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 16, 2026
Q4 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
18+ 2.09% |
$4.24K - $4.74K
|
879
$208K
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
17+ 0.9% |
$4.01K - $4.48K
|
1.91K
$452K
|
|
|
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 21, 2026
Q4 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
15+ 0.2% |
$3.54K - $3.95K
|
7.39K
$1.75M
|
|
|
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 21, 2026
Q4 2025
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
14+ 0.08% |
$3.3K - $3.69K
|
18.7K
$4.42M
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
12+ 0.85% |
$2.83K - $3.16K
|
1.42K
$336K
|
|
|
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 20, 2026
Q4 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
9+ 0.47% |
$2.12K - $2.37K
|
1.93K
$457K
|
|
|
Jan 12, 2026
Q4 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
BUY
|
- |
8New |
$1.89K - $2.11K
|
8
$1.9K
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
7New |
$1.65K - $1.84K
|
7
$1.66K
|
|
|
Jan 21, 2026
Q4 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
4+ 0.3% |
$943 - $1.05K
|
1.32K
$313K
|
|
|
Jan 20, 2026
Q4 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
4+ 0.07% |
$943 - $1.05K
|
5.78K
$1.37M
|
|
|
Jan 20, 2026
Q4 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4+ 4.08% |
$943 - $1.05K
|
102
$24.2K
|
|
|
Jan 21, 2026
Q4 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
3+ 0.09% |
$707 - $790
|
3.47K
$823K
|
|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.84M+ 216.24% |
$426M - $504M
|
2.69M
$638M
|
|
|
Nov 10, 2025
Q3 2025
|
Generation Investment Management LLP
London, X0 |
BUY
|
- |
1.82MNew |
$421M - $498M
|
1.82M
$431M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
1.73M+ 9.44% |
$401M - $473M
|
20.1M
$4.75B
|
|
|
Nov 13, 2025
Q3 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
1.61M+ 63.77% |
$374M - $441M
|
4.14M
$982M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.25M+ 281.75% |
$290M - $342M
|
1.69M
$402M
|
|
|
Oct 24, 2025
Q3 2025
|
Parnassus Investments, LLC
|
BUY
|
- |
1.2M+ 48.62% |
$279M - $329M
|
3.68M
$872M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
1.19M+ 30.04% |
$276M - $327M
|
5.17M
$1.22B
|
|
|
Nov 13, 2025
Q3 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
1.17M+ 46.99% |
$270M - $319M
|
3.65M
$864M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
1.07M+ 68.15% |
$247M - $292M
|
2.63M
$624M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
CALL |
1MNew |
$232M - $274M
|
1M
$237M
|
|
|
Nov 04, 2025
Q3 2025
|
Veritas Asset Management LLP
|
BUY
|
- |
976K+ 47.28% |
$226M - $267M
|
3.04M
$720M
|
|
|
Nov 13, 2025
Q3 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
853K+ 28.85% |
$198M - $233M
|
3.81M
$903M
|
|
|
Nov 14, 2025
Q3 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
837KNew |
$194M - $229M
|
837K
$198M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
783K+ 55.05% |
$181M - $214M
|
2.21M
$523M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
754K+ 11.78% |
$175M - $206M
|
7.16M
$1.7B
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
749K+ 0.84% |
$173M - $205M
|
89.6M
$21.2B
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
742K+ 18.51% |
$172M - $203M
|
4.75M
$1.13B
|
|
|
Nov 14, 2025
Q3 2025
|
Axa Investment Managers S.A.
Puteaux, I0 |
BUY
|
- |
719KNew |
$167M - $197M
|
719K
$170M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
689K+ 25.77% |
$160M - $189M
|
3.36M
$797M
|
|
|
Nov 14, 2025
Q3 2025
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
613K+ 1309.91% |
$142M - $168M
|
659K
$156M
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
607K+ 138.77% |
$141M - $166M
|
1.04M
$247M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
593K+ 85.32% |
$137M - $162M
|
1.29M
$305M
|
|