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 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
255+ 4.02% |
$68.4K - $91.8K
|
6.6K
$1.72M
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
255+ 4.35% |
$68.4K - $91.8K
|
6.12K
$1.59M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
255+ 15.71% |
$68.4K - $91.8K
|
1.88K
$489K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
254+ 10.88% |
$68.2K - $91.4K
|
2.59K
$675K
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
BUY
|
- |
249+ 8.7% |
$66.8K - $89.6K
|
3.11K
$811K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
249+ 11.13% |
$66.8K - $89.6K
|
2.49K
$648K
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
247+ 30.8% |
$66.3K - $88.9K
|
1.05K
$273K
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
245+ 24.14% |
$65.7K - $88.2K
|
1.26K
$328K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
245+ 17.61% |
$65.7K - $88.2K
|
1.64K
$426K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
244+ 10.2% |
$65.5K - $87.8K
|
2.64K
$687K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
244+ 36.64% |
$65.5K - $87.8K
|
910
$237K
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
241+ 1.49% |
$64.7K - $86.7K
|
16.4K
$4.28M
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
240+ 15.69% |
$64.4K - $86.4K
|
1.77K
$461K
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
BUY
|
- |
239+ 17.14% |
$64.1K - $86K
|
1.63K
$426K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
238+ 4.3% |
$63.9K - $85.7K
|
5.77K
$1.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
237+ 8.42% |
$63.6K - $85.3K
|
3.05K
$796K
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
237+ 5.59% |
$63.6K - $85.3K
|
4.48K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
BUY
|
- |
236+ 1.74% |
$63.3K - $84.9K
|
13.8K
$3.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
235+ 1.67% |
$63.1K - $84.6K
|
14.3K
$3.72M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
235+ 23.04% |
$63.1K - $84.6K
|
1.26K
$327K
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
234+ 1.19% |
$62.8K - $84.2K
|
19.9K
$5.19M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
233+ 3.15% |
$62.5K - $83.9K
|
7.64K
$1.99M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
232+ 5.58% |
$62.3K - $83.5K
|
4.39K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Norway Savings Bank
|
BUY
|
- |
231+ 2.4% |
$62K - $83.1K
|
9.85K
$2.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
231+ 10.49% |
$62K - $83.1K
|
2.43K
$634K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
229+ 18.76% |
$61.5K - $82.4K
|
1.45K
$378K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
226+ 21.56% |
$60.6K - $81.3K
|
1.27K
$332K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
226+ 3.84% |
$60.6K - $81.3K
|
6.11K
$1.59M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
225+ 14.2% |
$60.4K - $81K
|
1.81K
$472K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
225+ 17.72% |
$60.4K - $81K
|
1.5K
$390K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
225+ 12.64% |
$60.4K - $81K
|
2.01K
$523K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
222New |
$59.6K - $79.9K
|
222
$57.9K
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
220+ 4.54% |
$59K - $79.2K
|
5.07K
$1.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
217+ 0.37% |
$58.2K - $78.1K
|
58.8K
$15.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
217+ 35.57% |
$58.2K - $78.1K
|
827
$216K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
216+ 5.66% |
$58K - $77.7K
|
4.03K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
215+ 9.72% |
$57.7K - $77.4K
|
2.43K
$633K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
211+ 81.78% |
$56.6K - $75.9K
|
469
$122K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
211+ 1.07% |
$56.6K - $75.9K
|
19.8K
$5.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
210+ 7.36% |
$56.4K - $75.6K
|
3.06K
$798K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
209+ 164.57% |
$56.1K - $75.2K
|
336
$87.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
BUY
|
- |
207+ 3.27% |
$55.6K - $74.5K
|
6.54K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
207+ 1.19% |
$55.6K - $74.5K
|
17.6K
$4.58M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
206+ 15.36% |
$55.3K - $74.1K
|
1.55K
$403K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
204+ 7.11% |
$54.7K - $73.4K
|
3.07K
$801K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
203+ 4.75% |
$54.5K - $73.1K
|
4.47K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
202+ 3.84% |
$54.2K - $72.7K
|
5.46K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
201+ 2.96% |
$53.9K - $72.3K
|
6.98K
$1.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
200+ 9.76% |
$53.7K - $72K
|
2.25K
$586K
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
200+ 0.27% |
$53.7K - $72K
|
73K
$19M
|