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 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-130- 0.1% |
$34.9K - $46.8K
|
127K
$33.2M
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-130- 2.1% |
$34.9K - $46.8K
|
6.07K
$1.58M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-130- 10.2% |
$34.9K - $46.8K
|
1.14K
$298K
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-130- 7.05% |
$34.9K - $46.8K
|
1.72K
$447K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-131- 2.66% |
$35.2K - $47.2K
|
4.79K
$1.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-133- 7.97% |
$35.7K - $47.9K
|
1.54K
$400K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-133- 3.23% |
$35.7K - $47.9K
|
3.99K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-134- 3.33% |
$36K - $48.2K
|
3.89K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-134- 1.03% |
$36K - $48.2K
|
12.9K
$3.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-137- 1.35% |
$36.8K - $49.3K
|
10K
$2.61M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-137- 59.31% |
$36.8K - $49.3K
|
94
$24.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-138- 5.58% |
$37K - $49.7K
|
2.33K
$608K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-138- 4.37% |
$37K - $49.7K
|
3.02K
$786K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-139- 2.14% |
$37.3K - $50K
|
6.35K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-140- 3.71% |
$37.6K - $50.4K
|
3.63K
$947K
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
SELL
|
- |
-141- 0.56% |
$37.8K - $50.8K
|
25K
$6.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-142- 6.93% |
$38.1K - $51.1K
|
1.91K
$497K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-143- 2.17% |
$38.4K - $51.5K
|
6.44K
$1.68M
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-143- 1.51% |
$38.4K - $51.5K
|
9.32K
$2.43M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-144- 1.99% |
$38.6K - $51.8K
|
7.11K
$1.85M
|
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
SELL
|
- |
-145- 4.3% |
$38.9K - $52.2K
|
3.23K
$841K
|
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-145- 5.53% |
$38.9K - $52.2K
|
2.48K
$646K
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-146- 0.46% |
$39.2K - $52.6K
|
31.7K
$8.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-146- 3.13% |
$39.2K - $52.6K
|
4.52K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-146- 10.51% |
$39.2K - $52.6K
|
1.24K
$324K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-146- 12.18% |
$39.2K - $52.6K
|
1.05K
$274K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-148- 0.91% |
$39.7K - $53.3K
|
16K
$4.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-150- 1.56% |
$40.3K - $54K
|
9.44K
$2.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-150- 78.95% |
$40.3K - $54K
|
40
$10.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-151- 0.79% |
$40.5K - $54.4K
|
19.1K
$4.97M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-151- 0.29% |
$40.5K - $54.4K
|
52.6K
$13.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-152- 2.54% |
$40.8K - $54.7K
|
5.83K
$1.52M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-153- 9.95% |
$41.1K - $55.1K
|
1.38K
$361K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-155- 1.97% |
$41.6K - $55.8K
|
7.71K
$2.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-155- 36.64% |
$41.6K - $55.8K
|
268
$69.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-158- 0.82% |
$42.4K - $56.9K
|
19.2K
$5M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-158- 13.44% |
$42.4K - $56.9K
|
1.02K
$265K
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-159- 0.69% |
$42.7K - $57.2K
|
23K
$5.98M
|
|
|
May 13, 2025
Q1 2025
|
Mcrae Capital Management Inc
|
SELL
|
- |
-160- 0.35% |
$42.9K - $57.6K
|
46.1K
$12M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-160- 9.02% |
$42.9K - $57.6K
|
1.61K
$420K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-161- 1.51% |
$43.2K - $58K
|
10.5K
$2.73M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-161- 14.02% |
$43.2K - $58K
|
987
$257K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-162- 43.43% |
$43.5K - $58.3K
|
211
$55K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-162- 5.94% |
$43.5K - $58.3K
|
2.56K
$668K
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-162- 2.71% |
$43.5K - $58.3K
|
5.82K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-162- 7.16% |
$43.5K - $58.3K
|
2.1K
$548K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-162- 83.94% |
$43.5K - $58.3K
|
31
$8.08K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-163- 2.22% |
$43.7K - $58.7K
|
7.19K
$1.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-166- 1.31% |
$44.5K - $59.8K
|
12.5K
$3.25M
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-169- 1.79% |
$45.4K - $60.8K
|
9.28K
$2.42M
|