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 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
7.94KNew |
$2.13M - $2.86M
|
7.94K
$2.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
7.93K+ 10.49% |
$2.13M - $2.85M
|
83.4K
$21.7M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.88K+ 55.72% |
$2.11M - $2.84M
|
22K
$5.74M
|
|
|
May 13, 2025
Q1 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
7.65KNew |
$2.05M - $2.76M
|
7.65K
$1.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
7.56KNew |
$2.03M - $2.72M
|
7.56K
$1.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
7.55K+ 8.62% |
$2.03M - $2.72M
|
95.1K
$24.8M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.49K+ 10.63% |
$2.01M - $2.7M
|
77.9K
$20.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
7.47K+ 7.75% |
$2M - $2.69M
|
104K
$27.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
7.4K+ 413.69% |
$1.99M - $2.66M
|
9.19K
$2.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.39K+ 353.76% |
$1.98M - $2.66M
|
9.48K
$2.47M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
7.37K+ 11.1% |
$1.98M - $2.65M
|
73.7K
$19.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
7.24K+ 14.85% |
$1.94M - $2.61M
|
56K
$14.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
7.24K+ 36.84% |
$1.94M - $2.61M
|
26.9K
$7.01M
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
BUY
|
- |
7.23K+ 1.97% |
$1.94M - $2.6M
|
374K
$97.6M
|
|
|
May 14, 2025
Q1 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
7.2K+ 38.98% |
$1.93M - $2.59M
|
25.7K
$6.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
7.14K+ 4.98% |
$1.92M - $2.57M
|
150K
$39.2M
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
7.11K+ 13.25% |
$1.91M - $2.56M
|
60.8K
$15.8M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
7.09K+ 46.25% |
$1.9M - $2.55M
|
22.4K
$5.84M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
7.01KNew |
$1.88M - $2.52M
|
7.01K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.92K+ 15.7% |
$1.86M - $2.49M
|
51K
$13.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
BUY
|
- |
6.91K+ 95.89% |
$1.85M - $2.49M
|
14.1K
$3.68M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
6.89K+ 1.86% |
$1.85M - $2.48M
|
376K
$98.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.86K+ 24.91% |
$1.84M - $2.47M
|
34.4K
$8.96M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.81K+ 198.74% |
$1.83M - $2.45M
|
10.2K
$2.67M
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
6.72K+ 123.37% |
$1.8M - $2.42M
|
12.2K
$3.17M
|
|
|
May 13, 2025
Q1 2025
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
6.68K+ 5.28% |
$1.79M - $2.4M
|
133K
$34.7M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.67K+ 52.42% |
$1.79M - $2.4M
|
19.4K
$5.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Hamilton Capital Partners, LLC
Atlanta, GA |
BUY
|
- |
6.66K+ 29.6% |
$1.79M - $2.4M
|
29.2K
$7.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
6.64K+ 673.05% |
$1.78M - $2.39M
|
7.63K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
6.64KNew |
$1.78M - $2.39M
|
6.64K
$1.73M
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
BUY
|
- |
6.64K+ 77.63% |
$1.78M - $2.39M
|
15.2K
$3.96M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6.63K+ 179.68% |
$1.78M - $2.39M
|
10.3K
$2.69M
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
6.63KNew |
$1.78M - $2.39M
|
6.63K
$1.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.62K+ 12.82% |
$1.78M - $2.38M
|
58.3K
$15.2M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
6.61K+ 11.32% |
$1.77M - $2.38M
|
65K
$16.9M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
6.58K+ 567.56% |
$1.77M - $2.37M
|
7.74K
$2.02M
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
6.55KNew |
$1.76M - $2.36M
|
6.55K
$1.71M
|
|
|
May 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
6.52KNew |
$1.75M - $2.35M
|
6.52K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
6.49K+ 3.53% |
$1.74M - $2.34M
|
190K
$49.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.4K+ 776.94% |
$1.72M - $2.3M
|
7.23K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6.35KNew |
$1.7M - $2.28M
|
6.35K
$1.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.29K+ 156.2% |
$1.69M - $2.26M
|
10.3K
$2.69M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
6.18K+ 22.59% |
$1.66M - $2.23M
|
33.6K
$8.75M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
6.11K+ 21.53% |
$1.64M - $2.2M
|
34.5K
$8.99M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
6.06K+ 10.03% |
$1.63M - $2.18M
|
66.5K
$17.3M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.01K+ 113.37% |
$1.61M - $2.16M
|
11.3K
$2.95M
|
|
|
May 20, 2025
Q1 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
6K+ 4.0% |
$1.61M - $2.16M
|
156K
$40.7M
|
|
|
May 13, 2025
Q1 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
5.99K+ 283.75% |
$1.61M - $2.16M
|
8.1K
$2.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.97K+ 30.46% |
$1.6M - $2.15M
|
25.5K
$6.66M
|
|
|
May 09, 2025
Q1 2025
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
5.9K+ 1.18% |
$1.58M - $2.12M
|
508K
$132M
|