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 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-105- 1.25% |
$28.2K - $37.8K
|
8.27K
$2.01M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-105- 2.01% |
$28.2K - $37.8K
|
5.11K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-106- 2.05% |
$28.4K - $38.2K
|
5.06K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-106- 1.35% |
$28.4K - $38.2K
|
7.76K
$1.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-108- 6.11% |
$29K - $38.9K
|
1.66K
$403K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-108- 12.16% |
$29K - $38.9K
|
780
$189K
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-109- 10.21% |
$29.3K - $39.2K
|
959
$233K
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-109- 0.62% |
$29.3K - $39.2K
|
17.6K
$4.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-110- 5.18% |
$29.5K - $39.6K
|
2.01K
$489K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-112- 5.55% |
$30.1K - $40.3K
|
1.91K
$463K
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-112- 5.46% |
$30.1K - $40.3K
|
1.94K
$471K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-112- 2.33% |
$30.1K - $40.3K
|
4.69K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-114- 0.12% |
$30.6K - $41K
|
94K
$22.8M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-115- 6.1% |
$30.9K - $41.4K
|
1.77K
$429K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-117- 3.34% |
$31.4K - $42.1K
|
3.39K
$823K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-118- 8.13% |
$31.7K - $42.5K
|
1.33K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-118- 6.46% |
$31.7K - $42.5K
|
1.71K
$415K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-123- 1.36% |
$33K - $44.3K
|
8.91K
$2.16M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-125- 12.6% |
$33.5K - $45K
|
867
$210K
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-125- 6.35% |
$33.5K - $45K
|
1.85K
$448K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-125- 3.28% |
$33.5K - $45K
|
3.69K
$896K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-126- 1.58% |
$33.8K - $45.4K
|
7.87K
$1.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-126- 7.26% |
$33.8K - $45.4K
|
1.61K
$391K
|
|
|
Apr 22, 2025
Q1 2025
|
Scharf Investments, LLC
|
SELL
|
- |
-129- 1.24% |
$34.6K - $46.4K
|
10.2K
$2.48M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-130- 0.1% |
$34.9K - $46.8K
|
127K
$30.9M
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-130- 2.1% |
$34.9K - $46.8K
|
6.07K
$1.47M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-130- 10.2% |
$34.9K - $46.8K
|
1.14K
$278K
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-130- 7.05% |
$34.9K - $46.8K
|
1.72K
$416K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-131- 2.66% |
$35.2K - $47.2K
|
4.79K
$1.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-133- 7.97% |
$35.7K - $47.9K
|
1.54K
$373K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-133- 3.23% |
$35.7K - $47.9K
|
3.99K
$968K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-134- 3.33% |
$36K - $48.2K
|
3.89K
$943K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-134- 1.03% |
$36K - $48.2K
|
12.9K
$3.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-137- 1.35% |
$36.8K - $49.3K
|
10K
$2.43M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-137- 59.31% |
$36.8K - $49.3K
|
94
$22.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-138- 5.58% |
$37K - $49.7K
|
2.33K
$567K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-138- 4.37% |
$37K - $49.7K
|
3.02K
$732K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-139- 2.14% |
$37.3K - $50K
|
6.35K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-140- 3.71% |
$37.6K - $50.4K
|
3.63K
$882K
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
SELL
|
- |
-141- 0.56% |
$37.8K - $50.8K
|
25K
$6.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-142- 6.93% |
$38.1K - $51.1K
|
1.91K
$463K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-143- 2.17% |
$38.4K - $51.5K
|
6.44K
$1.56M
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-143- 1.51% |
$38.4K - $51.5K
|
9.32K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-144- 1.99% |
$38.6K - $51.8K
|
7.11K
$1.73M
|
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
SELL
|
- |
-145- 4.3% |
$38.9K - $52.2K
|
3.23K
$783K
|
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-145- 5.53% |
$38.9K - $52.2K
|
2.48K
$601K
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-146- 0.46% |
$39.2K - $52.6K
|
31.7K
$7.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-146- 3.13% |
$39.2K - $52.6K
|
4.52K
$1.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-146- 10.51% |
$39.2K - $52.6K
|
1.24K
$302K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-146- 12.18% |
$39.2K - $52.6K
|
1.05K
$256K
|