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
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-270- 3.25% |
$72.5K - $97.2K
|
8.05K
$1.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-273- 30.92% |
$73.3K - $98.3K
|
610
$148K
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-273- 25.93% |
$73.3K - $98.3K
|
780
$189K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-278- 3.84% |
$74.6K - $100K
|
6.96K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-280- 2.29% |
$75.1K - $101K
|
12K
$2.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-287- 1.34% |
$77K - $103K
|
21.1K
$5.11M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-296- 17.28% |
$79.4K - $107K
|
1.42K
$344K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-299- 11.73% |
$80.2K - $108K
|
2.25K
$546K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-300- 74.81% |
$80.5K - $108K
|
101
$24.5K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-300- 11.93% |
$80.5K - $108K
|
2.22K
$538K
|
|
|
May 15, 2025
Q1 2025
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-300- 3.13% |
$80.5K - $108K
|
9.29K
$2.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-306- 1.52% |
$82.1K - $110K
|
19.8K
$4.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-307- 1.5% |
$82.4K - $111K
|
20.1K
$4.89M
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-307- 4.83% |
$82.4K - $111K
|
6.05K
$1.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-309- 4.51% |
$82.9K - $111K
|
6.54K
$1.59M
|
|
|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-311- 7.28% |
$83.5K - $112K
|
3.96K
$962K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-312- 6.19% |
$83.7K - $112K
|
4.73K
$1.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-314- 3.72% |
$84.3K - $113K
|
8.12K
$1.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-318- 2.06% |
$85.3K - $114K
|
15.1K
$3.67M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-318- 1.95% |
$85.3K - $114K
|
16K
$3.89M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-318- 0.62% |
$85.3K - $114K
|
51.3K
$12.4M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-319- 19.8% |
$85.6K - $115K
|
1.29K
$314K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-320- 2.18% |
$85.9K - $115K
|
14.3K
$3.48M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-320- 26.23% |
$85.9K - $115K
|
900
$218K
|
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-331- 17.43% |
$88.8K - $119K
|
1.57K
$381K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-337- 10.62% |
$90.4K - $121K
|
2.84K
$688K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-337- 3.04% |
$90.4K - $121K
|
10.8K
$2.61M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-339- 0.95% |
$91K - $122K
|
35.5K
$8.62M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-344- 2.1% |
$92.3K - $124K
|
16K
$3.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-345- 16.63% |
$92.6K - $124K
|
1.73K
$420K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-347- 0.65% |
$93.1K - $125K
|
52.9K
$12.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-349- 2.09% |
$93.7K - $126K
|
16.3K
$3.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-349- 4.67% |
$93.7K - $126K
|
7.13K
$1.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-352- 27.22% |
$94.5K - $127K
|
941
$228K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-359- 2.04% |
$96.3K - $129K
|
17.2K
$4.18M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-360- 15.26% |
$96.6K - $130K
|
2K
$485K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-368- 1.28% |
$98.8K - $132K
|
28.3K
$6.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-369- 10.45% |
$99K - $133K
|
3.16K
$767K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-373- 10.95% |
$100K - $134K
|
3.03K
$737K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-376- 4.27% |
$101K - $135K
|
8.43K
$2.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-377- 7.87% |
$101K - $136K
|
4.41K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-377- 4.68% |
$101K - $136K
|
7.68K
$1.86M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-380- 1.89% |
$102K - $137K
|
19.7K
$4.79M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-381- 16.51% |
$102K - $137K
|
1.93K
$468K
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-384- 3.28% |
$103K - $138K
|
11.3K
$2.75M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-384- 10.98% |
$103K - $138K
|
3.11K
$756K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-386- 2.52% |
$104K - $139K
|
14.9K
$3.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-390- 16.98% |
$105K - $140K
|
1.91K
$463K
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-395- 34.41% |
$106K - $142K
|
753
$183K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-408- 25.03% |
$109K - $147K
|
1.22K
$297K
|