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 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2.48K+ 48.86% |
$665K - $892K
|
7.55K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Hyperion Asset Management LTD
Royal Exchange, C3 |
BUY
|
- |
2.45K+ 1.82% |
$657K - $882K
|
137K
$35.6M
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
2.44K+ 8.0% |
$654K - $877K
|
32.9K
$8.57M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.4K+ 26.69% |
$644K - $864K
|
11.4K
$2.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
2.39K+ 34.01% |
$641K - $860K
|
9.42K
$2.45M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.39K+ 9.89% |
$641K - $860K
|
26.5K
$6.92M
|
|
|
May 14, 2025
Q1 2025
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
2.39KNew |
$641K - $859K
|
2.39K
$622K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.34KNew |
$629K - $843K
|
2.34K
$611K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.34K+ 7.61% |
$628K - $842K
|
33.1K
$8.63M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.34K+ 20.2% |
$627K - $842K
|
13.9K
$3.63M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.31K+ 58.76% |
$621K - $833K
|
6.25K
$1.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
2.3KNew |
$618K - $829K
|
2.3K
$600K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
2.3K+ 139.45% |
$617K - $828K
|
3.95K
$1.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
2.28K+ 332.22% |
$612K - $820K
|
2.97K
$773K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.27KNew |
$609K - $817K
|
2.27K
$592K
|
|
|
May 06, 2025
Q1 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
2.27K+ 66.1% |
$608K - $816K
|
5.69K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
2.26K+ 927.46% |
$607K - $815K
|
2.51K
$653K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
2.25KNew |
$605K - $811K
|
2.25K
$587K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.25K+ 28.0% |
$603K - $809K
|
10.3K
$2.68M
|
|
|
May 13, 2025
Q1 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
2.2K+ 21.74% |
$590K - $791K
|
12.3K
$3.21M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.19K+ 2.68% |
$587K - $787K
|
83.9K
$21.9M
|
|
|
May 15, 2025
Q1 2025
|
Ten Core Partners, LP
New York, NY |
BUY
|
- |
2.19K+ 4.5% |
$586K - $786K
|
50.7K
$13.2M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
2.17K+ 97.93% |
$583K - $782K
|
4.39K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
2.17K+ 3.58% |
$583K - $782K
|
62.9K
$16.4M
|
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
2.13KNew |
$572K - $767K
|
2.13K
$555K
|
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.12KNew |
$569K - $763K
|
2.12K
$553K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.11K+ 7.33% |
$567K - $761K
|
30.9K
$8.06M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.11K+ 0.71% |
$566K - $759K
|
300K
$78.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
2.1K+ 26.46% |
$563K - $755K
|
10K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
2.09K+ 9.68% |
$561K - $753K
|
23.7K
$6.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.08K+ 26.57% |
$559K - $750K
|
9.92K
$2.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
2.08K+ 42.94% |
$558K - $749K
|
6.93K
$1.81M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2.07K+ 8.01% |
$556K - $746K
|
27.9K
$7.28M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.06K+ 3.74% |
$552K - $740K
|
57K
$14.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
BUY
|
- |
2.05K+ 2.46% |
$550K - $738K
|
85.2K
$22.2M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2.04K+ 1.24% |
$548K - $735K
|
167K
$43.5M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.04K+ 134.83% |
$546K - $733K
|
3.55K
$924K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.03K+ 7.92% |
$545K - $731K
|
27.7K
$7.22M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
2.03KNew |
$544K - $730K
|
2.03K
$529K
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.03KNew |
$544K - $730K
|
2.03K
$528K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2KNew |
$537K - $721K
|
2K
$522K
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
2KNew |
$537K - $720K
|
2K
$521K
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.97K+ 6.1% |
$528K - $708K
|
34.2K
$8.92M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.94K+ 6.4% |
$520K - $698K
|
32.2K
$8.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.92K+ 56.79% |
$516K - $693K
|
5.31K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
1.92K+ 2.77% |
$516K - $692K
|
71.3K
$18.6M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.91K+ 0.9% |
$513K - $688K
|
214K
$55.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.91K+ 12.95% |
$511K - $686K
|
16.6K
$4.33M
|
|
|
May 09, 2025
Q1 2025
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
1.91KNew |
$511K - $686K
|
1.91K
$497K
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.9K+ 2.95% |
$509K - $682K
|
66.1K
$17.2M
|