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 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-171- 15.15% |
$45.9K - $61.6K
|
958
$250K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-172- 3.32% |
$46.2K - $61.9K
|
5.01K
$1.31M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-173- 18.78% |
$46.4K - $62.3K
|
748
$195K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-176- 4.47% |
$47.2K - $63.4K
|
3.76K
$980K
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-178- 0.84% |
$47.8K - $64.1K
|
21K
$5.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-180- 3.52% |
$48.3K - $64.8K
|
4.93K
$1.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-180- 1.44% |
$48.3K - $64.8K
|
12.3K
$3.2M
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-181- 3.54% |
$48.6K - $65.2K
|
4.93K
$1.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-183- 1.94% |
$49.1K - $65.9K
|
9.27K
$2.41M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-183- 16.0% |
$49.1K - $65.9K
|
961
$250K
|
|
|
Apr 09, 2025
Q1 2025
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-185- 2.27% |
$49.6K - $66.6K
|
7.98K
$2.08M
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
SELL
|
- |
-185- 4.62% |
$49.6K - $66.6K
|
3.82K
$995K
|
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
SELL
|
- |
-185- 3.94% |
$49.6K - $66.6K
|
4.51K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-185- 1.01% |
$49.6K - $66.6K
|
18.1K
$4.71M
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-186- 2.82% |
$49.9K - $67K
|
6.42K
$1.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-186- 4.46% |
$49.9K - $67K
|
3.99K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-186- 2.53% |
$49.9K - $67K
|
7.17K
$1.87M
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-188- 1.68% |
$50.5K - $67.7K
|
11K
$2.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-189- 15.58% |
$50.7K - $68K
|
1.02K
$267K
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-190- 1.31% |
$51K - $68.4K
|
14.3K
$3.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-190- 12.06% |
$51K - $68.4K
|
1.39K
$361K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-191- 3.09% |
$51.3K - $68.8K
|
5.99K
$1.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-196- 2.63% |
$52.6K - $70.6K
|
7.27K
$1.89M
|
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-197- 2.44% |
$52.9K - $70.9K
|
7.89K
$2.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-198- 1.58% |
$53.1K - $71.3K
|
12.3K
$3.21M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-198- 3.19% |
$53.1K - $71.3K
|
6.01K
$1.57M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-198- 17.77% |
$53.1K - $71.3K
|
916
$239K
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-200- 2.22% |
$53.7K - $72K
|
8.81K
$2.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-200- 0.72% |
$53.7K - $72K
|
27.4K
$7.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-201- 77.01% |
$53.9K - $72.3K
|
60
$15.6K
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-202- 0.13% |
$54.2K - $72.7K
|
153K
$39.9M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-202- 0.31% |
$54.2K - $72.7K
|
65.6K
$17.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-204- 17.0% |
$54.7K - $73.4K
|
996
$260K
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-204- 4.7% |
$54.7K - $73.4K
|
4.14K
$1.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-205- 2.77% |
$55K - $73.8K
|
7.19K
$1.87M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-205- 0.54% |
$55K - $73.8K
|
38K
$9.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-206- 13.62% |
$55.3K - $74.1K
|
1.31K
$341K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-206- 2.16% |
$55.3K - $74.1K
|
9.33K
$2.43M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-207- 3.74% |
$55.6K - $74.5K
|
5.33K
$1.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-213- 3.39% |
$57.2K - $76.7K
|
6.07K
$1.58M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-213- 9.32% |
$57.2K - $76.7K
|
2.07K
$540K
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-213- 1.08% |
$57.2K - $76.7K
|
19.5K
$5.09M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-213- 10.31% |
$57.2K - $76.7K
|
1.85K
$483K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-214- 3.49% |
$57.4K - $77K
|
5.92K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-215- 5.22% |
$57.7K - $77.4K
|
3.91K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-217- 4.06% |
$58.2K - $78.1K
|
5.13K
$1.34M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-219- 3.58% |
$58.8K - $78.8K
|
5.91K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-219- 6.59% |
$58.8K - $78.8K
|
3.1K
$809K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-225- 12.95% |
$60.4K - $81K
|
1.51K
$394K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-228- 7.04% |
$61.2K - $82.1K
|
3.01K
$784K
|