Purchases and Sales Made in Q2 2025 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.8K- 12.72% |
$424K - $523K
|
12.3K
$3.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.81K- 1.01% |
$427K - $526K
|
178K
$46.2M
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.86K- 1.1% |
$439K - $541K
|
167K
$43.4M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.96K- 6.91% |
$462K - $569K
|
26.3K
$6.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-2.09K- 28.83% |
$494K - $609K
|
5.17K
$1.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-2.3K- 29.01% |
$544K - $671K
|
5.64K
$1.46M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.59K- 10.95% |
$611K - $753K
|
21K
$5.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.67K- 5.59% |
$631K - $777K
|
45.1K
$11.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-2.7K- 72.98% |
$637K - $786K
|
999
$260K
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-2.89K- 31.84% |
$684K - $843K
|
6.2K
$1.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-3.44K- 90.47% |
$812K - $1M
|
362
$94.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-3.69K- 48.25% |
$873K - $1.08M
|
3.96K
$1.03M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-4.36K- 83.21% |
$1.03M - $1.27M
|
880
$229K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.42K- 3.94% |
$1.04M - $1.29M
|
108K
$28M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.21K- 28.52% |
$1.23M - $1.52M
|
13.1K
$3.39M
|
|
|
Jul 07, 2025
Q2 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-5.7K- 24.68% |
$1.35M - $1.66M
|
17.4K
$4.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-6.43K- 64.24% |
$1.52M - $1.87M
|
3.58K
$930K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.5K- 23.31% |
$1.77M - $2.18M
|
24.7K
$6.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Yarbrough Capital, LLC
|
SELL
|
- |
-7.54K- 10.4% |
$1.78M - $2.19M
|
65K
$16.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Renaissance Investment Group LLC
|
SELL
|
- |
-10.4K- 40.76% |
$2.45M - $3.02M
|
15.1K
$3.92M
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-10.5K- 70.99% |
$2.48M - $3.06M
|
4.29K
$1.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-10.7K- 91.85% |
$2.52M - $3.11M
|
947
$246K
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-10.8K- 12.28% |
$2.54M - $3.13M
|
76.8K
$20M
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-10.8K- 45.34% |
$2.55M - $3.15M
|
13K
$3.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-11.8K- 4.51% |
$2.79M - $3.44M
|
250K
$65.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-17.5K- 18.39% |
$4.13M - $5.09M
|
77.6K
$20.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-18.1K- 69.64% |
$4.28M - $5.28M
|
7.9K
$2.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-18.7K- 94.71% |
$4.41M - $5.44M
|
1.04K
$271K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-25.8K- 74.33% |
$6.1M - $7.51M
|
8.92K
$2.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-34.4K- 9.95% |
$8.13M - $10M
|
312K
$81M
|
|
|
Jul 17, 2025
Q2 2025
|
Generate Investment Management LTD
Auckland, Q2 |
SELL
|
- |
-38.8K- 68.12% |
$9.18M - $11.3M
|
18.2K
$4.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-49.7K- 20.39% |
$11.7M - $14.5M
|
194K
$50.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-58.7K- 30.19% |
$13.9M - $17.1M
|
136K
$35.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-104K- 35.11% |
$24.7M - $30.4M
|
193K
$50.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-302K- 98.66% |
$71.3M - $87.9M
|
4.11K
$1.07M
|