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 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
83+ 1.41% |
$22.3K - $29.9K
|
5.99K
$1.56M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
83+ 2.18% |
$22.3K - $29.9K
|
3.89K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
82+ 4.44% |
$22K - $29.5K
|
1.93K
$502K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
81+ 4.49% |
$21.7K - $29.2K
|
1.89K
$491K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
81+ 3.86% |
$21.7K - $29.2K
|
2.18K
$569K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
81+ 5.15% |
$21.7K - $29.2K
|
1.65K
$431K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
80+ 3.29% |
$21.5K - $28.8K
|
2.51K
$655K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
80+ 3.04% |
$21.5K - $28.8K
|
2.71K
$707K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
80+ 5.3% |
$21.5K - $28.8K
|
1.59K
$414K
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
80+ 3.99% |
$21.5K - $28.8K
|
2.09K
$543K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
79+ 2.02% |
$21.2K - $28.4K
|
3.99K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
79+ 2.38% |
$21.2K - $28.4K
|
3.4K
$887K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
78+ 1.77% |
$20.9K - $28.1K
|
4.49K
$1.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
78+ 7.36% |
$20.9K - $28.1K
|
1.14K
$297K
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
78+ 1.15% |
$20.9K - $28.1K
|
6.85K
$1.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
78+ 0.38% |
$20.9K - $28.1K
|
20.9K
$5.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
77+ 8.8% |
$20.7K - $27.7K
|
952
$248K
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
76+ 2.9% |
$20.4K - $27.4K
|
2.7K
$703K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
75+ 3.73% |
$20.1K - $27K
|
2.09K
$544K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
74+ 0.55% |
$19.9K - $26.6K
|
13.5K
$3.53M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
73+ 0.32% |
$19.6K - $26.3K
|
23.2K
$6.05M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
73+ 1.57% |
$19.6K - $26.3K
|
4.74K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
72+ 0.44% |
$19.3K - $25.9K
|
16.6K
$4.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
72+ 0.41% |
$19.3K - $25.9K
|
17.6K
$4.58M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
72+ 1.35% |
$19.3K - $25.9K
|
5.41K
$1.41M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
71+ 4.55% |
$19.1K - $25.6K
|
1.63K
$425K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
71+ 1.12% |
$19.1K - $25.6K
|
6.4K
$1.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
71+ 1.51% |
$19.1K - $25.6K
|
4.78K
$1.25M
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
71+ 1.72% |
$19.1K - $25.6K
|
4.19K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
71+ 0.56% |
$19.1K - $25.6K
|
12.8K
$3.33M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
71+ 4.1% |
$19.1K - $25.6K
|
1.8K
$470K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
70+ 9.37% |
$18.8K - $25.2K
|
817
$213K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
69+ 10.18% |
$18.5K - $24.8K
|
747
$195K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
69+ 6.82% |
$18.5K - $24.8K
|
1.08K
$281K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
69+ 3.12% |
$18.5K - $24.8K
|
2.28K
$595K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
68+ 1.7% |
$18.2K - $24.5K
|
4.06K
$1.06M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
68+ 6.15% |
$18.2K - $24.5K
|
1.17K
$306K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
68New |
$18.2K - $24.5K
|
68
$17.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
67+ 0.8% |
$18K - $24.1K
|
8.44K
$2.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
67+ 3.14% |
$18K - $24.1K
|
2.2K
$573K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
67+ 4.4% |
$18K - $24.1K
|
1.59K
$415K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
66+ 47.48% |
$17.7K - $23.8K
|
205
$53.4K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
66+ 3.69% |
$17.7K - $23.8K
|
1.86K
$484K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
66+ 4.93% |
$17.7K - $23.8K
|
1.41K
$366K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
65+ 2.22% |
$17.4K - $23.4K
|
3K
$781K
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
65+ 0.84% |
$17.4K - $23.4K
|
7.83K
$2.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
64+ 0.69% |
$17.2K - $23K
|
9.33K
$2.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
63+ 2.78% |
$16.9K - $22.7K
|
2.33K
$608K
|
|
|
May 02, 2025
Q1 2025
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
63+ 0.92% |
$16.9K - $22.7K
|
6.94K
$1.81M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
62+ 0.74% |
$16.6K - $22.3K
|
8.39K
$2.19M
|