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
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
450+ 40.39% |
$121K - $162K
|
1.56K
$408K
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
446+ 66.97% |
$120K - $161K
|
1.11K
$290K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
446+ 4.4% |
$120K - $161K
|
10.6K
$2.76M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
444+ 29.94% |
$119K - $160K
|
1.93K
$502K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
442+ 6.94% |
$119K - $159K
|
6.81K
$1.77M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
437New |
$117K - $157K
|
437
$114K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
434+ 1.81% |
$116K - $156K
|
24.5K
$6.38M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
434+ 14.12% |
$116K - $156K
|
3.51K
$914K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
431+ 1134.21% |
$116K - $155K
|
469
$122K
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
428+ 14.89% |
$115K - $154K
|
3.3K
$861K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Investments, LLC
|
BUY
|
- |
428+ 3.09% |
$115K - $154K
|
14.3K
$3.73M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
427+ 36.19% |
$115K - $154K
|
1.61K
$419K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
426+ 17.26% |
$114K - $153K
|
2.89K
$754K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
426+ 5.39% |
$114K - $153K
|
8.32K
$2.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
423+ 1.27% |
$114K - $152K
|
33.7K
$8.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
419+ 0.06% |
$112K - $151K
|
762K
$199M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
419+ 481.61% |
$112K - $151K
|
506
$132K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
415+ 0.9% |
$111K - $149K
|
46.7K
$12.2M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
413+ 13.59% |
$111K - $149K
|
3.45K
$900K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
412+ 4.49% |
$111K - $148K
|
9.58K
$2.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
411+ 1.71% |
$110K - $148K
|
24.5K
$6.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
411+ 4.76% |
$110K - $148K
|
9.05K
$2.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
404+ 1.74% |
$108K - $145K
|
23.6K
$6.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
401+ 6.09% |
$108K - $144K
|
6.98K
$1.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
401+ 3.87% |
$108K - $144K
|
10.8K
$2.81M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
401+ 35.8% |
$108K - $144K
|
1.52K
$396K
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
399+ 1.99% |
$107K - $144K
|
20.5K
$5.34M
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
397+ 17.51% |
$107K - $143K
|
2.66K
$694K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
396+ 50.64% |
$106K - $143K
|
1.18K
$307K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
396+ 17.48% |
$106K - $143K
|
2.66K
$694K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
395+ 1.2% |
$106K - $142K
|
33.2K
$8.65M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
395+ 0.47% |
$106K - $142K
|
84.3K
$22M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
395+ 5.45% |
$106K - $142K
|
7.65K
$1.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
392+ 8.32% |
$105K - $141K
|
5.1K
$1.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
391+ 2.41% |
$105K - $141K
|
16.6K
$4.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
391+ 2.8% |
$105K - $141K
|
14.4K
$3.74M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
391+ 32.05% |
$105K - $141K
|
1.61K
$420K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
390+ 2.71% |
$105K - $140K
|
14.8K
$3.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
384+ 44.7% |
$103K - $138K
|
1.24K
$324K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
382+ 0.68% |
$103K - $138K
|
56.2K
$14.7M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
379+ 1.66% |
$102K - $136K
|
23.2K
$6.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
378+ 15.28% |
$101K - $136K
|
2.85K
$743K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
377New |
$101K - $136K
|
377
$98.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
376+ 0.83% |
$101K - $135K
|
45.8K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
376+ 9.7% |
$101K - $135K
|
4.25K
$1.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
375+ 3.19% |
$101K - $135K
|
12.1K
$3.16M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
370+ 6.77% |
$99.3K - $133K
|
5.84K
$1.52M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
370+ 8.81% |
$99.3K - $133K
|
4.57K
$1.19M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
370+ 9.63% |
$99.3K - $133K
|
4.21K
$1.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
367New |
$98.5K - $132K
|
367
$95.7K
|