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
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-79- 3.86% |
$21.2K - $28.4K
|
1.97K
$478K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-80- 7.56% |
$21.5K - $28.8K
|
978
$237K
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-80- 3.26% |
$21.5K - $28.8K
|
2.38K
$577K
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-81- 8.41% |
$21.7K - $29.2K
|
882
$214K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-81- 0.77% |
$21.7K - $29.2K
|
10.4K
$2.52M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-81- 1.43% |
$21.7K - $29.2K
|
5.57K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Oak Ridge Investments LLC
|
SELL
|
- |
-82- 4.01% |
$22K - $29.5K
|
1.96K
$476K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-82- 1.3% |
$22K - $29.5K
|
6.21K
$1.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-83- 3.61% |
$22.3K - $29.9K
|
2.22K
$539K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-83- 60.58% |
$22.3K - $29.9K
|
54
$13.1K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-83- 1.43% |
$22.3K - $29.9K
|
5.73K
$1.39M
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-84- 0.94% |
$22.5K - $30.2K
|
8.81K
$2.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-84- 17.36% |
$22.5K - $30.2K
|
400
$97.1K
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-84- 1.17% |
$22.5K - $30.2K
|
7.11K
$1.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-85- 1.04% |
$22.8K - $30.6K
|
8.08K
$1.96M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-85- 1.13% |
$22.8K - $30.6K
|
7.44K
$1.81M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-85- 0.91% |
$22.8K - $30.6K
|
9.23K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-86- 2.37% |
$23.1K - $31K
|
3.54K
$859K
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-87- 1.99% |
$23.3K - $31.3K
|
4.29K
$1.04M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-88- 0.61% |
$23.6K - $31.7K
|
14.3K
$3.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-89- 8.88% |
$23.9K - $32K
|
913
$222K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-89- 1.58% |
$23.9K - $32K
|
5.54K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-90- 3.14% |
$24.2K - $32.4K
|
2.78K
$674K
|
|
|
May 09, 2025
Q1 2025
|
Geneva Capital Management LLC
|
SELL
|
- |
-91- 1.73% |
$24.4K - $32.8K
|
5.16K
$1.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-92- 7.65% |
$24.7K - $33.1K
|
1.11K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-92- 4.4% |
$24.7K - $33.1K
|
2K
$486K
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-93- 3.31% |
$25K - $33.5K
|
2.71K
$659K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-93- 2.32% |
$25K - $33.5K
|
3.91K
$949K
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
SELL
|
- |
-93- 1.19% |
$25K - $33.5K
|
7.71K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-93- 8.56% |
$25K - $33.5K
|
994
$241K
|
|
|
May 14, 2025
Q1 2025
|
Ars Investment Partners, LLC
|
SELL
|
- |
-93- 0.14% |
$25K - $33.5K
|
65.5K
$15.9M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-94- 1.43% |
$25.2K - $33.8K
|
6.46K
$1.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-95- 1.28% |
$25.5K - $34.2K
|
7.32K
$1.78M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-95- 3.19% |
$25.5K - $34.2K
|
2.88K
$699K
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-96- 10.02% |
$25.8K - $34.6K
|
862
$209K
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-96- 9.3% |
$25.8K - $34.6K
|
936
$227K
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
SELL
|
- |
-96- 11.32% |
$25.8K - $34.6K
|
752
$183K
|
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-96- 4.52% |
$25.8K - $34.6K
|
2.03K
$492K
|
|
|
May 15, 2025
Q1 2025
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-97- 0.62% |
$26K - $34.9K
|
15.4K
$3.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-100- 50.0% |
$26.8K - $36K
|
100
$24.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-100- 7.0% |
$26.8K - $36K
|
1.33K
$322K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 2.08% |
$26.8K - $36K
|
4.7K
$1.14M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-100- 11.76% |
$26.8K - $36K
|
750
$182K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-100- 10.49% |
$26.8K - $36K
|
853
$207K
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-101- 7.37% |
$27.1K - $36.4K
|
1.27K
$308K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-101- 8.07% |
$27.1K - $36.4K
|
1.15K
$279K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-102- 8.59% |
$27.4K - $36.7K
|
1.09K
$263K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-104- 2.67% |
$27.9K - $37.4K
|
3.8K
$922K
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-104- 11.27% |
$27.9K - $37.4K
|
819
$199K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-105- 91.3% |
$28.2K - $37.8K
|
10
$2.43K
|