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 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
200+ 20.22% |
$53.7K - $72K
|
1.19K
$310K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.08% |
$53.7K - $72K
|
260K
$67.7M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
200+ 2.05% |
$53.7K - $72K
|
9.95K
$2.59M
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
200New |
$53.7K - $72K
|
200
$52.1K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
198+ 8.49% |
$53.1K - $71.3K
|
2.53K
$659K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
197+ 30.83% |
$52.9K - $70.9K
|
836
$218K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
195+ 12.16% |
$52.3K - $70.2K
|
1.8K
$469K
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
195+ 15.46% |
$52.3K - $70.2K
|
1.46K
$379K
|
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
195New |
$52.3K - $70.2K
|
195
$50.8K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
194+ 236.59% |
$52.1K - $69.8K
|
276
$71.9K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
193+ 1.4% |
$51.8K - $69.5K
|
14K
$3.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
190+ 3.4% |
$51K - $68.4K
|
5.77K
$1.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
189+ 10.67% |
$50.7K - $68K
|
1.96K
$511K
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
189+ 27.79% |
$50.7K - $68K
|
869
$226K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
188+ 8.17% |
$50.5K - $67.7K
|
2.49K
$649K
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
187+ 12.68% |
$50.2K - $67.3K
|
1.66K
$433K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
186+ 0.39% |
$49.9K - $67K
|
47.7K
$12.4M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
186+ 6.49% |
$49.9K - $67K
|
3.05K
$795K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
183+ 1.77% |
$49.1K - $65.9K
|
10.5K
$2.74M
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
182+ 5.13% |
$48.8K - $65.5K
|
3.73K
$972K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
182New |
$48.8K - $65.5K
|
182
$47.4K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
181+ 5.72% |
$48.6K - $65.2K
|
3.34K
$872K
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
181+ 2.27% |
$48.6K - $65.2K
|
8.14K
$2.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
180+ 0.22% |
$48.3K - $64.8K
|
82.1K
$21.4M
|
|
|
May 13, 2025
Q1 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
180New |
$48.3K - $64.8K
|
180
$46.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
175+ 27.34% |
$47K - $63K
|
815
$212K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
175+ 16.1% |
$47K - $63K
|
1.26K
$329K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
175+ 37.96% |
$47K - $63K
|
636
$166K
|
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
BUY
|
- |
173+ 3.38% |
$46.4K - $62.3K
|
5.3K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
173+ 21.98% |
$46.4K - $62.3K
|
960
$250K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
172+ 15.41% |
$46.2K - $61.9K
|
1.29K
$336K
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
172+ 1.43% |
$46.2K - $61.9K
|
12.2K
$3.19M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
172+ 21.8% |
$46.2K - $61.9K
|
961
$250K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
171+ 14.45% |
$45.9K - $61.6K
|
1.35K
$353K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
170+ 2.45% |
$45.6K - $61.2K
|
7.12K
$1.86M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
170+ 67.46% |
$45.6K - $61.2K
|
422
$110K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
170+ 5.64% |
$45.6K - $61.2K
|
3.19K
$830K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
170+ 0.45% |
$45.6K - $61.2K
|
37.7K
$9.81M
|
|
|
May 14, 2025
Q1 2025
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
170+ 0.62% |
$45.6K - $61.2K
|
27.5K
$7.16M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
169+ 3.1% |
$45.4K - $60.8K
|
5.62K
$1.47M
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
168+ 54.19% |
$45.1K - $60.5K
|
478
$125K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
167+ 477.14% |
$44.8K - $60.1K
|
202
$52.6K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
167+ 5.5% |
$44.8K - $60.1K
|
3.2K
$835K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
166+ 4.95% |
$44.5K - $59.8K
|
3.52K
$917K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
165+ 2.73% |
$44.3K - $59.4K
|
6.21K
$1.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
163+ 2.7% |
$43.7K - $58.7K
|
6.19K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
162+ 344.68% |
$43.5K - $58.3K
|
209
$54.5K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
161+ 11.87% |
$43.2K - $58K
|
1.52K
$395K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
159+ 1.06% |
$42.7K - $57.2K
|
15.1K
$3.93M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
159+ 2.61% |
$42.7K - $57.2K
|
6.24K
$1.63M
|