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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
CALL |
100New |
$26.8K - $36K
|
100
$23.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
98+ 6.71% |
$26.3K - $35.3K
|
1.56K
$369K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
95+ 8.95% |
$25.5K - $34.2K
|
1.16K
$274K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
86+ 10.89% |
$23.1K - $31K
|
876
$208K
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
71+ 0.56% |
$19.1K - $25.6K
|
12.8K
$3.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
70+ 9.37% |
$18.8K - $25.2K
|
817
$194K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
69+ 10.18% |
$18.5K - $24.8K
|
747
$177K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
59+ 8.55% |
$15.8K - $21.2K
|
749
$178K
|
|
|
May 14, 2025
Q1 2025
|
Dc Investments Management, LLC
Mclean, VA |
BUY
|
- |
50+ 3.47% |
$13.4K - $18K
|
1.49K
$353K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
50+ 250.0% |
$13.4K - $18K
|
70
$16.6K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
46New |
$12.3K - $16.6K
|
46
$10.9K
|
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
44New |
$11.8K - $15.8K
|
44
$10.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
43+ 5.69% |
$11.5K - $15.5K
|
799
$189K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
32+ 246.15% |
$8.59K - $11.5K
|
45
$10.7K
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
30New |
$8.05K - $10.8K
|
30
$7.11K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
30New |
$8.05K - $10.8K
|
30
$7.11K
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
30+ 0.08% |
$8.05K - $10.8K
|
36.4K
$8.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
29+ 3.11% |
$7.78K - $10.4K
|
960
$228K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
28+ 7.37% |
$7.51K - $10.1K
|
408
$96.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
24New |
$6.44K - $8.64K
|
24
$5.69K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
19+ 5.16% |
$5.1K - $6.84K
|
387
$91.7K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
18New |
$4.83K - $6.48K
|
18
$4.27K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
17New |
$4.56K - $6.12K
|
17
$4.03K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
17+ 4.04% |
$4.56K - $6.12K
|
438
$104K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
12+ 0.16% |
$3.22K - $4.32K
|
7.36K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
11+ 1.38% |
$2.95K - $3.96K
|
809
$192K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
11+ 10.28% |
$2.95K - $3.96K
|
118
$28K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
11+ 0.99% |
$2.95K - $3.96K
|
1.12K
$265K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
10New |
$2.68K - $3.6K
|
10
$2.37K
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
8New |
$2.15K - $2.88K
|
8
$1.9K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
4+ 400.0% |
$1.07K - $1.44K
|
5
$1.19K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3New |
$805 - $1.08K
|
3
$711
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3New |
$805 - $1.08K
|
3
$711
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
3New |
$805 - $1.08K
|
3
$711
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
2New |
$537 - $720
|
2
$474
|
|
|
May 15, 2025
Q1 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
2+ 14.29% |
$537 - $720
|
16
$3.79K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.56% |
$268 - $360
|
179
$42.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1+ 0.13% |
$268 - $360
|
777
$184K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
1+ 1.06% |
$268 - $360
|
95
$22.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
1+ 33.33% |
$268 - $360
|
4
$948
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Viking Global Investors LP
|
BUY
|
- |
667K+ 122.53% |
$181M - $245M
|
1.21M
$287M
|
|
|
Feb 14, 2025
Q4 2024
|
Whale Rock Capital Management LLC
Boston, MA |
BUY
|
- |
600K+ 264.52% |
$162M - $221M
|
827K
$196M
|
|
|
Feb 14, 2025
Q4 2024
|
Foxhaven Asset Management, LP
Charlottesville, VA |
BUY
|
- |
241KNew |
$65.4M - $88.8M
|
241K
$57.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Wt Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
152KNew |
$41.3M - $56.1M
|
152K
$36.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Oribel Capital Management, LP
New York, NY |
BUY
|
- |
129K+ 57.77% |
$34.8M - $47.3M
|
351K
$83.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
114K+ 1.35% |
$31M - $42M
|
8.6M
$2.04B
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
PUT |
100KNew |
$27.1M - $36.8M
|
100K
$23.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Pinnbrook Capital Management LP
|
BUY
|
CALL |
87.5KNew |
$23.7M - $32.2M
|
87.5K
$20.7M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
60KNew |
$16.3M - $22.1M
|
60K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Investment Managers Sa
Geneva, V8 |
BUY
|
PUT |
50KNew |
$13.5M - $18.4M
|
50K
$11.9M
|
|