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 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-502- 5.58% |
$135K - $181K
|
8.49K
$2.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-507- 38.21% |
$136K - $182K
|
820
$214K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-515- 3.15% |
$138K - $185K
|
15.8K
$4.13M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-520- 14.12% |
$140K - $187K
|
3.16K
$825K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-522- 18.2% |
$140K - $188K
|
2.35K
$611K
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-526- 3.09% |
$141K - $189K
|
16.5K
$4.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Harvey Capital Management Inc
|
SELL
|
- |
-527- 2.08% |
$141K - $190K
|
24.8K
$6.46M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-529- 0.58% |
$142K - $190K
|
91K
$23.7M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-534- 0.69% |
$143K - $192K
|
77.4K
$20.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-537- 6.9% |
$144K - $193K
|
7.25K
$1.89M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-541- 11.85% |
$145K - $195K
|
4.03K
$1.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-543- 10.31% |
$146K - $195K
|
4.72K
$1.23M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-546- 7.26% |
$147K - $197K
|
6.98K
$1.82M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-552- 3.79% |
$148K - $199K
|
14K
$3.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-556- 4.04% |
$149K - $200K
|
13.2K
$3.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-562- 7.72% |
$151K - $202K
|
6.72K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-576- 27.22% |
$155K - $207K
|
1.54K
$401K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-583- 41.7% |
$156K - $210K
|
815
$212K
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-593- 6.12% |
$159K - $213K
|
9.09K
$2.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-609- 50.0% |
$163K - $219K
|
609
$159K
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-610- 8.8% |
$164K - $220K
|
6.33K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-610- 15.12% |
$164K - $220K
|
3.43K
$893K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-612- 3.84% |
$164K - $220K
|
15.3K
$4M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-623- 20.95% |
$167K - $224K
|
2.35K
$613K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-625- 23.54% |
$168K - $225K
|
2.03K
$529K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-630- 2.78% |
$169K - $227K
|
22K
$5.75M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-632- 35.71% |
$170K - $227K
|
1.14K
$297K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-632- 6.26% |
$170K - $227K
|
9.46K
$2.47M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-637- 3.52% |
$171K - $229K
|
17.4K
$4.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-640- 5.15% |
$172K - $230K
|
11.8K
$3.08M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-644- 8.52% |
$173K - $232K
|
6.92K
$1.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-645- 4.37% |
$173K - $232K
|
14.1K
$3.68M
|
|
|
May 14, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-647- 1.06% |
$174K - $233K
|
60.4K
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-656- 9.58% |
$176K - $236K
|
6.19K
$1.61M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
SELL
|
- |
-657- 7.64% |
$176K - $236K
|
7.94K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-661- 1.68% |
$177K - $238K
|
38.6K
$10.1M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-666- 1.64% |
$179K - $240K
|
39.9K
$10.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-681- 2.84% |
$183K - $245K
|
23.3K
$6.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-681- 12.51% |
$183K - $245K
|
4.76K
$1.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-686- 4.79% |
$184K - $247K
|
13.6K
$3.56M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-691- 1.34% |
$185K - $249K
|
50.7K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-695- 14.18% |
$187K - $250K
|
4.21K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-697- 1.18% |
$187K - $251K
|
58.4K
$15.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-700- 38.89% |
$188K - $252K
|
1.1K
$287K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-702- 4.47% |
$188K - $253K
|
15K
$3.91M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-712- 5.98% |
$191K - $256K
|
11.2K
$2.92M
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-713- 12.66% |
$191K - $257K
|
4.92K
$1.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-715- 0.62% |
$192K - $257K
|
114K
$29.8M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-724- 18.28% |
$194K - $261K
|
3.24K
$844K
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-760- 7.21% |
$204K - $274K
|
9.79K
$2.55M
|