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 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
23+ 2.86% |
$6.17K - $8.28K
|
828
$201K
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
23+ 2.35% |
$6.17K - $8.28K
|
1K
$243K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
22+ 2.14% |
$5.9K - $7.92K
|
1.05K
$255K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
21+ 33.33% |
$5.64K - $7.56K
|
84
$20.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
21+ 1.3% |
$5.64K - $7.56K
|
1.64K
$397K
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
21+ 0.7% |
$5.64K - $7.56K
|
3.02K
$734K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
21+ 5.72% |
$5.64K - $7.56K
|
388
$94.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
20+ 1.37% |
$5.37K - $7.2K
|
1.48K
$359K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
20+ 5.6% |
$5.37K - $7.2K
|
377
$91.5K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
20+ 2.54% |
$5.37K - $7.2K
|
806
$196K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
20+ 1.77% |
$5.37K - $7.2K
|
1.15K
$279K
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
20+ 100.0% |
$5.37K - $7.2K
|
40
$9.71K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
19+ 5.16% |
$5.1K - $6.84K
|
387
$93.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
19+ 0.08% |
$5.1K - $6.84K
|
23.2K
$5.64M
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
19+ 0.52% |
$5.1K - $6.84K
|
3.65K
$887K
|
|
|
May 14, 2025
Q1 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
19+ 1.63% |
$5.1K - $6.84K
|
1.19K
$288K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
18+ 0.25% |
$4.83K - $6.48K
|
7.12K
$1.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
18+ 0.94% |
$4.83K - $6.48K
|
1.94K
$471K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
18+ 42.86% |
$4.83K - $6.48K
|
60
$14.6K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
18New |
$4.83K - $6.48K
|
18
$4.37K
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
18+ 0.31% |
$4.83K - $6.48K
|
5.9K
$1.43M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
17+ 4.04% |
$4.56K - $6.12K
|
438
$106K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
17+ 0.14% |
$4.56K - $6.12K
|
12K
$2.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
17+ 0.25% |
$4.56K - $6.12K
|
6.82K
$1.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
17New |
$4.56K - $6.12K
|
17
$4.13K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
17+ 1.38% |
$4.56K - $6.12K
|
1.25K
$304K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
16+ 0.21% |
$4.29K - $5.76K
|
7.64K
$1.86M
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
16+ 0.48% |
$4.29K - $5.76K
|
3.38K
$821K
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
16+ 0.21% |
$4.29K - $5.76K
|
7.64K
$1.86M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
15+ 0.88% |
$4.03K - $5.4K
|
1.72K
$416K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
15+ 0.14% |
$4.03K - $5.4K
|
10.6K
$2.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
15+ 1.12% |
$4.03K - $5.4K
|
1.35K
$327K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
15+ 1.75% |
$4.03K - $5.4K
|
870
$211K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
15+ 1.65% |
$4.03K - $5.4K
|
926
$225K
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
15+ 2.03% |
$4.03K - $5.4K
|
753
$183K
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
15New |
$4.03K - $5.4K
|
15
$3.64K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
14+ 0.45% |
$3.76K - $5.04K
|
3.1K
$753K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
14+ 1.37% |
$3.76K - $5.04K
|
1.04K
$252K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
14+ 0.46% |
$3.76K - $5.04K
|
3.08K
$747K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
14+ 1.27% |
$3.76K - $5.04K
|
1.12K
$272K
|
|
|
May 06, 2025
Q1 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
14+ 0.85% |
$3.76K - $5.04K
|
1.67K
$405K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
13+ 1.66% |
$3.49K - $4.68K
|
798
$194K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
13+ 0.84% |
$3.49K - $4.68K
|
1.56K
$378K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
12+ 1.37% |
$3.22K - $4.32K
|
889
$216K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
12+ 0.16% |
$3.22K - $4.32K
|
7.36K
$1.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
12+ 0.38% |
$3.22K - $4.32K
|
3.17K
$769K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
12+ 1.18% |
$3.22K - $4.32K
|
1.03K
$249K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
12+ 1.48% |
$3.22K - $4.32K
|
823
$200K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
12+ 2.93% |
$3.22K - $4.32K
|
422
$102K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
11+ 0.99% |
$2.95K - $3.96K
|
1.12K
$271K
|