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 08, 2026
Q4 2025
|
Norway Savings Bank
|
BUY
|
- |
425+ 3.73% |
$100K - $112K
|
11.8K
$2.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
407+ 7.64% |
$95.9K - $107K
|
5.73K
$1.36M
|
|
|
Jan 12, 2026
Q4 2025
|
First Merchants Corp
|
BUY
|
- |
400+ 34.66% |
$94.3K - $105K
|
1.55K
$368K
|
|
|
Jan 05, 2026
Q4 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
387+ 6.29% |
$91.2K - $102K
|
6.54K
$1.55M
|
|
|
Jan 15, 2026
Q4 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
379+ 11.07% |
$89.3K - $99.8K
|
3.8K
$902K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
378+ 12.81% |
$89.1K - $99.6K
|
3.33K
$789K
|
|
|
Jan 16, 2026
Q4 2025
|
Pictet Bank & Trust LTD
|
BUY
|
- |
376+ 7.62% |
$88.6K - $99K
|
5.31K
$1.26M
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
326+ 6.05% |
$76.8K - $85.9K
|
5.72K
$1.35M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
318+ 3.24% |
$74.9K - $83.8K
|
10.1K
$2.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
310New |
$73.1K - $81.7K
|
310
$73.5K
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
310+ 7.05% |
$73.1K - $81.7K
|
4.71K
$1.12M
|
|
|
Jan 12, 2026
Q4 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
306+ 1.34% |
$72.1K - $80.6K
|
23.1K
$5.48M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
304+ 27.19% |
$71.6K - $80.1K
|
1.42K
$337K
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
298+ 30.32% |
$70.2K - $78.5K
|
1.28K
$304K
|
|
|
Jan 08, 2026
Q4 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
282+ 3.44% |
$66.5K - $74.3K
|
8.49K
$2.01M
|
|
|
Jan 07, 2026
Q4 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
266+ 5.12% |
$62.7K - $70.1K
|
5.46K
$1.29M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
252+ 16.03% |
$59.4K - $66.4K
|
1.82K
$432K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
251+ 28.01% |
$59.2K - $66.1K
|
1.15K
$272K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
237+ 9.92% |
$55.9K - $62.4K
|
2.63K
$622K
|
|
|
Jan 15, 2026
Q4 2025
|
Founders Capital Management
|
BUY
|
- |
236New |
$55.6K - $62.2K
|
236
$55.9K
|
|
|
Jan 09, 2026
Q4 2025
|
Spence Asset Management
|
BUY
|
- |
229New |
$54K - $60.3K
|
229
$54.3K
|
|
|
Jan 16, 2026
Q4 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
205+ 21.97% |
$48.3K - $54K
|
1.14K
$270K
|
|
|
Jan 12, 2026
Q4 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
204+ 7.17% |
$48.1K - $53.7K
|
3.05K
$723K
|
|
|
Jan 15, 2026
Q4 2025
|
Motive Wealth Advisors
|
BUY
|
- |
198+ 20.73% |
$46.7K - $52.2K
|
1.15K
$273K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
196+ 37.98% |
$46.2K - $51.6K
|
712
$169K
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
184+ 6.45% |
$43.4K - $48.5K
|
3.04K
$720K
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
173+ 9.38% |
$40.8K - $45.6K
|
2.02K
$478K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
169+ 22.56% |
$39.8K - $44.5K
|
918
$218K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
162+ 167.01% |
$38.2K - $42.7K
|
259
$61.4K
|
|
|
Jan 16, 2026
Q4 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
147+ 10.53% |
$34.6K - $38.7K
|
1.54K
$366K
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
146New |
$34.4K - $38.5K
|
146
$34.6K
|
|
|
Jan 12, 2026
Q4 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
143+ 0.3% |
$33.7K - $37.7K
|
48.6K
$11.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
142+ 2.11% |
$33.5K - $37.4K
|
6.88K
$1.63M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
137+ 6.92% |
$32.3K - $36.1K
|
2.12K
$502K
|
|
|
Jan 08, 2026
Q4 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
130+ 1.45% |
$30.6K - $34.2K
|
9.09K
$2.15M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
127+ 9.03% |
$29.9K - $33.5K
|
1.53K
$364K
|
|
|
Jan 16, 2026
Q4 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
122+ 5.67% |
$28.8K - $32.1K
|
2.27K
$539K
|
|
|
Jan 12, 2026
Q4 2025
|
David J Yvars Group
|
BUY
|
- |
120+ 7.67% |
$28.3K - $31.6K
|
1.69K
$399K
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
118+ 1.75% |
$27.8K - $31.1K
|
6.86K
$1.63M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
117+ 2.29% |
$27.6K - $30.8K
|
5.23K
$1.24M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
114+ 5.24% |
$26.9K - $30K
|
2.29K
$543K
|
|
|
Jan 07, 2026
Q4 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
112+ 3.06% |
$26.4K - $29.5K
|
3.77K
$895K
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
110+ 6.59% |
$25.9K - $29K
|
1.78K
$421K
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
108+ 4.2% |
$25.5K - $28.4K
|
2.68K
$635K
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
102+ 10.45% |
$24K - $26.9K
|
1.08K
$256K
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
100New |
$23.6K - $26.3K
|
100
$23.7K
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
100+ 1.76% |
$23.6K - $26.3K
|
5.78K
$1.37M
|
|
|
Jan 13, 2026
Q4 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
99+ 11.39% |
$23.3K - $26.1K
|
968
$229K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
99+ 11.25% |
$23.3K - $26.1K
|
979
$232K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
96+ 0.91% |
$22.6K - $25.3K
|
10.6K
$2.52M
|
|