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 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-36- 1.29% |
$9.66K - $13K
|
2.76K
$716K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-37- 3.42% |
$9.93K - $13.3K
|
1.04K
$271K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-37- 0.93% |
$9.93K - $13.3K
|
3.96K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-37- 2.0% |
$9.93K - $13.3K
|
1.81K
$470K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-38- 1.32% |
$10.2K - $13.7K
|
2.84K
$737K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-38- 0.46% |
$10.2K - $13.7K
|
8.31K
$2.16M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-38- 74.51% |
$10.2K - $13.7K
|
13
$3.38K
|
|
|
Apr 16, 2025
Q1 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-39- 1.28% |
$10.5K - $14K
|
3.01K
$783K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-39- 4.05% |
$10.5K - $14K
|
925
$240K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-40- 1.54% |
$10.7K - $14.4K
|
2.55K
$663K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-40- 97.56% |
$10.7K - $14.4K
|
1
$260
|
|
|
May 09, 2025
Q1 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-40- 4.06% |
$10.7K - $14.4K
|
945
$246K
|
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-40- 0.09% |
$10.7K - $14.4K
|
43.3K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-40- 3.23% |
$10.7K - $14.4K
|
1.2K
$311K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-41- 1.47% |
$11K - $14.8K
|
2.75K
$715K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-41- 1.75% |
$11K - $14.8K
|
2.3K
$597K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-41- 0.77% |
$11K - $14.8K
|
5.29K
$1.37M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-41- 5.07% |
$11K - $14.8K
|
767
$199K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-43- 16.23% |
$11.5K - $15.5K
|
222
$57.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-44- 0.87% |
$11.8K - $15.8K
|
5.01K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-44- 3.16% |
$11.8K - $15.8K
|
1.35K
$351K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-45- 0.59% |
$12.1K - $16.2K
|
7.55K
$1.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-45- 4.08% |
$12.1K - $16.2K
|
1.06K
$275K
|
|
|
May 15, 2025
Q1 2025
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-45- 0.94% |
$12.1K - $16.2K
|
4.76K
$1.24M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-46- 5.3% |
$12.3K - $16.6K
|
822
$214K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-47- 4.94% |
$12.6K - $16.9K
|
905
$235K
|
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-50- 1.99% |
$13.4K - $18K
|
2.46K
$640K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-50- 3.18% |
$13.4K - $18K
|
1.52K
$396K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-50- 2.97% |
$13.4K - $18K
|
1.63K
$424K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-50- 1.97% |
$13.4K - $18K
|
2.49K
$646K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-50- 1.79% |
$13.4K - $18K
|
2.75K
$714K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-50- 1.0% |
$13.4K - $18K
|
4.97K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-50- 0.51% |
$13.4K - $18K
|
9.83K
$2.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-51- 4.78% |
$13.7K - $18.4K
|
1.02K
$264K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-51- 1.2% |
$13.7K - $18.4K
|
4.2K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-51- 3.82% |
$13.7K - $18.4K
|
1.29K
$334K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-51- 2.38% |
$13.7K - $18.4K
|
2.09K
$543K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-52- 4.03% |
$14K - $18.7K
|
1.24K
$322K
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-52- 1.13% |
$14K - $18.7K
|
4.57K
$1.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-53- 0.6% |
$14.2K - $19.1K
|
8.72K
$2.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-53- 2.08% |
$14.2K - $19.1K
|
2.5K
$649K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-53- 3.54% |
$14.2K - $19.1K
|
1.45K
$376K
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-53- 2.0% |
$14.2K - $19.1K
|
2.6K
$675K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-54- 1.53% |
$14.5K - $19.4K
|
3.47K
$902K
|
|
|
Apr 21, 2025
Q1 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-54- 0.33% |
$14.5K - $19.4K
|
16.4K
$4.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-55- 0.75% |
$14.8K - $19.8K
|
7.3K
$1.9M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-55- 5.36% |
$14.8K - $19.8K
|
972
$253K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-57- 2.33% |
$15.3K - $20.5K
|
2.39K
$621K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-58- 4.44% |
$15.6K - $20.9K
|
1.25K
$324K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-58- 34.52% |
$15.6K - $20.9K
|
110
$28.6K
|