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 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
219+ 11.17% |
$51.7K - $63.8K
|
2.18K
$529K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
218+ 12.16% |
$51.5K - $63.5K
|
2.01K
$488K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
218+ 8.77% |
$51.5K - $63.5K
|
2.7K
$656K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
216+ 0.65% |
$51K - $62.9K
|
33.4K
$8.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
216+ 6.96% |
$51K - $62.9K
|
3.32K
$806K
|
|
|
Aug 05, 2025
Q2 2025
|
Mathes Company, Inc.
|
BUY
|
- |
215+ 1.75% |
$50.8K - $62.6K
|
12.5K
$3.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
215New |
$50.8K - $62.6K
|
215
$52.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
214+ 21.13% |
$50.6K - $62.3K
|
1.23K
$298K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
213+ 2.25% |
$50.3K - $62K
|
9.7K
$2.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
213+ 195.41% |
$50.3K - $62K
|
322
$78.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
213+ 24.71% |
$50.3K - $62K
|
1.08K
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
211+ 22.16% |
$49.9K - $61.4K
|
1.16K
$282K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
207+ 195.28% |
$48.9K - $60.3K
|
313
$76K
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
207+ 2.91% |
$48.9K - $60.3K
|
7.32K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
206New |
$48.7K - $60K
|
206
$50K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
206+ 10.88% |
$48.7K - $60K
|
2.1K
$510K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
202+ 7.33% |
$47.7K - $58.8K
|
2.96K
$718K
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
200+ 6.64% |
$47.3K - $58.2K
|
3.21K
$780K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
200New |
$47.3K - $58.2K
|
200
$48.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
200+ 76.05% |
$47.3K - $58.2K
|
463
$112K
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
200+ 10.65% |
$47.3K - $58.2K
|
2.08K
$504K
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
200+ 2.04% |
$47.3K - $58.2K
|
10K
$2.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
200+ 1.29% |
$47.3K - $58.2K
|
15.7K
$3.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
199+ 10.87% |
$47K - $57.9K
|
2.03K
$493K
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
197+ 21.79% |
$46.5K - $57.4K
|
1.1K
$267K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
197+ 35.37% |
$46.5K - $57.4K
|
754
$183K
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
196+ 13.11% |
$46.3K - $57.1K
|
1.69K
$411K
|
|
|
Aug 14, 2025
Q2 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
196+ 19.6% |
$46.3K - $57.1K
|
1.2K
$290K
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
195+ 2.3% |
$46.1K - $56.8K
|
8.69K
$2.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
193+ 4.11% |
$45.6K - $56.2K
|
4.89K
$1.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
193+ 1.04% |
$45.6K - $56.2K
|
18.8K
$4.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
193+ 22.21% |
$45.6K - $56.2K
|
1.06K
$258K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
192+ 7.28% |
$45.4K - $55.9K
|
2.83K
$687K
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
191+ 4.25% |
$45.1K - $55.6K
|
4.68K
$1.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
BUY
|
- |
191+ 0.83% |
$45.1K - $55.6K
|
23.2K
$5.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
190+ 5.94% |
$44.9K - $55.3K
|
3.39K
$822K
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
190+ 5.75% |
$44.9K - $55.3K
|
3.49K
$848K
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
190+ 4.24% |
$44.9K - $55.3K
|
4.67K
$1.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
188+ 1.25% |
$44.4K - $54.7K
|
15.3K
$3.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
187+ 3.96% |
$44.2K - $54.4K
|
4.91K
$1.19M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
187+ 11.64% |
$44.2K - $54.4K
|
1.79K
$436K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
185+ 13.17% |
$43.7K - $53.9K
|
1.59K
$386K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
185+ 1.16% |
$43.7K - $53.9K
|
16.1K
$3.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
183+ 5.25% |
$43.2K - $53.3K
|
3.67K
$891K
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
181+ 13.12% |
$42.8K - $52.7K
|
1.56K
$379K
|
|
|
Aug 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
179+ 5.06% |
$42.3K - $52.1K
|
3.72K
$903K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
179+ 4.49% |
$42.3K - $52.1K
|
4.17K
$1.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
177+ 1.43% |
$41.8K - $51.5K
|
12.6K
$3.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
176+ 0.9% |
$41.6K - $51.2K
|
19.7K
$4.78M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
175+ 3.91% |
$41.3K - $51K
|
4.65K
$1.13M
|