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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-623- 20.95% |
$167K - $224K
|
2.35K
$571K
|
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-624- 23.25% |
$167K - $225K
|
2.06K
$500K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-625- 23.54% |
$168K - $225K
|
2.03K
$493K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-630- 2.78% |
$169K - $227K
|
22K
$5.35M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-632- 35.71% |
$170K - $227K
|
1.14K
$276K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-632- 6.26% |
$170K - $227K
|
9.46K
$2.3M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-637- 3.52% |
$171K - $229K
|
17.4K
$4.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-640- 5.15% |
$172K - $230K
|
11.8K
$2.86M
|
|
|
Aug 27, 2025
Q1 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-642Closed |
$172K - $231K
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-644- 8.52% |
$173K - $232K
|
6.92K
$1.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-645- 4.37% |
$173K - $232K
|
14.1K
$3.43M
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-647- 1.06% |
$174K - $233K
|
60.4K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-656- 9.58% |
$176K - $236K
|
6.19K
$1.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
SELL
|
- |
-657- 7.64% |
$176K - $236K
|
7.94K
$1.93M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-661- 1.68% |
$177K - $238K
|
38.6K
$9.37M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-666- 1.64% |
$179K - $240K
|
39.9K
$9.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-681- 2.84% |
$183K - $245K
|
23.3K
$5.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-681- 12.51% |
$183K - $245K
|
4.76K
$1.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-686- 4.79% |
$184K - $247K
|
13.6K
$3.31M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-691- 1.34% |
$185K - $249K
|
50.7K
$12.3M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-695- 14.18% |
$187K - $250K
|
4.21K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-697- 1.18% |
$187K - $251K
|
58.4K
$14.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-700- 38.89% |
$188K - $252K
|
1.1K
$267K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-702- 4.47% |
$188K - $253K
|
15K
$3.64M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-712- 5.98% |
$191K - $256K
|
11.2K
$2.72M
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-713- 12.66% |
$191K - $257K
|
4.92K
$1.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-715- 0.62% |
$192K - $257K
|
114K
$27.8M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-724- 18.28% |
$194K - $261K
|
3.24K
$786K
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-760- 7.21% |
$204K - $274K
|
9.79K
$2.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-761- 12.27% |
$204K - $274K
|
5.44K
$1.32M
|
|
|
May 12, 2025
Q1 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-770- 2.29% |
$207K - $277K
|
32.8K
$7.97M
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-773- 19.54% |
$207K - $278K
|
3.18K
$773K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-775- 3.86% |
$208K - $279K
|
19.3K
$4.69M
|
|
|
May 13, 2025
Q1 2025
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-779- 0.82% |
$209K - $280K
|
94.3K
$22.9M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-785- 17.85% |
$211K - $283K
|
3.61K
$877K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-797- 11.81% |
$214K - $287K
|
5.95K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-800- 6.39% |
$215K - $288K
|
11.7K
$2.85M
|
|
|
May 15, 2025
Q1 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-800- 44.42% |
$215K - $288K
|
1K
$243K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-801- 15.66% |
$215K - $288K
|
4.32K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-802- 0.17% |
$215K - $289K
|
470K
$114M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-811- 49.75% |
$218K - $292K
|
819
$199K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-819- 42.86% |
$220K - $295K
|
1.09K
$265K
|
|
|
May 15, 2025
Q1 2025
|
Morangie Management LLC
New York, NY |
SELL
|
- |
-828- 14.96% |
$222K - $298K
|
4.71K
$1.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-837- 6.44% |
$225K - $301K
|
12.2K
$2.95M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-848- 2.0% |
$228K - $305K
|
41.5K
$10.1M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-850- 48.21% |
$228K - $306K
|
913
$222K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-862- 10.8% |
$231K - $310K
|
7.12K
$1.73M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-871- 48.31% |
$234K - $314K
|
932
$226K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-877- 8.83% |
$235K - $316K
|
9.06K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-883- 52.22% |
$237K - $318K
|
808
$196K
|