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 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
173+ 12.61% |
$40.9K - $50.4K
|
1.55K
$375K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
171+ 2.34% |
$40.4K - $49.8K
|
7.47K
$1.81M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
170+ 4.35% |
$40.2K - $49.5K
|
4.08K
$990K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
170New |
$40.2K - $49.5K
|
170
$41.3K
|
|
|
Aug 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
170+ 6.08% |
$40.2K - $49.5K
|
2.97K
$720K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
170+ 10.55% |
$40.2K - $49.5K
|
1.78K
$432K
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
170+ 12.44% |
$40.2K - $49.5K
|
1.54K
$373K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
170+ 0.56% |
$40.2K - $49.5K
|
30.6K
$7.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
169+ 17.86% |
$39.9K - $49.2K
|
1.12K
$271K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
169+ 18.86% |
$39.9K - $49.2K
|
1.07K
$259K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
169+ 16.52% |
$39.9K - $49.2K
|
1.19K
$289K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
169+ 18.86% |
$39.9K - $49.2K
|
1.07K
$259K
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
168+ 2.91% |
$39.7K - $48.9K
|
5.94K
$1.44M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
168+ 0.69% |
$39.7K - $48.9K
|
24.7K
$5.99M
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
167+ 15.02% |
$39.5K - $48.6K
|
1.28K
$310K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
165+ 16.22% |
$39K - $48K
|
1.18K
$287K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
165+ 13.91% |
$39K - $48K
|
1.35K
$328K
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
163+ 5.6% |
$38.5K - $47.5K
|
3.07K
$746K
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
162+ 1.08% |
$38.3K - $47.2K
|
15.2K
$3.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
162+ 3.17% |
$38.3K - $47.2K
|
5.27K
$1.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
161+ 1.94% |
$38K - $46.9K
|
8.46K
$2.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
161+ 5.62% |
$38K - $46.9K
|
3.03K
$734K
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
160+ 0.96% |
$37.8K - $46.6K
|
16.9K
$4.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
160+ 8.22% |
$37.8K - $46.6K
|
2.11K
$511K
|
|
|
Aug 07, 2025
Q2 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
160+ 9.09% |
$37.8K - $46.6K
|
1.92K
$466K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
159+ 10.23% |
$37.6K - $46.3K
|
1.71K
$416K
|
|
|
Aug 13, 2025
Q2 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
159+ 1.3% |
$37.6K - $46.3K
|
12.4K
$3.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
158+ 10.02% |
$37.3K - $46K
|
1.74K
$421K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
158+ 2.29% |
$37.3K - $46K
|
7.07K
$1.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
158+ 6.0% |
$37.3K - $46K
|
2.79K
$678K
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
158+ 91.86% |
$37.3K - $46K
|
330
$80.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
157+ 4.72% |
$37.1K - $45.7K
|
3.48K
$845K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
157+ 4.04% |
$37.1K - $45.7K
|
4.04K
$982K
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
156+ 1.98% |
$36.9K - $45.4K
|
8.03K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
156+ 2.86% |
$36.9K - $45.4K
|
5.62K
$1.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
155+ 2.43% |
$36.6K - $45.1K
|
6.53K
$1.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Twin Capital Management Inc
|
BUY
|
- |
153+ 0.99% |
$36.1K - $44.5K
|
15.6K
$3.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
153New |
$36.1K - $44.5K
|
153
$37.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
150+ 71.09% |
$35.4K - $43.7K
|
361
$87.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
150+ 0.65% |
$35.4K - $43.7K
|
23.1K
$5.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
150+ 15.51% |
$35.4K - $43.7K
|
1.12K
$271K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
150+ 54.35% |
$35.4K - $43.7K
|
426
$103K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
149+ 1.8% |
$35.2K - $43.4K
|
8.41K
$2.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
149+ 14.77% |
$35.2K - $43.4K
|
1.16K
$281K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
149+ 81.87% |
$35.2K - $43.4K
|
331
$80.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
148+ 16.16% |
$35K - $43.1K
|
1.06K
$258K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
148+ 10.16% |
$35K - $43.1K
|
1.6K
$389K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
147+ 8.81% |
$34.7K - $42.8K
|
1.82K
$441K
|
|
|
Jul 18, 2025
Q2 2025
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
145New |
$34.3K - $42.2K
|
145
$35.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
145+ 11.08% |
$34.3K - $42.2K
|
1.45K
$353K
|