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 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-761- 12.27% |
$204K - $274K
|
5.44K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-770- 2.29% |
$207K - $277K
|
32.8K
$8.56M
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-773- 19.54% |
$207K - $278K
|
3.18K
$830K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-775- 3.86% |
$208K - $279K
|
19.3K
$5.04M
|
|
|
May 13, 2025
Q1 2025
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-779- 0.82% |
$209K - $280K
|
94.3K
$24.6M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-785- 17.85% |
$211K - $283K
|
3.61K
$941K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-797- 11.81% |
$214K - $287K
|
5.95K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-800- 6.39% |
$215K - $288K
|
11.7K
$3.06M
|
|
|
May 15, 2025
Q1 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-800- 44.42% |
$215K - $288K
|
1K
$261K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-801- 15.66% |
$215K - $288K
|
4.32K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-802- 0.17% |
$215K - $289K
|
470K
$122M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-811- 49.75% |
$218K - $292K
|
819
$213K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-819- 42.86% |
$220K - $295K
|
1.09K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Morangie Management LLC
New York, NY |
SELL
|
- |
-828- 14.96% |
$222K - $298K
|
4.71K
$1.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-837- 6.44% |
$225K - $301K
|
12.2K
$3.17M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-848- 2.0% |
$228K - $305K
|
41.5K
$10.8M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-850- 48.21% |
$228K - $306K
|
913
$238K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-862- 10.8% |
$231K - $310K
|
7.12K
$1.86M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-871- 48.31% |
$234K - $314K
|
932
$243K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-877- 8.83% |
$235K - $316K
|
9.06K
$2.36M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-883- 52.22% |
$237K - $318K
|
808
$211K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-894- 50.17% |
$240K - $322K
|
888
$231K
|
|
|
Apr 22, 2025
Q1 2025
|
Jericho Financial, LLP
Westerville, OH |
SELL
|
- |
-900- 4.77% |
$242K - $324K
|
18K
$4.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-902- 5.63% |
$242K - $325K
|
15.1K
$3.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-913- 6.97% |
$245K - $329K
|
12.2K
$3.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-913- 1.63% |
$245K - $329K
|
55.2K
$14.4M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-915- 38.89% |
$246K - $329K
|
1.44K
$375K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-918- 7.7% |
$246K - $330K
|
11K
$2.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-942- 20.54% |
$253K - $339K
|
3.64K
$950K
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-945- 7.56% |
$254K - $340K
|
11.6K
$3.01M
|
|
|
May 07, 2025
Q1 2025
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-950- 6.1% |
$255K - $342K
|
14.6K
$3.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-951- 0.78% |
$255K - $342K
|
121K
$31.5M
|
|
|
May 12, 2025
Q1 2025
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-953- 4.62% |
$256K - $343K
|
19.7K
$5.13M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-955- 26.58% |
$256K - $344K
|
2.64K
$688K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-970- 17.84% |
$260K - $349K
|
4.47K
$1.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-979- 3.94% |
$263K - $352K
|
23.8K
$6.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-991- 39.47% |
$266K - $357K
|
1.52K
$396K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-994- 13.34% |
$267K - $358K
|
6.46K
$1.68M
|
|
|
May 09, 2025
Q1 2025
|
Supplemental Annuity Collective Trust Of Nj
|
SELL
|
- |
-1K- 12.5% |
$268K - $360K
|
7K
$1.82M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.01K- 41.19% |
$272K - $364K
|
1.45K
$377K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.01K- 3.65% |
$272K - $365K
|
26.7K
$6.97M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.02K- 8.7% |
$273K - $366K
|
10.7K
$2.78M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.02K- 13.88% |
$273K - $367K
|
6.33K
$1.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.03K- 0.87% |
$276K - $370K
|
117K
$30.4M
|
|
|
May 01, 2025
Q1 2025
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-1.05K- 5.84% |
$283K - $379K
|
17K
$4.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.06K- 0.33% |
$283K - $380K
|
318K
$83M
|
|
|
May 12, 2025
Q1 2025
|
Edentree Asset Management LTD
London, X0 |
SELL
|
- |
-1.06K- 3.12% |
$284K - $380K
|
32.8K
$8.54M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-1.07K- 12.68% |
$286K - $383K
|
7.34K
$1.91M
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.07K- 0.1% |
$287K - $386K
|
1.06M
$276M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.08K- 1.45% |
$289K - $387K
|
72.9K
$19M
|