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 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
106+ 5.31% |
$28.4K - $38.2K
|
2.1K
$511K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
106+ 2.28% |
$28.4K - $38.2K
|
4.75K
$1.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
106+ 9.46% |
$28.4K - $38.2K
|
1.23K
$298K
|
|
|
Aug 04, 2025
Q1 2025
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
106New |
$28.4K - $38.2K
|
106
$25.7K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
105+ 13.87% |
$28.2K - $37.8K
|
862
$209K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
104+ 8.07% |
$27.9K - $37.4K
|
1.39K
$338K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
104+ 0.23% |
$27.9K - $37.4K
|
45.8K
$11.1M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
103+ 5.28% |
$27.6K - $37.1K
|
2.05K
$499K
|
|
|
Aug 06, 2025
Q1 2025
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
103+ 3.46% |
$27.6K - $37.1K
|
3.08K
$747K
|
|
|
May 09, 2025
Q1 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
102+ 2.51% |
$27.4K - $36.7K
|
4.16K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
101+ 2.42% |
$27.1K - $36.4K
|
4.28K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
100+ 8.12% |
$26.8K - $36K
|
1.33K
$323K
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
100+ 3.76% |
$26.8K - $36K
|
2.76K
$671K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
100+ 138.89% |
$26.8K - $36K
|
172
$41.8K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.19% |
$26.8K - $36K
|
51.5K
$12.5M
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
100+ 0.96% |
$26.8K - $36K
|
10.5K
$2.56M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
100+ 13.39% |
$26.8K - $36K
|
847
$206K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
100+ 1.01% |
$26.8K - $36K
|
9.96K
$2.42M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
100+ 1.09% |
$26.8K - $36K
|
9.25K
$2.25M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
100+ 12.63% |
$26.8K - $36K
|
892
$217K
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
100+ 3.09% |
$26.8K - $36K
|
3.34K
$811K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
99+ 8.08% |
$26.6K - $35.6K
|
1.32K
$321K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
99+ 9.89% |
$26.6K - $35.6K
|
1.1K
$267K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
99+ 12.04% |
$26.6K - $35.6K
|
921
$224K
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
98+ 6.71% |
$26.3K - $35.3K
|
1.56K
$378K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
98+ 0.76% |
$26.3K - $35.3K
|
13.1K
$3.17M
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
97+ 2.31% |
$26K - $34.9K
|
4.29K
$1.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
96+ 1.75% |
$25.8K - $34.6K
|
5.57K
$1.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
96+ 10.47% |
$25.8K - $34.6K
|
1.01K
$246K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
96+ 1.84% |
$25.8K - $34.6K
|
5.32K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
96+ 4.74% |
$25.8K - $34.6K
|
2.12K
$515K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
95+ 2.45% |
$25.5K - $34.2K
|
3.97K
$964K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
95+ 8.95% |
$25.5K - $34.2K
|
1.16K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
95+ 4.69% |
$25.5K - $34.2K
|
2.12K
$514K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
94+ 12.18% |
$25.2K - $33.8K
|
866
$210K
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
94+ 5.67% |
$25.2K - $33.8K
|
1.75K
$425K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
93+ 6.34% |
$25K - $33.5K
|
1.56K
$379K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
93+ 5.87% |
$25K - $33.5K
|
1.68K
$407K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
93+ 6.36% |
$25K - $33.5K
|
1.56K
$377K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
93+ 6.41% |
$25K - $33.5K
|
1.54K
$375K
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
93+ 114.81% |
$25K - $33.5K
|
174
$42.2K
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
93+ 12.25% |
$25K - $33.5K
|
852
$207K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
92+ 1.3% |
$24.7K - $33.1K
|
7.18K
$1.74M
|
|
|
May 12, 2025
Q1 2025
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
92New |
$24.7K - $33.1K
|
92
$22.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
91+ 10.18% |
$24.4K - $32.8K
|
985
$239K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
90+ 2.45% |
$24.2K - $32.4K
|
3.76K
$913K
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
90+ 1.43% |
$24.2K - $32.4K
|
6.39K
$1.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
90+ 12.62% |
$24.2K - $32.4K
|
803
$195K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
90+ 450.0% |
$24.2K - $32.4K
|
110
$26.7K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
90+ 6.21% |
$24.2K - $32.4K
|
1.54K
$374K
|