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
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
5.89K+ 4.13% |
$1.58M - $2.12M
|
149K
$38.7M
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
5.82K+ 239.35% |
$1.56M - $2.1M
|
8.25K
$2.15M
|
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
5.79K+ 2.51% |
$1.55M - $2.08M
|
236K
$61.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
5.79K+ 24.42% |
$1.55M - $2.08M
|
29.5K
$7.69M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
5.73KNew |
$1.54M - $2.06M
|
5.73K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
5.72KNew |
$1.53M - $2.06M
|
5.72K
$1.49M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.7K+ 5.67% |
$1.53M - $2.05M
|
106K
$27.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
5.7K+ 75.93% |
$1.53M - $2.05M
|
13.2K
$3.44M
|
|
|
May 14, 2025
Q1 2025
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
5.69KNew |
$1.53M - $2.05M
|
5.69K
$1.48M
|
|
|
Apr 18, 2025
Q1 2025
|
Puzo Michael J
|
BUY
|
- |
5.55K+ 99.5% |
$1.49M - $2M
|
11.1K
$2.9M
|
|
|
May 15, 2025
Q1 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
5.51KNew |
$1.48M - $1.98M
|
5.51K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.5K+ 1.3% |
$1.48M - $1.98M
|
429K
$112M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
5.46K+ 34.32% |
$1.46M - $1.96M
|
21.4K
$5.57M
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
5.42KNew |
$1.45M - $1.95M
|
5.42K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
5.29KNew |
$1.42M - $1.9M
|
5.29K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
5.27K+ 11.64% |
$1.42M - $1.9M
|
50.6K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
5.27K+ 17.08% |
$1.41M - $1.9M
|
36.1K
$9.41M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
5.26KNew |
$1.41M - $1.89M
|
5.26K
$1.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Tran Capital Management, L.P.
|
BUY
|
- |
5.24K+ 5.97% |
$1.41M - $1.89M
|
93K
$24.2M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.16K+ 5.19% |
$1.39M - $1.86M
|
105K
$27.3M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
5.14KNew |
$1.38M - $1.85M
|
5.14K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Amitell Capital Pte LTD
Singapore, U0 |
BUY
|
- |
5.12KNew |
$1.37M - $1.84M
|
5.12K
$1.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
5.03K+ 45.37% |
$1.35M - $1.81M
|
16.1K
$4.2M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
5.02K+ 3.58% |
$1.35M - $1.81M
|
145K
$37.9M
|
|
|
May 15, 2025
Q1 2025
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
5.02K+ 5.58% |
$1.35M - $1.81M
|
95.1K
$24.8M
|
|
|
May 15, 2025
Q1 2025
|
Union Square Park Capital Management, LLC
New York, NY |
BUY
|
- |
5KNew |
$1.34M - $1.8M
|
5K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
One Madison Group LLC
New York, NY |
BUY
|
- |
5KNew |
$1.34M - $1.8M
|
5K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
BUY
|
- |
4.99K+ 12.11% |
$1.34M - $1.79M
|
46.2K
$12M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.95K+ 3.94% |
$1.33M - $1.78M
|
131K
$34M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.95K+ 16.11% |
$1.33M - $1.78M
|
35.7K
$9.29M
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
4.93K+ 27.62% |
$1.32M - $1.78M
|
22.8K
$5.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
4.84K+ 411.39% |
$1.3M - $1.74M
|
6.01K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
4.83K+ 13.1% |
$1.3M - $1.74M
|
41.7K
$10.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.79K+ 2.64% |
$1.29M - $1.72M
|
186K
$48.5M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.76K+ 3.39% |
$1.28M - $1.71M
|
145K
$37.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.73K+ 7.58% |
$1.27M - $1.7M
|
67.1K
$17.5M
|
|
|
May 14, 2025
Q1 2025
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
4.73K+ 9.47% |
$1.27M - $1.7M
|
54.7K
$14.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
4.72K+ 10.27% |
$1.27M - $1.7M
|
50.7K
$13.2M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.72K+ 9.61% |
$1.27M - $1.7M
|
53.8K
$14M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
4.7K+ 1.29% |
$1.26M - $1.69M
|
369K
$96.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.69K+ 27.6% |
$1.26M - $1.69M
|
21.7K
$5.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
4.65K+ 4.52% |
$1.25M - $1.67M
|
107K
$28M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
4.64K+ 12.42% |
$1.24M - $1.67M
|
42K
$10.9M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.62K+ 9.97% |
$1.24M - $1.66M
|
51K
$13.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
4.6K+ 15.43% |
$1.23M - $1.66M
|
34.4K
$8.97M
|
|
|
May 13, 2025
Q1 2025
|
Thames Capital Management LLC
New York, NY |
BUY
|
- |
4.59K+ 9.7% |
$1.23M - $1.65M
|
51.9K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.56K+ 29.2% |
$1.22M - $1.64M
|
20.2K
$5.26M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.53K+ 4.61% |
$1.22M - $1.63M
|
103K
$26.8M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.5K+ 9.01% |
$1.21M - $1.62M
|
54.4K
$14.2M
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
4.47KNew |
$1.2M - $1.61M
|
4.47K
$1.16M
|