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 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-60- 4.83% |
$16.1K - $21.6K
|
1.18K
$308K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-61- 1.91% |
$16.4K - $22K
|
3.13K
$815K
|
|
|
Apr 30, 2025
Q1 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-61- 0.54% |
$16.4K - $22K
|
11.3K
$2.95M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-61- 1.09% |
$16.4K - $22K
|
5.54K
$1.44M
|
|
|
Jun 04, 2025
Q1 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
SELL
|
- |
-61- 0.95% |
$16.4K - $22K
|
6.37K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-62- 1.0% |
$16.6K - $22.3K
|
6.17K
$1.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-63- 37.5% |
$16.9K - $22.7K
|
105
$27.4K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-63- 2.49% |
$16.9K - $22.7K
|
2.47K
$643K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-64- 1.41% |
$17.2K - $23K
|
4.48K
$1.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-64- 5.75% |
$17.2K - $23K
|
1.05K
$274K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-64- 5.79% |
$17.2K - $23K
|
1.04K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-64- 0.04% |
$17.2K - $23K
|
145K
$37.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-65- 4.42% |
$17.4K - $23.4K
|
1.41K
$367K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-66- 7.97% |
$17.7K - $23.8K
|
762
$199K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-66- 5.81% |
$17.7K - $23.8K
|
1.07K
$279K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-66- 0.63% |
$17.7K - $23.8K
|
10.5K
$2.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-71- 30.21% |
$19.1K - $25.6K
|
164
$42.7K
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-71- 3.4% |
$19.1K - $25.6K
|
2.02K
$525K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-73- 1.25% |
$19.6K - $26.3K
|
5.79K
$1.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-74- 6.72% |
$19.9K - $26.6K
|
1.03K
$268K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-74- 3.36% |
$19.9K - $26.6K
|
2.13K
$555K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-75- 7.24% |
$20.1K - $27K
|
961
$250K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-75- 16.34% |
$20.1K - $27K
|
384
$100K
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-75- 1.76% |
$20.1K - $27K
|
4.19K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-75- 25.68% |
$20.1K - $27K
|
217
$56.6K
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-75- 5.99% |
$20.1K - $27K
|
1.18K
$307K
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-79- 3.86% |
$21.2K - $28.4K
|
1.97K
$513K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-80- 7.56% |
$21.5K - $28.8K
|
978
$255K
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-80- 3.26% |
$21.5K - $28.8K
|
2.38K
$619K
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-81- 8.41% |
$21.7K - $29.2K
|
882
$230K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-81- 0.77% |
$21.7K - $29.2K
|
10.4K
$2.71M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-81- 1.43% |
$21.7K - $29.2K
|
5.57K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Oak Ridge Investments LLC
|
SELL
|
- |
-82- 4.01% |
$22K - $29.5K
|
1.96K
$511K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-82- 1.3% |
$22K - $29.5K
|
6.21K
$1.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-83- 3.61% |
$22.3K - $29.9K
|
2.22K
$578K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-83- 60.58% |
$22.3K - $29.9K
|
54
$14.1K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-83- 1.43% |
$22.3K - $29.9K
|
5.73K
$1.49M
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-84- 0.94% |
$22.5K - $30.2K
|
8.81K
$2.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-84- 17.36% |
$22.5K - $30.2K
|
400
$104K
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-84- 1.17% |
$22.5K - $30.2K
|
7.11K
$1.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-85- 1.04% |
$22.8K - $30.6K
|
8.08K
$2.11M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-85- 1.13% |
$22.8K - $30.6K
|
7.44K
$1.94M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-85- 0.91% |
$22.8K - $30.6K
|
9.23K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-86- 2.37% |
$23.1K - $31K
|
3.54K
$922K
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-87- 1.99% |
$23.3K - $31.3K
|
4.29K
$1.12M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-88- 0.61% |
$23.6K - $31.7K
|
14.3K
$3.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-89- 8.88% |
$23.9K - $32K
|
913
$238K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-89- 1.58% |
$23.9K - $32K
|
5.54K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-90- 3.14% |
$24.2K - $32.4K
|
2.78K
$723K
|
|
|
May 09, 2025
Q1 2025
|
Geneva Capital Management LLC
|
SELL
|
- |
-91- 1.73% |
$24.4K - $32.8K
|
5.16K
$1.35M
|