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 13, 2025
Q3 2025
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
48+ 0.21% |
$11.1K - $13.1K
|
23.3K
$5.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
47+ 4.54% |
$10.9K - $12.9K
|
1.08K
$257K
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
47+ 1.66% |
$10.9K - $12.9K
|
2.88K
$682K
|
|
|
Nov 07, 2025
Q3 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
46+ 3.47% |
$10.7K - $12.6K
|
1.37K
$325K
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
BUY
|
- |
46+ 0.19% |
$10.7K - $12.6K
|
24.7K
$5.86M
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
46+ 4.76% |
$10.7K - $12.6K
|
1.01K
$240K
|
|
|
Nov 14, 2025
Q3 2025
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
45+ 0.3% |
$10.4K - $12.3K
|
14.9K
$3.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Mathes Company, Inc.
|
BUY
|
- |
45+ 0.36% |
$10.4K - $12.3K
|
12.6K
$2.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Company, Inc.
|
BUY
|
- |
45+ 0.02% |
$10.4K - $12.3K
|
272K
$64.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
45+ 4.91% |
$10.4K - $12.3K
|
961
$228K
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
44+ 5.32% |
$10.2K - $12K
|
871
$206K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
43+ 0.12% |
$9.96K - $11.8K
|
36.7K
$8.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
42New |
$9.73K - $11.5K
|
42
$9.96K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
41+ 0.77% |
$9.5K - $11.2K
|
5.38K
$1.28M
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
41+ 2.88% |
$9.5K - $11.2K
|
1.46K
$347K
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
40New |
$9.27K - $10.9K
|
40
$9.48K
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
40+ 1.16% |
$9.27K - $10.9K
|
3.5K
$829K
|
|
|
Nov 03, 2025
Q3 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
40+ 22.22% |
$9.27K - $10.9K
|
220
$52.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
40+ 117.65% |
$9.27K - $10.9K
|
74
$17.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
39+ 2.93% |
$9.03K - $10.7K
|
1.37K
$325K
|
|
|
Nov 12, 2025
Q3 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
39+ 0.67% |
$9.03K - $10.7K
|
5.89K
$1.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
39+ 1.18% |
$9.03K - $10.7K
|
3.36K
$795K
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
39+ 2.8% |
$9.03K - $10.7K
|
1.43K
$339K
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
38+ 95.0% |
$8.8K - $10.4K
|
78
$18.5K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
38+ 11.48% |
$8.8K - $10.4K
|
369
$87.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
37+ 0.96% |
$8.57K - $10.1K
|
3.91K
$926K
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
36+ 1.17% |
$8.34K - $9.85K
|
3.12K
$740K
|
|
|
Nov 17, 2025
Q3 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
35+ 20.96% |
$8.11K - $9.58K
|
202
$47.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
35+ 3.41% |
$8.11K - $9.58K
|
1.06K
$252K
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
BUY
|
- |
34+ 1.28% |
$7.88K - $9.3K
|
2.69K
$637K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
32+ 19.39% |
$7.41K - $8.76K
|
197
$46.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
31New |
$7.18K - $8.48K
|
31
$7.35K
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
30+ 2.27% |
$6.95K - $8.21K
|
1.35K
$320K
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Group
|
BUY
|
- |
30+ 0.5% |
$6.95K - $8.21K
|
6.07K
$1.44M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
30+ 0.98% |
$6.95K - $8.21K
|
3.1K
$736K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
30+ 0.74% |
$6.95K - $8.21K
|
4.06K
$962K
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
29+ 1.28% |
$6.72K - $7.94K
|
2.29K
$544K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens & Northern Corp
|
BUY
|
- |
29+ 0.33% |
$6.72K - $7.94K
|
8.85K
$2.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
29+ 1.42% |
$6.72K - $7.94K
|
2.07K
$490K
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
28+ 2.07% |
$6.49K - $7.66K
|
1.38K
$327K
|
|
|
Nov 13, 2025
Q3 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
26+ 0.3% |
$6.02K - $7.11K
|
8.72K
$2.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
26+ 0.54% |
$6.02K - $7.11K
|
4.85K
$1.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
26+ 10.32% |
$6.02K - $7.11K
|
278
$65.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
26+ 0.62% |
$6.02K - $7.11K
|
4.19K
$994K
|
|
|
Nov 14, 2025
Q3 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
25+ 0.92% |
$5.79K - $6.84K
|
2.73K
$647K
|
|
|
Nov 13, 2025
Q3 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
25+ 0.27% |
$5.79K - $6.84K
|
9.44K
$2.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
25+ 1.2% |
$5.79K - $6.84K
|
2.11K
$499K
|
|
|
Nov 10, 2025
Q3 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
25+ 1.62% |
$5.79K - $6.84K
|
1.57K
$372K
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
25+ 0.62% |
$5.79K - $6.84K
|
4.08K
$967K
|
|
|
Nov 04, 2025
Q3 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
25+ 2.07% |
$5.79K - $6.84K
|
1.23K
$292K
|
|