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 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
1.89KNew |
$508K - $682K
|
1.89K
$494K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.89K+ 25.75% |
$508K - $681K
|
9.24K
$2.41M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.89K+ 6.11% |
$507K - $680K
|
32.8K
$8.55M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.88K+ 21.98% |
$505K - $677K
|
10.4K
$2.72M
|
|
|
May 12, 2025
Q1 2025
|
Ns Partners LTD
|
BUY
|
- |
1.88K+ 1.63% |
$504K - $676K
|
117K
$30.4M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.85K+ 3.52% |
$495K - $664K
|
54.3K
$14.1M
|
|
|
May 13, 2025
Q1 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
1.83KNew |
$492K - $660K
|
1.83K
$478K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.83K+ 11.12% |
$492K - $660K
|
18.3K
$4.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
1.83K+ 129.19% |
$491K - $658K
|
3.24K
$845K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.82K+ 3.34% |
$488K - $654K
|
56.3K
$14.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.81K+ 7.11% |
$486K - $652K
|
27.3K
$7.1M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.81KNew |
$485K - $651K
|
1.81K
$471K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
1.8K+ 56.78% |
$483K - $648K
|
4.97K
$1.3M
|
|
|
May 12, 2025
Q1 2025
|
Dillon & Associates Inc
|
BUY
|
- |
1.78K+ 6.43% |
$477K - $640K
|
29.4K
$7.67M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.78K+ 8.39% |
$477K - $639K
|
22.9K
$5.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.76K+ 91.1% |
$472K - $634K
|
3.69K
$962K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.75K+ 17.07% |
$470K - $631K
|
12K
$3.13M
|
|
|
May 15, 2025
Q1 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
1.75K+ 1.92% |
$468K - $628K
|
92.6K
$24.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Spence Asset Management
|
BUY
|
- |
1.74K+ 4.26% |
$467K - $626K
|
42.6K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.73K+ 42.0% |
$465K - $624K
|
5.86K
$1.53M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
1.73K+ 88.24% |
$465K - $624K
|
3.7K
$964K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.73KNew |
$465K - $623K
|
1.73K
$451K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.71KNew |
$459K - $616K
|
1.71K
$446K
|
|
|
May 06, 2025
Q1 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
1.7K+ 99.36% |
$457K - $613K
|
3.42K
$891K
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.7K+ 17.0% |
$456K - $612K
|
11.7K
$3.05M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
1.7K+ 95.93% |
$455K - $610K
|
3.46K
$903K
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
1.69K+ 9.61% |
$454K - $609K
|
19.3K
$5.03M
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.69K+ 30.12% |
$453K - $608K
|
7.3K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.68K+ 33.8% |
$451K - $604K
|
6.65K
$1.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.68K+ 3.61% |
$450K - $604K
|
48.2K
$12.6M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.67K+ 1.66% |
$449K - $602K
|
102K
$26.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
1.67K+ 74.75% |
$447K - $600K
|
3.9K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
1.67K+ 2.85% |
$447K - $599K
|
60.2K
$15.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.65K+ 24.5% |
$443K - $594K
|
8.39K
$2.19M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
1.65K+ 39.02% |
$442K - $593K
|
5.87K
$1.53M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.63KNew |
$439K - $588K
|
1.63K
$426K
|
|
|
May 08, 2025
Q1 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
1.63K+ 46.06% |
$437K - $586K
|
5.17K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
1.63K+ 5.39% |
$437K - $586K
|
31.8K
$8.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.63K+ 7.86% |
$436K - $585K
|
22.3K
$5.81M
|
|
|
May 15, 2025
Q1 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
1.62KNew |
$435K - $584K
|
1.62K
$423K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.62K+ 22.0% |
$434K - $583K
|
8.98K
$2.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
1.62K+ 3.0% |
$434K - $582K
|
55.6K
$14.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.61K+ 13.96% |
$431K - $578K
|
13.1K
$3.42M
|
|
|
May 06, 2025
Q1 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
1.6K+ 71.61% |
$430K - $577K
|
3.84K
$1M
|
|
|
Apr 30, 2025
Q1 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
1.6KNew |
$428K - $574K
|
1.6K
$416K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
1.59K+ 43.95% |
$427K - $573K
|
5.21K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.59K+ 61.3% |
$426K - $572K
|
4.18K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
River Road Asset Management, LLC
|
BUY
|
- |
1.59K+ 5.2% |
$426K - $571K
|
32.1K
$8.36M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
1.59K+ 11.36% |
$425K - $571K
|
15.5K
$4.05M
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
1.58K+ 152.66% |
$424K - $569K
|
2.62K
$682K
|