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 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
42+ 0.46% |
$11.3K - $15.1K
|
9.23K
$2.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
42+ 3.74% |
$11.3K - $15.1K
|
1.17K
$304K
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
42+ 2.48% |
$11.3K - $15.1K
|
1.73K
$452K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
41+ 1.62% |
$11K - $14.8K
|
2.57K
$670K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
41+ 0.01% |
$11K - $14.8K
|
504K
$131M
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
41+ 2.4% |
$11K - $14.8K
|
1.75K
$456K
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
40+ 2.33% |
$10.7K - $14.4K
|
1.76K
$459K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
40+ 5.18% |
$10.7K - $14.4K
|
812
$212K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
40+ 3.1% |
$10.7K - $14.4K
|
1.33K
$347K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
40New |
$10.7K - $14.4K
|
40
$10.4K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
39+ 0.87% |
$10.5K - $14K
|
4.51K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
39+ 3.25% |
$10.5K - $14K
|
1.24K
$323K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
39+ 1.25% |
$10.5K - $14K
|
3.17K
$825K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
39+ 7.32% |
$10.5K - $14K
|
572
$149K
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
39+ 3.63% |
$10.5K - $14K
|
1.11K
$290K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
38+ 63.33% |
$10.2K - $13.7K
|
98
$25.5K
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
38+ 1.15% |
$10.2K - $13.7K
|
3.34K
$871K
|
|
|
May 15, 2025
Q1 2025
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
38+ 4.09% |
$10.2K - $13.7K
|
967
$252K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
37+ 2.28% |
$9.93K - $13.3K
|
1.66K
$433K
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
37+ 1.72% |
$9.93K - $13.3K
|
2.18K
$569K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
37+ 1.48% |
$9.93K - $13.3K
|
2.54K
$663K
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
36+ 3.95% |
$9.66K - $13K
|
948
$247K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
36+ 1.11% |
$9.66K - $13K
|
3.27K
$853K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
35+ 1.38% |
$9.39K - $12.6K
|
2.57K
$669K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
35+ 0.32% |
$9.39K - $12.6K
|
11.1K
$2.88M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
35+ 12.15% |
$9.39K - $12.6K
|
323
$84.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
34+ 8.37% |
$9.12K - $12.2K
|
440
$115K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
34+ 4.51% |
$9.12K - $12.2K
|
788
$205K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
34+ 7.56% |
$9.12K - $12.2K
|
484
$126K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
34+ 1.02% |
$9.12K - $12.2K
|
3.36K
$876K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
33+ 2.93% |
$8.86K - $11.9K
|
1.16K
$302K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
33+ 1.69% |
$8.86K - $11.9K
|
1.99K
$519K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
33+ 0.22% |
$8.86K - $11.9K
|
15.1K
$3.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
33+ 0.72% |
$8.86K - $11.9K
|
4.65K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
33+ 7.86% |
$8.86K - $11.9K
|
453
$118K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
32+ 246.15% |
$8.59K - $11.5K
|
45
$11.7K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
32New |
$8.59K - $11.5K
|
32
$8.34K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
32+ 2.56% |
$8.59K - $11.5K
|
1.28K
$334K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
32+ 0.12% |
$8.59K - $11.5K
|
27K
$7.04M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
32+ 1.34% |
$8.59K - $11.5K
|
2.42K
$630K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
31+ 1.18% |
$8.32K - $11.2K
|
2.65K
$690K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
31+ 0.92% |
$8.32K - $11.2K
|
3.4K
$885K
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
30+ 2.0% |
$8.05K - $10.8K
|
1.53K
$399K
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
30+ 1.61% |
$8.05K - $10.8K
|
1.89K
$492K
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
30+ 0.08% |
$8.05K - $10.8K
|
36.4K
$9.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
30+ 5.27% |
$8.05K - $10.8K
|
599
$156K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
30+ 1.17% |
$8.05K - $10.8K
|
2.6K
$678K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
30New |
$8.05K - $10.8K
|
30
$7.82K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
30+ 1.71% |
$8.05K - $10.8K
|
1.79K
$466K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
30+ 0.66% |
$8.05K - $10.8K
|
4.58K
$1.19M
|