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 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
5+ 0.36% |
$1.16K - $1.37K
|
1.4K
$332K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 17.24% |
$1.16K - $1.37K
|
34
$8.06K
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
5+ 3.47% |
$1.16K - $1.37K
|
149
$35.3K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
5+ 0.37% |
$1.16K - $1.37K
|
1.37K
$325K
|
|
|
Nov 13, 2025
Q3 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
4+ 0.3% |
$927 - $1.09K
|
1.32K
$313K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
4+ 10.26% |
$927 - $1.09K
|
43
$10.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4+ 3.7% |
$927 - $1.09K
|
112
$26.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
BUY
|
- |
4+ 0.01% |
$927 - $1.09K
|
34.6K
$8.21M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4+ 0.06% |
$927 - $1.09K
|
6.55K
$1.55M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
4+ 1.04% |
$927 - $1.09K
|
388
$92K
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3+ 0.06% |
$695 - $821
|
5.32K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
3+ 0.35% |
$695 - $821
|
862
$204K
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3+ 0.22% |
$695 - $821
|
1.35K
$320K
|
|
|
Nov 05, 2025
Q3 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
3+ 0.15% |
$695 - $821
|
2.06K
$489K
|
|
|
Oct 23, 2025
Q3 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
3+ 0.17% |
$695 - $821
|
1.79K
$425K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 10.71% |
$695 - $821
|
31
$7.35K
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
3+ 0.31% |
$695 - $821
|
975
$231K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
3+ 9.38% |
$695 - $821
|
35
$8.3K
|
|
|
Nov 24, 2025
Q3 2025
|
Chelsea Counsel CO
|
BUY
|
- |
2New |
$463 - $547
|
2
$474
|
|
|
Nov 13, 2025
Q3 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
2+ 0.23% |
$463 - $547
|
855
$203K
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2+ 0.2% |
$463 - $547
|
1.02K
$242K
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
BUY
|
- |
2+ 0.12% |
$463 - $547
|
1.74K
$412K
|
|
|
Oct 29, 2025
Q3 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
2+ 0.18% |
$463 - $547
|
1.12K
$264K
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
2+ 0.08% |
$463 - $547
|
2.57K
$608K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.24% |
$463 - $547
|
853
$202K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2+ 0.77% |
$463 - $547
|
262
$62.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1+ 0.25% |
$232 - $274
|
408
$96.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
1+ 0.02% |
$232 - $274
|
5.45K
$1.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1+ 0.02% |
$232 - $274
|
4.89K
$1.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Maseco LLP
London, |
BUY
|
- |
1+ 0.8% |
$232 - $274
|
126
$29.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
1+ 0.01% |
$232 - $274
|
6.87K
$1.63M
|
|
|
Nov 10, 2025
Q3 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
1+ 0.57% |
$232 - $274
|
175
$41.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 0.21% |
$232 - $274
|
479
$114K
|
|
|
Nov 05, 2025
Q3 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
1+ 0.11% |
$232 - $274
|
926
$219K
|
|
|
Nov 04, 2025
Q3 2025
|
Retirement Solution Inc.
|
BUY
|
- |
1+ 0.11% |
$232 - $274
|
940
$223K
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.21% |
$232 - $274
|
468
$111K
|
|
|
Oct 31, 2025
Q3 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1+ 0.09% |
$232 - $274
|
1.09K
$259K
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1+ 0.05% |
$232 - $274
|
1.92K
$456K
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1+ 0.1% |
$232 - $274
|
1K
$238K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1+ 1.37% |
$232 - $274
|
74
$17.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.72% |
$232 - $274
|
59
$14K
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.67% |
$232 - $274
|
61
$14.5K
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1+ 0.06% |
$232 - $274
|
1.56K
$370K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
1+ 0.05% |
$232 - $274
|
1.92K
$455K
|
|
| Q2 2025 | |||||||
|
Aug 13, 2025
Q2 2025
|
Alkeon Capital Management LLC
New York, NY |
BUY
|
CALL |
400K+ 40.0% |
$94.5M - $116M
|
1.4M
$332M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
319KNew |
$75.4M - $92.9M
|
319K
$75.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Berkley W R Corp
Greenwich, CT |
BUY
|
- |
169KNew |
$40M - $49.2M
|
169K
$40.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Berkley W R Corp
Greenwich, CT |
BUY
|
PUT |
169KNew |
$40M - $49.2M
|
169K
$40.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Dje Kapital Ag
82049 Pullach, 2M |
BUY
|
- |
165K+ 123.02% |
$39M - $48M
|
299K
$70.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
150K+ 7.88% |
$35.5M - $43.7M
|
2.05M
$487M
|
|