Purchases and Sales Made in Q1 2025 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
4.65K+ 4.52% |
$1.25M - $1.67M
|
107K
$26.1M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
4.64K+ 12.42% |
$1.24M - $1.67M
|
42K
$10.2M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.62K+ 9.97% |
$1.24M - $1.66M
|
51K
$12.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
4.6K+ 15.43% |
$1.23M - $1.66M
|
34.4K
$8.35M
|
|
|
May 13, 2025
Q1 2025
|
Thames Capital Management LLC
New York, NY |
BUY
|
- |
4.59K+ 9.7% |
$1.23M - $1.65M
|
51.9K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.56K+ 29.2% |
$1.22M - $1.64M
|
20.2K
$4.9M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.53K+ 4.61% |
$1.22M - $1.63M
|
103K
$25M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.5K+ 9.01% |
$1.21M - $1.62M
|
54.4K
$13.2M
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
4.47KNew |
$1.2M - $1.61M
|
4.47K
$1.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
BUY
|
- |
4.46K+ 43.19% |
$1.2M - $1.61M
|
14.8K
$3.59M
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
4.46KNew |
$1.2M - $1.61M
|
4.46K
$1.08M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
4.43K+ 10.54% |
$1.19M - $1.6M
|
46.5K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
4.37KNew |
$1.17M - $1.57M
|
4.37K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
4.31K+ 8.63% |
$1.16M - $1.55M
|
54.3K
$13.2M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
4.22KNew |
$1.13M - $1.52M
|
4.22K
$1.03M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.2K+ 13.84% |
$1.13M - $1.51M
|
34.6K
$8.39M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
4.19K+ 32.11% |
$1.12M - $1.51M
|
17.2K
$4.18M
|
|
|
May 14, 2025
Q1 2025
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
4.11K+ 87.66% |
$1.1M - $1.48M
|
8.79K
$2.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
4.07K+ 25.53% |
$1.09M - $1.46M
|
20K
$4.86M
|
|
|
May 14, 2025
Q1 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
4.04K+ 9.48% |
$1.08M - $1.45M
|
46.7K
$11.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.02K+ 260.77% |
$1.08M - $1.45M
|
5.56K
$1.35M
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
4.02K+ 7.53% |
$1.08M - $1.45M
|
57.3K
$13.9M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.98K+ 230.44% |
$1.07M - $1.43M
|
5.71K
$1.39M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.98K+ 4.8% |
$1.07M - $1.43M
|
86.9K
$21.1M
|
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
3.97K+ 88.22% |
$1.07M - $1.43M
|
8.47K
$2.06M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
3.94K+ 0.78% |
$1.06M - $1.42M
|
506K
$123M
|
|
|
Apr 18, 2025
Q1 2025
|
Broderick Brian C
|
BUY
|
- |
3.93K+ 58.13% |
$1.06M - $1.42M
|
10.7K
$2.6M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
3.92K+ 10.28% |
$1.05M - $1.41M
|
42K
$10.2M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
3.88K+ 79.68% |
$1.04M - $1.4M
|
8.75K
$2.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
3.87K+ 2.25% |
$1.04M - $1.39M
|
176K
$42.6M
|
|
|
May 15, 2025
Q1 2025
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
3.87KNew |
$1.04M - $1.39M
|
3.87K
$939K
|
|
|
Aug 04, 2025
Q1 2025
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
3.85KNew |
$1.03M - $1.39M
|
3.85K
$934K
|
|
|
May 15, 2025
Q1 2025
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
3.81K+ 3.0% |
$1.02M - $1.37M
|
131K
$31.8M
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.79K+ 10.28% |
$1.02M - $1.36M
|
40.7K
$9.87M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
3.74K+ 20755.56% |
$1M - $1.34M
|
3.75K
$911K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.74K+ 5.45% |
$1M - $1.34M
|
72.2K
$17.5M
|
|
|
May 06, 2025
Q1 2025
|
Kidder Stephen W
|
BUY
|
- |
3.71K+ 94.55% |
$997K - $1.34M
|
7.64K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
3.7K+ 1491.13% |
$992K - $1.33M
|
3.95K
$958K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.69K+ 91.41% |
$991K - $1.33M
|
7.74K
$1.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
3.63KNew |
$975K - $1.31M
|
3.63K
$882K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
3.63KNew |
$973K - $1.31M
|
3.63K
$880K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
3.62K+ 15.88% |
$973K - $1.3M
|
26.4K
$6.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.62K+ 231.65% |
$970K - $1.3M
|
5.18K
$1.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.58K+ 296.52% |
$961K - $1.29M
|
4.79K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.57K+ 49.69% |
$957K - $1.28M
|
10.7K
$2.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Suncoast Equity Management
|
BUY
|
- |
3.51K+ 2.69% |
$943K - $1.26M
|
134K
$32.5M
|
|
|
May 13, 2025
Q1 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
3.5K+ 63.64% |
$939K - $1.26M
|
9K
$2.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.5K+ 9.77% |
$938K - $1.26M
|
39.3K
$9.54M
|
|
|
May 14, 2025
Q1 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
3.5K+ 5.77% |
$938K - $1.26M
|
64K
$15.5M
|
|
|
May 15, 2025
Q1 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
3.48KNew |
$934K - $1.25M
|
3.48K
$845K
|