
|
1.18K
$279K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
95New |
$22K - $26K
|
95
$22.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
95+ 0.99% |
$22K - $26K
|
9.72K
$2.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
95New |
$22K - $26K
|
95
$22.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
93+ 4.88% |
$21.5K - $25.4K
|
2K
$474K
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
92+ 11.5% |
$21.3K - $25.2K
|
892
$211K
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
91+ 18.72% |
$21.1K - $24.9K
|
577
$137K
|
|
|
Nov 12, 2025
Q3 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
90+ 123.29% |
$20.8K - $24.6K
|
163
$38.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
89+ 5.12% |
$20.6K - $24.4K
|
1.83K
$433K
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
89+ 3.2% |
$20.6K - $24.4K
|
2.87K
$680K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
88+ 3.96% |
$20.4K - $24.1K
|
2.31K
$548K
|
|
|
Nov 12, 2025
Q3 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
87+ 2.53% |
$20.2K - $23.8K
|
3.53K
$837K
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
87+ 5.5% |
$20.2K - $23.8K
|
1.67K
$396K
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
86New |
$19.9K - $23.5K
|
86
$20.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
86+ 6.91% |
$19.9K - $23.5K
|
1.33K
$315K
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
BUY
|
- |
83+ 7.89% |
$19.2K - $22.7K
|
1.14K
$269K
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
80+ 20.1% |
$18.5K - $21.9K
|
478
$113K
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
79+ 2.17% |
$18.3K - $21.6K
|
3.72K
$882K
|
|