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 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-16- 0.44% |
$4.29K - $5.76K
|
3.6K
$875K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-17- 2.1% |
$4.56K - $6.12K
|
794
$193K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-17- 0.44% |
$4.56K - $6.12K
|
3.85K
$936K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-17- 0.34% |
$4.56K - $6.12K
|
5.04K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-17- 0.06% |
$4.56K - $6.12K
|
27.3K
$6.64M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-17- 1.35% |
$4.56K - $6.12K
|
1.24K
$301K
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-17- 2.22% |
$4.56K - $6.12K
|
750
$182K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-18- 2.34% |
$4.83K - $6.48K
|
751
$182K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-18- 1.5% |
$4.83K - $6.48K
|
1.19K
$288K
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-18- 0.37% |
$4.83K - $6.48K
|
4.83K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-18- 9.0% |
$4.83K - $6.48K
|
182
$44.2K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-18- 1.29% |
$4.83K - $6.48K
|
1.38K
$334K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-19- 2.2% |
$5.1K - $6.84K
|
845
$205K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-19- 2.71% |
$5.1K - $6.84K
|
681
$165K
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-19- 1.89% |
$5.1K - $6.84K
|
986
$239K
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-19- 1.32% |
$5.1K - $6.84K
|
1.42K
$345K
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-20- 0.35% |
$5.37K - $7.2K
|
5.63K
$1.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-20- 2.38% |
$5.37K - $7.2K
|
819
$199K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-20- 1.17% |
$5.37K - $7.2K
|
1.69K
$410K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-20- 2.39% |
$5.37K - $7.2K
|
817
$198K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-20- 0.77% |
$5.37K - $7.2K
|
2.59K
$629K
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-20- 2.55% |
$5.37K - $7.2K
|
764
$185K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-21- 1.79% |
$5.64K - $7.56K
|
1.16K
$280K
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-22- 1.81% |
$5.9K - $7.92K
|
1.2K
$290K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-22- 1.1% |
$5.9K - $7.92K
|
1.97K
$479K
|
|
|
May 14, 2025
Q1 2025
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
SELL
|
- |
-22- 0.09% |
$5.9K - $7.92K
|
23.3K
$5.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-23- 2.22% |
$6.17K - $8.28K
|
1.01K
$246K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-23- 1.49% |
$6.17K - $8.28K
|
1.52K
$369K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-23- 2.29% |
$6.17K - $8.28K
|
983
$239K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-23- 24.47% |
$6.17K - $8.28K
|
71
$17.2K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-23- 0.53% |
$6.17K - $8.28K
|
4.36K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-23- 0.1% |
$6.17K - $8.28K
|
22.3K
$5.42M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-24- 0.52% |
$6.44K - $8.64K
|
4.6K
$1.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-24- 3.09% |
$6.44K - $8.64K
|
752
$183K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-25- 1.14% |
$6.71K - $9K
|
2.17K
$526K
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-25- 2.51% |
$6.71K - $9K
|
970
$235K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-25- 2.04% |
$6.71K - $9K
|
1.2K
$292K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-25- 36.23% |
$6.71K - $9K
|
44
$10.7K
|
|
|
May 13, 2025
Q1 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-25- 0.45% |
$6.71K - $9K
|
5.47K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-25- 0.53% |
$6.71K - $9K
|
4.71K
$1.14M
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-25- 1.57% |
$6.71K - $9K
|
1.57K
$380K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-26- 1.02% |
$6.98K - $9.36K
|
2.53K
$614K
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
SELL
|
- |
-26- 3.14% |
$6.98K - $9.36K
|
803
$195K
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
SELL
|
- |
-26- 0.39% |
$6.98K - $9.36K
|
6.64K
$1.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-27- 1.92% |
$7.25K - $9.72K
|
1.38K
$335K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-27- 9.12% |
$7.25K - $9.72K
|
269
$65.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
SELL
|
- |
-28- 0.16% |
$7.51K - $10.1K
|
17K
$4.12M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-28- 2.47% |
$7.51K - $10.1K
|
1.11K
$268K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-29- 0.02% |
$7.78K - $10.4K
|
123K
$30M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-29- 2.49% |
$7.78K - $10.4K
|
1.14K
$276K
|