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
|
True Private Wealth Advisors
|
BUY
|
- |
158+ 2.69% |
$42.4K - $56.9K
|
6.02K
$1.57M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
157+ 2.06% |
$42.1K - $56.5K
|
7.78K
$2.03M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
157+ 6.03% |
$42.1K - $56.5K
|
2.76K
$720K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
157+ 11.21% |
$42.1K - $56.5K
|
1.56K
$406K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
156+ 88.14% |
$41.9K - $56.2K
|
333
$86.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
155+ 0.93% |
$41.6K - $55.8K
|
16.8K
$4.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
155+ 3.34% |
$41.6K - $55.8K
|
4.79K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
153+ 2.8% |
$41.1K - $55.1K
|
5.62K
$1.47M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
152+ 20.32% |
$40.8K - $54.7K
|
900
$235K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
151+ 17.44% |
$40.5K - $54.4K
|
1.02K
$265K
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
151+ 2.13% |
$40.5K - $54.4K
|
7.25K
$1.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
150+ 2.24% |
$40.3K - $54K
|
6.83K
$1.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
150+ 1.77% |
$40.3K - $54K
|
8.61K
$2.24M
|
|
|
May 14, 2025
Q1 2025
|
Ecofi Investissements Sa
Nanterre, I0 |
BUY
|
- |
150+ 4.84% |
$40.3K - $54K
|
3.25K
$847K
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
149+ 2.23% |
$40K - $53.6K
|
6.84K
$1.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
146+ 6.47% |
$39.2K - $52.6K
|
2.4K
$626K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
146+ 8.86% |
$39.2K - $52.6K
|
1.79K
$467K
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
146+ 1.85% |
$39.2K - $52.6K
|
8.06K
$2.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
144+ 4.22% |
$38.6K - $51.8K
|
3.55K
$926K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
143+ 0.11% |
$38.4K - $51.5K
|
135K
$35.1M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
143+ 5.01% |
$38.4K - $51.5K
|
3K
$781K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
142+ 4.61% |
$38.1K - $51.1K
|
3.22K
$839K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
141+ 4.0% |
$37.8K - $50.8K
|
3.67K
$955K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
141+ 0.59% |
$37.8K - $50.8K
|
24.1K
$6.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
141+ 19.97% |
$37.8K - $50.8K
|
847
$221K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
139+ 0.6% |
$37.3K - $50K
|
23.4K
$6.1M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
139+ 7.14% |
$37.3K - $50K
|
2.09K
$543K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
138+ 4.93% |
$37K - $49.7K
|
2.94K
$766K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
138+ 2.04% |
$37K - $49.7K
|
6.91K
$1.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
136+ 4.44% |
$36.5K - $49K
|
3.2K
$833K
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
136+ 17.04% |
$36.5K - $49K
|
934
$243K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
135+ 0.76% |
$36.2K - $48.6K
|
17.9K
$4.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
135+ 4.15% |
$36.2K - $48.6K
|
3.39K
$884K
|
|
|
Apr 11, 2025
Q1 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
134+ 7.37% |
$36K - $48.2K
|
1.95K
$509K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
133+ 12.84% |
$35.7K - $47.9K
|
1.17K
$305K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
133+ 2.55% |
$35.7K - $47.9K
|
5.34K
$1.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
132+ 36.16% |
$35.4K - $47.5K
|
497
$130K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
131+ 1.39% |
$35.2K - $47.2K
|
9.53K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
131+ 14.65% |
$35.2K - $47.2K
|
1.03K
$267K
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
130+ 0.24% |
$34.9K - $46.8K
|
54.2K
$14.1M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
130+ 2.45% |
$34.9K - $46.8K
|
5.43K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
130+ 3.29% |
$34.9K - $46.8K
|
4.09K
$1.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
129+ 1.98% |
$34.6K - $46.4K
|
6.65K
$1.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
129+ 6.23% |
$34.6K - $46.4K
|
2.2K
$573K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
129+ 12.12% |
$34.6K - $46.4K
|
1.19K
$311K
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
129+ 18.02% |
$34.6K - $46.4K
|
845
$220K
|
|
|
May 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
129+ 13.77% |
$34.6K - $46.4K
|
1.07K
$278K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
127+ 3.12% |
$34.1K - $45.7K
|
4.2K
$1.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
127+ 10.06% |
$34.1K - $45.7K
|
1.39K
$362K
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
127+ 1.67% |
$34.1K - $45.7K
|
7.72K
$2.01M
|