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 09, 2025
Q1 2025
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-1.08K- 1.73% |
$289K - $388K
|
61.2K
$15.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 3.03% |
$290K - $389K
|
34.6K
$9.01M
|
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
SELL
|
- |
-1.09K- 5.18% |
$292K - $392K
|
19.9K
$5.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-1.11K- 59.5% |
$298K - $400K
|
757
$197K
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 14.68% |
$300K - $402K
|
6.49K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-1.12K- 0.96% |
$301K - $403K
|
116K
$30.1M
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-1.12K- 0.96% |
$301K - $403K
|
116K
$30.1M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-1.12K- 13.53% |
$301K - $404K
|
7.16K
$1.87M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-1.13K- 32.55% |
$302K - $405K
|
2.33K
$608K
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-1.13K- 1.86% |
$302K - $405K
|
59.5K
$15.5M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.13K- 56.76% |
$303K - $406K
|
860
$224K
|
|
|
May 13, 2025
Q1 2025
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-1.14K- 3.16% |
$305K - $409K
|
34.8K
$9.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1.15K- 17.51% |
$309K - $415K
|
5.43K
$1.42M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.16K- 13.49% |
$312K - $418K
|
7.45K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-1.17K- 49.05% |
$313K - $420K
|
1.21K
$316K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.18K- 24.08% |
$317K - $426K
|
3.73K
$972K
|
|
|
May 15, 2025
Q1 2025
|
Isam Funds (Uk) LTD
London, X0 |
SELL
|
- |
-1.19K- 52.85% |
$319K - $428K
|
1.06K
$276K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.2K- 5.3% |
$322K - $432K
|
21.4K
$5.59M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.21K- 59.78% |
$325K - $436K
|
814
$212K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.21K- 4.45% |
$326K - $437K
|
26.1K
$6.79M
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.22K- 0.14% |
$327K - $439K
|
901K
$235M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.23K- 1.46% |
$329K - $441K
|
82.9K
$21.6M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.24K- 7.23% |
$333K - $447K
|
15.9K
$4.15M
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-1.28K- 23.22% |
$343K - $460K
|
4.22K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.28K- 1.4% |
$343K - $460K
|
90K
$23.5M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.3K- 47.96% |
$348K - $466K
|
1.41K
$366K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.33K- 0.64% |
$358K - $480K
|
206K
$53.6M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.36K- 8.81% |
$364K - $488K
|
14K
$3.66M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.36K- 55.2% |
$366K - $491K
|
1.11K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.38K- 16.66% |
$371K - $498K
|
6.92K
$1.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-1.4K- 24.64% |
$375K - $502K
|
4.27K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-1.4K- 60.87% |
$376K - $504K
|
900
$235K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.41K- 12.24% |
$379K - $508K
|
10.1K
$2.64M
|
|
|
May 15, 2025
Q1 2025
|
Vancity Investment Management LTD
Vancouver, A1 |
SELL
|
- |
-1.43K- 53.53% |
$384K - $515K
|
1.24K
$324K
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.44K- 53.15% |
$385K - $517K
|
1.27K
$330K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-1.44K- 48.93% |
$386K - $518K
|
1.5K
$392K
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-1.44K- 5.78% |
$386K - $518K
|
23.5K
$6.12M
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.45K- 51.13% |
$388K - $520K
|
1.38K
$360K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.5K- 2.55% |
$402K - $539K
|
57.3K
$14.9M
|
|
|
May 13, 2025
Q1 2025
|
Ov Management LLC
Minneapolis, MN |
SELL
|
- |
-1.5K- 12.67% |
$402K - $539K
|
10.3K
$2.69M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.5K- 29.26% |
$402K - $540K
|
3.62K
$945K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.5K- 3.25% |
$403K - $540K
|
44.7K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-1.51K- 22.66% |
$405K - $544K
|
5.15K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.54K- 3.82% |
$414K - $555K
|
38.8K
$10.1M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.56K- 8.04% |
$419K - $563K
|
17.9K
$4.66M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1.6K- 0.06% |
$429K - $576K
|
2.7M
$703M
|
|
|
May 01, 2025
Q1 2025
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-1.61K- 6.08% |
$432K - $579K
|
24.9K
$6.48M
|
|
|
May 09, 2025
Q1 2025
|
Parus Finance (Uk) LTD
London, X0 |
SELL
|
- |
-1.67K- 5.18% |
$448K - $601K
|
30.6K
$7.97M
|
|
|
May 13, 2025
Q1 2025
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
SELL
|
- |
-1.72K- 1.42% |
$461K - $618K
|
119K
$31M
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1.8K- 32.9% |
$483K - $648K
|
3.67K
$957K
|