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 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
390+ 2.71% |
$105K - $140K
|
14.8K
$3.59M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
384+ 44.7% |
$103K - $138K
|
1.24K
$302K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
382+ 0.68% |
$103K - $138K
|
56.2K
$13.7M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
379+ 1.66% |
$102K - $136K
|
23.2K
$5.63M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
378+ 15.28% |
$101K - $136K
|
2.85K
$692K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
377New |
$101K - $136K
|
377
$91.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
376+ 0.83% |
$101K - $135K
|
45.8K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
376+ 9.7% |
$101K - $135K
|
4.25K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
375+ 3.19% |
$101K - $135K
|
12.1K
$2.95M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
370+ 6.77% |
$99.3K - $133K
|
5.84K
$1.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
370+ 8.81% |
$99.3K - $133K
|
4.57K
$1.11M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
370+ 9.63% |
$99.3K - $133K
|
4.21K
$1.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
367New |
$98.5K - $132K
|
367
$89.1K
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
365+ 9.2% |
$98K - $131K
|
4.33K
$1.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
363+ 6.31% |
$97.4K - $131K
|
6.11K
$1.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
361+ 6.24% |
$96.9K - $130K
|
6.15K
$1.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
358+ 38.04% |
$96.1K - $129K
|
1.3K
$315K
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
356+ 10.72% |
$95.5K - $128K
|
3.68K
$893K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
356+ 2.82% |
$95.5K - $128K
|
13K
$3.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
353+ 17.27% |
$94.7K - $127K
|
2.4K
$582K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
352+ 260.74% |
$94.5K - $127K
|
487
$118K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
352+ 8.66% |
$94.5K - $127K
|
4.42K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
352+ 0.31% |
$94.5K - $127K
|
115K
$27.9M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
352New |
$94.5K - $127K
|
352
$85.5K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
352+ 4.02% |
$94.5K - $127K
|
9.1K
$2.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
351+ 1.91% |
$94.2K - $126K
|
18.7K
$4.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
350+ 45.63% |
$93.9K - $126K
|
1.12K
$271K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
350+ 6.03% |
$93.9K - $126K
|
6.16K
$1.49M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
349+ 0.52% |
$93.7K - $126K
|
67.3K
$16.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
349+ 0.28% |
$93.7K - $126K
|
127K
$30.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
348+ 25.91% |
$93.4K - $125K
|
1.69K
$411K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
348+ 9.1% |
$93.4K - $125K
|
4.17K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
347+ 1.68% |
$93.1K - $125K
|
21K
$5.1M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
346+ 13.44% |
$92.9K - $125K
|
2.92K
$709K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
346+ 25.84% |
$92.9K - $125K
|
1.69K
$409K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
344+ 614.29% |
$92.3K - $124K
|
400
$97.1K
|
|
|
May 15, 2025
Q1 2025
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
344+ 26.71% |
$92.3K - $124K
|
1.63K
$396K
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
343+ 38.28% |
$92K - $123K
|
1.24K
$301K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
342+ 3.45% |
$91.8K - $123K
|
10.3K
$2.49M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
339+ 2.99% |
$91K - $122K
|
11.7K
$2.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
338+ 3.4% |
$90.7K - $122K
|
10.3K
$2.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
336+ 7.74% |
$90.2K - $121K
|
4.68K
$1.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
335+ 5.28% |
$89.9K - $121K
|
6.68K
$1.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
333+ 0.87% |
$89.4K - $120K
|
38.4K
$9.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
332+ 11.48% |
$89.1K - $120K
|
3.22K
$783K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
331+ 2.74% |
$88.8K - $119K
|
12.4K
$3.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
327+ 45.04% |
$87.8K - $118K
|
1.05K
$256K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
327+ 96.75% |
$87.8K - $118K
|
665
$161K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
327+ 21.46% |
$87.8K - $118K
|
1.85K
$449K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
325+ 30.81% |
$87.2K - $117K
|
1.38K
$335K
|