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 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
11.8K+ 15.76% |
$3.15M - $4.23M
|
86.3K
$22.5M
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
11.7KNew |
$3.14M - $4.22M
|
11.7K
$3.05M
|
|
May 12, 2025
Q1 2025
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
11.7KNew |
$3.14M - $4.21M
|
11.7K
$3.05M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
11.5K+ 14.38% |
$3.08M - $4.14M
|
91.4K
$23.8M
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
11.4K+ 5.6% |
$3.06M - $4.11M
|
215K
$56.1M
|
|
May 15, 2025
Q1 2025
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
11.4K+ 65.14% |
$3.06M - $4.1M
|
28.9K
$7.53M
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
11.4KNew |
$3.06M - $4.1M
|
11.4K
$2.97M
|
|
May 15, 2025
Q1 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
11.3K+ 22.29% |
$3.03M - $4.06M
|
61.9K
$16.1M
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
11.2KNew |
$3.01M - $4.04M
|
11.2K
$2.93M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11.1K+ 4.39% |
$2.97M - $3.99M
|
264K
$68.7M
|
|
May 15, 2025
Q1 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.1KNew |
$2.97M - $3.99M
|
11.1K
$2.89M
|
|
May 12, 2025
Q1 2025
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
11K+ 5.01% |
$2.96M - $3.97M
|
231K
$60.3M
|
|
May 06, 2025
Q1 2025
|
Freemont Management S.A.
|
BUY
|
- |
11KNew |
$2.95M - $3.96M
|
11K
$2.87M
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
11K+ 1027.1% |
$2.95M - $3.96M
|
12.1K
$3.14M
|
|
May 15, 2025
Q1 2025
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
10.8K+ 1136.95% |
$2.9M - $3.89M
|
11.8K
$3.06M
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
10.8K+ 70.95% |
$2.9M - $3.89M
|
26K
$6.78M
|
|
May 12, 2025
Q1 2025
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
10.8K+ 10.97% |
$2.89M - $3.87M
|
109K
$28.4M
|
|
May 15, 2025
Q1 2025
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
10.7K+ 321.73% |
$2.88M - $3.86M
|
14.1K
$3.67M
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.5K+ 9.64% |
$2.82M - $3.78M
|
119K
$31.1M
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
10.5K+ 8.7% |
$2.82M - $3.78M
|
131K
$34.2M
|
|
May 15, 2025
Q1 2025
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
10.5KNew |
$2.81M - $3.76M
|
10.5K
$2.72M
|
|
May 14, 2025
Q1 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
10.1K+ 28.78% |
$2.72M - $3.64M
|
45.3K
$11.8M
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
9.95K+ 127.85% |
$2.67M - $3.58M
|
17.7K
$4.62M
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
9.9KNew |
$2.66M - $3.56M
|
9.9K
$2.58M
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
BUY
|
- |
9.82K+ 396.89% |
$2.64M - $3.54M
|
12.3K
$3.21M
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
9.74K+ 65.97% |
$2.61M - $3.51M
|
24.5K
$6.39M
|
|
May 13, 2025
Q1 2025
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
9.71KNew |
$2.61M - $3.5M
|
9.71K
$2.53M
|
|
Apr 29, 2025
Q1 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
9.4K+ 15.75% |
$2.52M - $3.38M
|
69K
$18M
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
9.37K+ 173.14% |
$2.51M - $3.37M
|
14.8K
$3.85M
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.35KNew |
$2.51M - $3.36M
|
9.35K
$2.44M
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
9.27K+ 25.25% |
$2.49M - $3.34M
|
46K
$12M
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
9.19K+ 169.31% |
$2.46M - $3.31M
|
14.6K
$3.81M
|
|
May 14, 2025
Q1 2025
|
Nzs Capital, LLC
Denver, CO |
BUY
|
- |
9.17K+ 26.03% |
$2.46M - $3.3M
|
44.4K
$11.6M
|
|
May 15, 2025
Q1 2025
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
9.1KNew |
$2.44M - $3.28M
|
9.1K
$2.37M
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.98K+ 33.61% |
$2.41M - $3.23M
|
35.7K
$9.3M
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
8.89K+ 395.46% |
$2.39M - $3.2M
|
11.1K
$2.9M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.76K+ 13.18% |
$2.35M - $3.15M
|
75.3K
$19.6M
|
|
Apr 16, 2025
Q1 2025
|
Baker Chad R
Perrysburg, OH |
BUY
|
- |
8.74K+ 99.37% |
$2.34M - $3.14M
|
17.5K
$4.57M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.73K+ 9.86% |
$2.34M - $3.14M
|
97.3K
$25.3M
|
|
May 15, 2025
Q1 2025
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
8.69KNew |
$2.33M - $3.13M
|
8.69K
$2.26M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.6K+ 2.19% |
$2.31M - $3.09M
|
401K
$104M
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
8.53K+ 46.96% |
$2.29M - $3.07M
|
26.7K
$6.95M
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
8.37K+ 5.02% |
$2.25M - $3.01M
|
175K
$45.7M
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
8.26K+ 1.9% |
$2.22M - $2.97M
|
443K
$115M
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
8.23K+ 65.87% |
$2.21M - $2.96M
|
20.7K
$5.4M
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.19K+ 104.77% |
$2.2M - $2.95M
|
16K
$4.17M
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
8.12K+ 1203.41% |
$2.18M - $2.92M
|
8.8K
$2.29M
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
8.12K+ 35.98% |
$2.18M - $2.92M
|
30.7K
$8M
|
|
May 14, 2025
Q1 2025
|
Connective Capital Management, LLC
Palo Alto, CA |
BUY
|
- |
7.99KNew |
$2.14M - $2.88M
|
7.99K
$2.08M
|
|
May 15, 2025
Q1 2025
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
7.98KNew |
$2.14M - $2.87M
|
7.98K
$2.08M
|