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 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-4- 0.21% |
$1.07K - $1.44K
|
1.9K
$462K
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-4- 0.07% |
$1.07K - $1.44K
|
5.45K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-4- 0.18% |
$1.07K - $1.44K
|
2.27K
$550K
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-4- 0.25% |
$1.07K - $1.44K
|
1.62K
$392K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-5- 0.42% |
$1.34K - $1.8K
|
1.18K
$287K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-5- 0.46% |
$1.34K - $1.8K
|
1.08K
$261K
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-5- 0.4% |
$1.34K - $1.8K
|
1.24K
$301K
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-5- 0.44% |
$1.34K - $1.8K
|
1.14K
$278K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-5- 0.22% |
$1.34K - $1.8K
|
2.31K
$560K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-5- 0.59% |
$1.34K - $1.8K
|
840
$204K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-5- 0.26% |
$1.34K - $1.8K
|
1.92K
$465K
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-5- 0.09% |
$1.34K - $1.8K
|
5.85K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-5- 0.17% |
$1.34K - $1.8K
|
2.94K
$713K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-5- 12.2% |
$1.34K - $1.8K
|
36
$8.74K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
SELL
|
- |
-5- 13.89% |
$1.34K - $1.8K
|
31
$7.53K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-6- 0.72% |
$1.61K - $2.16K
|
827
$201K
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-7- 0.8% |
$1.88K - $2.52K
|
866
$210K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-7- 0.25% |
$1.88K - $2.52K
|
2.75K
$667K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-8- 0.23% |
$2.15K - $2.88K
|
3.53K
$858K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-8- 0.48% |
$2.15K - $2.88K
|
1.67K
$405K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-8- 0.53% |
$2.15K - $2.88K
|
1.5K
$364K
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-8- 0.2% |
$2.15K - $2.88K
|
3.97K
$964K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-9- 36.0% |
$2.42K - $3.24K
|
16
$3.88K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-9- 0.73% |
$2.42K - $3.24K
|
1.23K
$299K
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-10- 0.2% |
$2.68K - $3.6K
|
5K
$1.21M
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
SELL
|
- |
-10- 0.46% |
$2.68K - $3.6K
|
2.17K
$527K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-10- 0.4% |
$2.68K - $3.6K
|
2.51K
$610K
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-10- 0.15% |
$2.68K - $3.6K
|
6.77K
$1.64M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-10- 0.16% |
$2.68K - $3.6K
|
6.37K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-10- 0.1% |
$2.68K - $3.6K
|
10.1K
$2.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-11- 0.47% |
$2.95K - $3.96K
|
2.33K
$564K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-11- 0.26% |
$2.95K - $3.96K
|
4.22K
$1.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-11- 1.29% |
$2.95K - $3.96K
|
839
$204K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-12- 1.44% |
$3.22K - $4.32K
|
823
$200K
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-12- 1.54% |
$3.22K - $4.32K
|
769
$187K
|
|
|
May 08, 2025
Q1 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-12- 0.75% |
$3.22K - $4.32K
|
1.58K
$383K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-12- 0.49% |
$3.22K - $4.32K
|
2.45K
$594K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-12- 0.39% |
$3.22K - $4.32K
|
3.04K
$738K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-13- 6.13% |
$3.49K - $4.68K
|
199
$48.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-13- 1.65% |
$3.49K - $4.68K
|
774
$188K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-13- 0.35% |
$3.49K - $4.68K
|
3.74K
$907K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-13- 0.23% |
$3.49K - $4.68K
|
5.72K
$1.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-14- 1.42% |
$3.76K - $5.04K
|
971
$236K
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-14- 0.78% |
$3.76K - $5.04K
|
1.79K
$435K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-15- 1.97% |
$4.03K - $5.4K
|
747
$181K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-15- 0.1% |
$4.03K - $5.4K
|
14.9K
$3.62M
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-15- 1.51% |
$4.03K - $5.4K
|
978
$237K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-15- 2.62% |
$4.03K - $5.4K
|
557
$135K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-16- 0.79% |
$4.29K - $5.76K
|
2.02K
$490K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-16- 1.54% |
$4.29K - $5.76K
|
1.02K
$248K
|