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 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
292+ 1.78% |
$69K - $85K
|
16.7K
$4.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
292+ 0.2% |
$69K - $85K
|
149K
$36.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
290+ 9.44% |
$68.5K - $84.4K
|
3.36K
$816K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
290+ 0.48% |
$68.5K - $84.4K
|
60.9K
$14.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
285+ 9.26% |
$67.3K - $83K
|
3.36K
$816K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
284+ 710.0% |
$67.1K - $82.7K
|
324
$78.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
283+ 13.67% |
$66.9K - $82.4K
|
2.35K
$571K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
281+ 2.96% |
$66.4K - $81.8K
|
9.76K
$2.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
279+ 3.2% |
$65.9K - $81.2K
|
9K
$2.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
277+ 8.7% |
$65.4K - $80.6K
|
3.46K
$840K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
275New |
$65K - $80.1K
|
275
$66.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
273+ 3.81% |
$64.5K - $79.5K
|
7.44K
$1.81M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
271+ 6.68% |
$64K - $78.9K
|
4.33K
$1.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
271+ 11.77% |
$64K - $78.9K
|
2.57K
$625K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
271+ 5.77% |
$64K - $78.9K
|
4.97K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
268+ 3.15% |
$63.3K - $78K
|
8.78K
$2.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
267+ 30.8% |
$63.1K - $77.7K
|
1.13K
$275K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
265+ 4.87% |
$62.6K - $77.2K
|
5.7K
$1.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
265+ 6.29% |
$62.6K - $77.2K
|
4.48K
$1.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
264+ 4.5% |
$62.4K - $76.9K
|
6.13K
$1.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
260+ 2.96% |
$61.4K - $75.7K
|
9.05K
$2.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
260+ 5.52% |
$61.4K - $75.7K
|
4.97K
$1.21M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
259+ 8.81% |
$61.2K - $75.4K
|
3.2K
$777K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
259+ 20.64% |
$61.2K - $75.4K
|
1.51K
$368K
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
259+ 2.29% |
$61.2K - $75.4K
|
11.6K
$2.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
255+ 7.96% |
$60.2K - $74.2K
|
3.46K
$839K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
254+ 1.05% |
$60K - $74K
|
24.4K
$5.93M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
252New |
$59.5K - $73.4K
|
252
$61.2K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
250+ 1.19% |
$59.1K - $72.8K
|
21.3K
$5.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
250+ 2.7% |
$59.1K - $72.8K
|
9.5K
$2.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
249+ 7.11% |
$58.8K - $72.5K
|
3.75K
$911K
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
248+ 4.05% |
$58.6K - $72.2K
|
6.36K
$1.54M
|
|
|
Jul 29, 2025
Q2 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
247+ 12.47% |
$58.4K - $71.9K
|
2.23K
$541K
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
244+ 18.61% |
$57.6K - $71K
|
1.56K
$377K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
243+ 4.65% |
$57.4K - $70.7K
|
5.47K
$1.33M
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
242+ 21.88% |
$57.2K - $70.5K
|
1.35K
$327K
|
|
|
Aug 12, 2025
Q2 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
241+ 20.27% |
$56.9K - $70.2K
|
1.43K
$347K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
240+ 2.57% |
$56.7K - $69.9K
|
9.59K
$2.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
240+ 1.67% |
$56.7K - $69.9K
|
14.6K
$3.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
240+ 34.99% |
$56.7K - $69.9K
|
926
$225K
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
236+ 1.19% |
$55.8K - $68.7K
|
20.1K
$4.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
236+ 4.6% |
$55.8K - $68.7K
|
5.37K
$1.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
235+ 5.69% |
$55.5K - $68.4K
|
4.37K
$1.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
BUY
|
- |
232+ 7.46% |
$54.8K - $67.5K
|
3.34K
$811K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
232+ 18.38% |
$54.8K - $67.5K
|
1.49K
$363K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
229+ 11.05% |
$54.1K - $66.7K
|
2.3K
$559K
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
224+ 6.7% |
$52.9K - $65.2K
|
3.57K
$866K
|
|
|
Aug 06, 2025
Q2 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
224+ 4.13% |
$52.9K - $65.2K
|
5.64K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
223+ 4.2% |
$52.7K - $64.9K
|
5.54K
$1.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
221+ 5.02% |
$52.2K - $64.3K
|
4.63K
$1.12M
|