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 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
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
18+ 2.36% |
$4.25K - $5.24K
|
780
$185K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
15+ 214.29% |
$3.54K - $4.37K
|
22
$5.21K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
15New |
$3.54K - $4.37K
|
15
$3.56K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
15+ 1.54% |
$3.54K - $4.37K
|
987
$234K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
14+ 0.66% |
$3.31K - $4.08K
|
2.13K
$506K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
13+ 19.4% |
$3.07K - $3.78K
|
80
$19K
|
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
11New |
$2.6K - $3.2K
|
11
$2.61K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
11+ 2.86% |
$2.6K - $3.2K
|
395
$93.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
10+ 1.27% |
$2.36K - $2.91K
|
798
$189K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
9+ 0.08% |
$2.13K - $2.62K
|
10.9K
$2.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
8+ 0.14% |
$1.89K - $2.33K
|
5.85K
$1.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
BUY
|
- |
7+ 0.19% |
$1.65K - $2.04K
|
3.65K
$864K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
7+ 0.58% |
$1.65K - $2.04K
|
1.21K
$286K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
6+ 300.0% |
$1.42K - $1.75K
|
8
$1.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4+ 0.45% |
$945 - $1.16K
|
893
$212K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
4+ 400.0% |
$945 - $1.16K
|
5
$1.19K
|
|
|
Aug 14, 2025
Q2 2025
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
2+ 0.04% |
$473 - $582
|
5.69K
$1.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 4.26% |
$473 - $582
|
49
$11.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
2+ 0.23% |
$473 - $582
|
888
$210K
|
|
|
Aug 12, 2025
Q2 2025
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
2+ 2.17% |
$473 - $582
|
94
$22.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2+ 0.19% |
$473 - $582
|
1.08K
$256K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1+ 16.67% |
$236 - $291
|
7
$1.66K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 1.08% |
$236 - $291
|
94
$22.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1+ 0.1% |
$236 - $291
|
1.02K
$242K
|
|
|
Jul 29, 2025
Q2 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
1+ 0.11% |
$236 - $291
|
937
$222K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 0.24% |
$236 - $291
|
423
$100K
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1+ 0.07% |
$236 - $291
|
1.45K
$343K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
188KNew |
$50.6M - $67.8M
|
188K
$44.7M
|
|
|
May 09, 2025
Q1 2025
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
186K+ 31.12% |
$49.9M - $66.9M
|
783K
$186M
|
|
|
May 14, 2025
Q1 2025
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
132K+ 1706.41% |
$35.6M - $47.7M
|
140K
$33.2M
|
|
|
May 15, 2025
Q1 2025
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
CALL |
100KNew |
$26.8M - $36M
|
100K
$23.7M
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
PUT |
100KNew |
$26.8M - $36M
|
100K
$23.7M
|
|
|
May 15, 2025
Q1 2025
|
Interval Partners, LP
New York, NY |
BUY
|
- |
59.7K+ 616.02% |
$16M - $21.5M
|
69.3K
$16.4M
|
|
|
May 13, 2025
Q1 2025
|
Noked Israel LTD
Ramat Hasharon, L3 |
BUY
|
- |
33K+ 73.33% |
$8.86M - $11.9M
|
78K
$18.5M
|
|
|
May 15, 2025
Q1 2025
|
Soma Equity Partners LP
San Francisco, CA |
BUY
|
- |
31.4K+ 9.34% |
$8.42M - $11.3M
|
367K
$87.1M
|
|