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 14, 2026
Q4 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
94+ 6.12% |
$22.2K - $24.8K
|
1.63K
$387K
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
94+ 6.16% |
$22.2K - $24.8K
|
1.62K
$384K
|
|
|
Jan 08, 2026
Q4 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
89+ 4.29% |
$21K - $23.4K
|
2.16K
$513K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
87+ 1.48% |
$20.5K - $22.9K
|
5.98K
$1.42M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
86+ 1.73% |
$20.3K - $22.7K
|
5.05K
$1.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
84+ 0.92% |
$19.8K - $22.1K
|
9.23K
$2.19M
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
84+ 9.24% |
$19.8K - $22.1K
|
993
$235K
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
83+ 1.34% |
$19.6K - $21.9K
|
6.29K
$1.49M
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
80+ 1.59% |
$18.9K - $21.1K
|
5.1K
$1.21M
|
|
|
Jan 14, 2026
Q4 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
75+ 3.0% |
$17.7K - $19.8K
|
2.58K
$611K
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
70+ 6.43% |
$16.5K - $18.4K
|
1.16K
$275K
|
|
|
Jan 15, 2026
Q4 2025
|
Signature Wealth Management Group
|
BUY
|
- |
67+ 0.95% |
$15.8K - $17.6K
|
7.12K
$1.69M
|
|
|
Jan 09, 2026
Q4 2025
|
Somerset Trust CO
|
BUY
|
- |
64+ 2.92% |
$15.1K - $16.9K
|
2.26K
$535K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
63+ 5.02% |
$14.8K - $16.6K
|
1.32K
$312K
|
|
|
Jan 14, 2026
Q4 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
55+ 3.76% |
$13K - $14.5K
|
1.52K
$360K
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
49+ 4.89% |
$11.5K - $12.9K
|
1.05K
$249K
|
|
|
Jan 15, 2026
Q4 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
48+ 1.15% |
$11.3K - $12.6K
|
4.24K
$1M
|
|
|
Jan 08, 2026
Q4 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
46+ 1.48% |
$10.8K - $12.1K
|
3.15K
$747K
|
|
|
Jan 12, 2026
Q4 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
43+ 1.0% |
$10.1K - $11.3K
|
4.33K
$1.03M
|
|
|
Jan 16, 2026
Q4 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
41+ 0.96% |
$9.66K - $10.8K
|
4.32K
$1.02M
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
41+ 164.0% |
$9.66K - $10.8K
|
66
$15.6K
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
37+ 3.08% |
$8.72K - $9.75K
|
1.24K
$293K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
34+ 1.67% |
$8.01K - $8.96K
|
2.08K
$492K
|
|
|
Jan 16, 2026
Q4 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
32+ 3.56% |
$7.54K - $8.43K
|
930
$220K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
31+ 13.3% |
$7.31K - $8.17K
|
264
$62.6K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
28+ 2.35% |
$6.6K - $7.38K
|
1.22K
$289K
|
|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
28+ 0.73% |
$6.6K - $7.38K
|
3.85K
$912K
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
28+ 2.13% |
$6.6K - $7.38K
|
1.34K
$318K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
27+ 2.04% |
$6.36K - $7.11K
|
1.35K
$320K
|
|
|
Jan 12, 2026
Q4 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
26+ 1.21% |
$6.13K - $6.85K
|
2.17K
$514K
|
|
|
Jan 14, 2026
Q4 2025
|
Sky Investment Group LLC
|
BUY
|
- |
21+ 0.55% |
$4.95K - $5.53K
|
3.85K
$912K
|
|
|
Jan 12, 2026
Q4 2025
|
Benin Management Corp
|
BUY
|
- |
20+ 1.12% |
$4.71K - $5.27K
|
1.81K
$428K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
19+ 475.0% |
$4.48K - $5K
|
23
$5.45K
|
|
|
Jan 14, 2026
Q4 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
17+ 1.41% |
$4.01K - $4.48K
|
1.22K
$290K
|
|
|
Jan 14, 2026
Q4 2025
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
16+ 0.29% |
$3.77K - $4.21K
|
5.45K
$1.29M
|
|
|
Jan 14, 2026
Q4 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
15+ 0.9% |
$3.54K - $3.95K
|
1.69K
$400K
|
|
|
Jan 12, 2026
Q4 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
15+ 150.0% |
$3.54K - $3.95K
|
25
$5.93K
|
|
|
Jan 13, 2026
Q4 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
12+ 0.8% |
$2.83K - $3.16K
|
1.51K
$358K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
10+ 11.9% |
$2.36K - $2.63K
|
94
$22.3K
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
8New |
$1.89K - $2.11K
|
8
$1.9K
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
3+ 0.22% |
$707 - $790
|
1.39K
$330K
|
|
|
Jan 13, 2026
Q4 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
2+ 0.19% |
$471 - $527
|
1.07K
$252K
|
|
|
Jan 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
1+ 1.0% |
$236 - $263
|
101
$23.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
BUY
|
- |
1+ 0.07% |
$236 - $263
|
1.4K
$332K
|
|
| Q3 2025 | |||||||
|
Nov 13, 2025
Q3 2025
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
10.6M+ 159.01% |
$2.46B - $2.91B
|
17.3M
$4.11B
|
|
|
Nov 14, 2025
Q3 2025
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
6.09M+ 14987.49% |
$1.41B - $1.67B
|
6.13M
$1.45B
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.8M+ 698.22% |
$1.11B - $1.31B
|
5.49M
$1.3B
|
|
|
Nov 14, 2025
Q3 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
4.05M+ 135.47% |
$939M - $1.11B
|
7.05M
$1.67B
|
|
|
Nov 14, 2025
Q3 2025
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
2.05MNew |
$474M - $560M
|
2.05M
$485M
|
|
|
Nov 14, 2025
Q3 2025
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
1.84M+ 285.37% |
$427M - $504M
|
2.49M
$590M
|
|