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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.05K+ 11.5% |
$719K - $887K
|
29.5K
$7.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
3K+ 46.15% |
$709K - $873K
|
9.5K
$2.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
3KNew |
$709K - $873K
|
3K
$728K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.97KNew |
$701K - $864K
|
2.97K
$721K
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
2.97KNew |
$701K - $864K
|
2.97K
$721K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.97K+ 16.93% |
$701K - $864K
|
20.5K
$4.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
2.96K+ 5.16% |
$700K - $863K
|
60.4K
$14.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.94K+ 12.82% |
$695K - $856K
|
25.9K
$6.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvey Capital Management Inc
|
BUY
|
- |
2.94K+ 11.85% |
$694K - $855K
|
27.7K
$6.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.87K+ 27.69% |
$678K - $835K
|
13.2K
$3.21M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2.87KNew |
$678K - $835K
|
2.87K
$696K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2.86K+ 7.73% |
$676K - $834K
|
39.9K
$9.68M
|
|
|
Aug 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
2.84KNew |
$670K - $825K
|
2.84K
$688K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.82K+ 11.65% |
$666K - $820K
|
27K
$6.56M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.82K+ 3.0% |
$666K - $820K
|
96.8K
$23.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
2.8K+ 10.62% |
$662K - $815K
|
29.2K
$7.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
BUY
|
- |
2.8K+ 0.36% |
$661K - $815K
|
776K
$188M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.79K+ 8.28% |
$658K - $811K
|
36.4K
$8.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.78K+ 13.5% |
$658K - $810K
|
23.4K
$5.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
2.77K+ 12.89% |
$653K - $805K
|
24.2K
$5.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
2.76K+ 4.59% |
$653K - $804K
|
62.9K
$15.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2.76K+ 27.38% |
$652K - $803K
|
12.8K
$3.11M
|
|
|
Aug 14, 2025
Q2 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
2.75K+ 3.55% |
$649K - $800K
|
80K
$19.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.74K+ 6.77% |
$648K - $798K
|
43.2K
$10.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
- |
2.73KNew |
$645K - $794K
|
2.73K
$662K
|
|
|
Aug 14, 2025
Q2 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
2.73KNew |
$644K - $793K
|
2.73K
$662K
|
|
|
Jul 23, 2025
Q2 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
2.72K+ 70.71% |
$642K - $791K
|
6.56K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.72K+ 5.93% |
$642K - $791K
|
48.5K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.68K+ 6.8% |
$634K - $781K
|
42.1K
$10.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
2.65KNew |
$625K - $770K
|
2.65K
$642K
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
2.64K+ 4.61% |
$625K - $770K
|
60K
$14.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.64K+ 72.88% |
$624K - $769K
|
6.27K
$1.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
2.64KNew |
$624K - $769K
|
2.64K
$641K
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.61K+ 71.4% |
$618K - $761K
|
6.28K
$1.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.6K+ 30.85% |
$615K - $758K
|
11K
$2.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.59K+ 4.03% |
$611K - $753K
|
66.7K
$16.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.58K+ 35.84% |
$610K - $751K
|
9.78K
$2.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.57K+ 18.96% |
$608K - $749K
|
16.1K
$3.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
2.57K+ 12.97% |
$606K - $747K
|
22.3K
$5.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
2.52K+ 26.98% |
$595K - $734K
|
11.9K
$2.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.51KNew |
$593K - $730K
|
2.51K
$609K
|
|
|
Aug 11, 2025
Q2 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
2.51K+ 23.64% |
$593K - $730K
|
13.1K
$3.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
2.48KNew |
$587K - $723K
|
2.48K
$603K
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.46K+ 182.51% |
$582K - $717K
|
3.81K
$925K
|
|
|
Aug 14, 2025
Q2 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.44KNew |
$577K - $711K
|
2.44K
$593K
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.44K+ 28.39% |
$576K - $710K
|
11K
$2.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Scott Marsh Financial, LLC
Millcreek, UT |
BUY
|
- |
2.42KNew |
$573K - $706K
|
2.42K
$588K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.42K+ 10.85% |
$572K - $705K
|
24.7K
$6M
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
2.4K+ 4.54% |
$567K - $699K
|
55.3K
$13.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.4K+ 18.18% |
$567K - $699K
|
15.6K
$3.79M
|