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
|
Gsb Wealth Management, LLC
|
BUY
|
- |
746New |
$176K - $217K
|
746
$181K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
746+ 75.74% |
$176K - $217K
|
1.73K
$420K
|
|
|
Aug 12, 2025
Q2 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
745New |
$176K - $217K
|
745
$181K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
744New |
$176K - $217K
|
744
$181K
|
|
|
Aug 14, 2025
Q2 2025
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
743New |
$176K - $216K
|
743
$180K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
742New |
$175K - $216K
|
742
$180K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
740New |
$175K - $215K
|
740
$180K
|
|
|
Jul 23, 2025
Q2 2025
|
Account Management LLC
|
BUY
|
- |
740New |
$175K - $215K
|
740
$180K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
739New |
$175K - $215K
|
739
$179K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
734New |
$173K - $214K
|
734
$178K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
734New |
$173K - $214K
|
734
$178K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
732+ 26.18% |
$173K - $213K
|
3.53K
$856K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
724+ 47.85% |
$171K - $211K
|
2.24K
$543K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
718+ 95.99% |
$170K - $209K
|
1.47K
$356K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
715+ 6.46% |
$169K - $208K
|
11.8K
$2.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
709+ 39.19% |
$168K - $206K
|
2.52K
$611K
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
701+ 15.71% |
$166K - $204K
|
5.16K
$1.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
700+ 5.98% |
$165K - $204K
|
12.4K
$3.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
698+ 5.45% |
$165K - $203K
|
13.5K
$3.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
697+ 26.92% |
$165K - $203K
|
3.29K
$798K
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
694+ 1.63% |
$164K - $202K
|
43.2K
$10.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
687+ 57.39% |
$162K - $200K
|
1.88K
$457K
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
BUY
|
- |
685+ 14.46% |
$162K - $199K
|
5.42K
$1.32M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
677+ 7.66% |
$160K - $197K
|
9.51K
$2.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
669+ 2.48% |
$158K - $195K
|
27.6K
$6.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
666+ 15.77% |
$157K - $194K
|
4.89K
$1.19M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
662+ 34.35% |
$156K - $193K
|
2.59K
$629K
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
660+ 3.83% |
$156K - $192K
|
17.9K
$4.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
657+ 11.39% |
$155K - $191K
|
6.42K
$1.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
657+ 10.21% |
$155K - $191K
|
7.09K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
L1 Capital Pty LTD
Melbourne Vic 3000, C3 |
BUY
|
- |
648New |
$153K - $189K
|
648
$157K
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
644+ 32.99% |
$152K - $188K
|
2.6K
$630K
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
641+ 10.98% |
$151K - $187K
|
6.48K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
637+ 11.12% |
$150K - $185K
|
6.37K
$1.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
633+ 32.6% |
$150K - $184K
|
2.58K
$625K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
629+ 6.68% |
$149K - $183K
|
10K
$2.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
622+ 8.58% |
$147K - $181K
|
7.87K
$1.91M
|
|
|
Jul 28, 2025
Q2 2025
|
Nvest Financial, LLC
|
BUY
|
- |
618+ 22.78% |
$146K - $180K
|
3.33K
$809K
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
615+ 7.99% |
$145K - $179K
|
8.31K
$2.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
614+ 7.28% |
$145K - $179K
|
9.05K
$2.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
603+ 11.44% |
$142K - $176K
|
5.88K
$1.43M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
601+ 20.67% |
$142K - $175K
|
3.51K
$852K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
601+ 0.92% |
$142K - $175K
|
66.2K
$16.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
596+ 5.8% |
$141K - $174K
|
10.9K
$2.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
595+ 14.25% |
$141K - $173K
|
4.77K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
591+ 6.25% |
$140K - $172K
|
10.1K
$2.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
589+ 5.48% |
$139K - $171K
|
11.3K
$2.75M
|
|
|
Jul 24, 2025
Q2 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
588+ 6.68% |
$139K - $171K
|
9.4K
$2.28M
|
|
|
Aug 12, 2025
Q2 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
588+ 0.89% |
$139K - $171K
|
66.5K
$16.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
587+ 6.23% |
$139K - $171K
|
10K
$2.43M
|