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 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-22- 1.81% |
$5.9K - $7.92K
|
1.2K
$311K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-22- 1.1% |
$5.9K - $7.92K
|
1.97K
$514K
|
|
|
May 14, 2025
Q1 2025
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
SELL
|
- |
-22- 0.09% |
$5.9K - $7.92K
|
23.3K
$6.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-23- 2.22% |
$6.17K - $8.28K
|
1.01K
$264K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-23- 1.49% |
$6.17K - $8.28K
|
1.52K
$396K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-23- 2.29% |
$6.17K - $8.28K
|
983
$256K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-23- 24.47% |
$6.17K - $8.28K
|
71
$18.5K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-23- 0.53% |
$6.17K - $8.28K
|
4.36K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-23- 0.1% |
$6.17K - $8.28K
|
22.3K
$5.82M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-24- 0.52% |
$6.44K - $8.64K
|
4.6K
$1.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-24- 3.09% |
$6.44K - $8.64K
|
752
$196K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-25- 1.14% |
$6.71K - $9K
|
2.17K
$565K
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-25- 2.51% |
$6.71K - $9K
|
970
$253K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-25- 2.04% |
$6.71K - $9K
|
1.2K
$314K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-25- 36.23% |
$6.71K - $9K
|
44
$11.5K
|
|
|
May 13, 2025
Q1 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-25- 0.45% |
$6.71K - $9K
|
5.47K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-25- 0.53% |
$6.71K - $9K
|
4.71K
$1.23M
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-25- 1.57% |
$6.71K - $9K
|
1.57K
$408K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-26- 1.02% |
$6.98K - $9.36K
|
2.53K
$659K
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
SELL
|
- |
-26- 3.14% |
$6.98K - $9.36K
|
803
$209K
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
SELL
|
- |
-26- 0.39% |
$6.98K - $9.36K
|
6.64K
$1.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-27- 1.92% |
$7.25K - $9.72K
|
1.38K
$360K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-27- 9.12% |
$7.25K - $9.72K
|
269
$70.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
SELL
|
- |
-28- 0.16% |
$7.51K - $10.1K
|
17K
$4.43M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-28- 2.47% |
$7.51K - $10.1K
|
1.11K
$288K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-29- 0.02% |
$7.78K - $10.4K
|
123K
$32.2M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-29- 2.49% |
$7.78K - $10.4K
|
1.14K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-29- 0.56% |
$7.78K - $10.4K
|
5.12K
$1.33M
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
SELL
|
- |
-31- 0.47% |
$8.32K - $11.2K
|
6.54K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-31- 4.15% |
$8.32K - $11.2K
|
716
$187K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-32- 1.23% |
$8.59K - $11.5K
|
2.57K
$670K
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-32- 1.5% |
$8.59K - $11.5K
|
2.1K
$546K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-32- 62.75% |
$8.59K - $11.5K
|
19
$4.95K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-33- 2.78% |
$8.86K - $11.9K
|
1.16K
$301K
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-33- 1.89% |
$8.86K - $11.9K
|
1.71K
$446K
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-33- 1.77% |
$8.86K - $11.9K
|
1.83K
$477K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-33- 0.13% |
$8.86K - $11.9K
|
24.8K
$6.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-34- 0.97% |
$9.12K - $12.2K
|
3.46K
$903K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-34- 4.27% |
$9.12K - $12.2K
|
762
$199K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-35- 4.31% |
$9.39K - $12.6K
|
778
$203K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-35- 2.05% |
$9.39K - $12.6K
|
1.67K
$436K
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-35- 2.6% |
$9.39K - $12.6K
|
1.31K
$342K
|
|
|
Apr 29, 2025
Q1 2025
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-36- 0.76% |
$9.66K - $13K
|
4.69K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-36- 4.3% |
$9.66K - $13K
|
801
$209K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-36- 1.46% |
$9.66K - $13K
|
2.43K
$633K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-36- 1.29% |
$9.66K - $13K
|
2.76K
$718K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-37- 3.42% |
$9.93K - $13.3K
|
1.04K
$272K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-37- 0.93% |
$9.93K - $13.3K
|
3.96K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-37- 2.0% |
$9.93K - $13.3K
|
1.81K
$471K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-38- 1.32% |
$10.2K - $13.7K
|
2.84K
$739K
|