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 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
33+ 1.69% |
$8.86K - $11.9K
|
1.99K
$483K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
33+ 0.22% |
$8.86K - $11.9K
|
15.1K
$3.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
33+ 0.72% |
$8.86K - $11.9K
|
4.65K
$1.13M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
33+ 7.86% |
$8.86K - $11.9K
|
453
$110K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
32+ 246.15% |
$8.59K - $11.5K
|
45
$10.9K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
32New |
$8.59K - $11.5K
|
32
$7.77K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
32+ 2.56% |
$8.59K - $11.5K
|
1.28K
$311K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
32+ 0.12% |
$8.59K - $11.5K
|
27K
$6.56M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
32+ 1.34% |
$8.59K - $11.5K
|
2.42K
$587K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
31+ 1.18% |
$8.32K - $11.2K
|
2.65K
$643K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
31+ 0.92% |
$8.32K - $11.2K
|
3.4K
$824K
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
30+ 2.0% |
$8.05K - $10.8K
|
1.53K
$371K
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
30+ 1.61% |
$8.05K - $10.8K
|
1.89K
$459K
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
30+ 0.08% |
$8.05K - $10.8K
|
36.4K
$8.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
30+ 5.27% |
$8.05K - $10.8K
|
599
$145K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
30+ 1.17% |
$8.05K - $10.8K
|
2.6K
$632K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
30New |
$8.05K - $10.8K
|
30
$7.28K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
30+ 1.71% |
$8.05K - $10.8K
|
1.79K
$434K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
30+ 0.66% |
$8.05K - $10.8K
|
4.58K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
30+ 0.72% |
$8.05K - $10.8K
|
4.18K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
30+ 1.81% |
$8.05K - $10.8K
|
1.69K
$410K
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
30New |
$8.05K - $10.8K
|
30
$7.28K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
29+ 3.11% |
$7.78K - $10.4K
|
960
$233K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
29+ 107.41% |
$7.78K - $10.4K
|
56
$13.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
28+ 7.37% |
$7.51K - $10.1K
|
408
$99K
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
28+ 1.28% |
$7.51K - $10.1K
|
2.22K
$539K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
28+ 1.25% |
$7.51K - $10.1K
|
2.27K
$552K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.65% |
$7.25K - $9.72K
|
4.17K
$1.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
27+ 2.54% |
$7.25K - $9.72K
|
1.09K
$265K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
27+ 3.34% |
$7.25K - $9.72K
|
836
$203K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
27+ 1.54% |
$7.25K - $9.72K
|
1.78K
$433K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
27+ 13.85% |
$7.25K - $9.72K
|
222
$53.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
26+ 2.28% |
$6.98K - $9.36K
|
1.17K
$283K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
26+ 5.39% |
$6.98K - $9.36K
|
508
$123K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
26+ 5.65% |
$6.98K - $9.36K
|
486
$118K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
26+ 1.54% |
$6.98K - $9.36K
|
1.72K
$416K
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
25+ 0.47% |
$6.71K - $9K
|
5.39K
$1.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
25+ 23.81% |
$6.71K - $9K
|
130
$31.6K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
25+ 6.94% |
$6.71K - $9K
|
385
$93.5K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
25+ 1.11% |
$6.71K - $9K
|
2.28K
$553K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
24+ 0.24% |
$6.44K - $8.64K
|
10.2K
$2.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
24+ 1.66% |
$6.44K - $8.64K
|
1.47K
$356K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
24+ 0.31% |
$6.44K - $8.64K
|
7.77K
$1.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
24+ 0.54% |
$6.44K - $8.64K
|
4.46K
$1.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
24New |
$6.44K - $8.64K
|
24
$5.83K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
24+ 2.18% |
$6.44K - $8.64K
|
1.13K
$273K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
24+ 1.63% |
$6.44K - $8.64K
|
1.49K
$362K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
24+ 2.25% |
$6.44K - $8.64K
|
1.09K
$264K
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
23+ 0.21% |
$6.17K - $8.28K
|
10.9K
$2.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
23+ 5.22% |
$6.17K - $8.28K
|
464
$113K
|