Purchases and Sales Made in Q4 2025 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q4 2025. The information is specifically focused on institutions that hold shares of Salesforce, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
690K+ 86.72% |
$163M - $182M
|
1.48M
$352M
|
|
|
Jan 22, 2026
Q4 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
99.6K+ 5.99% |
$23.5M - $26.2M
|
1.76M
$418M
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
97.4K+ 1252.92% |
$23M - $25.7M
|
105K
$24.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
71.3K+ 356.59% |
$16.8M - $18.8M
|
91.3K
$21.6M
|
|
|
Jan 22, 2026
Q4 2025
|
Parthenon LLC
|
BUY
|
- |
57.8KNew |
$13.6M - $15.2M
|
57.8K
$13.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
55.7K+ 2.42% |
$13.1M - $14.7M
|
2.36M
$558M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
54.5K+ 32.04% |
$12.9M - $14.4M
|
225K
$53.3M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
47.3K+ 625.23% |
$11.2M - $12.5M
|
54.9K
$13M
|
|
|
Jan 07, 2026
Q4 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
32.5K+ 17.2% |
$7.66M - $8.57M
|
222K
$52.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Robinhood Asset Management, LLC
Menlo Park, CA |
BUY
|
- |
27.8KNew |
$6.55M - $7.32M
|
27.8K
$6.59M
|
|
|
Jan 23, 2026
Q4 2025
|
Third View Private Wealth, LLC
Westport, CT |
BUY
|
- |
25.1KNew |
$5.91M - $6.61M
|
25.1K
$5.95M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
23.4K+ 58.01% |
$5.51M - $6.16M
|
63.7K
$15.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
17K+ 20.53% |
$4.01M - $4.49M
|
100K
$23.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
14.4K+ 273.3% |
$3.4M - $3.8M
|
19.7K
$4.67M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
13.9K+ 10.77% |
$3.28M - $3.67M
|
143K
$33.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
13.5K+ 151.51% |
$3.17M - $3.55M
|
22.3K
$5.3M
|
|
|
Jan 07, 2026
Q4 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
10.9KNew |
$2.56M - $2.87M
|
10.9K
$2.58M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.8K+ 5.7% |
$2.53M - $2.83M
|
199K
$47.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.6K+ 40.83% |
$2.49M - $2.78M
|
36.5K
$8.64M
|
|
|
Jan 13, 2026
Q4 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
10.1K+ 37.27% |
$2.38M - $2.66M
|
37.2K
$8.82M
|
|
|
Jan 16, 2026
Q4 2025
|
Udine Wealth Management, Inc.
|
BUY
|
- |
10KNew |
$2.37M - $2.65M
|
10K
$2.38M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.92K+ 67.75% |
$2.34M - $2.61M
|
24.6K
$5.82M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
8.22K+ 3.39% |
$1.94M - $2.17M
|
251K
$59.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
7.85K+ 10.84% |
$1.85M - $2.07M
|
80.2K
$19M
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
7.74KNew |
$1.82M - $2.04M
|
7.74K
$1.83M
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
7.68K+ 4.58% |
$1.81M - $2.02M
|
176K
$41.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
7.61K+ 2.09% |
$1.79M - $2M
|
372K
$88.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
7.48K+ 180.17% |
$1.76M - $1.97M
|
11.6K
$2.76M
|
|
|
Jan 21, 2026
Q4 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
6.81K+ 117.35% |
$1.61M - $1.79M
|
12.6K
$2.99M
|
|
|
Jan 21, 2026
Q4 2025
|
Jefferson Bridge Capital, LLC
Nashville, TN |
BUY
|
- |
6.31KNew |
$1.49M - $1.66M
|
6.31K
$1.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.86K+ 89.5% |
$1.38M - $1.54M
|
12.4K
$2.94M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.64KNew |
$1.33M - $1.49M
|
5.64K
$1.34M
|
|
|
Jan 20, 2026
Q4 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
5.48K+ 4.43% |
$1.29M - $1.44M
|
129K
$30.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Arta Finance Wealth Management LLC
Mountain View, CA |
BUY
|
- |
5.31KNew |
$1.25M - $1.4M
|
5.31K
$1.26M
|
|
|
Jan 16, 2026
Q4 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
4.96K+ 330.67% |
$1.17M - $1.31M
|
6.46K
$1.53M
|
|
|
Jan 20, 2026
Q4 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
4.93KNew |
$1.16M - $1.3M
|
4.93K
$1.17M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
4.34KNew |
$1.02M - $1.14M
|
4.34K
$1.03M
|
|
|
Jan 13, 2026
Q4 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
3.98K+ 12.86% |
$939K - $1.05M
|
35K
$8.29M
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.93K+ 48.84% |
$926K - $1.04M
|
12K
$2.84M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
3.83K+ 11.47% |
$902K - $1.01M
|
37.2K
$8.82M
|
|
|
Jan 16, 2026
Q4 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
3.82K+ 57.73% |
$901K - $1.01M
|
10.4K
$2.48M
|
|
|
Jan 21, 2026
Q4 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
3.75K+ 184.88% |
$885K - $989K
|
5.78K
$1.37M
|
|
|
Jan 23, 2026
Q4 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
3.73K+ 212.17% |
$880K - $983K
|
5.49K
$1.3M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.71K+ 140.03% |
$874K - $977K
|
6.36K
$1.51M
|
|
|
Jan 21, 2026
Q4 2025
|
Ak Global Asset Management, LLC
Oakland, CA |
BUY
|
- |
3.67KNew |
$864K - $965K
|
3.67K
$869K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.62K+ 9.27% |
$854K - $955K
|
42.7K
$10.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.57K+ 23.15% |
$840K - $939K
|
19K
$4.49M
|
|
|
Jan 23, 2026
Q4 2025
|
Dara Capital Us, Inc.
Miami, FL |
BUY
|
- |
3.52KNew |
$831K - $928K
|
3.52K
$835K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.34K+ 0.82% |
$787K - $879K
|
409K
$96.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
3.31K+ 3.65% |
$780K - $872K
|
94.1K
$22.3M
|
|