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 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1New |
$268 - $360
|
1
$261
|
|
|
May 14, 2025
Q1 2025
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
1+ 0.01% |
$268 - $360
|
17.2K
$4.48M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
1+ 0.04% |
$268 - $360
|
2.3K
$600K
|
|
|
Apr 16, 2025
Q1 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-1- 0.11% |
$268 - $360
|
936
$244K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 5.0% |
$268 - $360
|
19
$4.95K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1- 0.83% |
$268 - $360
|
119
$31K
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-1- 0.08% |
$268 - $360
|
1.22K
$317K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.12% |
$268 - $360
|
835
$218K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-1- 0.1% |
$268 - $360
|
1.03K
$268K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-1- 12.5% |
$268 - $360
|
7
$1.82K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1- 0.03% |
$268 - $360
|
3.97K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.07% |
$268 - $360
|
1.51K
$394K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1- 0.04% |
$268 - $360
|
2.75K
$717K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1- 0.1% |
$268 - $360
|
1.04K
$270K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2- 0.3% |
$537 - $720
|
667
$174K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-2- 4.88% |
$537 - $720
|
39
$10.2K
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-2- 0.22% |
$537 - $720
|
904
$236K
|
|
|
May 09, 2025
Q1 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
SELL
|
- |
-2- 25.0% |
$537 - $720
|
6
$1.56K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-2- 1.96% |
$537 - $720
|
100
$26.1K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-2- 0.09% |
$537 - $720
|
2.18K
$569K
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-2- 0.19% |
$537 - $720
|
1.03K
$267K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-2- 0.09% |
$537 - $720
|
2.29K
$597K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-3- 2.94% |
$805 - $1.08K
|
99
$25.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-3- 0.24% |
$805 - $1.08K
|
1.26K
$328K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-3- 6.0% |
$805 - $1.08K
|
47
$12.2K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3- 0.29% |
$805 - $1.08K
|
1.02K
$267K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4- 0.49% |
$1.07K - $1.44K
|
814
$212K
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-4- 0.34% |
$1.07K - $1.44K
|
1.17K
$305K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-4- 0.21% |
$1.07K - $1.44K
|
1.9K
$496K
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-4- 0.07% |
$1.07K - $1.44K
|
5.45K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-4- 0.18% |
$1.07K - $1.44K
|
2.27K
$590K
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-4- 0.25% |
$1.07K - $1.44K
|
1.62K
$421K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-5- 0.42% |
$1.34K - $1.8K
|
1.18K
$308K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-5- 0.46% |
$1.34K - $1.8K
|
1.08K
$281K
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-5- 0.4% |
$1.34K - $1.8K
|
1.24K
$323K
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-5- 0.44% |
$1.34K - $1.8K
|
1.14K
$298K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-5- 0.22% |
$1.34K - $1.8K
|
2.31K
$601K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-5- 0.59% |
$1.34K - $1.8K
|
840
$219K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-5- 0.26% |
$1.34K - $1.8K
|
1.92K
$500K
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-5- 0.09% |
$1.34K - $1.8K
|
5.85K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-5- 0.17% |
$1.34K - $1.8K
|
2.94K
$765K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-5- 12.2% |
$1.34K - $1.8K
|
36
$9.38K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
SELL
|
- |
-5- 13.89% |
$1.34K - $1.8K
|
31
$8.08K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-6- 0.72% |
$1.61K - $2.16K
|
827
$216K
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-7- 0.8% |
$1.88K - $2.52K
|
866
$226K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-7- 0.25% |
$1.88K - $2.52K
|
2.75K
$716K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-8- 0.23% |
$2.15K - $2.88K
|
3.53K
$921K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-8- 0.48% |
$2.15K - $2.88K
|
1.67K
$435K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-8- 0.53% |
$2.15K - $2.88K
|
1.5K
$390K
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-8- 0.2% |
$2.15K - $2.88K
|
3.97K
$1.04M
|