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
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.22K- 0.14% |
$327K - $439K
|
901K
$219M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.23K- 1.46% |
$329K - $441K
|
82.9K
$20.1M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.24K- 7.23% |
$333K - $447K
|
15.9K
$3.87M
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1.26K- 12.67% |
$338K - $453K
|
8.67K
$2.11M
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-1.28K- 23.22% |
$343K - $460K
|
4.22K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.28K- 1.4% |
$343K - $460K
|
90K
$21.9M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.3K- 47.96% |
$348K - $466K
|
1.41K
$341K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.33K- 0.64% |
$358K - $480K
|
206K
$49.9M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.36K- 8.81% |
$364K - $488K
|
14K
$3.41M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.36K- 55.2% |
$366K - $491K
|
1.11K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.38K- 16.66% |
$371K - $498K
|
6.92K
$1.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-1.4K- 24.64% |
$375K - $502K
|
4.27K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-1.4K- 60.87% |
$376K - $504K
|
900
$218K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.41K- 12.24% |
$379K - $508K
|
10.1K
$2.46M
|
|
|
May 15, 2025
Q1 2025
|
Vancity Investment Management LTD
Vancouver, A1 |
SELL
|
- |
-1.43K- 53.53% |
$384K - $515K
|
1.24K
$302K
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.44K- 53.15% |
$385K - $517K
|
1.27K
$307K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-1.44K- 48.93% |
$386K - $518K
|
1.5K
$365K
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-1.44K- 5.78% |
$386K - $518K
|
23.5K
$5.7M
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.45K- 51.13% |
$388K - $520K
|
1.38K
$335K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.5K- 2.55% |
$402K - $539K
|
57.3K
$13.9M
|
|
|
May 13, 2025
Q1 2025
|
Ov Management LLC
Minneapolis, MN |
SELL
|
- |
-1.5K- 12.67% |
$402K - $539K
|
10.3K
$2.51M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.5K- 29.26% |
$402K - $540K
|
3.62K
$880K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.5K- 3.25% |
$403K - $540K
|
44.7K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-1.51K- 22.66% |
$405K - $544K
|
5.15K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.54K- 3.82% |
$414K - $555K
|
38.8K
$9.43M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.56K- 8.04% |
$419K - $563K
|
17.9K
$4.34M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1.6K- 0.06% |
$429K - $576K
|
2.7M
$655M
|
|
|
May 01, 2025
Q1 2025
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-1.61K- 6.08% |
$432K - $579K
|
24.9K
$6.03M
|
|
|
May 09, 2025
Q1 2025
|
Parus Finance (Uk) LTD
London, X0 |
SELL
|
- |
-1.67K- 5.18% |
$448K - $601K
|
30.6K
$7.42M
|
|
|
May 13, 2025
Q1 2025
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
SELL
|
- |
-1.72K- 1.42% |
$461K - $618K
|
119K
$28.9M
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1.8K- 32.9% |
$483K - $648K
|
3.67K
$892K
|
|
|
May 15, 2025
Q1 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-1.84K- 59.54% |
$493K - $662K
|
1.25K
$303K
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-1.91K- 23.81% |
$512K - $687K
|
6.11K
$1.48M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.92K- 7.65% |
$516K - $692K
|
23.2K
$5.63M
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-1.96K- 11.54% |
$527K - $707K
|
15.1K
$3.65M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.97K- 50.22% |
$528K - $709K
|
1.95K
$474K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-2K- 55.29% |
$537K - $720K
|
1.62K
$393K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-2.01K- 10.86% |
$538K - $722K
|
16.5K
$4M
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-2.04K- 67.49% |
$548K - $735K
|
983
$239K
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-2.06K- 9.36% |
$553K - $741K
|
19.9K
$4.84M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.1K- 62.24% |
$563K - $755K
|
1.27K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.1K- 89.48% |
$564K - $756K
|
247
$60K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-2.13K- 25.93% |
$573K - $768K
|
6.1K
$1.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.15K- 33.66% |
$576K - $773K
|
4.23K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-2.17K- 1.92% |
$581K - $780K
|
111K
$26.9M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.22K- 13.72% |
$597K - $800K
|
14K
$3.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Dupont Capital Management Corp
|
SELL
|
- |
-2.31K- 4.93% |
$620K - $831K
|
44.6K
$10.8M
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-2.32K- 42.41% |
$621K - $833K
|
3.14K
$763K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.33K- 52.68% |
$624K - $837K
|
2.09K
$507K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-2.36K- 6.87% |
$633K - $849K
|
31.9K
$7.75M
|