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 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
368New |
$99.7K - $135K
|
368
$126K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
365New |
$98.9K - $134K
|
365
$125K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
364+ 18.02% |
$98.6K - $134K
|
2.38K
$815K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
357+ 11.63% |
$96.7K - $131K
|
3.43K
$1.17M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
344+ 3.13% |
$93.2K - $127K
|
11.3K
$3.87M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
336+ 4.18% |
$91K - $124K
|
8.37K
$2.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
334+ 41.03% |
$90.5K - $123K
|
1.15K
$392K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
333+ 1.69% |
$90.2K - $123K
|
20.1K
$6.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
330+ 14.99% |
$89.4K - $121K
|
2.53K
$865K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
323+ 4.69% |
$87.5K - $119K
|
7.22K
$2.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
323+ 4.52% |
$87.5K - $119K
|
7.46K
$2.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
321+ 20.51% |
$86.9K - $118K
|
1.89K
$644K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
321+ 8.72% |
$86.9K - $118K
|
4K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
319+ 13.43% |
$86.4K - $117K
|
2.7K
$921K
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
315+ 0.27% |
$85.3K - $116K
|
115K
$39.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
310+ 1.28% |
$84K - $114K
|
24.6K
$8.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
303+ 2.54% |
$82.1K - $111K
|
12.2K
$4.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
301+ 6.84% |
$81.5K - $111K
|
4.7K
$1.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
301+ 15.08% |
$81.5K - $111K
|
2.3K
$785K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
300+ 0.22% |
$81.3K - $110K
|
134K
$45.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
BUY
|
- |
297+ 3.19% |
$80.4K - $109K
|
9.62K
$3.29M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
292+ 360.49% |
$79.1K - $107K
|
373
$127K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
285+ 1.76% |
$77.2K - $105K
|
16.5K
$5.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
280+ 3.48% |
$75.8K - $103K
|
8.33K
$2.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
280+ 2.41% |
$75.8K - $103K
|
11.9K
$4.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
276+ 24.6% |
$74.8K - $102K
|
1.4K
$478K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
272+ 4.24% |
$73.7K - $100K
|
6.69K
$2.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
271New |
$73.4K - $99.7K
|
271
$92.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
271+ 10.13% |
$73.4K - $99.7K
|
2.95K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
270+ 33.83% |
$73.1K - $99.3K
|
1.07K
$365K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
268+ 23.34% |
$72.6K - $98.6K
|
1.42K
$484K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
266+ 7.23% |
$72.1K - $97.9K
|
3.95K
$1.35M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
265+ 15.74% |
$71.8K - $97.5K
|
1.95K
$666K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
262+ 4.15% |
$71K - $96.4K
|
6.57K
$2.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
261+ 5.93% |
$70.7K - $96K
|
4.66K
$1.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
261+ 4.13% |
$70.7K - $96K
|
6.59K
$2.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
257+ 4.0% |
$69.6K - $94.5K
|
6.68K
$2.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
256+ 34.78% |
$69.3K - $94.2K
|
992
$339K
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
254+ 10.86% |
$68.8K - $93.4K
|
2.59K
$886K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
253+ 11.03% |
$68.5K - $93.1K
|
2.55K
$870K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
251+ 19.72% |
$68K - $92.3K
|
1.52K
$521K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
250+ 130.89% |
$67.7K - $92K
|
441
$151K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
245New |
$66.4K - $90.1K
|
245
$83.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet Bank & Trust LTD
|
BUY
|
- |
240+ 4.93% |
$65K - $88.3K
|
5.11K
$1.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
237+ 19.55% |
$64.2K - $87.2K
|
1.45K
$495K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
236+ 15.06% |
$63.9K - $86.8K
|
1.8K
$616K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
235+ 24.35% |
$63.7K - $86.4K
|
1.2K
$410K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
234+ 3.0% |
$63.4K - $86.1K
|
8.02K
$2.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
234+ 9.76% |
$63.4K - $86.1K
|
2.63K
$899K
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
232+ 2.64% |
$62.8K - $85.3K
|
9.04K
$3.09M
|