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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.37K- 23.0% |
$635K - $852K
|
7.92K
$1.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-2.38K- 3.53% |
$638K - $855K
|
64.9K
$15.8M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.38K- 13.7% |
$638K - $856K
|
15K
$3.64M
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
SELL
|
- |
-2.39K- 17.16% |
$642K - $862K
|
11.6K
$2.81M
|
|
|
May 15, 2025
Q1 2025
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-2.42K- 1.02% |
$649K - $871K
|
236K
$57.3M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.44K- 2.24% |
$656K - $880K
|
106K
$25.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-2.47K- 1.7% |
$663K - $890K
|
143K
$34.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-2.5K- 76.61% |
$671K - $900K
|
763
$185K
|
|
|
May 08, 2025
Q1 2025
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-2.51K- 40.25% |
$672K - $902K
|
3.72K
$903K
|
|
|
May 12, 2025
Q1 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-2.51K- 73.64% |
$674K - $904K
|
899
$218K
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2.54K- 9.23% |
$682K - $915K
|
25K
$6.07M
|
|
|
May 07, 2025
Q1 2025
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-2.54K- 6.39% |
$682K - $915K
|
37.3K
$9.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.56K- 14.44% |
$686K - $920K
|
15.1K
$3.68M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2.58K- 46.97% |
$691K - $927K
|
2.91K
$706K
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.59K- 1.96% |
$694K - $931K
|
129K
$31.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.63K- 20.37% |
$707K - $948K
|
10.3K
$2.5M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-2.65K- 24.04% |
$711K - $954K
|
8.38K
$2.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.72K- 73.75% |
$731K - $980K
|
969
$235K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.75K- 10.72% |
$737K - $989K
|
22.9K
$5.55M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-2.83K- 2.75% |
$759K - $1.02M
|
100K
$24.3M
|
|
|
May 12, 2025
Q1 2025
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-2.83K- 38.22% |
$759K - $1.02M
|
4.58K
$1.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-2.88K- 33.64% |
$772K - $1.04M
|
5.68K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-3K- 29.41% |
$805K - $1.08M
|
7.2K
$1.75M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
SELL
|
- |
-3.1K- 45.05% |
$832K - $1.12M
|
3.78K
$919K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.13K- 15.34% |
$840K - $1.13M
|
17.3K
$4.19M
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-3.2K- 76.29% |
$859K - $1.15M
|
995
$242K
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-3.21K- 13.69% |
$863K - $1.16M
|
20.3K
$4.92M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.25K- 62.7% |
$871K - $1.17M
|
1.93K
$469K
|
|
|
May 09, 2025
Q1 2025
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-3.34K- 4.7% |
$896K - $1.2M
|
67.7K
$16.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3.37K- 21.43% |
$903K - $1.21M
|
12.3K
$3M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-3.37K- 98.94% |
$904K - $1.21M
|
36
$8.74K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-3.4K- 5.17% |
$912K - $1.22M
|
62.4K
$15.1M
|
|
|
May 13, 2025
Q1 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-3.41K- 25.02% |
$915K - $1.23M
|
10.2K
$2.48M
|
|
|
May 13, 2025
Q1 2025
|
Windward Capital Management CO
|
SELL
|
- |
-3.46K- 1.77% |
$928K - $1.25M
|
192K
$46.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-3.47K- 5.21% |
$931K - $1.25M
|
63.1K
$15.3M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-3.51K- 7.72% |
$942K - $1.26M
|
41.9K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.62K- 82.26% |
$972K - $1.3M
|
781
$190K
|
|
|
May 14, 2025
Q1 2025
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-3.67K- 93.66% |
$984K - $1.32M
|
248
$60.2K
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-3.69K- 0.06% |
$990K - $1.33M
|
6.54M
$1.59B
|
|
|
May 15, 2025
Q1 2025
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-3.72K- 33.51% |
$999K - $1.34M
|
7.38K
$1.79M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.73K- 7.65% |
$1M - $1.34M
|
45K
$10.9M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.81K- 52.51% |
$1.02M - $1.37M
|
3.45K
$837K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-3.83K- 77.02% |
$1.03M - $1.38M
|
1.14K
$277K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-3.84K- 24.5% |
$1.03M - $1.38M
|
11.8K
$2.87M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3.85K- 7.15% |
$1.03M - $1.39M
|
50K
$12.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-3.85K- 29.19% |
$1.03M - $1.39M
|
9.34K
$2.27M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-3.88K- 1.06% |
$1.04M - $1.4M
|
364K
$88.3M
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-3.89K- 12.67% |
$1.04M - $1.4M
|
26.8K
$6.51M
|
|
|
May 15, 2025
Q1 2025
|
Shay Capital LLC
New York, NY |
SELL
|
- |
-3.9K- 52.0% |
$1.05M - $1.4M
|
3.6K
$874K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-3.94K- 77.81% |
$1.06M - $1.42M
|
1.13K
$273K
|