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 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
3.22K+ 1.16% |
$863K - $1.16M
|
281K
$73.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
BUY
|
- |
3.2K+ 13.89% |
$859K - $1.15M
|
26.2K
$6.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.17K+ 277.93% |
$852K - $1.14M
|
4.32K
$1.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
3.17K+ 13.67% |
$851K - $1.14M
|
26.4K
$6.87M
|
|
|
May 14, 2025
Q1 2025
|
Westwood Wealth Management
|
BUY
|
- |
3.15KNew |
$846K - $1.13M
|
3.15K
$822K
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
3.15K+ 4.51% |
$845K - $1.13M
|
73K
$19M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
3.13K+ 2.87% |
$840K - $1.13M
|
112K
$29.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
3.02K+ 55.57% |
$812K - $1.09M
|
8.47K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
2.99K+ 0.59% |
$802K - $1.08M
|
511K
$133M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.98K+ 40.45% |
$801K - $1.07M
|
10.4K
$2.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.96K+ 5.89% |
$794K - $1.06M
|
53.1K
$13.8M
|
|
|
May 14, 2025
Q1 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
2.92K+ 65.12% |
$785K - $1.05M
|
7.41K
$1.93M
|
|
|
May 12, 2025
Q1 2025
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
2.91KNew |
$780K - $1.05M
|
2.91K
$758K
|
|
|
May 15, 2025
Q1 2025
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.91K+ 259.38% |
$780K - $1.05M
|
4.03K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.88KNew |
$773K - $1.04M
|
2.88K
$751K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.88K+ 2.75% |
$773K - $1.04M
|
108K
$28.1M
|
|
|
May 15, 2025
Q1 2025
|
Sciencast Management LP
|
BUY
|
- |
2.87K+ 365.9% |
$769K - $1.03M
|
3.65K
$951K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.86K+ 2.3% |
$768K - $1.03M
|
127K
$33.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.85K+ 30.73% |
$765K - $1.03M
|
12.1K
$3.16M
|
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
BUY
|
- |
2.84KNew |
$762K - $1.02M
|
2.84K
$740K
|
|
|
May 06, 2025
Q1 2025
|
Pier 88 Investment Partners LLC
San Francisco, CA |
BUY
|
- |
2.83KNew |
$759K - $1.02M
|
2.83K
$738K
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
2.83K+ 20.04% |
$759K - $1.02M
|
16.9K
$4.42M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.82K+ 111.27% |
$758K - $1.02M
|
5.36K
$1.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2.81K+ 35.04% |
$753K - $1.01M
|
10.8K
$2.82M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.8K+ 24.32% |
$751K - $1.01M
|
14.3K
$3.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.8K+ 11.82% |
$751K - $1.01M
|
26.5K
$6.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.8K+ 9.52% |
$750K - $1.01M
|
32.2K
$8.39M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.79K+ 140.14% |
$748K - $1M
|
4.77K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.77K+ 11.09% |
$744K - $999K
|
27.8K
$7.24M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.76K+ 24.8% |
$740K - $993K
|
13.9K
$3.62M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
2.73K+ 65.34% |
$733K - $983K
|
6.91K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
2.72K+ 1.18% |
$729K - $978K
|
232K
$60.5M
|
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
BUY
|
- |
2.71K+ 231.88% |
$728K - $977K
|
3.88K
$1.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2.69K+ 1.31% |
$722K - $969K
|
209K
$54.4M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
2.68K+ 42.62% |
$719K - $965K
|
8.97K
$2.34M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.67K+ 44.05% |
$717K - $962K
|
8.74K
$2.28M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.66K+ 12.36% |
$714K - $957K
|
24.2K
$6.3M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.66K+ 17.84% |
$713K - $956K
|
17.5K
$4.57M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
2.66K+ 1.61% |
$713K - $956K
|
167K
$43.6M
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
BUY
|
- |
2.65K+ 127.15% |
$711K - $954K
|
4.74K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
2.65K+ 6.01% |
$710K - $953K
|
46.7K
$12.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
2.61K+ 8.13% |
$700K - $939K
|
34.7K
$9.05M
|
|
|
May 15, 2025
Q1 2025
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
2.6K+ 108.33% |
$698K - $936K
|
5K
$1.3M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
2.6K+ 2.57% |
$697K - $935K
|
104K
$27M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
2.59K+ 1.17% |
$695K - $933K
|
225K
$58.6M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.59K+ 1.06% |
$695K - $932K
|
246K
$64.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
2.56K+ 145.43% |
$688K - $923K
|
4.33K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Renaissance Investment Group LLC
|
BUY
|
- |
2.55K+ 11.11% |
$684K - $917K
|
25.5K
$6.64M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.49K+ 2.5% |
$668K - $897K
|
102K
$26.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Bosman Wealth Management, LLC
Redlands, CA |
BUY
|
- |
2.48KNew |
$665K - $892K
|
2.48K
$646K
|