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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
925New |
$248K - $333K
|
925
$225K
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
920+ 4.48% |
$247K - $331K
|
21.5K
$5.21M
|
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
914New |
$245K - $329K
|
914
$222K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
903+ 1.13% |
$242K - $325K
|
80.9K
$19.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
885+ 1.15% |
$237K - $319K
|
78.2K
$19M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
885+ 66.94% |
$237K - $319K
|
2.21K
$536K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
882+ 4.98% |
$237K - $317K
|
18.6K
$4.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
873New |
$234K - $314K
|
873
$212K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
868+ 108.36% |
$233K - $312K
|
1.67K
$405K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
867+ 14.9% |
$233K - $312K
|
6.69K
$1.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
865+ 9.51% |
$232K - $311K
|
9.96K
$2.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
BUY
|
- |
862+ 17.95% |
$231K - $310K
|
5.66K
$1.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
858New |
$230K - $309K
|
858
$208K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
857+ 39.31% |
$230K - $308K
|
3.04K
$737K
|
|
|
Apr 11, 2025
Q1 2025
|
Epiq Partners, LLC
|
BUY
|
- |
854+ 87.23% |
$229K - $307K
|
1.83K
$445K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
851+ 4.31% |
$228K - $306K
|
20.6K
$5M
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
850New |
$228K - $306K
|
850
$206K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
847+ 7.72% |
$227K - $305K
|
11.8K
$2.87M
|
|
|
May 07, 2025
Q1 2025
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
845New |
$227K - $304K
|
845
$205K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
844+ 105.76% |
$226K - $304K
|
1.64K
$399K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
843+ 114.07% |
$226K - $303K
|
1.58K
$384K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
843New |
$226K - $303K
|
843
$205K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
838+ 6.29% |
$225K - $302K
|
14.2K
$3.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
832New |
$223K - $299K
|
832
$202K
|
|
|
Apr 15, 2025
Q1 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
830+ 55.56% |
$223K - $299K
|
2.32K
$564K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
821New |
$220K - $296K
|
821
$199K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
815+ 9.46% |
$219K - $293K
|
9.43K
$2.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
814+ 4.06% |
$218K - $293K
|
20.9K
$5.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
813New |
$218K - $293K
|
813
$197K
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
806New |
$216K - $290K
|
806
$196K
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
805+ 33.75% |
$216K - $290K
|
3.19K
$774K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
803+ 4.94% |
$215K - $289K
|
17.1K
$4.14M
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
790+ 44.08% |
$212K - $284K
|
2.58K
$627K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
788+ 2.38% |
$211K - $284K
|
34K
$8.24M
|
|
|
May 06, 2025
Q1 2025
|
Teramo Advisors, LLC
Naples, FL |
BUY
|
- |
786New |
$211K - $283K
|
786
$191K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
786+ 4.44% |
$211K - $283K
|
18.5K
$4.49M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
782+ 10.84% |
$210K - $281K
|
8K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
782+ 12.61% |
$210K - $281K
|
6.99K
$1.7M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
779+ 3.4% |
$209K - $280K
|
23.7K
$5.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
770+ 87.5% |
$207K - $277K
|
1.65K
$401K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
769+ 415.68% |
$206K - $277K
|
954
$232K
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
768+ 55.25% |
$206K - $276K
|
2.16K
$524K
|
|
|
May 15, 2025
Q1 2025
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
761New |
$204K - $274K
|
761
$185K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
756+ 8.8% |
$203K - $272K
|
9.34K
$2.27M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
753New |
$202K - $271K
|
753
$183K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
753+ 12.83% |
$202K - $271K
|
6.62K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
749+ 3.08% |
$201K - $270K
|
25K
$6.08M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
747+ 30.43% |
$200K - $269K
|
3.2K
$777K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
744+ 70.25% |
$200K - $268K
|
1.8K
$438K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
741+ 103.2% |
$199K - $267K
|
1.46K
$354K
|