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 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-408- 7.76% |
$109K - $147K
|
4.85K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-409- 0.1% |
$110K - $147K
|
398K
$96.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-410- 5.4% |
$110K - $148K
|
7.18K
$1.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-411- 1.95% |
$110K - $148K
|
20.7K
$5.01M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-412- 2.39% |
$111K - $148K
|
16.8K
$4.08M
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-417- 5.07% |
$112K - $150K
|
7.81K
$1.9M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-430- 0.3% |
$115K - $155K
|
142K
$34.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-434- 11.24% |
$116K - $156K
|
3.43K
$832K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-435- 10.01% |
$117K - $157K
|
3.91K
$950K
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-440- 15.97% |
$118K - $158K
|
2.32K
$562K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-441- 18.63% |
$118K - $159K
|
1.93K
$468K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-456- 21.52% |
$122K - $164K
|
1.66K
$404K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-459- 17.58% |
$123K - $165K
|
2.15K
$522K
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-463- 1.92% |
$124K - $167K
|
23.7K
$5.75M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-464- 14.57% |
$125K - $167K
|
2.72K
$661K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-466- 1.43% |
$125K - $168K
|
32.2K
$7.81M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-467- 9.04% |
$125K - $168K
|
4.7K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-468- 8.08% |
$126K - $168K
|
5.33K
$1.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-477- 3.15% |
$128K - $172K
|
14.7K
$3.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-479- 1.26% |
$129K - $172K
|
37.4K
$9.08M
|
|
|
May 01, 2025
Q1 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-485- 1.96% |
$130K - $175K
|
24.3K
$5.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-491- 7.79% |
$132K - $177K
|
5.82K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-491- 4.02% |
$132K - $177K
|
11.7K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-492- 13.22% |
$132K - $177K
|
3.23K
$784K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-500- 31.93% |
$134K - $180K
|
1.07K
$259K
|
|
|
May 05, 2025
Q1 2025
|
Birinyi Associates Inc
|
SELL
|
- |
-500- 11.47% |
$134K - $180K
|
3.86K
$937K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-502- 5.58% |
$135K - $181K
|
8.49K
$2.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-507- 38.21% |
$136K - $182K
|
820
$199K
|
|
|
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-511- 15.61% |
$137K - $184K
|
2.76K
$671K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-515- 3.15% |
$138K - $185K
|
15.8K
$3.84M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-520- 14.12% |
$140K - $187K
|
3.16K
$768K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-522- 18.2% |
$140K - $188K
|
2.35K
$570K
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-526- 3.09% |
$141K - $189K
|
16.5K
$4M
|
|
|
Apr 30, 2025
Q1 2025
|
Harvey Capital Management Inc
|
SELL
|
- |
-527- 2.08% |
$141K - $190K
|
24.8K
$6.02M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-529- 0.58% |
$142K - $190K
|
91K
$22.1M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-534- 0.69% |
$143K - $192K
|
77.4K
$18.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-537- 6.9% |
$144K - $193K
|
7.25K
$1.76M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-541- 11.85% |
$145K - $195K
|
4.03K
$977K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-543- 10.31% |
$146K - $195K
|
4.72K
$1.15M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-546- 7.26% |
$147K - $197K
|
6.98K
$1.69M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-552- 3.79% |
$148K - $199K
|
14K
$3.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-556- 4.04% |
$149K - $200K
|
13.2K
$3.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-562- 7.72% |
$151K - $202K
|
6.72K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-576- 27.22% |
$155K - $207K
|
1.54K
$374K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-583- 41.7% |
$156K - $210K
|
815
$198K
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-593- 6.12% |
$159K - $213K
|
9.09K
$2.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-609- 50.0% |
$163K - $219K
|
609
$148K
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-610- 8.8% |
$164K - $220K
|
6.33K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-610- 15.12% |
$164K - $220K
|
3.43K
$831K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-612- 3.84% |
$164K - $220K
|
15.3K
$3.72M
|