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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
4.99KNew |
$1.18M - $1.45M
|
4.99K
$1.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
4.9K+ 233.33% |
$1.16M - $1.43M
|
7K
$1.66M
|
|
|
Aug 15, 2025
Q2 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
4.89K+ 2201.8% |
$1.15M - $1.42M
|
5.11K
$1.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
4.65K+ 10.56% |
$1.1M - $1.35M
|
48.7K
$11.5M
|
|
|
Aug 18, 2025
Q2 2025
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
4.59K+ 11.5% |
$1.09M - $1.34M
|
44.5K
$10.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
3.91KNew |
$923K - $1.14M
|
3.91K
$926K
|
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.91KNew |
$923K - $1.14M
|
3.91K
$926K
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
3.87K+ 63.95% |
$913K - $1.13M
|
9.91K
$2.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
3.75K+ 98.66% |
$885K - $1.09M
|
7.54K
$1.79M
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
3.71KNew |
$875K - $1.08M
|
3.71K
$878K
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
3.63KNew |
$858K - $1.06M
|
3.63K
$861K
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
3.57K+ 317.51% |
$844K - $1.04M
|
4.7K
$1.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.39K+ 4.03% |
$800K - $986K
|
87.3K
$20.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Westerkirk Capital Inc.
Victoria, |
BUY
|
- |
3.32KNew |
$784K - $966K
|
3.32K
$786K
|
|
|
Aug 13, 2025
Q2 2025
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
3KNew |
$709K - $873K
|
3K
$711K
|
|
|
Jul 18, 2025
Q2 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
3K+ 46.15% |
$709K - $873K
|
9.5K
$2.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
2.73KNew |
$644K - $793K
|
2.73K
$646K
|
|
|
Aug 14, 2025
Q2 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
CALL |
2.5KNew |
$591K - $728K
|
2.5K
$593K
|
|
|
Aug 14, 2025
Q2 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.44KNew |
$577K - $711K
|
2.44K
$579K
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
2.42KNew |
$573K - $706K
|
2.42K
$575K
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
2.27K+ 1.53% |
$536K - $660K
|
151K
$35.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.95K+ 544.41% |
$460K - $567K
|
2.31K
$547K
|
|
|
Aug 14, 2025
Q2 2025
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.67K+ 15.33% |
$394K - $486K
|
12.6K
$2.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Limestone Investment Advisors LP
New York, NY |
BUY
|
PUT |
1.6KNew |
$378K - $466K
|
1.6K
$379K
|
|
|
Aug 12, 2025
Q2 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
1.46K+ 55.64% |
$344K - $424K
|
4.07K
$965K
|
|
|
Jul 21, 2025
Q2 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.45KNew |
$342K - $421K
|
1.45K
$343K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.44KNew |
$340K - $419K
|
1.44K
$341K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
1.41K+ 24.89% |
$332K - $409K
|
7.05K
$1.67M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
1.39K+ 6.58% |
$327K - $403K
|
22.4K
$5.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.35K+ 17.57% |
$318K - $392K
|
9.02K
$2.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
1.33KNew |
$313K - $386K
|
1.33K
$314K
|
|
|
Aug 13, 2025
Q2 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
1.31KNew |
$308K - $380K
|
1.31K
$309K
|
|
|
Aug 14, 2025
Q2 2025
|
Fosun International LTD
|
BUY
|
- |
1.3KNew |
$308K - $379K
|
1.3K
$309K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.25KNew |
$296K - $365K
|
1.25K
$297K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.2KNew |
$284K - $350K
|
1.2K
$285K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.18KNew |
$278K - $343K
|
1.18K
$279K
|
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.17KNew |
$277K - $341K
|
1.17K
$278K
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.12KNew |
$263K - $325K
|
1.12K
$264K
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
1.09K+ 144.49% |
$257K - $317K
|
1.84K
$436K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.08K+ 22.29% |
$255K - $315K
|
5.93K
$1.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
1.06K+ 13.4% |
$251K - $310K
|
9.01K
$2.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.04KNew |
$246K - $303K
|
1.04K
$247K
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.03K+ 71.8% |
$242K - $299K
|
2.46K
$582K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.02K+ 0.95% |
$241K - $297K
|
109K
$25.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.01K+ 118.89% |
$238K - $293K
|
1.85K
$439K
|
|
|
Aug 08, 2025
Q2 2025
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
1KNew |
$236K - $291K
|
1K
$237K
|
|
|
Jul 30, 2025
Q2 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
1KNew |
$236K - $291K
|
1K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
996New |
$235K - $290K
|
996
$236K
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
956+ 15.24% |
$226K - $278K
|
7.23K
$1.71M
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
943New |
$223K - $275K
|
943
$224K
|
|