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
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
712+ 79.29% |
$191K - $256K
|
1.61K
$420K
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
705+ 30.4% |
$189K - $254K
|
3.02K
$788K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
700+ 6.04% |
$188K - $252K
|
12.3K
$3.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
691+ 7.14% |
$185K - $249K
|
10.4K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
691+ 6.19% |
$185K - $249K
|
11.9K
$3.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
681+ 1.63% |
$183K - $245K
|
42.5K
$11.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
680+ 0.39% |
$182K - $245K
|
176K
$45.8M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
672+ 26.11% |
$180K - $242K
|
3.25K
$846K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
668+ 10.16% |
$179K - $240K
|
7.24K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
667+ 63.16% |
$179K - $240K
|
1.72K
$449K
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
657+ 11.69% |
$176K - $236K
|
6.28K
$1.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
655+ 32.43% |
$176K - $236K
|
2.68K
$697K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
653+ 3.8% |
$175K - $235K
|
17.8K
$4.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
650+ 45.77% |
$174K - $234K
|
2.07K
$540K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
648+ 14.01% |
$174K - $233K
|
5.27K
$1.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
BUY
|
- |
647+ 34.88% |
$174K - $233K
|
2.5K
$652K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
647+ 61.27% |
$174K - $233K
|
1.7K
$444K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
641+ 6.72% |
$172K - $231K
|
10.2K
$2.65M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
640+ 105.09% |
$172K - $230K
|
1.25K
$326K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
628+ 40.91% |
$169K - $226K
|
2.16K
$564K
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
627+ 56.33% |
$168K - $226K
|
1.74K
$453K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
627+ 0.26% |
$168K - $226K
|
239K
$62.4M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
626+ 7.49% |
$168K - $225K
|
8.99K
$2.34M
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
625+ 1.82% |
$168K - $225K
|
35K
$9.12M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
625+ 1.61% |
$168K - $225K
|
39.4K
$10.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
623+ 7.59% |
$167K - $224K
|
8.83K
$2.3M
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
622+ 20.55% |
$167K - $224K
|
3.65K
$951K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
615+ 65.36% |
$165K - $221K
|
1.56K
$406K
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
611+ 31.46% |
$164K - $220K
|
2.55K
$665K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
611+ 33.19% |
$164K - $220K
|
2.45K
$639K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
610+ 1.68% |
$164K - $220K
|
37K
$9.65M
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
610+ 19.56% |
$164K - $220K
|
3.73K
$972K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
608+ 28.9% |
$163K - $219K
|
2.71K
$707K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
603+ 69.55% |
$162K - $217K
|
1.47K
$383K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
601+ 36.89% |
$161K - $216K
|
2.23K
$581K
|
|
|
May 09, 2025
Q1 2025
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
600+ 14.81% |
$161K - $216K
|
4.65K
$1.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
597+ 8.96% |
$160K - $215K
|
7.26K
$1.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Mcdaniel Terry & CO
|
BUY
|
- |
597+ 32.75% |
$160K - $215K
|
2.42K
$631K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
596New |
$160K - $215K
|
596
$155K
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
593+ 4.86% |
$159K - $213K
|
12.8K
$3.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
589+ 23.13% |
$158K - $212K
|
3.14K
$817K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
588+ 10.06% |
$158K - $212K
|
6.44K
$1.68M
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
586+ 94.21% |
$157K - $211K
|
1.21K
$315K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
584+ 0.3% |
$157K - $210K
|
198K
$51.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
583New |
$156K - $210K
|
583
$152K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
580+ 19.69% |
$156K - $209K
|
3.53K
$919K
|
|
|
Apr 16, 2025
Q1 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
575+ 22.18% |
$154K - $207K
|
3.17K
$825K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
574+ 54.05% |
$154K - $207K
|
1.64K
$426K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
569+ 7.15% |
$153K - $205K
|
8.53K
$2.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
568+ 5.14% |
$152K - $204K
|
11.6K
$3.03M
|