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 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.07K+ 0.97% |
$286K - $383K
|
111K
$29M
|
|
|
May 13, 2025
Q1 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
1.06K+ 4.62% |
$284K - $381K
|
24K
$6.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.05K+ 8.65% |
$282K - $378K
|
13.2K
$3.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.05K+ 11.59% |
$282K - $378K
|
10.1K
$2.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
BUY
|
- |
1.04KNew |
$280K - $375K
|
1.04K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
1.04K+ 2363.64% |
$279K - $374K
|
1.08K
$283K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.04K+ 13.25% |
$278K - $373K
|
8.85K
$2.31M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
1.03K+ 30.93% |
$277K - $371K
|
4.37K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.03K+ 21.49% |
$277K - $371K
|
5.83K
$1.52M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.03K+ 3.97% |
$276K - $370K
|
26.9K
$7.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.03K+ 87.31% |
$275K - $369K
|
2.2K
$573K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.02K+ 55.17% |
$275K - $369K
|
2.88K
$751K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.02K+ 1.92% |
$274K - $368K
|
54.1K
$14.1M
|
|
|
May 14, 2025
Q1 2025
|
Mirova
Paris, I0 |
BUY
|
- |
1.02K+ 5.69% |
$273K - $366K
|
18.9K
$4.91M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.01K+ 22.54% |
$272K - $364K
|
5.5K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.01K+ 12.96% |
$271K - $363K
|
8.79K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1K+ 5.24% |
$269K - $361K
|
20.1K
$5.25M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1KNew |
$269K - $360K
|
1K
$261K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
999+ 1029.9% |
$268K - $360K
|
1.1K
$286K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
992+ 23.17% |
$266K - $357K
|
5.27K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
987+ 2.24% |
$265K - $355K
|
45K
$11.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
986New |
$265K - $355K
|
986
$257K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
986+ 5.59% |
$265K - $355K
|
18.6K
$4.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
985+ 5.71% |
$264K - $355K
|
18.2K
$4.76M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
981+ 9.74% |
$263K - $353K
|
11.1K
$2.88M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
977+ 22.99% |
$262K - $352K
|
5.23K
$1.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
965+ 3.93% |
$259K - $347K
|
25.5K
$6.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
BUY
|
- |
964+ 1.1% |
$259K - $347K
|
88.3K
$23M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
963New |
$258K - $347K
|
963
$251K
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
957+ 11.04% |
$257K - $344K
|
9.62K
$2.51M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
953+ 0.93% |
$256K - $343K
|
104K
$27M
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
950+ 1610.17% |
$255K - $342K
|
1.01K
$263K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
950+ 12.51% |
$255K - $342K
|
8.54K
$2.23M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
948+ 2.34% |
$254K - $341K
|
41.5K
$10.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
947New |
$254K - $341K
|
947
$247K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
945+ 6300.0% |
$254K - $340K
|
960
$250K
|
|
|
May 12, 2025
Q1 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
945+ 6.23% |
$254K - $340K
|
16.1K
$4.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
940+ 69.42% |
$252K - $338K
|
2.29K
$598K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
933+ 8.88% |
$250K - $336K
|
11.4K
$2.98M
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
925New |
$248K - $333K
|
925
$241K
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
920+ 4.48% |
$247K - $331K
|
21.5K
$5.59M
|
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
914New |
$245K - $329K
|
914
$238K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
903+ 1.13% |
$242K - $325K
|
80.9K
$21.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
885+ 1.15% |
$237K - $319K
|
78.2K
$20.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
885+ 66.94% |
$237K - $319K
|
2.21K
$575K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
882+ 4.98% |
$237K - $317K
|
18.6K
$4.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
873New |
$234K - $314K
|
873
$228K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
868+ 108.36% |
$233K - $312K
|
1.67K
$435K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
867+ 14.9% |
$233K - $312K
|
6.69K
$1.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
865+ 9.51% |
$232K - $311K
|
9.96K
$2.59M
|