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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
BUY
|
- |
7.07KNew |
$1.64M - $1.93M
|
7.07K
$1.68M
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
7.05K+ 2.77% |
$1.63M - $1.93M
|
261K
$61.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.02K+ 1.8% |
$1.63M - $1.92M
|
398K
$94.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
CALL |
7K+ 349900.0% |
$1.62M - $1.92M
|
7K
$1.66M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
6.9K+ 71.16% |
$1.6M - $1.89M
|
16.6K
$3.93M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.86K+ 2.64% |
$1.59M - $1.88M
|
267K
$63.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.8K+ 11.61% |
$1.58M - $1.86M
|
65.4K
$15.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
6.67K+ 33.81% |
$1.54M - $1.82M
|
26.4K
$6.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
6.66K+ 8.0% |
$1.54M - $1.82M
|
89.9K
$21.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.57K+ 8.52% |
$1.52M - $1.8M
|
83.6K
$19.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
6.55K+ 27.35% |
$1.52M - $1.79M
|
30.5K
$7.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.42K+ 18.26% |
$1.49M - $1.76M
|
41.6K
$9.86M
|
|
|
Oct 31, 2025
Q3 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
6.34K+ 316.32% |
$1.47M - $1.73M
|
8.34K
$1.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.27K+ 83.08% |
$1.45M - $1.72M
|
13.8K
$3.28M
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
6.25K+ 9.94% |
$1.45M - $1.71M
|
69.2K
$16.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
6.22K+ 45.07% |
$1.44M - $1.7M
|
20K
$4.74M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.2K+ 10.32% |
$1.44M - $1.7M
|
66.3K
$15.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
6.15KNew |
$1.42M - $1.68M
|
6.15K
$1.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
6.08K+ 1.98% |
$1.41M - $1.66M
|
313K
$74.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.07K+ 19.57% |
$1.41M - $1.66M
|
37.1K
$8.79M
|
|
|
Nov 07, 2025
Q3 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
6.05K+ 8.22% |
$1.4M - $1.65M
|
79.6K
$18.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
6KNew |
$1.39M - $1.64M
|
6K
$1.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
5.95K+ 1.13% |
$1.38M - $1.63M
|
531K
$126M
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
5.86K+ 3.84% |
$1.36M - $1.6M
|
159K
$37.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
5.86KNew |
$1.36M - $1.6M
|
5.86K
$1.39M
|
|
|
Oct 31, 2025
Q3 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
5.79K+ 16.87% |
$1.34M - $1.58M
|
40.1K
$9.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.72K+ 9.4% |
$1.32M - $1.57M
|
66.6K
$15.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.7K+ 1.57% |
$1.32M - $1.56M
|
369K
$87.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
5.62K+ 18.59% |
$1.3M - $1.54M
|
35.9K
$8.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
5.59K+ 3.08% |
$1.3M - $1.53M
|
187K
$44.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
5.57K+ 448.07% |
$1.29M - $1.53M
|
6.82K
$1.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.57K+ 57.05% |
$1.29M - $1.52M
|
15.3K
$3.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
5.55K+ 452.12% |
$1.29M - $1.52M
|
6.78K
$1.61M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.53K+ 8.86% |
$1.28M - $1.51M
|
68K
$16.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
5.49K+ 386.09% |
$1.27M - $1.5M
|
6.92K
$1.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
5.46K+ 482.6% |
$1.27M - $1.49M
|
6.6K
$1.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Kepler Cheuvreux (Suisse) Sa
Nyon, |
BUY
|
- |
5.4KNew |
$1.25M - $1.48M
|
5.4K
$1.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.38K+ 33.39% |
$1.25M - $1.47M
|
21.5K
$5.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
5.32K+ 69.8% |
$1.23M - $1.46M
|
13K
$3.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
5.32KNew |
$1.23M - $1.46M
|
5.32K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
5.3K+ 132.5% |
$1.23M - $1.45M
|
9.3K
$2.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
5.3K+ 1.48% |
$1.23M - $1.45M
|
365K
$86.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
5.29K+ 13913.16% |
$1.22M - $1.45M
|
5.33K
$1.26M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
5.23KNew |
$1.21M - $1.43M
|
5.23K
$1.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Terra Alpha Investments LLC
Washington, DC |
BUY
|
- |
5.22KNew |
$1.21M - $1.43M
|
5.22K
$1.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
5.17K+ 170.98% |
$1.2M - $1.42M
|
8.2K
$1.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
5.11K+ 103.65% |
$1.18M - $1.4M
|
10K
$2.38M
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
5.11K+ 10.55% |
$1.18M - $1.4M
|
53.5K
$12.7M
|
|
|
Oct 22, 2025
Q3 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
5.07KNew |
$1.17M - $1.39M
|
5.07K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Virtue Asset Management LLC
Barrington, IL |
BUY
|
- |
5.04KNew |
$1.17M - $1.38M
|
5.04K
$1.19M
|
|