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 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
324+ 18.7% |
$86.9K - $117K
|
2.06K
$499K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
323+ 18.33% |
$86.7K - $116K
|
2.09K
$506K
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
316+ 36.36% |
$84.8K - $114K
|
1.19K
$288K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
315+ 11.25% |
$84.5K - $113K
|
3.12K
$756K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
313+ 3.35% |
$84K - $113K
|
9.64K
$2.34M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
313+ 2.53% |
$84K - $113K
|
12.7K
$3.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
312+ 6.47% |
$83.7K - $112K
|
5.14K
$1.25M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
312+ 3.81% |
$83.7K - $112K
|
8.49K
$2.06M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
311+ 1.27% |
$83.5K - $112K
|
24.8K
$6.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
309+ 36.96% |
$82.9K - $111K
|
1.15K
$278K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
306+ 5.73% |
$82.1K - $110K
|
5.65K
$1.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
306+ 0.12% |
$82.1K - $110K
|
251K
$61M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
306+ 48.96% |
$82.1K - $110K
|
931
$226K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
304+ 6.64% |
$81.6K - $109K
|
4.88K
$1.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
303+ 13.48% |
$81.3K - $109K
|
2.55K
$619K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
303+ 12.15% |
$81.3K - $109K
|
2.8K
$679K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
302New |
$81K - $109K
|
302
$73.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
300+ 28.12% |
$80.5K - $108K
|
1.37K
$332K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
300+ 8.82% |
$80.5K - $108K
|
3.7K
$898K
|
|
|
May 08, 2025
Q1 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
300+ 0.19% |
$80.5K - $108K
|
155K
$37.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
297+ 26.01% |
$79.7K - $107K
|
1.44K
$349K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
297+ 4.71% |
$79.7K - $107K
|
6.6K
$1.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
295+ 6.18% |
$79.2K - $106K
|
5.07K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
294+ 3.97% |
$78.9K - $106K
|
7.7K
$1.87M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
292+ 7.04% |
$78.4K - $105K
|
4.44K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
291+ 39.17% |
$78.1K - $105K
|
1.03K
$251K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
290+ 14.59% |
$77.8K - $104K
|
2.28K
$553K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
290+ 7.56% |
$77.8K - $104K
|
4.13K
$1M
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
289+ 11.53% |
$77.6K - $104K
|
2.8K
$679K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
289+ 4.05% |
$77.6K - $104K
|
7.42K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
287+ 6.53% |
$77K - $103K
|
4.68K
$1.14M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
286+ 0.45% |
$76.8K - $103K
|
64.1K
$15.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
BUY
|
- |
286+ 3.51% |
$76.8K - $103K
|
8.44K
$2.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
286+ 6.04% |
$76.8K - $103K
|
5.02K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
285+ 37.8% |
$76.5K - $103K
|
1.04K
$252K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
284+ 7.64% |
$76.2K - $102K
|
4K
$972K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
284+ 8.8% |
$76.2K - $102K
|
3.51K
$853K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
282+ 14.19% |
$75.7K - $102K
|
2.27K
$551K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
282+ 7.15% |
$75.7K - $102K
|
4.23K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
281+ 17.27% |
$75.4K - $101K
|
1.91K
$463K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
281+ 12.35% |
$75.4K - $101K
|
2.56K
$621K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
279+ 0.49% |
$74.9K - $100K
|
57.6K
$14M
|
|
|
May 14, 2025
Q1 2025
|
Silvant Capital Management LLC
|
BUY
|
- |
278+ 0.23% |
$74.6K - $100K
|
119K
$29M
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
276+ 5.38% |
$74.1K - $99.3K
|
5.41K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
275+ 4.08% |
$73.8K - $99K
|
7.02K
$1.7M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
274+ 0.32% |
$73.5K - $98.6K
|
86.4K
$21M
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
273+ 1.66% |
$73.3K - $98.3K
|
16.7K
$4.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
273+ 8.04% |
$73.3K - $98.3K
|
3.67K
$891K
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
270+ 4.02% |
$72.5K - $97.2K
|
6.98K
$1.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
269+ 44.68% |
$72.2K - $96.8K
|
871
$211K
|