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 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-228- 6.14% |
$61.2K - $82.1K
|
3.49K
$909K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-228- 6.79% |
$61.2K - $82.1K
|
3.13K
$816K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-229- 10.66% |
$61.5K - $82.4K
|
1.92K
$500K
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-230- 5.68% |
$61.7K - $82.8K
|
3.82K
$995K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-231- 52.14% |
$62K - $83.1K
|
212
$55.3K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-232- 4.75% |
$62.3K - $83.5K
|
4.65K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-233- 18.29% |
$62.5K - $83.9K
|
1.04K
$271K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-233- 1.37% |
$62.5K - $83.9K
|
16.8K
$4.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-234- 0.95% |
$62.8K - $84.2K
|
24.5K
$6.38M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-234- 5.06% |
$62.8K - $84.2K
|
4.39K
$1.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-235- 13.14% |
$63.1K - $84.6K
|
1.55K
$405K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-239- 18.61% |
$64.1K - $86K
|
1.05K
$272K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-240- 5.76% |
$64.4K - $86.4K
|
3.93K
$1.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-244- 9.64% |
$65.5K - $87.8K
|
2.29K
$596K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-246- 7.06% |
$66K - $88.5K
|
3.24K
$844K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-248- 14.31% |
$66.6K - $89.3K
|
1.49K
$387K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-249- 23.71% |
$66.8K - $89.6K
|
801
$209K
|
|
|
Apr 22, 2025
Q1 2025
|
Figure 8 Investment Strategies LLC
Boise, ID |
SELL
|
- |
-250- 20.82% |
$67.1K - $90K
|
951
$248K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-250- 12.68% |
$67.1K - $90K
|
1.72K
$449K
|
|
|
May 13, 2025
Q1 2025
|
Progressive Investment Management Corp
|
SELL
|
- |
-250- 1.66% |
$67.1K - $90K
|
14.8K
$3.85M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-253- 2.76% |
$67.9K - $91.1K
|
8.9K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-257- 5.52% |
$69K - $92.5K
|
4.4K
$1.15M
|
|
|
Apr 07, 2025
Q1 2025
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-260- 1.11% |
$69.8K - $93.6K
|
23.3K
$6.06M
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-265- 17.73% |
$71.1K - $95.4K
|
1.23K
$321K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-270- 3.25% |
$72.5K - $97.2K
|
8.05K
$2.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-273- 30.92% |
$73.3K - $98.3K
|
610
$159K
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-273- 25.93% |
$73.3K - $98.3K
|
780
$203K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-278- 3.84% |
$74.6K - $100K
|
6.96K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-280- 2.29% |
$75.1K - $101K
|
12K
$3.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-287- 1.34% |
$77K - $103K
|
21.1K
$5.49M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-296- 17.28% |
$79.4K - $107K
|
1.42K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-299- 11.73% |
$80.2K - $108K
|
2.25K
$586K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-300- 74.81% |
$80.5K - $108K
|
101
$26.3K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-300- 11.93% |
$80.5K - $108K
|
2.22K
$577K
|
|
|
May 15, 2025
Q1 2025
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-300- 3.13% |
$80.5K - $108K
|
9.29K
$2.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-306- 1.52% |
$82.1K - $110K
|
19.8K
$5.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-307- 1.5% |
$82.4K - $111K
|
20.1K
$5.25M
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-307- 4.83% |
$82.4K - $111K
|
6.05K
$1.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-309- 4.51% |
$82.9K - $111K
|
6.54K
$1.71M
|
|
|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-311- 7.28% |
$83.5K - $112K
|
3.96K
$1.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-312- 6.19% |
$83.7K - $112K
|
4.73K
$1.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-314- 3.72% |
$84.3K - $113K
|
8.12K
$2.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-318- 2.06% |
$85.3K - $114K
|
15.1K
$3.94M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-318- 1.95% |
$85.3K - $114K
|
16K
$4.17M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-318- 0.62% |
$85.3K - $114K
|
51.3K
$13.4M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-319- 19.8% |
$85.6K - $115K
|
1.29K
$337K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-320- 2.18% |
$85.9K - $115K
|
14.3K
$3.74M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-320- 26.23% |
$85.9K - $115K
|
900
$235K
|
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-331- 17.43% |
$88.8K - $119K
|
1.57K
$409K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-337- 10.62% |
$90.4K - $121K
|
2.84K
$739K
|