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
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-50- 0.51% |
$13.4K - $18K
|
9.83K
$2.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-51- 4.78% |
$13.7K - $18.4K
|
1.02K
$247K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-51- 1.2% |
$13.7K - $18.4K
|
4.2K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-51- 3.82% |
$13.7K - $18.4K
|
1.29K
$312K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-51- 2.38% |
$13.7K - $18.4K
|
2.09K
$508K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-52- 4.03% |
$14K - $18.7K
|
1.24K
$301K
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-52- 1.13% |
$14K - $18.7K
|
4.57K
$1.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-53- 0.6% |
$14.2K - $19.1K
|
8.72K
$2.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-53- 2.08% |
$14.2K - $19.1K
|
2.5K
$606K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-53- 3.54% |
$14.2K - $19.1K
|
1.45K
$351K
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-53- 2.0% |
$14.2K - $19.1K
|
2.6K
$630K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-54- 1.53% |
$14.5K - $19.4K
|
3.47K
$842K
|
|
|
Apr 21, 2025
Q1 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-54- 0.33% |
$14.5K - $19.4K
|
16.4K
$3.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-55- 0.75% |
$14.8K - $19.8K
|
7.3K
$1.77M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-55- 5.36% |
$14.8K - $19.8K
|
972
$236K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-57- 2.33% |
$15.3K - $20.5K
|
2.39K
$580K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-58- 4.44% |
$15.6K - $20.9K
|
1.25K
$303K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-58- 34.52% |
$15.6K - $20.9K
|
110
$26.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-59- 0.57% |
$15.8K - $21.2K
|
10.3K
$2.51M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-59- 2.33% |
$15.8K - $21.2K
|
2.48K
$601K
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-59- 1.34% |
$15.8K - $21.2K
|
4.34K
$1.05M
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-60- 1.3% |
$16.1K - $21.6K
|
4.57K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-60- 1.6% |
$16.1K - $21.6K
|
3.7K
$898K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-60- 4.83% |
$16.1K - $21.6K
|
1.18K
$287K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-61- 1.91% |
$16.4K - $22K
|
3.13K
$759K
|
|
|
Apr 30, 2025
Q1 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-61- 0.54% |
$16.4K - $22K
|
11.3K
$2.75M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-61- 1.09% |
$16.4K - $22K
|
5.54K
$1.34M
|
|
|
Jun 04, 2025
Q1 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
SELL
|
- |
-61- 0.95% |
$16.4K - $22K
|
6.37K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-62- 1.0% |
$16.6K - $22.3K
|
6.17K
$1.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-63- 37.5% |
$16.9K - $22.7K
|
105
$25.5K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-63- 2.49% |
$16.9K - $22.7K
|
2.47K
$599K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-64- 1.41% |
$17.2K - $23K
|
4.48K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-64- 5.75% |
$17.2K - $23K
|
1.05K
$255K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-64- 5.79% |
$17.2K - $23K
|
1.04K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-64- 0.04% |
$17.2K - $23K
|
145K
$35.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-65- 4.42% |
$17.4K - $23.4K
|
1.41K
$342K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-66- 7.97% |
$17.7K - $23.8K
|
762
$185K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-66- 5.81% |
$17.7K - $23.8K
|
1.07K
$260K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-66- 0.63% |
$17.7K - $23.8K
|
10.5K
$2.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-71- 30.21% |
$19.1K - $25.6K
|
164
$39.8K
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-71- 3.4% |
$19.1K - $25.6K
|
2.02K
$489K
|
|
|
Aug 25, 2025
Q1 2025
|
Nautilus Advisors LLC
La Jolla, CA |
SELL
|
- |
-72- 1.01% |
$19.3K - $25.9K
|
7.06K
$1.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-73- 1.25% |
$19.6K - $26.3K
|
5.79K
$1.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-74- 6.72% |
$19.9K - $26.6K
|
1.03K
$249K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-74- 3.36% |
$19.9K - $26.6K
|
2.13K
$517K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-75- 7.24% |
$20.1K - $27K
|
961
$233K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-75- 16.34% |
$20.1K - $27K
|
384
$93.2K
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-75- 1.76% |
$20.1K - $27K
|
4.19K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-75- 25.68% |
$20.1K - $27K
|
217
$52.7K
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-75- 5.99% |
$20.1K - $27K
|
1.18K
$286K
|