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 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
132+ 36.16% |
$35.4K - $47.5K
|
497
$121K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
131+ 1.39% |
$35.2K - $47.2K
|
9.53K
$2.31M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
131+ 14.65% |
$35.2K - $47.2K
|
1.03K
$249K
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
130+ 0.24% |
$34.9K - $46.8K
|
54.2K
$13.2M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
130+ 2.45% |
$34.9K - $46.8K
|
5.43K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
130+ 3.29% |
$34.9K - $46.8K
|
4.09K
$992K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
129+ 1.98% |
$34.6K - $46.4K
|
6.65K
$1.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
129+ 6.23% |
$34.6K - $46.4K
|
2.2K
$534K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
129+ 12.12% |
$34.6K - $46.4K
|
1.19K
$290K
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
129+ 18.02% |
$34.6K - $46.4K
|
845
$205K
|
|
|
May 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
129+ 13.77% |
$34.6K - $46.4K
|
1.07K
$259K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
127+ 3.12% |
$34.1K - $45.7K
|
4.2K
$1.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
127+ 10.06% |
$34.1K - $45.7K
|
1.39K
$337K
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
127+ 1.67% |
$34.1K - $45.7K
|
7.72K
$1.87M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
127+ 15.28% |
$34.1K - $45.7K
|
958
$233K
|
|
|
Apr 16, 2025
Q1 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
126+ 2.15% |
$33.8K - $45.4K
|
5.97K
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
126+ 5.11% |
$33.8K - $45.4K
|
2.59K
$629K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
125+ 8.83% |
$33.5K - $45K
|
1.54K
$374K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
125+ 13.44% |
$33.5K - $45K
|
1.06K
$256K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
122+ 78.71% |
$32.7K - $43.9K
|
277
$67.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
122+ 3.61% |
$32.7K - $43.9K
|
3.5K
$850K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
122+ 8.65% |
$32.7K - $43.9K
|
1.53K
$372K
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
122+ 1.49% |
$32.7K - $43.9K
|
8.29K
$2.01M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
121+ 5.97% |
$32.5K - $43.6K
|
2.15K
$521K
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
120+ 3.35% |
$32.2K - $43.2K
|
3.7K
$898K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
120+ 10.66% |
$32.2K - $43.2K
|
1.25K
$302K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
120+ 4.94% |
$32.2K - $43.2K
|
2.55K
$619K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
119+ 6.51% |
$31.9K - $42.8K
|
1.95K
$472K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
119+ 36.84% |
$31.9K - $42.8K
|
442
$107K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
117+ 2.12% |
$31.4K - $42.1K
|
5.62K
$1.37M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
117+ 5.35% |
$31.4K - $42.1K
|
2.3K
$559K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
116+ 13.74% |
$31.1K - $41.8K
|
960
$233K
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
116+ 464.0% |
$31.1K - $41.8K
|
141
$34.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
115+ 10.87% |
$30.9K - $41.4K
|
1.17K
$285K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
115+ 11.19% |
$30.9K - $41.4K
|
1.14K
$277K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
114New |
$30.6K - $41K
|
114
$27.7K
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
114+ 4.15% |
$30.6K - $41K
|
2.86K
$694K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
113+ 1.21% |
$30.3K - $40.7K
|
9.49K
$2.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
112+ 1.94% |
$30.1K - $40.3K
|
5.89K
$1.43M
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
112+ 5.99% |
$30.1K - $40.3K
|
1.98K
$481K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
112+ 9.82% |
$30.1K - $40.3K
|
1.25K
$304K
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
110+ 12.63% |
$29.5K - $39.6K
|
981
$238K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
110+ 177.42% |
$29.5K - $39.6K
|
172
$41.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
108+ 0.99% |
$29K - $38.9K
|
11K
$2.67M
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
108+ 2.88% |
$29K - $38.9K
|
3.86K
$938K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
107+ 12.17% |
$28.7K - $38.5K
|
986
$239K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
107+ 2.28% |
$28.7K - $38.5K
|
4.81K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
107+ 6.6% |
$28.7K - $38.5K
|
1.73K
$419K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
106+ 4.18% |
$28.4K - $38.2K
|
2.64K
$641K
|
|
|
Apr 14, 2025
Q1 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
106+ 2.11% |
$28.4K - $38.2K
|
5.12K
$1.24M
|