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 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-198- 3.19% |
$53.1K - $71.3K
|
6.01K
$1.46M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-198- 17.77% |
$53.1K - $71.3K
|
916
$222K
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-200- 2.22% |
$53.7K - $72K
|
8.81K
$2.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-200- 0.72% |
$53.7K - $72K
|
27.4K
$6.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-201- 77.01% |
$53.9K - $72.3K
|
60
$14.6K
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-202- 0.13% |
$54.2K - $72.7K
|
153K
$37.2M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-202- 0.31% |
$54.2K - $72.7K
|
65.6K
$15.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-204- 17.0% |
$54.7K - $73.4K
|
996
$242K
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-204- 4.7% |
$54.7K - $73.4K
|
4.14K
$1.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-205- 2.77% |
$55K - $73.8K
|
7.19K
$1.75M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-205- 0.54% |
$55K - $73.8K
|
38K
$9.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-206- 13.62% |
$55.3K - $74.1K
|
1.31K
$317K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-206- 2.16% |
$55.3K - $74.1K
|
9.33K
$2.26M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-207- 3.74% |
$55.6K - $74.5K
|
5.33K
$1.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-213- 3.39% |
$57.2K - $76.7K
|
6.07K
$1.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-213- 9.32% |
$57.2K - $76.7K
|
2.07K
$503K
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-213- 1.08% |
$57.2K - $76.7K
|
19.5K
$4.74M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-213- 10.31% |
$57.2K - $76.7K
|
1.85K
$450K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-214- 3.49% |
$57.4K - $77K
|
5.92K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-215- 5.22% |
$57.7K - $77.4K
|
3.91K
$948K
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-217- 4.06% |
$58.2K - $78.1K
|
5.13K
$1.25M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-219- 3.58% |
$58.8K - $78.8K
|
5.91K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-219- 6.59% |
$58.8K - $78.8K
|
3.1K
$753K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-225- 12.95% |
$60.4K - $81K
|
1.51K
$367K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-228- 7.04% |
$61.2K - $82.1K
|
3.01K
$731K
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-228- 6.14% |
$61.2K - $82.1K
|
3.49K
$847K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-228- 6.79% |
$61.2K - $82.1K
|
3.13K
$760K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-229- 10.66% |
$61.5K - $82.4K
|
1.92K
$466K
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-230- 5.68% |
$61.7K - $82.8K
|
3.82K
$927K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-231- 52.14% |
$62K - $83.1K
|
212
$51.5K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-232- 4.75% |
$62.3K - $83.5K
|
4.65K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-233- 18.29% |
$62.5K - $83.9K
|
1.04K
$253K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-233- 1.37% |
$62.5K - $83.9K
|
16.8K
$4.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-234- 0.95% |
$62.8K - $84.2K
|
24.5K
$5.94M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-234- 5.06% |
$62.8K - $84.2K
|
4.39K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-235- 13.14% |
$63.1K - $84.6K
|
1.55K
$377K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-239- 18.61% |
$64.1K - $86K
|
1.05K
$254K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-240- 5.76% |
$64.4K - $86.4K
|
3.93K
$954K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-244- 9.64% |
$65.5K - $87.8K
|
2.29K
$555K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-246- 7.06% |
$66K - $88.5K
|
3.24K
$787K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-248- 14.31% |
$66.6K - $89.3K
|
1.49K
$360K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-249- 23.71% |
$66.8K - $89.6K
|
801
$194K
|
|
|
Apr 22, 2025
Q1 2025
|
Figure 8 Investment Strategies LLC
Boise, ID |
SELL
|
- |
-250- 20.82% |
$67.1K - $90K
|
951
$231K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-250- 12.68% |
$67.1K - $90K
|
1.72K
$418K
|
|
|
May 13, 2025
Q1 2025
|
Progressive Investment Management Corp
|
SELL
|
- |
-250- 1.66% |
$67.1K - $90K
|
14.8K
$3.59M
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-251- 14.83% |
$67.4K - $90.3K
|
1.44K
$350K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-253- 2.76% |
$67.9K - $91.1K
|
8.9K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-257- 5.52% |
$69K - $92.5K
|
4.4K
$1.07M
|
|
|
Apr 07, 2025
Q1 2025
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-260- 1.11% |
$69.8K - $93.6K
|
23.3K
$5.64M
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-265- 17.73% |
$71.1K - $95.4K
|
1.23K
$299K
|