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 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
78New |
$18.1K - $21.3K
|
78
$18.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
78+ 2.99% |
$18.1K - $21.3K
|
2.69K
$636K
|
|
|
Nov 03, 2025
Q3 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
78+ 2.12% |
$18.1K - $21.3K
|
3.76K
$890K
|
|
|
Nov 14, 2025
Q3 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
76+ 9.31% |
$17.6K - $20.8K
|
892
$211K
|
|
|
Nov 12, 2025
Q3 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
76+ 53.9% |
$17.6K - $20.8K
|
217
$51.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
76+ 2.43% |
$17.6K - $20.8K
|
3.2K
$758K
|
|
|
Nov 12, 2025
Q3 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
75+ 9.38% |
$17.4K - $20.5K
|
875
$207K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
75+ 2.74% |
$17.4K - $20.5K
|
2.82K
$668K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
75+ 2.91% |
$17.4K - $20.5K
|
2.65K
$629K
|
|
|
Oct 03, 2025
Q3 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
75+ 1.42% |
$17.4K - $20.5K
|
5.35K
$1.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
74+ 5.03% |
$17.1K - $20.3K
|
1.55K
$366K
|
|
|
Oct 29, 2025
Q3 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
74+ 4.68% |
$17.1K - $20.3K
|
1.65K
$392K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
74New |
$17.1K - $20.3K
|
74
$17.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
74+ 0.86% |
$17.1K - $20.3K
|
8.7K
$2.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
73+ 8.25% |
$16.9K - $20K
|
958
$227K
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
73+ 5.16% |
$16.9K - $20K
|
1.49K
$352K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
72New |
$16.7K - $19.7K
|
72
$17.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
72+ 4.95% |
$16.7K - $19.7K
|
1.53K
$362K
|
|
|
Nov 14, 2025
Q3 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
70+ 6.38% |
$16.2K - $19.2K
|
1.17K
$277K
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
70+ 1.48% |
$16.2K - $19.2K
|
4.79K
$1.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
70+ 1.26% |
$16.2K - $19.2K
|
5.65K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
67New |
$15.5K - $18.3K
|
67
$15.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
67+ 1.09% |
$15.5K - $18.3K
|
6.23K
$1.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
66+ 2.9% |
$15.3K - $18.1K
|
2.35K
$556K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
65+ 8.24% |
$15.1K - $17.8K
|
854
$202K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
65+ 5.86% |
$15.1K - $17.8K
|
1.18K
$279K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
64+ 21.4% |
$14.8K - $17.5K
|
363
$86K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
62+ 1.61% |
$14.4K - $17K
|
3.92K
$930K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
61New |
$14.1K - $16.7K
|
61
$14.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
61+ 6.13% |
$14.1K - $16.7K
|
1.06K
$250K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
59+ 0.73% |
$13.7K - $16.1K
|
8.09K
$1.92M
|
|
|
Nov 10, 2025
Q3 2025
|
Barings LLC
|
BUY
|
- |
58+ 1.84% |
$13.4K - $15.9K
|
3.22K
$762K
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
58+ 6.48% |
$13.4K - $15.9K
|
953
$226K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
57New |
$13.2K - $15.6K
|
57
$13.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
57+ 7.34% |
$13.2K - $15.6K
|
834
$198K
|
|
|
Oct 29, 2025
Q3 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
57+ 6.83% |
$13.2K - $15.6K
|
892
$211K
|
|
|
Nov 14, 2025
Q3 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
56+ 0.06% |
$13K - $15.3K
|
98.6K
$23.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
55+ 2.85% |
$12.7K - $15.1K
|
1.99K
$471K
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
54+ 4.13% |
$12.5K - $14.8K
|
1.36K
$323K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
53+ 2.01% |
$12.3K - $14.5K
|
2.69K
$638K
|
|
|
Nov 07, 2025
Q3 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
53+ 0.11% |
$12.3K - $14.5K
|
50.4K
$12M
|
|
|
Nov 05, 2025
Q3 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
53+ 2.22% |
$12.3K - $14.5K
|
2.44K
$579K
|
|
|
Oct 30, 2025
Q3 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
52+ 3.38% |
$12K - $14.2K
|
1.59K
$377K
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
52+ 3.0% |
$12K - $14.2K
|
1.78K
$423K
|
|
|
Oct 09, 2025
Q3 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
52+ 8.14% |
$12K - $14.2K
|
691
$164K
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
51+ 1.29% |
$11.8K - $14K
|
3.99K
$946K
|
|
|
Nov 07, 2025
Q3 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
50New |
$11.6K - $13.7K
|
50
$11.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
50+ 4.57% |
$11.6K - $13.7K
|
1.14K
$271K
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
49+ 1.18% |
$11.4K - $13.4K
|
4.2K
$996K
|
|
|
Nov 14, 2025
Q3 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
48+ 2.42% |
$11.1K - $13.1K
|
2.04K
$482K
|
|