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 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-92- 7.65% |
$24.7K - $33.1K
|
1.11K
$289K
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-92- 4.4% |
$24.7K - $33.1K
|
2K
$522K
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-93- 3.31% |
$25K - $33.5K
|
2.71K
$707K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-93- 2.32% |
$25K - $33.5K
|
3.91K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
SELL
|
- |
-93- 1.19% |
$25K - $33.5K
|
7.71K
$2.01M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-93- 8.56% |
$25K - $33.5K
|
994
$259K
|
|
|
May 14, 2025
Q1 2025
|
Ars Investment Partners, LLC
|
SELL
|
- |
-93- 0.14% |
$25K - $33.5K
|
65.5K
$17.1M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-94- 1.43% |
$25.2K - $33.8K
|
6.46K
$1.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-95- 1.28% |
$25.5K - $34.2K
|
7.32K
$1.91M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-95- 3.19% |
$25.5K - $34.2K
|
2.88K
$750K
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-96- 10.02% |
$25.8K - $34.6K
|
862
$225K
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-96- 9.3% |
$25.8K - $34.6K
|
936
$244K
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
SELL
|
- |
-96- 11.32% |
$25.8K - $34.6K
|
752
$196K
|
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-96- 4.52% |
$25.8K - $34.6K
|
2.03K
$528K
|
|
|
May 15, 2025
Q1 2025
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-97- 0.62% |
$26K - $34.9K
|
15.4K
$4.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-100- 50.0% |
$26.8K - $36K
|
100
$26.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-100- 7.0% |
$26.8K - $36K
|
1.33K
$346K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 2.08% |
$26.8K - $36K
|
4.7K
$1.22M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-100- 11.76% |
$26.8K - $36K
|
750
$195K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-100- 10.49% |
$26.8K - $36K
|
853
$222K
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-101- 7.37% |
$27.1K - $36.4K
|
1.27K
$331K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-101- 8.07% |
$27.1K - $36.4K
|
1.15K
$300K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-102- 8.59% |
$27.4K - $36.7K
|
1.09K
$283K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-104- 2.67% |
$27.9K - $37.4K
|
3.8K
$990K
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-104- 11.27% |
$27.9K - $37.4K
|
819
$213K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-105- 91.3% |
$28.2K - $37.8K
|
10
$2.61K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-105- 1.25% |
$28.2K - $37.8K
|
8.27K
$2.15M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-105- 2.01% |
$28.2K - $37.8K
|
5.11K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-106- 2.05% |
$28.4K - $38.2K
|
5.06K
$1.32M
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-106- 1.35% |
$28.4K - $38.2K
|
7.76K
$2.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-108- 6.11% |
$29K - $38.9K
|
1.66K
$433K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-108- 12.16% |
$29K - $38.9K
|
780
$203K
|
|
|
Apr 16, 2025
Q1 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-109- 10.21% |
$29.3K - $39.2K
|
959
$250K
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-109- 0.62% |
$29.3K - $39.2K
|
17.6K
$4.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-110- 5.18% |
$29.5K - $39.6K
|
2.01K
$525K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-112- 5.55% |
$30.1K - $40.3K
|
1.91K
$497K
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-112- 5.46% |
$30.1K - $40.3K
|
1.94K
$506K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-112- 2.33% |
$30.1K - $40.3K
|
4.69K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-114- 0.12% |
$30.6K - $41K
|
94K
$24.5M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-115- 6.1% |
$30.9K - $41.4K
|
1.77K
$461K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-117- 3.34% |
$31.4K - $42.1K
|
3.39K
$884K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-118- 8.13% |
$31.7K - $42.5K
|
1.33K
$348K
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-118- 6.46% |
$31.7K - $42.5K
|
1.71K
$445K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-123- 1.36% |
$33K - $44.3K
|
8.91K
$2.32M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-125- 12.6% |
$33.5K - $45K
|
867
$226K
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-125- 6.35% |
$33.5K - $45K
|
1.85K
$481K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-125- 3.28% |
$33.5K - $45K
|
3.69K
$962K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-126- 1.58% |
$33.8K - $45.4K
|
7.87K
$2.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-126- 7.26% |
$33.8K - $45.4K
|
1.61K
$419K
|
|
|
Apr 22, 2025
Q1 2025
|
Scharf Investments, LLC
|
SELL
|
- |
-129- 1.24% |
$34.6K - $46.4K
|
10.2K
$2.67M
|