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 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
227+ 2.24% |
$61.5K - $83.5K
|
10.3K
$3.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
222+ 0.88% |
$60.1K - $81.7K
|
25.5K
$8.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
222+ 3.23% |
$60.1K - $81.7K
|
7.09K
$2.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
221+ 3.92% |
$59.9K - $81.3K
|
5.86K
$2M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
220+ 7.23% |
$59.6K - $80.9K
|
3.26K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
219+ 4.3% |
$59.3K - $80.6K
|
5.32K
$1.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
217+ 4.71% |
$58.8K - $79.8K
|
4.83K
$1.65M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
216+ 21.56% |
$58.5K - $79.5K
|
1.22K
$416K
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
213+ 1.09% |
$57.7K - $78.4K
|
19.7K
$6.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
212+ 24.77% |
$57.4K - $78K
|
1.07K
$365K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
212New |
$57.4K - $78K
|
212
$72.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
211+ 2.94% |
$57.2K - $77.6K
|
7.4K
$2.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
210+ 4.19% |
$56.9K - $77.3K
|
5.22K
$1.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
208+ 6.65% |
$56.3K - $76.5K
|
3.34K
$1.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
208+ 5.21% |
$56.3K - $76.5K
|
4.2K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
206+ 15.76% |
$55.8K - $75.8K
|
1.51K
$517K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
206+ 0.43% |
$55.8K - $75.8K
|
47.6K
$16.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
205+ 12.64% |
$55.5K - $75.4K
|
1.83K
$624K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
205+ 9.1% |
$55.5K - $75.4K
|
2.46K
$840K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
205+ 11.7% |
$55.5K - $75.4K
|
1.96K
$669K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
203+ 23.97% |
$55K - $74.7K
|
1.05K
$359K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
202+ 1.15% |
$54.7K - $74.3K
|
17.7K
$6.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
201+ 2.06% |
$54.4K - $73.9K
|
9.95K
$3.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
201+ 12.87% |
$54.4K - $73.9K
|
1.76K
$602K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
201+ 87.77% |
$54.4K - $73.9K
|
430
$147K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
200New |
$54.2K - $73.6K
|
200
$68.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
199+ 2.22% |
$53.9K - $73.2K
|
9.17K
$3.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
198+ 10.73% |
$53.6K - $72.8K
|
2.04K
$698K
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
BUY
|
- |
190+ 1.03% |
$51.5K - $69.9K
|
18.6K
$6.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
190New |
$51.5K - $69.9K
|
190
$64.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
190+ 11.77% |
$51.5K - $69.9K
|
1.8K
$616K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
189+ 5.4% |
$51.2K - $69.5K
|
3.69K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
187+ 15.53% |
$50.7K - $68.8K
|
1.39K
$475K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
184+ 7.7% |
$49.8K - $67.7K
|
2.57K
$880K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
180New |
$48.8K - $66.2K
|
180
$61.5K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
179+ 1.52% |
$48.5K - $65.8K
|
12K
$4.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
178New |
$48.2K - $65.5K
|
178
$60.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
174+ 3.38% |
$47.1K - $64K
|
5.33K
$1.82M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
171+ 5.29% |
$46.3K - $62.9K
|
3.4K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
170+ 7.91% |
$46K - $62.5K
|
2.32K
$792K
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
170+ 11.77% |
$46K - $62.5K
|
1.61K
$552K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
169+ 10.56% |
$45.8K - $62.2K
|
1.77K
$605K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
166+ 17.03% |
$45K - $61.1K
|
1.14K
$390K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
165New |
$44.7K - $60.7K
|
165
$56.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
165+ 18.23% |
$44.7K - $60.7K
|
1.07K
$366K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
163+ 5.3% |
$44.2K - $60K
|
3.24K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
163+ 1.67% |
$44.2K - $60K
|
9.91K
$3.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
163+ 1.27% |
$44.2K - $60K
|
13K
$4.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
160+ 2.33% |
$43.3K - $58.9K
|
7.03K
$2.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
155+ 8.72% |
$42K - $57K
|
1.93K
$660K
|