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 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2+ 1.18% |
$537 - $720
|
172
$41.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2+ 0.03% |
$537 - $720
|
6.59K
$1.6M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2+ 2.82% |
$537 - $720
|
73
$17.7K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
2+ 0.26% |
$537 - $720
|
759
$184K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
2+ 0.4% |
$537 - $720
|
506
$123K
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2+ 0.1% |
$537 - $720
|
1.95K
$473K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2+ 0.2% |
$537 - $720
|
1.02K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
2+ 14.29% |
$537 - $720
|
16
$3.88K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.43% |
$537 - $720
|
462
$112K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$537 - $720
|
2
$486
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
2New |
$537 - $720
|
2
$486
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1+ 0.13% |
$268 - $360
|
766
$186K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
1+ 33.33% |
$268 - $360
|
4
$971
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.11% |
$268 - $360
|
884
$215K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$268 - $360
|
1.93K
$468K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
1+ 1.06% |
$268 - $360
|
95
$23.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
1+ 0.08% |
$268 - $360
|
1.26K
$307K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1+ 0.13% |
$268 - $360
|
777
$189K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.56% |
$268 - $360
|
179
$43.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1+ 0.1% |
$268 - $360
|
1.04K
$253K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.93% |
$268 - $360
|
109
$26.5K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1+ 0.03% |
$268 - $360
|
3.96K
$961K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1New |
$268 - $360
|
1
$243
|
|
|
May 14, 2025
Q1 2025
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
1+ 0.01% |
$268 - $360
|
17.2K
$4.17M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
1+ 0.04% |
$268 - $360
|
2.3K
$559K
|
|
|
Apr 16, 2025
Q1 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-1- 0.11% |
$268 - $360
|
936
$227K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 5.0% |
$268 - $360
|
19
$4.61K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1- 0.83% |
$268 - $360
|
119
$28.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-1- 0.08% |
$268 - $360
|
1.22K
$295K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.12% |
$268 - $360
|
835
$203K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-1- 0.1% |
$268 - $360
|
1.03K
$249K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-1- 12.5% |
$268 - $360
|
7
$1.7K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1- 0.03% |
$268 - $360
|
3.97K
$964K
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.07% |
$268 - $360
|
1.51K
$367K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1- 0.04% |
$268 - $360
|
2.75K
$668K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1- 0.1% |
$268 - $360
|
1.04K
$251K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2- 0.3% |
$537 - $720
|
667
$162K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-2- 4.88% |
$537 - $720
|
39
$9.47K
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-2- 0.22% |
$537 - $720
|
904
$219K
|
|
|
May 09, 2025
Q1 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
SELL
|
- |
-2- 25.0% |
$537 - $720
|
6
$1.46K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-2- 1.96% |
$537 - $720
|
100
$24.3K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-2- 0.09% |
$537 - $720
|
2.18K
$530K
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-2- 0.19% |
$537 - $720
|
1.03K
$249K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-2- 0.09% |
$537 - $720
|
2.29K
$556K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-3- 2.94% |
$805 - $1.08K
|
99
$24K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-3- 0.24% |
$805 - $1.08K
|
1.26K
$305K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-3- 6.0% |
$805 - $1.08K
|
47
$11.4K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3- 0.29% |
$805 - $1.08K
|
1.02K
$248K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4- 0.49% |
$1.07K - $1.44K
|
814
$198K
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-4- 0.34% |
$1.07K - $1.44K
|
1.17K
$284K
|