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 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-337- 3.04% |
$90.4K - $121K
|
10.8K
$2.8M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-339- 0.95% |
$91K - $122K
|
35.5K
$9.25M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-344- 2.1% |
$92.3K - $124K
|
16K
$4.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-345- 16.63% |
$92.6K - $124K
|
1.73K
$451K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-347- 0.65% |
$93.1K - $125K
|
52.9K
$13.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-349- 2.09% |
$93.7K - $126K
|
16.3K
$4.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-349- 4.67% |
$93.7K - $126K
|
7.13K
$1.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-352- 27.22% |
$94.5K - $127K
|
941
$245K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-359- 2.04% |
$96.3K - $129K
|
17.2K
$4.49M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-360- 15.26% |
$96.6K - $130K
|
2K
$521K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-368- 1.28% |
$98.8K - $132K
|
28.3K
$7.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-369- 10.45% |
$99K - $133K
|
3.16K
$824K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-373- 10.95% |
$100K - $134K
|
3.03K
$791K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-376- 4.27% |
$101K - $135K
|
8.43K
$2.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-377- 7.87% |
$101K - $136K
|
4.41K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-377- 4.68% |
$101K - $136K
|
7.68K
$2M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-380- 1.89% |
$102K - $137K
|
19.7K
$5.15M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-381- 16.51% |
$102K - $137K
|
1.93K
$502K
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-384- 3.28% |
$103K - $138K
|
11.3K
$2.95M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-384- 10.98% |
$103K - $138K
|
3.11K
$812K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-386- 2.52% |
$104K - $139K
|
14.9K
$3.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-390- 16.98% |
$105K - $140K
|
1.91K
$497K
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-395- 34.41% |
$106K - $142K
|
753
$196K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-408- 25.03% |
$109K - $147K
|
1.22K
$318K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-408- 7.76% |
$109K - $147K
|
4.85K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-409- 0.1% |
$110K - $147K
|
398K
$104M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-410- 5.4% |
$110K - $148K
|
7.18K
$1.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-411- 1.95% |
$110K - $148K
|
20.7K
$5.38M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-412- 2.39% |
$111K - $148K
|
16.8K
$4.38M
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-417- 5.07% |
$112K - $150K
|
7.81K
$2.04M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-430- 0.3% |
$115K - $155K
|
142K
$36.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-434- 11.24% |
$116K - $156K
|
3.43K
$893K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-435- 10.01% |
$117K - $157K
|
3.91K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-440- 15.97% |
$118K - $158K
|
2.32K
$603K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-441- 18.63% |
$118K - $159K
|
1.93K
$502K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-456- 21.52% |
$122K - $164K
|
1.66K
$433K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-459- 17.58% |
$123K - $165K
|
2.15K
$561K
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-463- 1.92% |
$124K - $167K
|
23.7K
$6.17M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-464- 14.57% |
$125K - $167K
|
2.72K
$709K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-466- 1.43% |
$125K - $168K
|
32.2K
$8.39M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-467- 9.04% |
$125K - $168K
|
4.7K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-468- 8.08% |
$126K - $168K
|
5.33K
$1.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-477- 3.15% |
$128K - $172K
|
14.7K
$3.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-479- 1.26% |
$129K - $172K
|
37.4K
$9.75M
|
|
|
May 01, 2025
Q1 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-485- 1.96% |
$130K - $175K
|
24.3K
$6.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-491- 7.79% |
$132K - $177K
|
5.82K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-491- 4.02% |
$132K - $177K
|
11.7K
$3.05M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-492- 13.22% |
$132K - $177K
|
3.23K
$842K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-500- 31.93% |
$134K - $180K
|
1.07K
$278K
|
|
|
May 05, 2025
Q1 2025
|
Birinyi Associates Inc
|
SELL
|
- |
-500- 11.47% |
$134K - $180K
|
3.86K
$1.01M
|