Latest Institutional Purchases of Salesforce, Inc. (CRM)

CRM Quotes by TradingView

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 20, 2025 Q3 2025
Rb Capital Management, LLC

BUY
 -
21
+ 0.1%
$4.86K - $5.75K
21.3K $5.05M
Oct 31, 2025 Q3 2025
Fsb Premier Wealth Management, Inc.

BUY
 -
20
+ 1.11%
$4.63K - $5.47K
1.81K $430K
Oct 30, 2025 Q3 2025
Brandywine Oak Private Wealth LLC

BUY
 -
20
+ 1.06%
$4.63K - $5.47K
1.9K $451K
Oct 28, 2025 Q3 2025
Richardson Financial Services Inc.

Medway, MA
BUY
 -
20
+ 1.06%
$4.63K - $5.47K
1.91K $452K
Oct 22, 2025 Q3 2025
Benchmark Financial Wealth Advisors, LLC

BUY
 -
20
+ 2.02%
$4.63K - $5.47K
1.01K $239K
Oct 07, 2025 Q3 2025
St Germain D J CO Inc

Springfield, MA
BUY
 -
20
+ 0.08%
$4.63K - $5.47K
26.2K $6.21M
Oct 27, 2025 Q3 2025
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
19
+ 1.22%
$4.4K - $5.2K
1.58K $375K
Nov 14, 2025 Q3 2025
Truvestments Capital LLC

Sarasota, FL
BUY
 -
18
+ 1.35%
$4.17K - $4.93K
1.35K $320K
Nov 14, 2025 Q3 2025
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
18
+ 0.24%
$4.17K - $4.93K
7.44K $1.76M
Nov 06, 2025 Q3 2025
Arista Wealth Management, LLC

Las Vegas, NV
BUY
 -
18
+ 0.23%
$4.17K - $4.93K
7.71K $1.83M
Oct 31, 2025 Q3 2025
Brueske Advisory Services, LLC

Bellevue, WA
BUY
 -
18
+ 2.18%
$4.17K - $4.93K
844 $200K
Oct 21, 2025 Q3 2025
Tradewinds Capital Management, LLC

BUY
 -
18
+ 20.22%
$4.17K - $4.93K
107 $25.4K
Oct 15, 2025 Q3 2025
Jeppson Wealth Management, LLC

BUY
 -
18
+ 0.9%
$4.17K - $4.93K
2.03K $480K
Oct 31, 2025 Q3 2025
First Command Advisory Services, Inc.

BUY
 -
17
+ 2.59%
$3.94K - $4.65K
674 $160K
Oct 29, 2025 Q3 2025
Beacon Financial Advisory LLC

BUY
 -
17
+ 0.89%
$3.94K - $4.65K
1.93K $456K
Oct 10, 2025 Q3 2025
Diversified Enterprises, LLC

Wilmington, DE
BUY
 -
17
+ 1.21%
$3.94K - $4.65K
1.43K $338K
Nov 14, 2025 Q3 2025
Brooklands Fund Management LTD

London, X0
BUY
 CALL
15
New
$3.47K - $4.1K
15 $3.56K
Nov 12, 2025 Q3 2025
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
15
+ 125.0%
$3.47K - $4.1K
27 $6.4K
Oct 21, 2025 Q3 2025
Pay Pay Securities Corp

Tokyo, M0
BUY
 -
15
+ 83.33%
$3.47K - $4.1K
33 $7.82K
Oct 15, 2025 Q3 2025
Weinberger Asset Management, Inc

Los Angeles, CA
BUY
 -
15
+ 1.56%
$3.47K - $4.1K
978 $232K
Oct 06, 2025 Q3 2025
Heartwood Wealth Advisors LLC

BUY
 -
15
New
$3.47K - $4.1K
15 $3.56K
Nov 21, 2025 Q3 2025
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
14
+ 2.94%
$3.24K - $3.83K
491 $116K
Nov 06, 2025 Q3 2025
Opinicus Capital, Inc.

