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 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.4K+ 20.21% |
$566K - $697K
|
14.2K
$3.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.37K+ 4.21% |
$560K - $690K
|
58.6K
$14.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Puzo Michael J
|
BUY
|
- |
2.32K+ 20.87% |
$549K - $676K
|
13.4K
$3.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
2.32K+ 7.43% |
$548K - $675K
|
33.5K
$8.14M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.3K+ 1.62% |
$542K - $668K
|
144K
$34.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.29K+ 5.23% |
$542K - $668K
|
46.1K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
2.29KNew |
$541K - $666K
|
2.29K
$555K
|
|
|
Aug 07, 2025
Q2 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.28K+ 5.02% |
$537K - $662K
|
47.6K
$11.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
2.27K+ 25.33% |
$537K - $661K
|
11.2K
$2.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
2.27K+ 1.53% |
$536K - $660K
|
151K
$36.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.26K+ 8.6% |
$534K - $658K
|
28.5K
$6.92M
|
|
|
Jul 28, 2025
Q2 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
2.26K+ 173.75% |
$533K - $657K
|
3.56K
$863K
|
|
|
Aug 13, 2025
Q2 2025
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
2.23K+ 136.34% |
$526K - $648K
|
3.86K
$936K
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
2.21KNew |
$523K - $644K
|
2.21K
$537K
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
2.19K+ 29.99% |
$517K - $637K
|
9.48K
$2.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
2.16K+ 5.0% |
$511K - $630K
|
45.4K
$11M
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
2.16KNew |
$510K - $628K
|
2.16K
$524K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
2.15K+ 72.79% |
$507K - $625K
|
5.1K
$1.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2.13K+ 4.59% |
$504K - $621K
|
48.6K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.13K+ 24.92% |
$503K - $620K
|
10.7K
$2.59M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.1K+ 4.35% |
$495K - $611K
|
50.3K
$12.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.08KNew |
$490K - $604K
|
2.08K
$504K
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.05K+ 30.9% |
$483K - $596K
|
8.67K
$2.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
2.04KNew |
$481K - $593K
|
2.04K
$495K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
2.04K+ 27.35% |
$481K - $593K
|
9.48K
$2.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.02K+ 8.27% |
$478K - $589K
|
26.5K
$6.43M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
2.02K+ 54.68% |
$478K - $589K
|
5.72K
$1.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
2.01K+ 6.27% |
$476K - $586K
|
34.1K
$8.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Cypress Advisory Group LLC
Scottsdale, AZ |
BUY
|
- |
2K+ 260.08% |
$473K - $582K
|
2.77K
$672K
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2K+ 8.58% |
$472K - $581K
|
25.3K
$6.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.99K+ 76.48% |
$470K - $579K
|
4.59K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.98K+ 1.7% |
$468K - $577K
|
118K
$28.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.98KNew |
$467K - $576K
|
1.98K
$480K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.98K+ 2.98% |
$467K - $576K
|
68.4K
$16.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
1.96K+ 5.21% |
$464K - $571K
|
39.6K
$9.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.95K+ 25.11% |
$461K - $568K
|
9.73K
$2.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.95K+ 544.41% |
$460K - $567K
|
2.31K
$560K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.93K+ 230.38% |
$455K - $561K
|
2.76K
$671K
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
1.92K+ 7.76% |
$454K - $559K
|
26.7K
$6.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.91K+ 6.69% |
$451K - $556K
|
30.5K
$7.4M
|
|
|
Aug 14, 2025
Q2 2025
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
1.9K+ 20.46% |
$449K - $553K
|
11.2K
$2.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.87K+ 4.77% |
$443K - $546K
|
41.2K
$9.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
1.87K+ 39.72% |
$442K - $544K
|
6.58K
$1.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.85K+ 4.03% |
$437K - $539K
|
47.8K
$11.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.84K+ 29.67% |
$434K - $535K
|
8.03K
$1.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.83K+ 1.4% |
$432K - $532K
|
132K
$32.1M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.81K+ 8.95% |
$427K - $526K
|
22K
$5.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
BUY
|
- |
1.81K+ 9.89% |
$426K - $526K
|
20.1K
$4.87M
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.8K+ 27.89% |
$426K - $525K
|
8.26K
$2.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1.78KNew |
$421K - $518K
|
1.78K
$432K
|