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 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
50+ 250.0% |
$13.4K - $18K
|
70
$17K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
50+ 0.54% |
$13.4K - $18K
|
9.26K
$2.25M
|
|
|
May 14, 2025
Q1 2025
|
Dc Investments Management, LLC
Mclean, VA |
BUY
|
- |
50+ 3.47% |
$13.4K - $18K
|
1.49K
$362K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
50+ 42.74% |
$13.4K - $18K
|
167
$40.5K
|
|
|
Aug 25, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
50+ 138.89% |
$13.4K - $18K
|
86
$20.9K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
49+ 1.29% |
$13.1K - $17.6K
|
3.84K
$931K
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
47+ 180.77% |
$12.6K - $16.9K
|
73
$17.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
46+ 2.44% |
$12.3K - $16.6K
|
1.93K
$469K
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
46+ 0.57% |
$12.3K - $16.6K
|
8.13K
$1.97M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
46New |
$12.3K - $16.6K
|
46
$11.2K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
46+ 4.75% |
$12.3K - $16.6K
|
1.02K
$246K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
45+ 1.31% |
$12.1K - $16.2K
|
3.49K
$847K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
45+ 1.03% |
$12.1K - $16.2K
|
4.43K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
45+ 4.16% |
$12.1K - $16.2K
|
1.13K
$274K
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
44+ 3.33% |
$11.8K - $15.8K
|
1.36K
$331K
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
44+ 4.24% |
$11.8K - $15.8K
|
1.08K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
44+ 3.84% |
$11.8K - $15.8K
|
1.19K
$289K
|
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
44New |
$11.8K - $15.8K
|
44
$10.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
43+ 5.69% |
$11.5K - $15.5K
|
799
$194K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
42+ 0.46% |
$11.3K - $15.1K
|
9.23K
$2.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
42+ 3.74% |
$11.3K - $15.1K
|
1.17K
$283K
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
42+ 2.48% |
$11.3K - $15.1K
|
1.73K
$421K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
41+ 1.62% |
$11K - $14.8K
|
2.57K
$624K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
41+ 0.01% |
$11K - $14.8K
|
504K
$122M
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
41+ 2.4% |
$11K - $14.8K
|
1.75K
$424K
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
40+ 2.33% |
$10.7K - $14.4K
|
1.76K
$427K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
40+ 5.18% |
$10.7K - $14.4K
|
812
$197K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
40+ 3.1% |
$10.7K - $14.4K
|
1.33K
$323K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
40New |
$10.7K - $14.4K
|
40
$9.71K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
39+ 0.87% |
$10.5K - $14K
|
4.51K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
39+ 3.25% |
$10.5K - $14K
|
1.24K
$301K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
39+ 1.25% |
$10.5K - $14K
|
3.17K
$768K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
39+ 7.32% |
$10.5K - $14K
|
572
$139K
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
39+ 3.63% |
$10.5K - $14K
|
1.11K
$270K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
38+ 63.33% |
$10.2K - $13.7K
|
98
$23.8K
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
38+ 1.15% |
$10.2K - $13.7K
|
3.34K
$812K
|
|
|
May 15, 2025
Q1 2025
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
38+ 4.09% |
$10.2K - $13.7K
|
967
$235K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
37+ 2.28% |
$9.93K - $13.3K
|
1.66K
$404K
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
37+ 1.72% |
$9.93K - $13.3K
|
2.18K
$530K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
37+ 1.48% |
$9.93K - $13.3K
|
2.54K
$618K
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
36+ 3.95% |
$9.66K - $13K
|
948
$230K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
36+ 1.11% |
$9.66K - $13K
|
3.27K
$795K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
35+ 1.38% |
$9.39K - $12.6K
|
2.57K
$623K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
35+ 0.32% |
$9.39K - $12.6K
|
11.1K
$2.68M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
35+ 12.15% |
$9.39K - $12.6K
|
323
$78.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
34+ 8.37% |
$9.12K - $12.2K
|
440
$107K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
34+ 4.51% |
$9.12K - $12.2K
|
788
$191K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
34+ 7.56% |
$9.12K - $12.2K
|
484
$117K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
34+ 1.02% |
$9.12K - $12.2K
|
3.36K
$816K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
33+ 2.93% |
$8.86K - $11.9K
|
1.16K
$281K
|