Tampa, FL
BUY
 -
14
+ 1.47%
$3.24K - $3.83K
964 $228K
Nov 06, 2025 Q3 2025
Cbiz Investment Advisory Services, LLC

BUY
 -
14
+ 10.53%
$3.24K - $3.83K
147 $34.8K
Oct 28, 2025 Q3 2025
Evolution Wealth Advisors, LLC

BUY
 -
14
+ 0.11%
$3.24K - $3.83K
12.6K $2.99M
Oct 24, 2025 Q3 2025
Cedar Mountain Advisors, LLC

BUY
 -
14
+ 14.14%
$3.24K - $3.83K
113 $26.8K
Nov 07, 2025 Q3 2025
Ballast, Inc.

BUY
 -
13
+ 0.23%
$3.01K - $3.56K
5.75K $1.36M
Oct 28, 2025 Q3 2025
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
13
+ 2.75%
$3.01K - $3.56K
486 $115K
Oct 23, 2025 Q3 2025
Burford Brothers, Inc.

Dallas, TX
BUY
 -
13
+ 0.35%
$3.01K - $3.56K
3.74K $887K
Nov 13, 2025 Q3 2025
Altshuler Shaham LTD

BUY
 -
11
+ 32.35%
$2.55K - $3.01K
45 $10.7K
Nov 13, 2025 Q3 2025
Tortoise Investment Management, LLC

BUY
 -
11
+ 16.92%
$2.55K - $3.01K
76 $18K
Nov 13, 2025 Q3 2025
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
11
+ 2.52%
$2.55K - $3.01K
448 $106K
Nov 10, 2025 Q3 2025
Arbor Trust Wealth Advisors, LLC

BUY
 -
11
+ 0.16%
$2.55K - $3.01K
6.92K $1.64M
Oct 31, 2025 Q3 2025
Tfr Capital, Llc.

Plano, TX
BUY
 -
11
+ 0.65%
$2.55K - $3.01K
1.7K $403K
Oct 27, 2025 Q3 2025
Hoxton Planning & Management, LLC

Shepherdstown, WV
BUY
 -
11
+ 1.03%
$2.55K - $3.01K
1.08K $255K
Nov 03, 2025 Q3 2025
Everett Harris & CO

BUY
 -
10
+ 0.87%
$2.32K - $2.74K
1.17K $276K
Oct 31, 2025 Q3 2025
Ewa, LLC

Pittsbugh, PA
BUY
 -
10
+ 0.51%
$2.32K - $2.74K
1.98K $470K
Oct 22, 2025 Q3 2025
City Holding CO

BUY
 -
10
+ 1.26%
$2.32K - $2.74K
801 $190K
Nov 14, 2025 Q3 2025
17 Capital Partners, LLC

BUY
 -
9
+ 0.4%
$2.08K - $2.46K
2.29K $542K
Nov 12, 2025 Q3 2025
Pom Investment Strategies, LLC

Raleigh, NC
BUY
 -
9
New
$2.08K - $2.46K
9 $2.13K
Oct 21, 2025 Q3 2025
Davis Capital Management

Jacksonville, FL
BUY
 -
9
New
$2.08K - $2.46K
9 $2.13K
Nov 14, 2025 Q3 2025
Ellevest, Inc.

BUY
 -
8
+ 0.13%
$1.85K - $2.19K
6.32K $1.5M
Nov 13, 2025 Q3 2025
Cadence Bank

Tupelo, MS
BUY
 -
8
+ 0.18%
$1.85K - $2.19K
4.42K $1.05M
Oct 02, 2025 Q3 2025
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
8
New
$1.85K - $2.19K
8 $1.9K
Nov 12, 2025 Q3 2025
Integrated Quantitative Investments LLC

Bellevue, WA
BUY
 -
7
+ 0.16%
$1.62K - $1.92K
4.27K $1.01M
Nov 10, 2025 Q3 2025
Clifford Swan Investment Counsel LLC

BUY
 -
7
+ 0.68%
$1.62K - $1.92K
1.03K $245K
Nov 05, 2025 Q3 2025
Mcf Advisors LLC

Covington, KY
BUY
 -
7
+ 5.07%
$1.62K - $1.92K
145 $34.4K
Nov 14, 2025 Q3 2025
Seneschal Advisors, LLC

Tacoma, WA
BUY
 -
6
New
$1.39K - $1.64K
6 $1.42K
Nov 10, 2025 Q3 2025
Bare Financial Services, Inc

Gap, PA
BUY
 -
6
+ 11.32%
$1.39K - $1.64K
59 $14K

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