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 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
90+ 0.57% |
$24.2K - $32.4K
|
16K
$3.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
89+ 1.39% |
$23.9K - $32K
|
6.5K
$1.58M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
89+ 136.92% |
$23.9K - $32K
|
154
$37.4K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
88+ 2.32% |
$23.6K - $31.7K
|
3.89K
$944K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
87+ 5.0% |
$23.3K - $31.3K
|
1.83K
$444K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
87+ 11.07% |
$23.3K - $31.3K
|
873
$212K
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
87+ 2.02% |
$23.3K - $31.3K
|
4.4K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
87+ 2.37% |
$23.3K - $31.3K
|
3.75K
$911K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
86+ 2.98% |
$23.1K - $31K
|
2.97K
$722K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
86+ 0.14% |
$23.1K - $31K
|
62.1K
$15.1M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
86+ 10.89% |
$23.1K - $31K
|
876
$213K
|
|
|
May 15, 2025
Q1 2025
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
86+ 0.48% |
$23.1K - $31K
|
18.1K
$4.39M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
85+ 314.81% |
$22.8K - $30.6K
|
112
$27.2K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
85+ 10.48% |
$22.8K - $30.6K
|
896
$218K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
84+ 2.85% |
$22.5K - $30.2K
|
3.03K
$736K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
84+ 0.28% |
$22.5K - $30.2K
|
30.4K
$7.39M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
83+ 3.89% |
$22.3K - $29.9K
|
2.22K
$538K
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
83+ 1.41% |
$22.3K - $29.9K
|
5.99K
$1.45M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
83+ 2.18% |
$22.3K - $29.9K
|
3.89K
$944K
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
82+ 4.44% |
$22K - $29.5K
|
1.93K
$468K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
81+ 4.49% |
$21.7K - $29.2K
|
1.89K
$458K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
81+ 3.86% |
$21.7K - $29.2K
|
2.18K
$530K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
81+ 5.15% |
$21.7K - $29.2K
|
1.65K
$402K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
80+ 3.29% |
$21.5K - $28.8K
|
2.51K
$610K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
80+ 3.04% |
$21.5K - $28.8K
|
2.71K
$658K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
80+ 5.3% |
$21.5K - $28.8K
|
1.59K
$386K
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
80+ 3.99% |
$21.5K - $28.8K
|
2.09K
$506K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
79+ 2.02% |
$21.2K - $28.4K
|
3.99K
$969K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
79+ 2.38% |
$21.2K - $28.4K
|
3.4K
$826K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
78+ 1.77% |
$20.9K - $28.1K
|
4.49K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
78+ 7.36% |
$20.9K - $28.1K
|
1.14K
$276K
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
78+ 1.15% |
$20.9K - $28.1K
|
6.85K
$1.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
78+ 0.38% |
$20.9K - $28.1K
|
20.9K
$5.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
77+ 8.8% |
$20.7K - $27.7K
|
952
$231K
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
76+ 2.9% |
$20.4K - $27.4K
|
2.7K
$655K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
75+ 3.73% |
$20.1K - $27K
|
2.09K
$507K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
74+ 0.55% |
$19.9K - $26.6K
|
13.5K
$3.28M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
73+ 0.32% |
$19.6K - $26.3K
|
23.2K
$5.63M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
73+ 1.57% |
$19.6K - $26.3K
|
4.74K
$1.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
72+ 0.44% |
$19.3K - $25.9K
|
16.6K
$4.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
72+ 0.41% |
$19.3K - $25.9K
|
17.6K
$4.27M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
72+ 1.35% |
$19.3K - $25.9K
|
5.41K
$1.31M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
71+ 4.55% |
$19.1K - $25.6K
|
1.63K
$396K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
71+ 1.12% |
$19.1K - $25.6K
|
6.4K
$1.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
71+ 1.51% |
$19.1K - $25.6K
|
4.78K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
71+ 1.72% |
$19.1K - $25.6K
|
4.19K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
71+ 0.56% |
$19.1K - $25.6K
|
12.8K
$3.1M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
71+ 4.1% |
$19.1K - $25.6K
|
1.8K
$438K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
70+ 9.37% |
$18.8K - $25.2K
|
817
$198K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
69+ 10.18% |
$18.5K - $24.8K
|
747
$181K
|