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 05, 2025
Q2 2025
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
150+ 15.51% |
$35.4K - $43.7K
|
1.12K
$265K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
150+ 54.35% |
$35.4K - $43.7K
|
426
$101K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
149+ 1.8% |
$35.2K - $43.4K
|
8.41K
$1.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
147+ 8.81% |
$34.7K - $42.8K
|
1.82K
$430K
|
|
|
Jul 18, 2025
Q2 2025
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
145New |
$34.3K - $42.2K
|
145
$34.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
131+ 17.47% |
$31K - $38.1K
|
881
$209K
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
123+ 9.33% |
$29.1K - $35.8K
|
1.44K
$342K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
119+ 195.08% |
$28.1K - $34.6K
|
180
$42.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
113+ 4.54% |
$26.7K - $32.9K
|
2.6K
$617K
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
110+ 10.18% |
$26K - $32K
|
1.19K
$282K
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
103+ 6.27% |
$24.3K - $30K
|
1.75K
$414K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
101New |
$23.9K - $29.4K
|
101
$23.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
100New |
$23.6K - $29.1K
|
100
$23.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
100+ 100.0% |
$23.6K - $29.1K
|
200
$47.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
BUY
|
- |
100+ 0.3% |
$23.6K - $29.1K
|
33.6K
$7.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
92+ 383.33% |
$21.7K - $26.8K
|
116
$27.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
89New |
$21K - $25.9K
|
89
$21.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
86+ 330.77% |
$20.3K - $25K
|
112
$26.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
81+ 10.05% |
$19.1K - $23.6K
|
887
$210K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
79New |
$18.7K - $23K
|
79
$18.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
76+ 4.94% |
$18K - $22.1K
|
1.62K
$383K
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
65+ 56.03% |
$15.4K - $18.9K
|
181
$42.9K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
65+ 8.95% |
$15.4K - $18.9K
|
791
$187K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
65+ 260.0% |
$15.4K - $18.9K
|
90
$21.3K
|
|
|
Aug 18, 2025
Q2 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
61+ 3.75% |
$14.4K - $17.8K
|
1.69K
$400K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
60+ 5.84% |
$14.2K - $17.5K
|
1.09K
$258K
|
|
|
Jul 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
56+ 2.55% |
$13.2K - $16.3K
|
2.26K
$535K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
55+ 2750.0% |
$13K - $16K
|
57
$13.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
54+ 2.66% |
$12.8K - $15.7K
|
2.08K
$493K
|
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
50+ 138.89% |
$11.8K - $14.6K
|
86
$20.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
50+ 2.89% |
$11.8K - $14.6K
|
1.78K
$422K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
50New |
$11.8K - $14.6K
|
50
$11.9K
|
|
|
Nov 12, 2025
Q2 2025
|
Alpha Zero LLC
Boca Raton, FL |
BUY
|
- |
47+ 6.17% |
$11.1K - $13.7K
|
809
$192K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
45+ 40.91% |
$10.6K - $13.1K
|
155
$36.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
45+ 214.29% |
$10.6K - $13.1K
|
66
$15.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
44+ 1.41% |
$10.4K - $12.8K
|
3.16K
$749K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
40+ 2.9% |
$9.45K - $11.6K
|
1.42K
$337K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
39+ 2.33% |
$9.21K - $11.4K
|
1.72K
$407K
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
39+ 4.22% |
$9.21K - $11.4K
|
964
$228K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
35New |
$8.27K - $10.2K
|
35
$8.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
34New |
$8.03K - $9.9K
|
34
$8.06K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
31+ 2.86% |
$7.32K - $9.03K
|
1.12K
$265K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
31New |
$7.32K - $9.03K
|
31
$7.35K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
28New |
$6.62K - $8.15K
|
28
$6.64K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
28+ 1.99% |
$6.62K - $8.15K
|
1.44K
$340K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
22+ 137.5% |
$5.2K - $6.41K
|
38
$9.01K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
21New |
$4.96K - $6.11K
|
21
$4.98K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
21+ 2.0% |
$4.96K - $6.11K
|
1.07K
$254K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
20+ 0.61% |
$4.73K - $5.82K
|
3.29K
$781K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
20+ 2.43% |
$4.73K - $5.82K
|
842
$200K
|
|