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 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-894- 50.17% |
$240K - $322K
|
888
$216K
|
|
|
Apr 22, 2025
Q1 2025
|
Jericho Financial, LLP
Westerville, OH |
SELL
|
- |
-900- 4.77% |
$242K - $324K
|
18K
$4.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-902- 5.63% |
$242K - $325K
|
15.1K
$3.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-913- 6.97% |
$245K - $329K
|
12.2K
$2.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-913- 1.63% |
$245K - $329K
|
55.2K
$13.4M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-915- 38.89% |
$246K - $329K
|
1.44K
$349K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-918- 7.7% |
$246K - $330K
|
11K
$2.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-942- 20.54% |
$253K - $339K
|
3.64K
$885K
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-945- 7.56% |
$254K - $340K
|
11.6K
$2.81M
|
|
|
May 07, 2025
Q1 2025
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-950- 6.1% |
$255K - $342K
|
14.6K
$3.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-951- 0.78% |
$255K - $342K
|
121K
$29.4M
|
|
|
May 12, 2025
Q1 2025
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-953- 4.62% |
$256K - $343K
|
19.7K
$4.77M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-955- 26.58% |
$256K - $344K
|
2.64K
$640K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-970- 17.84% |
$260K - $349K
|
4.47K
$1.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-979- 3.94% |
$263K - $352K
|
23.8K
$5.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-991- 39.47% |
$266K - $357K
|
1.52K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-994- 13.34% |
$267K - $358K
|
6.46K
$1.57M
|
|
|
May 09, 2025
Q1 2025
|
Supplemental Annuity Collective Trust Of Nj
|
SELL
|
- |
-1K- 12.5% |
$268K - $360K
|
7K
$1.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.01K- 41.19% |
$272K - $364K
|
1.45K
$351K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.01K- 3.65% |
$272K - $365K
|
26.7K
$6.49M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.02K- 8.7% |
$273K - $366K
|
10.7K
$2.59M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.02K- 13.88% |
$273K - $367K
|
6.33K
$1.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.03K- 0.87% |
$276K - $370K
|
117K
$28.3M
|
|
|
May 01, 2025
Q1 2025
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-1.05K- 5.84% |
$283K - $379K
|
17K
$4.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.06K- 0.33% |
$283K - $380K
|
318K
$77.3M
|
|
|
May 12, 2025
Q1 2025
|
Edentree Asset Management LTD
London, X0 |
SELL
|
- |
-1.06K- 3.12% |
$284K - $380K
|
32.8K
$7.96M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-1.07K- 12.68% |
$286K - $383K
|
7.34K
$1.78M
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.07K- 0.1% |
$287K - $386K
|
1.06M
$257M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.08K- 1.45% |
$289K - $387K
|
72.9K
$17.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-1.08K- 1.73% |
$289K - $388K
|
61.2K
$14.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 3.03% |
$290K - $389K
|
34.6K
$8.39M
|
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
SELL
|
- |
-1.09K- 5.18% |
$292K - $392K
|
19.9K
$4.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-1.11K- 59.5% |
$298K - $400K
|
757
$184K
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 14.68% |
$300K - $402K
|
6.49K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-1.12K- 0.96% |
$301K - $403K
|
116K
$28.1M
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-1.12K- 0.96% |
$301K - $403K
|
116K
$28.1M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.12K- 13.53% |
$301K - $404K
|
7.16K
$1.74M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-1.13K- 32.55% |
$302K - $405K
|
2.33K
$566K
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-1.13K- 1.86% |
$302K - $405K
|
59.5K
$14.4M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.13K- 56.76% |
$303K - $406K
|
860
$209K
|
|
|
May 13, 2025
Q1 2025
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-1.14K- 3.16% |
$305K - $409K
|
34.8K
$8.45M
|
|
|
Jul 15, 2025
Q1 2025
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-1.14K- 3.16% |
$305K - $409K
|
34.8K
$8.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1.15K- 17.51% |
$309K - $415K
|
5.43K
$1.32M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.16K- 13.49% |
$312K - $418K
|
7.45K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-1.17K- 49.05% |
$313K - $420K
|
1.21K
$294K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.18K- 24.08% |
$317K - $426K
|
3.73K
$905K
|
|
|
May 15, 2025
Q1 2025
|
Isam Funds (Uk) LTD
London, X0 |
SELL
|
- |
-1.19K- 52.85% |
$319K - $428K
|
1.06K
$257K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.2K- 5.3% |
$322K - $432K
|
21.4K
$5.2M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.21K- 59.78% |
$325K - $436K
|
814
$198K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.21K- 4.45% |
$326K - $437K
|
26.1K
$6.33M
|