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
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
11+ 10.28% |
$2.95K - $3.96K
|
118
$28.6K
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
11+ 1.38% |
$2.95K - $3.96K
|
809
$196K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
10+ 3.18% |
$2.68K - $3.6K
|
324
$78.7K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
10New |
$2.68K - $3.6K
|
10
$2.43K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
10+ 66.67% |
$2.68K - $3.6K
|
25
$6.07K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
9+ 0.57% |
$2.42K - $3.24K
|
1.6K
$388K
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
9+ 0.95% |
$2.42K - $3.24K
|
958
$233K
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
9+ 0.11% |
$2.42K - $3.24K
|
8.29K
$2.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
9+ 0.56% |
$2.42K - $3.24K
|
1.63K
$396K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
9+ 180.0% |
$2.42K - $3.24K
|
14
$3.4K
|
|
|
May 14, 2025
Q1 2025
|
Uss Investment Management LTD
|
BUY
|
- |
9+ 0.01% |
$2.42K - $3.24K
|
148K
$36M
|
|
|
Aug 13, 2025
Q1 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
9+ 0.28% |
$2.42K - $3.24K
|
3.18K
$772K
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
8New |
$2.15K - $2.88K
|
8
$1.94K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
8+ 1.4% |
$2.15K - $2.88K
|
580
$141K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
8+ 0.78% |
$2.15K - $2.88K
|
1.03K
$250K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
8+ 0.39% |
$2.15K - $2.88K
|
2.07K
$502K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
8New |
$2.15K - $2.88K
|
8
$1.94K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
8+ 0.38% |
$2.15K - $2.88K
|
2.1K
$511K
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
7+ 0.12% |
$1.88K - $2.52K
|
5.81K
$1.41M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
7+ 0.8% |
$1.88K - $2.52K
|
886
$215K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
6+ 0.39% |
$1.61K - $2.16K
|
1.53K
$370K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6+ 0.33% |
$1.61K - $2.16K
|
1.81K
$438K
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
6+ 0.23% |
$1.61K - $2.16K
|
2.64K
$640K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
6+ 0.75% |
$1.61K - $2.16K
|
811
$197K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
6+ 0.55% |
$1.61K - $2.16K
|
1.1K
$266K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
5+ 0.23% |
$1.34K - $1.8K
|
2.17K
$526K
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
5+ 0.05% |
$1.34K - $1.8K
|
10K
$2.43M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
5+ 0.27% |
$1.34K - $1.8K
|
1.88K
$457K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
5+ 0.32% |
$1.34K - $1.8K
|
1.58K
$383K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
4+ 400.0% |
$1.07K - $1.44K
|
5
$1.21K
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
BUY
|
- |
4+ 0.03% |
$1.07K - $1.44K
|
11.7K
$2.84M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
4+ 0.02% |
$1.07K - $1.44K
|
23K
$5.58M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
4+ 0.37% |
$1.07K - $1.44K
|
1.07K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
4+ 0.11% |
$1.07K - $1.44K
|
3.62K
$879K
|
|
|
Apr 15, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
3+ 0.02% |
$805 - $1.08K
|
17.9K
$4.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
3+ 0.09% |
$805 - $1.08K
|
3.53K
$857K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
3New |
$805 - $1.08K
|
3
$728
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3+ 0.04% |
$805 - $1.08K
|
7.93K
$1.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3New |
$805 - $1.08K
|
3
$728
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
3+ 0.22% |
$805 - $1.08K
|
1.37K
$332K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3+ 0.15% |
$805 - $1.08K
|
1.95K
$474K
|
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
3+ 0.15% |
$805 - $1.08K
|
2.07K
$503K
|
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
3+ 0.08% |
$805 - $1.08K
|
4K
$971K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3New |
$805 - $1.08K
|
3
$728
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
2+ 0.1% |
$537 - $720
|
2.01K
$487K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
2+ 0.27% |
$537 - $720
|
755
$183K
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
2+ 0.18% |
$537 - $720
|
1.11K
$270K
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2+ 0.11% |
$537 - $720
|
1.84K
$447K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
2+ 0.03% |
$537 - $720
|
7.81K
$1.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 2.38% |
$537 - $720
|
86
$20.9K
|