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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
285+ 1.76% |
$77.2K - $105K
|
16.5K
$4.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
CALL |
280New |
$75.8K - $103K
|
280
$78.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
280+ 3.48% |
$75.8K - $103K
|
8.33K
$2.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
280+ 2.41% |
$75.8K - $103K
|
11.9K
$3.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
276+ 24.6% |
$74.8K - $102K
|
1.4K
$392K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
273+ 11.71% |
$73.9K - $100K
|
2.6K
$731K
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
272+ 5.67% |
$73.7K - $100K
|
5.07K
$1.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
272+ 4.24% |
$73.7K - $100K
|
6.69K
$1.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
271New |
$73.4K - $99.7K
|
271
$76K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
271+ 10.13% |
$73.4K - $99.7K
|
2.95K
$827K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
270+ 33.83% |
$73.1K - $99.3K
|
1.07K
$300K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
268+ 0.67% |
$72.6K - $98.6K
|
40.4K
$11.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
268+ 23.34% |
$72.6K - $98.6K
|
1.42K
$397K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
266+ 9.61% |
$72.1K - $97.9K
|
3.04K
$852K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
266+ 7.23% |
$72.1K - $97.9K
|
3.95K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
265+ 15.74% |
$71.8K - $97.5K
|
1.95K
$547K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
264New |
$71.5K - $97.1K
|
264
$74.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
262+ 4.15% |
$71K - $96.4K
|
6.57K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
261+ 3.11% |
$70.7K - $96K
|
8.67K
$2.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
261+ 6.32% |
$70.7K - $96K
|
4.39K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
261+ 5.93% |
$70.7K - $96K
|
4.66K
$1.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
261+ 4.13% |
$70.7K - $96K
|
6.59K
$1.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
258+ 10.81% |
$69.9K - $94.9K
|
2.64K
$742K
|
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
257+ 6.27% |
$69.6K - $94.5K
|
4.36K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
257+ 4.0% |
$69.6K - $94.5K
|
6.68K
$1.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
256+ 34.78% |
$69.3K - $94.2K
|
992
$278K
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
254+ 10.86% |
$68.8K - $93.4K
|
2.59K
$727K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
253+ 11.03% |
$68.5K - $93.1K
|
2.55K
$715K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
251+ 32.3% |
$68K - $92.3K
|
1.03K
$288K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
251+ 27.02% |
$68K - $92.3K
|
1.18K
$331K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
251+ 19.72% |
$68K - $92.3K
|
1.52K
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
250+ 0.93% |
$67.7K - $92K
|
27.3K
$7.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
250+ 130.89% |
$67.7K - $92K
|
441
$124K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
245New |
$66.4K - $90.1K
|
245
$68.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
244New |
$66.1K - $89.8K
|
244
$68.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
240+ 30.15% |
$65K - $88.3K
|
1.04K
$291K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet Bank & Trust LTD
|
BUY
|
- |
240+ 4.93% |
$65K - $88.3K
|
5.11K
$1.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
237+ 0.36% |
$64.2K - $87.2K
|
66.9K
$18.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
237+ 19.55% |
$64.2K - $87.2K
|
1.45K
$407K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
236+ 15.06% |
$63.9K - $86.8K
|
1.8K
$506K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
235+ 24.35% |
$63.7K - $86.4K
|
1.2K
$337K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
234+ 3.0% |
$63.4K - $86.1K
|
8.02K
$2.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
234+ 9.76% |
$63.4K - $86.1K
|
2.63K
$738K
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
232+ 2.64% |
$62.8K - $85.3K
|
9.04K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
230+ 1.32% |
$62.3K - $84.6K
|
17.6K
$4.95M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
227+ 2.24% |
$61.5K - $83.5K
|
10.3K
$2.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
223+ 26.8% |
$60.4K - $82K
|
1.06K
$296K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
222+ 0.88% |
$60.1K - $81.7K
|
25.5K
$7.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
222+ 3.23% |
$60.1K - $81.7K
|
7.09K
$1.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
221+ 3.92% |
$59.9K - $81.3K
|
5.86K
$1.64M
|