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 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-9- 36.0% |
$2.42K - $3.24K
|
16
$4.17K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-9- 0.73% |
$2.42K - $3.24K
|
1.23K
$321K
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-10- 0.2% |
$2.68K - $3.6K
|
5K
$1.3M
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
SELL
|
- |
-10- 0.46% |
$2.68K - $3.6K
|
2.17K
$566K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-10- 0.4% |
$2.68K - $3.6K
|
2.51K
$655K
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-10- 0.15% |
$2.68K - $3.6K
|
6.77K
$1.76M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-10- 0.16% |
$2.68K - $3.6K
|
6.37K
$1.66M
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-10- 0.1% |
$2.68K - $3.6K
|
10.1K
$2.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-11- 0.47% |
$2.95K - $3.96K
|
2.33K
$606K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-11- 0.26% |
$2.95K - $3.96K
|
4.22K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-11- 1.29% |
$2.95K - $3.96K
|
839
$219K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-12- 1.44% |
$3.22K - $4.32K
|
823
$214K
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-12- 1.54% |
$3.22K - $4.32K
|
769
$200K
|
|
|
May 08, 2025
Q1 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-12- 0.75% |
$3.22K - $4.32K
|
1.58K
$411K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-12- 0.49% |
$3.22K - $4.32K
|
2.45K
$638K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-12- 0.39% |
$3.22K - $4.32K
|
3.04K
$792K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-13- 6.13% |
$3.49K - $4.68K
|
199
$51.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-13- 1.65% |
$3.49K - $4.68K
|
774
$202K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-13- 0.35% |
$3.49K - $4.68K
|
3.74K
$974K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-13- 0.23% |
$3.49K - $4.68K
|
5.72K
$1.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-14- 1.42% |
$3.76K - $5.04K
|
971
$253K
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-14- 0.78% |
$3.76K - $5.04K
|
1.79K
$467K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-15- 1.97% |
$4.03K - $5.4K
|
747
$195K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-15- 0.1% |
$4.03K - $5.4K
|
14.9K
$3.89M
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-15- 1.51% |
$4.03K - $5.4K
|
978
$255K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-15- 2.62% |
$4.03K - $5.4K
|
557
$145K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-16- 0.79% |
$4.29K - $5.76K
|
2.02K
$526K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-16- 1.54% |
$4.29K - $5.76K
|
1.02K
$266K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-16- 0.44% |
$4.29K - $5.76K
|
3.6K
$939K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-17- 2.1% |
$4.56K - $6.12K
|
794
$207K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-17- 0.44% |
$4.56K - $6.12K
|
3.85K
$1M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-17- 0.34% |
$4.56K - $6.12K
|
5.04K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-17- 0.06% |
$4.56K - $6.12K
|
27.3K
$7.13M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-17- 1.35% |
$4.56K - $6.12K
|
1.24K
$323K
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-17- 2.22% |
$4.56K - $6.12K
|
750
$195K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-18- 2.34% |
$4.83K - $6.48K
|
751
$196K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-18- 1.5% |
$4.83K - $6.48K
|
1.19K
$309K
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-18- 0.37% |
$4.83K - $6.48K
|
4.83K
$1.26M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-18- 9.0% |
$4.83K - $6.48K
|
182
$47.4K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-18- 1.29% |
$4.83K - $6.48K
|
1.38K
$359K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-19- 2.2% |
$5.1K - $6.84K
|
845
$220K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-19- 2.71% |
$5.1K - $6.84K
|
681
$177K
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-19- 1.89% |
$5.1K - $6.84K
|
986
$257K
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-20- 0.35% |
$5.37K - $7.2K
|
5.63K
$1.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-20- 2.38% |
$5.37K - $7.2K
|
819
$213K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-20- 1.17% |
$5.37K - $7.2K
|
1.69K
$440K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-20- 2.39% |
$5.37K - $7.2K
|
817
$213K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-20- 0.77% |
$5.37K - $7.2K
|
2.59K
$675K
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-20- 2.55% |
$5.37K - $7.2K
|
764
$199K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-21- 1.79% |
$5.64K - $7.56K
|
1.16K
$301K
|