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
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-29- 0.56% |
$7.78K - $10.4K
|
5.12K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
SELL
|
- |
-31- 0.47% |
$8.32K - $11.2K
|
6.54K
$1.59M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-31- 4.15% |
$8.32K - $11.2K
|
716
$174K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-32- 1.23% |
$8.59K - $11.5K
|
2.57K
$624K
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-32- 1.5% |
$8.59K - $11.5K
|
2.1K
$509K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-32- 62.75% |
$8.59K - $11.5K
|
19
$4.61K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-33- 2.78% |
$8.86K - $11.9K
|
1.16K
$281K
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-33- 1.89% |
$8.86K - $11.9K
|
1.71K
$415K
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-33- 1.77% |
$8.86K - $11.9K
|
1.83K
$445K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-33- 0.13% |
$8.86K - $11.9K
|
24.8K
$6.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-34- 0.97% |
$9.12K - $12.2K
|
3.46K
$841K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-34- 4.27% |
$9.12K - $12.2K
|
762
$185K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-35- 4.31% |
$9.39K - $12.6K
|
778
$189K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-35- 2.05% |
$9.39K - $12.6K
|
1.67K
$406K
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-35- 2.6% |
$9.39K - $12.6K
|
1.31K
$318K
|
|
|
Apr 29, 2025
Q1 2025
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-36- 0.76% |
$9.66K - $13K
|
4.69K
$1.14M
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-36- 4.3% |
$9.66K - $13K
|
801
$194K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-36- 1.46% |
$9.66K - $13K
|
2.43K
$589K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-36- 1.29% |
$9.66K - $13K
|
2.76K
$669K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-37- 3.42% |
$9.93K - $13.3K
|
1.04K
$253K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-37- 0.93% |
$9.93K - $13.3K
|
3.96K
$960K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-37- 2.0% |
$9.93K - $13.3K
|
1.81K
$439K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-38- 1.32% |
$10.2K - $13.7K
|
2.84K
$689K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-38- 0.46% |
$10.2K - $13.7K
|
8.31K
$2.02M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-38- 74.51% |
$10.2K - $13.7K
|
13
$3.16K
|
|
|
Apr 16, 2025
Q1 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-39- 1.28% |
$10.5K - $14K
|
3.01K
$731K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-39- 4.05% |
$10.5K - $14K
|
925
$225K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-40- 1.54% |
$10.7K - $14.4K
|
2.55K
$620K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-40- 97.56% |
$10.7K - $14.4K
|
1
$243
|
|
|
May 09, 2025
Q1 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-40- 4.06% |
$10.7K - $14.4K
|
945
$229K
|
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-40- 0.09% |
$10.7K - $14.4K
|
43.3K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-40- 3.23% |
$10.7K - $14.4K
|
1.2K
$291K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-41- 1.47% |
$11K - $14.8K
|
2.75K
$668K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-41- 1.75% |
$11K - $14.8K
|
2.3K
$557K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-41- 0.77% |
$11K - $14.8K
|
5.29K
$1.28M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-41- 5.07% |
$11K - $14.8K
|
767
$186K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-43- 16.23% |
$11.5K - $15.5K
|
222
$53.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-44- 0.87% |
$11.8K - $15.8K
|
5.01K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-44- 3.16% |
$11.8K - $15.8K
|
1.35K
$327K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-45- 0.59% |
$12.1K - $16.2K
|
7.55K
$1.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-45- 4.08% |
$12.1K - $16.2K
|
1.06K
$257K
|
|
|
May 15, 2025
Q1 2025
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-45- 0.94% |
$12.1K - $16.2K
|
4.76K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-46- 5.3% |
$12.3K - $16.6K
|
822
$200K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-47- 4.94% |
$12.6K - $16.9K
|
905
$220K
|
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-50- 1.99% |
$13.4K - $18K
|
2.46K
$598K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-50- 3.18% |
$13.4K - $18K
|
1.52K
$369K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-50- 2.97% |
$13.4K - $18K
|
1.63K
$396K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-50- 1.97% |
$13.4K - $18K
|
2.49K
$604K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-50- 1.79% |
$13.4K - $18K
|
2.75K
$667K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-50- 1.0% |
$13.4K - $18K
|
4.97K
$1.21M
|