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 07, 2025
Q2 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.35K+ 172.03% |
$318K - $392K
|
2.13K
$517K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.35K+ 17.57% |
$318K - $392K
|
9.02K
$2.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.34K+ 12.94% |
$317K - $390K
|
11.7K
$2.84M
|
|
|
Aug 05, 2025
Q2 2025
|
Dillon & Associates Inc
|
BUY
|
- |
1.33K+ 4.53% |
$315K - $388K
|
30.8K
$7.47M
|
|
|
Aug 05, 2025
Q2 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
1.33KNew |
$313K - $386K
|
1.33K
$322K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.32KNew |
$311K - $384K
|
1.32K
$320K
|
|
|
Jul 28, 2025
Q2 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
1.31K+ 2.05% |
$310K - $382K
|
65.3K
$15.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.31K+ 169.91% |
$310K - $381K
|
2.08K
$505K
|
|
|
Aug 13, 2025
Q2 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
1.31KNew |
$308K - $380K
|
1.31K
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
Fosun International LTD
|
BUY
|
- |
1.3KNew |
$308K - $379K
|
1.3K
$316K
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
1.3K+ 0.5% |
$307K - $378K
|
261K
$63.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.29K+ 9.11% |
$305K - $376K
|
15.5K
$3.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.29K+ 19.82% |
$305K - $375K
|
7.79K
$1.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.28K+ 6.93% |
$302K - $373K
|
19.8K
$4.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.28K+ 2.84% |
$302K - $372K
|
46.3K
$11.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
1.27KNew |
$301K - $370K
|
1.27K
$309K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.25KNew |
$296K - $365K
|
1.25K
$304K
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.25K+ 8.91% |
$295K - $363K
|
15.2K
$3.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.24K+ 29.92% |
$292K - $360K
|
5.36K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.24K+ 8.9% |
$292K - $360K
|
15.1K
$3.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
1.23KNew |
$292K - $359K
|
1.23K
$300K
|
|
|
Jul 23, 2025
Q2 2025
|
Kidder Stephen W
|
BUY
|
- |
1.23K+ 16.15% |
$292K - $359K
|
8.88K
$2.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.23K+ 3.63% |
$291K - $359K
|
35.2K
$8.54M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.23K+ 173.27% |
$289K - $357K
|
1.93K
$469K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.22K+ 1.14% |
$288K - $355K
|
108K
$26.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.22K+ 1.94% |
$288K - $354K
|
63.8K
$15.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.21K+ 24.45% |
$286K - $352K
|
6.16K
$1.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.21K+ 14.51% |
$285K - $352K
|
9.53K
$2.31M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.2KNew |
$284K - $350K
|
1.2K
$292K
|
|
|
Jul 31, 2025
Q2 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
1.19K+ 32.62% |
$282K - $347K
|
4.85K
$1.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.18KNew |
$278K - $343K
|
1.18K
$286K
|
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.17KNew |
$277K - $341K
|
1.17K
$285K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.17K+ 10.22% |
$276K - $340K
|
12.6K
$3.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.16K+ 13.28% |
$274K - $338K
|
9.9K
$2.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.16K+ 10.18% |
$274K - $338K
|
12.6K
$3.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.16K+ 23.46% |
$274K - $337K
|
6.1K
$1.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.16K+ 7.65% |
$273K - $337K
|
16.3K
$3.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Ecofi Investissements Sa
Nanterre, I0 |
BUY
|
- |
1.15K+ 35.38% |
$272K - $335K
|
4.4K
$1.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Broderick Brian C
|
BUY
|
- |
1.15K+ 10.71% |
$271K - $334K
|
11.8K
$2.87M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.14K+ 4.99% |
$270K - $332K
|
24K
$5.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.14K+ 27.04% |
$269K - $331K
|
5.34K
$1.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Heron Bay Capital Management
|
BUY
|
- |
1.14K+ 6.32% |
$268K - $330K
|
19.1K
$4.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
1.13KNew |
$267K - $330K
|
1.13K
$275K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.13K+ 4.08% |
$267K - $329K
|
28.8K
$7M
|
|
|
Jul 28, 2025
Q2 2025
|
Alta Capital Management LLC
|
BUY
|
- |
1.12KNew |
$265K - $326K
|
1.12K
$272K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.12K+ 19.85% |
$264K - $325K
|
6.74K
$1.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.12KNew |
$263K - $325K
|
1.12K
$271K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.11K+ 0.84% |
$263K - $324K
|
134K
$32.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
1.11KNew |
$262K - $323K
|
1.11K
$270K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.11K+ 13.11% |
$262K - $323K
|
9.58K
$2.32M
|