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 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
100+ 1.01% |
$26.8K - $36K
|
9.96K
$2.6M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
100+ 1.09% |
$26.8K - $36K
|
9.25K
$2.41M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
100+ 12.63% |
$26.8K - $36K
|
892
$232K
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
100+ 3.09% |
$26.8K - $36K
|
3.34K
$871K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
99+ 8.08% |
$26.6K - $35.6K
|
1.32K
$345K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
99+ 9.89% |
$26.6K - $35.6K
|
1.1K
$287K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
99+ 12.04% |
$26.6K - $35.6K
|
921
$240K
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
98+ 6.71% |
$26.3K - $35.3K
|
1.56K
$406K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
98+ 0.76% |
$26.3K - $35.3K
|
13.1K
$3.41M
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
97+ 2.31% |
$26K - $34.9K
|
4.29K
$1.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
96+ 1.75% |
$25.8K - $34.6K
|
5.57K
$1.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
96+ 10.47% |
$25.8K - $34.6K
|
1.01K
$264K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
96+ 1.84% |
$25.8K - $34.6K
|
5.32K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
96+ 4.74% |
$25.8K - $34.6K
|
2.12K
$553K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
95+ 2.45% |
$25.5K - $34.2K
|
3.97K
$1.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
95+ 8.95% |
$25.5K - $34.2K
|
1.16K
$302K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
95+ 4.69% |
$25.5K - $34.2K
|
2.12K
$552K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
94+ 12.18% |
$25.2K - $33.8K
|
866
$226K
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
94+ 5.67% |
$25.2K - $33.8K
|
1.75K
$456K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
93+ 6.34% |
$25K - $33.5K
|
1.56K
$407K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
93+ 5.87% |
$25K - $33.5K
|
1.68K
$437K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
93+ 6.36% |
$25K - $33.5K
|
1.56K
$405K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
93+ 6.41% |
$25K - $33.5K
|
1.54K
$402K
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
93+ 114.81% |
$25K - $33.5K
|
174
$45.3K
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
93+ 12.25% |
$25K - $33.5K
|
852
$222K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
92+ 1.3% |
$24.7K - $33.1K
|
7.18K
$1.87M
|
|
|
May 12, 2025
Q1 2025
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
92New |
$24.7K - $33.1K
|
92
$24K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
91+ 10.18% |
$24.4K - $32.8K
|
985
$257K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
90+ 2.45% |
$24.2K - $32.4K
|
3.76K
$980K
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
90+ 1.43% |
$24.2K - $32.4K
|
6.39K
$1.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
90+ 12.62% |
$24.2K - $32.4K
|
803
$209K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
90+ 450.0% |
$24.2K - $32.4K
|
110
$28.7K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
90+ 6.21% |
$24.2K - $32.4K
|
1.54K
$401K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
90+ 0.57% |
$24.2K - $32.4K
|
16K
$4.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
89+ 1.39% |
$23.9K - $32K
|
6.5K
$1.69M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
89+ 136.92% |
$23.9K - $32K
|
154
$40.1K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
88+ 2.32% |
$23.6K - $31.7K
|
3.89K
$1.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
87+ 5.0% |
$23.3K - $31.3K
|
1.83K
$476K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
87+ 11.07% |
$23.3K - $31.3K
|
873
$228K
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
87+ 2.02% |
$23.3K - $31.3K
|
4.4K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
87+ 2.37% |
$23.3K - $31.3K
|
3.75K
$978K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
86+ 2.98% |
$23.1K - $31K
|
2.97K
$775K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
86+ 0.14% |
$23.1K - $31K
|
62.1K
$16.2M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
86+ 10.89% |
$23.1K - $31K
|
876
$228K
|
|
|
May 15, 2025
Q1 2025
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
86+ 0.48% |
$23.1K - $31K
|
18.1K
$4.71M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
85+ 314.81% |
$22.8K - $30.6K
|
112
$29.2K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
85+ 10.48% |
$22.8K - $30.6K
|
896
$234K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
84+ 2.85% |
$22.5K - $30.2K
|
3.03K
$790K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
84+ 0.28% |
$22.5K - $30.2K
|
30.4K
$7.93M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
83+ 3.89% |
$22.3K - $29.9K
|
2.22K
$578K
|