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 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.31KNew |
$352K - $472K
|
1.31K
$342K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.31KNew |
$351K - $471K
|
1.31K
$341K
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
1.3KNew |
$350K - $469K
|
1.3K
$340K
|
|
|
Apr 24, 2025
Q1 2025
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
1.3K+ 14.77% |
$349K - $468K
|
10.1K
$2.63M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.29K+ 13.29% |
$347K - $466K
|
11K
$2.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.29K+ 32.6% |
$345K - $463K
|
5.23K
$1.36M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
1.29K+ 6.95% |
$345K - $463K
|
19.8K
$5.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.28K+ 2.7% |
$345K - $462K
|
48.9K
$12.7M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.28K+ 88.79% |
$344K - $462K
|
2.73K
$711K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.27K+ 34.53% |
$341K - $457K
|
4.95K
$1.29M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.27KNew |
$341K - $457K
|
1.27K
$331K
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.27K+ 19.21% |
$341K - $457K
|
7.88K
$2.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.27K+ 14.4% |
$340K - $456K
|
10.1K
$2.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
1.25K+ 95.43% |
$336K - $451K
|
2.57K
$669K
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
1.25K+ 52.26% |
$335K - $450K
|
3.64K
$948K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.24K+ 47.34% |
$334K - $448K
|
3.87K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
1.24KNew |
$332K - $445K
|
1.24K
$322K
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
1.23KNew |
$330K - $443K
|
1.23K
$321K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
1.23K+ 0.7% |
$330K - $443K
|
177K
$46.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
BUY
|
- |
1.22KNew |
$328K - $440K
|
1.22K
$319K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
1.22K+ 3.33% |
$328K - $440K
|
37.9K
$9.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
1.22K+ 1.21% |
$328K - $439K
|
102K
$26.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.22K+ 6.04% |
$327K - $438K
|
21.4K
$5.57M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.21K+ 7.41% |
$323K - $434K
|
17.5K
$4.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.2K+ 11.16% |
$322K - $432K
|
12K
$3.11M
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.19KNew |
$320K - $429K
|
1.19K
$311K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.18K+ 2.54% |
$316K - $424K
|
47.5K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.18K+ 47.26% |
$315K - $423K
|
3.66K
$954K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.17K+ 11.35% |
$315K - $422K
|
11.5K
$3M
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
BUY
|
- |
1.16KNew |
$310K - $416K
|
1.16K
$301K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.16K+ 6.8% |
$310K - $416K
|
18.1K
$4.73M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.15K+ 3.69% |
$309K - $414K
|
32.3K
$8.42M
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.15K+ 81.79% |
$309K - $414K
|
2.56K
$666K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.15K+ 6.69% |
$308K - $413K
|
18.3K
$4.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
1.14K+ 102.14% |
$307K - $411K
|
2.26K
$590K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.14K+ 4.95% |
$306K - $410K
|
24.2K
$6.3M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.13K+ 0.06% |
$304K - $408K
|
1.87M
$487M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
1.13K+ 3.37% |
$303K - $407K
|
34.7K
$9.03M
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
1.13KNew |
$302K - $405K
|
1.13K
$293K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.12K+ 5.65% |
$301K - $403K
|
20.9K
$5.46M
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
1.11KNew |
$297K - $398K
|
1.11K
$288K
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
1.11K+ 21.1% |
$297K - $398K
|
6.34K
$1.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
1.1K+ 4.58% |
$294K - $395K
|
25K
$6.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
1.09K+ 17.21% |
$293K - $392K
|
7.43K
$1.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
1.09K+ 176.14% |
$291K - $391K
|
1.7K
$443K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.08K+ 14.57% |
$290K - $389K
|
8.51K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.08K+ 79.87% |
$288K - $387K
|
2.42K
$631K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.07K+ 126.06% |
$288K - $387K
|
1.93K
$502K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.07K+ 44.86% |
$288K - $387K
|
3.47K
$904K
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
1.07K+ 3.52% |
$287K - $384K
|
31.4K
$8.19M
|