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 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
127+ 15.28% |
$34.1K - $45.7K
|
958
$250K
|
|
|
Apr 16, 2025
Q1 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
126+ 2.15% |
$33.8K - $45.4K
|
5.97K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
126+ 5.11% |
$33.8K - $45.4K
|
2.59K
$676K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
125+ 8.83% |
$33.5K - $45K
|
1.54K
$402K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
125+ 13.44% |
$33.5K - $45K
|
1.06K
$275K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
122+ 78.71% |
$32.7K - $43.9K
|
277
$72.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
122+ 3.61% |
$32.7K - $43.9K
|
3.5K
$913K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
122+ 8.65% |
$32.7K - $43.9K
|
1.53K
$400K
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
122+ 1.49% |
$32.7K - $43.9K
|
8.29K
$2.16M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
121+ 5.97% |
$32.5K - $43.6K
|
2.15K
$560K
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
120+ 3.35% |
$32.2K - $43.2K
|
3.7K
$964K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
120+ 10.66% |
$32.2K - $43.2K
|
1.25K
$325K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
120+ 4.94% |
$32.2K - $43.2K
|
2.55K
$664K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
119+ 6.51% |
$31.9K - $42.8K
|
1.95K
$507K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
119+ 36.84% |
$31.9K - $42.8K
|
442
$115K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
117+ 2.12% |
$31.4K - $42.1K
|
5.62K
$1.47M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
117+ 5.35% |
$31.4K - $42.1K
|
2.3K
$600K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
116+ 13.74% |
$31.1K - $41.8K
|
960
$250K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
115+ 10.87% |
$30.9K - $41.4K
|
1.17K
$306K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
115+ 11.19% |
$30.9K - $41.4K
|
1.14K
$298K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
114New |
$30.6K - $41K
|
114
$29.7K
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
114+ 4.15% |
$30.6K - $41K
|
2.86K
$745K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
113+ 1.21% |
$30.3K - $40.7K
|
9.49K
$2.47M
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
112+ 1.94% |
$30.1K - $40.3K
|
5.89K
$1.54M
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
112+ 5.99% |
$30.1K - $40.3K
|
1.98K
$516K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
112+ 9.82% |
$30.1K - $40.3K
|
1.25K
$326K
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
110+ 12.63% |
$29.5K - $39.6K
|
981
$256K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
110+ 177.42% |
$29.5K - $39.6K
|
172
$44.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
108+ 0.99% |
$29K - $38.9K
|
11K
$2.86M
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
108+ 2.88% |
$29K - $38.9K
|
3.86K
$1.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
107+ 12.17% |
$28.7K - $38.5K
|
986
$257K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
107+ 2.28% |
$28.7K - $38.5K
|
4.81K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
107+ 6.6% |
$28.7K - $38.5K
|
1.73K
$450K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
106+ 4.18% |
$28.4K - $38.2K
|
2.64K
$688K
|
|
|
Apr 14, 2025
Q1 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
106+ 2.11% |
$28.4K - $38.2K
|
5.12K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
106+ 5.31% |
$28.4K - $38.2K
|
2.1K
$548K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
106+ 2.28% |
$28.4K - $38.2K
|
4.75K
$1.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
106+ 9.46% |
$28.4K - $38.2K
|
1.23K
$320K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
105+ 13.87% |
$28.2K - $37.8K
|
862
$225K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
104+ 8.07% |
$27.9K - $37.4K
|
1.39K
$363K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
104+ 0.23% |
$27.9K - $37.4K
|
45.8K
$11.9M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
103+ 5.28% |
$27.6K - $37.1K
|
2.05K
$535K
|
|
|
May 09, 2025
Q1 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
102+ 2.51% |
$27.4K - $36.7K
|
4.16K
$1.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
101+ 2.42% |
$27.1K - $36.4K
|
4.28K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
100+ 8.12% |
$26.8K - $36K
|
1.33K
$347K
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
100+ 3.76% |
$26.8K - $36K
|
2.76K
$720K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
100+ 138.89% |
$26.8K - $36K
|
172
$44.8K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.19% |
$26.8K - $36K
|
51.5K
$13.4M
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
100+ 0.96% |
$26.8K - $36K
|
10.5K
$2.75M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
100+ 13.39% |
$26.8K - $36K
|
847
$221K
|