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
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.76K+ 14.86% |
$415K - $511K
|
13.6K
$3.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.73K+ 1.69% |
$409K - $504K
|
104K
$25.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.72K+ 9.82% |
$407K - $501K
|
19.3K
$4.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Meridian Management CO
|
BUY
|
- |
1.72K+ 8.62% |
$406K - $500K
|
21.7K
$5.26M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.68K+ 14.05% |
$397K - $489K
|
13.6K
$3.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
1.67K+ 0.55% |
$395K - $487K
|
307K
$74.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.67K+ 8.0% |
$394K - $486K
|
22.5K
$5.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.67K+ 15.33% |
$394K - $486K
|
12.6K
$3.05M
|
|
|
Jul 28, 2025
Q2 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
1.66K+ 5.28% |
$392K - $483K
|
33.1K
$8.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Benin Management Corp
|
BUY
|
- |
1.63KNew |
$384K - $474K
|
1.63K
$395K
|
|
|
Jul 23, 2025
Q2 2025
|
Dempze Nancy E
|
BUY
|
- |
1.62K+ 41.82% |
$384K - $473K
|
5.51K
$1.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.62K+ 47.46% |
$382K - $470K
|
5.02K
$1.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
1.56K+ 2.71% |
$368K - $454K
|
59.1K
$14.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.55K+ 148.14% |
$367K - $452K
|
2.6K
$632K
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.55K+ 0.74% |
$367K - $452K
|
211K
$51.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
1.55K+ 1.88% |
$366K - $451K
|
83.9K
$20.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.53KNew |
$361K - $445K
|
1.53K
$371K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.52K+ 19.66% |
$359K - $443K
|
9.26K
$2.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.5K+ 14.09% |
$355K - $438K
|
12.2K
$2.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.5K+ 5.8% |
$355K - $438K
|
27.4K
$6.66M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.5K+ 25.7% |
$354K - $436K
|
7.33K
$1.78M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.48K+ 4.52% |
$350K - $432K
|
34.3K
$8.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.48K+ 18.5% |
$350K - $431K
|
9.48K
$2.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
1.48K+ 22.68% |
$349K - $430K
|
7.99K
$1.94M
|
|
|
Aug 01, 2025
Q2 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
1.47K+ 13.96% |
$348K - $429K
|
12K
$2.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.46K+ 41.44% |
$345K - $425K
|
4.99K
$1.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
1.46K+ 55.64% |
$344K - $424K
|
4.07K
$988K
|
|
|
Jul 21, 2025
Q2 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.45KNew |
$342K - $421K
|
1.45K
$351K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.44KNew |
$340K - $419K
|
1.44K
$350K
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
BUY
|
- |
1.43K+ 2.05% |
$337K - $416K
|
71.3K
$17.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.41K+ 20.18% |
$333K - $410K
|
8.39K
$2.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
1.41K+ 24.73% |
$333K - $410K
|
7.1K
$1.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
1.41K+ 5.87% |
$333K - $410K
|
25.4K
$6.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
1.41K+ 24.89% |
$332K - $409K
|
7.05K
$1.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.4K+ 9.26% |
$331K - $408K
|
16.5K
$4.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.4K+ 8.48% |
$330K - $406K
|
17.9K
$4.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
1.39K+ 50.31% |
$328K - $404K
|
4.15K
$1.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
1.39K+ 6.58% |
$327K - $403K
|
22.4K
$5.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.38K+ 6.87% |
$327K - $402K
|
21.5K
$5.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.38K+ 10.53% |
$326K - $402K
|
14.5K
$3.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.38K+ 1.64% |
$326K - $402K
|
85.6K
$20.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.38K+ 40.59% |
$326K - $401K
|
4.77K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.38KNew |
$326K - $401K
|
1.38K
$335K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.38KNew |
$325K - $401K
|
1.38K
$334K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.38K+ 31.01% |
$325K - $400K
|
5.81K
$1.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.37K+ 2.04% |
$323K - $398K
|
68.5K
$16.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1.37K+ 167.07% |
$322K - $397K
|
2.18K
$530K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.36K+ 2.49% |
$320K - $395K
|
55.8K
$13.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.35K+ 8.14% |
$320K - $394K
|
18K
$4.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.35KNew |
$319K - $393K
|
1.35K
$328K
|