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 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
5.02K+ 64.61% |
$1.16M - $1.37M
|
12.8K
$3.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
5KNew |
$1.16M - $1.37M
|
5K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Kamunting Street Capital Management, L.P.
Miami Beach, FL |
BUY
|
- |
5KNew |
$1.16M - $1.37M
|
5K
$1.19M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5K+ 115.52% |
$1.16M - $1.37M
|
9.32K
$2.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
BUY
|
- |
4.99K+ 7.02% |
$1.16M - $1.36M
|
76K
$18M
|
|
|
Oct 23, 2025
Q3 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
4.98K+ 91.28% |
$1.15M - $1.36M
|
10.4K
$2.47M
|
|
|
Oct 31, 2025
Q3 2025
|
Harvey Capital Management Inc
|
BUY
|
- |
4.91K+ 17.7% |
$1.14M - $1.34M
|
32.6K
$7.73M
|
|
|
Oct 31, 2025
Q3 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
4.81K+ 8.28% |
$1.11M - $1.32M
|
62.9K
$14.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.77K+ 13.91% |
$1.11M - $1.31M
|
39.1K
$9.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
4.54K+ 172.18% |
$1.05M - $1.24M
|
7.17K
$1.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
4.52K+ 21.23% |
$1.05M - $1.24M
|
25.8K
$6.11M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.51K+ 56.18% |
$1.05M - $1.23M
|
12.5K
$2.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
4.49KNew |
$1.04M - $1.23M
|
4.49K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.46KNew |
$1.03M - $1.22M
|
4.46K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
4.44K+ 34.36% |
$1.03M - $1.22M
|
17.4K
$4.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
4.34K+ 526.55% |
$1.01M - $1.19M
|
5.17K
$1.23M
|
|
|
Nov 05, 2025
Q3 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.33K+ 13.36% |
$1M - $1.19M
|
36.7K
$8.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
4.31K+ 412.73% |
$999K - $1.18M
|
5.36K
$1.27M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.31K+ 22.91% |
$998K - $1.18M
|
23.1K
$5.48M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
4.23K+ 2.32% |
$981K - $1.16M
|
187K
$44.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
4.18K+ 52237.5% |
$968K - $1.14M
|
4.19K
$992K
|
|
|
Nov 12, 2025
Q3 2025
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
4.13KNew |
$957K - $1.13M
|
4.13K
$979K
|
|
|
Nov 05, 2025
Q3 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
4.11K+ 43.61% |
$953K - $1.13M
|
13.5K
$3.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
4.04K+ 134.3% |
$935K - $1.1M
|
7.04K
$1.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.03K+ 23.1% |
$934K - $1.1M
|
21.5K
$5.09M
|
|
|
Nov 05, 2025
Q3 2025
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
4.03K+ 3.49% |
$934K - $1.1M
|
119K
$28.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
4.01K+ 28.24% |
$929K - $1.1M
|
18.2K
$4.32M
|
|
|
Nov 06, 2025
Q3 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
4K+ 45.45% |
$927K - $1.09M
|
12.8K
$3.03M
|
|
|
Oct 01, 2025
Q3 2025
|
Jacobs & CO
|
BUY
|
- |
4K+ 12.14% |
$926K - $1.09M
|
36.9K
$8.75M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
3.97K+ 41.41% |
$919K - $1.09M
|
13.5K
$3.21M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
3.95K+ 2.72% |
$915K - $1.08M
|
149K
$35.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
3.93K+ 23.36% |
$910K - $1.08M
|
20.7K
$4.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Limestone Investment Advisors LP
New York, NY |
BUY
|
- |
3.8KNew |
$881K - $1.04M
|
3.8K
$902K
|
|
|
Nov 12, 2025
Q3 2025
|
Verde Capital Management
|
BUY
|
- |
3.8K+ 41.94% |
$879K - $1.04M
|
12.8K
$3.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.76K+ 25.93% |
$871K - $1.03M
|
18.3K
$4.33M
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
3.73KNew |
$865K - $1.02M
|
3.73K
$885K
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.64KNew |
$844K - $997K
|
3.64K
$864K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.6K+ 36.82% |
$834K - $985K
|
13.4K
$3.17M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
3.56K+ 7.08% |
$824K - $973K
|
53.8K
$12.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
3.54K+ 6.47% |
$821K - $970K
|
58.3K
$13.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.53K+ 32.46% |
$817K - $965K
|
14.4K
$3.41M
|
|
|
Nov 06, 2025
Q3 2025
|
Versor Investments LP
|
BUY
|
- |
3.5KNew |
$811K - $958K
|
3.5K
$830K
|
|
|
Oct 21, 2025
Q3 2025
|
Davidson Investment Advisors
|
BUY
|
- |
3.49K+ 4.17% |
$809K - $956K
|
87.2K
$20.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.49K+ 12.66% |
$809K - $955K
|
31.1K
$7.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
3.49KNew |
$808K - $954K
|
3.49K
$826K
|
|
|
Nov 13, 2025
Q3 2025
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
BUY
|
- |
3.45K+ 2.9% |
$800K - $945K
|
123K
$29M
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
3.43K+ 3.36% |
$794K - $938K
|
106K
$25M
|
|
|
Oct 14, 2025
Q3 2025
|
Hall Laurie J Trustee
|
BUY
|
- |
3.43K+ 40.57% |
$794K - $938K
|
11.9K
$2.81M
|
|
|
Nov 06, 2025
Q3 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
3.43KNew |
$793K - $937K
|
3.43K
$812K
|
|
|
Nov 21, 2025
Q3 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
3.42K+ 2.31% |
$792K - $936K
|
152K
$36M
|
|