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 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
1.58KNew |
$423K - $567K
|
1.58K
$410K
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
1.57KNew |
$422K - $567K
|
1.57K
$410K
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.57K+ 6.94% |
$422K - $565K
|
24.2K
$6.31M
|
|
|
May 15, 2025
Q1 2025
|
Belmont Capital, LLC
|
BUY
|
- |
1.57K+ 31.4% |
$421K - $565K
|
6.57K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.57K+ 2.79% |
$420K - $564K
|
57.6K
$15M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
1.56K+ 2.79% |
$419K - $562K
|
57.5K
$15M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.55K+ 1.35% |
$416K - $559K
|
116K
$30.3M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1.55KNew |
$416K - $558K
|
1.55K
$404K
|
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
1.54KNew |
$414K - $555K
|
1.54K
$402K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.54K+ 15.54% |
$413K - $554K
|
11.5K
$2.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.54K+ 34.05% |
$412K - $553K
|
6.04K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Steinberg Asset Management LLC
New York, NY |
BUY
|
- |
1.52K+ 24.1% |
$409K - $548K
|
7.84K
$2.04M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
1.52K+ 1.27% |
$408K - $547K
|
121K
$31.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
1.52K+ 112.31% |
$407K - $545K
|
2.86K
$746K
|
|
|
May 12, 2025
Q1 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
1.51KNew |
$406K - $544K
|
1.51K
$394K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
1.51K+ 172.51% |
$404K - $542K
|
2.38K
$620K
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
1.5K+ 13.51% |
$403K - $540K
|
12.6K
$3.28M
|
|
|
May 15, 2025
Q1 2025
|
Triavera Capital LLC
Larkspur, CA |
BUY
|
- |
1.5K+ 6.65% |
$403K - $540K
|
24.1K
$6.27M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
1.5KNew |
$401K - $538K
|
1.5K
$390K
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.49K+ 8.77% |
$400K - $536K
|
18.5K
$4.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.48K+ 166.55% |
$397K - $532K
|
2.37K
$617K
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
1.48K+ 13.59% |
$397K - $532K
|
12.4K
$3.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
1.47K+ 10.87% |
$395K - $530K
|
15K
$3.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
1.47K+ 25.18% |
$394K - $528K
|
7.29K
$1.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.47K+ 3.42% |
$393K - $528K
|
44.3K
$11.5M
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
1.45K+ 2.56% |
$389K - $521K
|
58K
$15.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.44K+ 36.27% |
$387K - $519K
|
5.42K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.44K+ 49.78% |
$386K - $518K
|
4.33K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.44K+ 4.98% |
$386K - $518K
|
30.3K
$7.91M
|
|
|
May 09, 2025
Q1 2025
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
1.44K+ 32.6% |
$386K - $518K
|
5.85K
$1.53M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
1.43K+ 17.3% |
$384K - $515K
|
9.7K
$2.53M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.43KNew |
$383K - $514K
|
1.43K
$372K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.42K+ 50.19% |
$381K - $511K
|
4.25K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.4K+ 1.63% |
$377K - $505K
|
87.6K
$22.8M
|
|
|
May 15, 2025
Q1 2025
|
Massar Capital Management, LP
Stamford, CT |
BUY
|
- |
1.4KNew |
$376K - $504K
|
1.4K
$365K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.39K+ 5.91% |
$372K - $499K
|
24.9K
$6.48M
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.38K+ 27.64% |
$370K - $497K
|
6.37K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.38K+ 59.48% |
$370K - $497K
|
3.7K
$964K
|
|
|
May 15, 2025
Q1 2025
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.38K+ 14.52% |
$370K - $497K
|
10.9K
$2.84M
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
1.37KNew |
$367K - $492K
|
1.37K
$357K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.36K+ 18.89% |
$366K - $491K
|
8.59K
$2.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
1.36K+ 79.06% |
$365K - $489K
|
3.08K
$802K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.35K+ 5.79% |
$363K - $487K
|
24.7K
$6.45M
|
|
|
May 14, 2025
Q1 2025
|
Wormser Freres Gestion
Paris, I0 |
BUY
|
- |
1.35K+ 4.8% |
$363K - $487K
|
29.5K
$7.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
1.35K+ 4.2% |
$362K - $486K
|
33.5K
$8.73M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.35K+ 26.09% |
$361K - $484K
|
6.51K
$1.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
1.34KNew |
$359K - $481K
|
1.34K
$348K
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.33K+ 0.71% |
$358K - $480K
|
190K
$49.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.33KNew |
$357K - $479K
|
1.33K
$347K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.33K+ 1.36% |
$356K - $478K
|
98.7K
$25.7M
|