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 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
60+ 6.7% |
$16.1K - $21.6K
|
956
$249K
|
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
60+ 2.32% |
$16.1K - $21.6K
|
2.65K
$689K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
60+ 1.91% |
$16.1K - $21.6K
|
3.2K
$834K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
60New |
$16.1K - $21.6K
|
60
$15.6K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
60+ 2.7% |
$16.1K - $21.6K
|
2.28K
$594K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
60+ 4.3% |
$16.1K - $21.6K
|
1.46K
$379K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
60+ 44.12% |
$16.1K - $21.6K
|
196
$51.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Wd Rutherford LLC
|
BUY
|
- |
59+ 0.42% |
$15.8K - $21.2K
|
14K
$3.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
59+ 8.55% |
$15.8K - $21.2K
|
749
$195K
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
59+ 2.19% |
$15.8K - $21.2K
|
2.76K
$719K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
59+ 0.86% |
$15.8K - $21.2K
|
6.96K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
59+ 0.33% |
$15.8K - $21.2K
|
18.1K
$4.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
58+ 4.86% |
$15.6K - $20.9K
|
1.25K
$326K
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
58+ 2.91% |
$15.6K - $20.9K
|
2.05K
$535K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
58+ 0.85% |
$15.6K - $20.9K
|
6.87K
$1.79M
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
57+ 2.76% |
$15.3K - $20.5K
|
2.13K
$554K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
56+ 0.94% |
$15K - $20.2K
|
6K
$1.56M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
55+ 6.17% |
$14.8K - $19.8K
|
946
$247K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
54+ 15.38% |
$14.5K - $19.4K
|
405
$106K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
54+ 1.86% |
$14.5K - $19.4K
|
2.96K
$773K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
53+ 0.35% |
$14.2K - $19.1K
|
15.3K
$3.97M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
BUY
|
- |
53+ 3.87% |
$14.2K - $19.1K
|
1.42K
$371K
|
|
|
May 01, 2025
Q1 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
53+ 3.82% |
$14.2K - $19.1K
|
1.44K
$376K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
53+ 6.68% |
$14.2K - $19.1K
|
846
$220K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
53+ 1.61% |
$14.2K - $19.1K
|
3.35K
$873K
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
52+ 3.16% |
$14K - $18.7K
|
1.7K
$443K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
52+ 6.55% |
$14K - $18.7K
|
846
$220K
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
51+ 2.34% |
$13.7K - $18.4K
|
2.23K
$581K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
51+ 1.56% |
$13.7K - $18.4K
|
3.31K
$863K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
50+ 2.56% |
$13.4K - $18K
|
2K
$521K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
50+ 4.56% |
$13.4K - $18K
|
1.15K
$299K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
50+ 3.78% |
$13.4K - $18K
|
1.37K
$358K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
50+ 250.0% |
$13.4K - $18K
|
70
$18.2K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
50+ 0.54% |
$13.4K - $18K
|
9.26K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Dc Investments Management, LLC
Mclean, VA |
BUY
|
- |
50+ 3.47% |
$13.4K - $18K
|
1.49K
$389K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
50+ 42.74% |
$13.4K - $18K
|
167
$43.5K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
49+ 1.29% |
$13.1K - $17.6K
|
3.84K
$1M
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
47+ 180.77% |
$12.6K - $16.9K
|
73
$19K
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
46+ 2.44% |
$12.3K - $16.6K
|
1.93K
$504K
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
46+ 0.57% |
$12.3K - $16.6K
|
8.13K
$2.12M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
46New |
$12.3K - $16.6K
|
46
$12K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
46+ 4.75% |
$12.3K - $16.6K
|
1.02K
$265K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
45+ 1.31% |
$12.1K - $16.2K
|
3.49K
$909K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
45+ 1.03% |
$12.1K - $16.2K
|
4.43K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
45+ 4.16% |
$12.1K - $16.2K
|
1.13K
$294K
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
44+ 3.33% |
$11.8K - $15.8K
|
1.36K
$355K
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
44+ 4.24% |
$11.8K - $15.8K
|
1.08K
$282K
|
|
|
May 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
44+ 3.84% |
$11.8K - $15.8K
|
1.19K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
44New |
$11.8K - $15.8K
|
44
$11.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
43+ 5.69% |
$11.5K - $15.5K
|
799
$208K
|