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 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
560+ 6.32% |
$150K - $202K
|
9.42K
$2.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
553+ 11.8% |
$148K - $199K
|
5.24K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
552+ 3.3% |
$148K - $199K
|
17.3K
$4.51M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
552+ 1.22% |
$148K - $199K
|
45.8K
$11.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
548+ 11.39% |
$147K - $197K
|
5.36K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
546+ 15.04% |
$147K - $197K
|
4.18K
$1.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
542+ 5.31% |
$145K - $195K
|
10.7K
$2.8M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
541+ 1.25% |
$145K - $195K
|
43.9K
$11.4M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
541+ 31.44% |
$145K - $195K
|
2.26K
$590K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
539+ 14.7% |
$145K - $194K
|
4.21K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
538+ 0.25% |
$144K - $194K
|
214K
$55.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
534+ 25.44% |
$143K - $192K
|
2.63K
$686K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
532+ 37.23% |
$143K - $191K
|
1.96K
$511K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
532+ 0.77% |
$143K - $191K
|
69.8K
$18.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
530+ 19.67% |
$142K - $191K
|
3.23K
$841K
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
526+ 2.94% |
$141K - $189K
|
18.4K
$4.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
522+ 2.86% |
$140K - $188K
|
18.8K
$4.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
522+ 3.11% |
$140K - $188K
|
17.3K
$4.52M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
519+ 23.25% |
$139K - $187K
|
2.75K
$717K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
518+ 3.8% |
$139K - $186K
|
14.1K
$3.68M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
505+ 1.65% |
$136K - $182K
|
31.2K
$8.13M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
504+ 11.05% |
$135K - $181K
|
5.07K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
503+ 4.5% |
$135K - $181K
|
11.7K
$3.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
500+ 21.11% |
$134K - $180K
|
2.87K
$747K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
500+ 0.81% |
$134K - $180K
|
62.6K
$16.3M
|
|
|
May 15, 2025
Q1 2025
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
500+ 18.52% |
$134K - $180K
|
3.2K
$834K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
493+ 1.34% |
$132K - $177K
|
37.2K
$9.68M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
489+ 6.82% |
$131K - $176K
|
7.66K
$2M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
489+ 7.74% |
$131K - $176K
|
6.81K
$1.77M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
487+ 7.26% |
$131K - $175K
|
7.2K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
486+ 1.38% |
$130K - $175K
|
35.7K
$9.3M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
485+ 30.2% |
$130K - $175K
|
2.09K
$545K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
483+ 13.77% |
$130K - $174K
|
3.99K
$1.04M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
482+ 9.31% |
$129K - $173K
|
5.66K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
481+ 1.43% |
$129K - $173K
|
34.2K
$8.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
479+ 11.55% |
$129K - $172K
|
4.63K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
475+ 35.03% |
$127K - $171K
|
1.83K
$477K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
472+ 15.75% |
$127K - $170K
|
3.47K
$904K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
470+ 66.1% |
$126K - $169K
|
1.18K
$308K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
468+ 31.9% |
$126K - $168K
|
1.94K
$504K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
466+ 5.89% |
$125K - $168K
|
8.38K
$2.18M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
465+ 43.62% |
$125K - $167K
|
1.53K
$399K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
464+ 33.89% |
$125K - $167K
|
1.83K
$478K
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
461+ 19.24% |
$124K - $166K
|
2.86K
$745K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
461New |
$124K - $166K
|
461
$120K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
454+ 18.65% |
$122K - $163K
|
2.89K
$753K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
452+ 164.36% |
$121K - $163K
|
727
$189K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
451+ 8.48% |
$121K - $162K
|
5.77K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
451+ 15.7% |
$121K - $162K
|
3.32K
$866K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
450+ 3.0% |
$121K - $162K
|
15.5K
$4.03M
|