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 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
77+ 6.26% |
$18.2K - $22.4K
|
1.31K
$317K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
76+ 7.4% |
$18K - $22.1K
|
1.1K
$268K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
76+ 4.09% |
$18K - $22.1K
|
1.93K
$469K
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
76+ 4.94% |
$18K - $22.1K
|
1.62K
$392K
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
75+ 6.42% |
$17.7K - $21.8K
|
1.24K
$302K
|
|
|
Aug 11, 2025
Q2 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
75+ 3.92% |
$17.7K - $21.8K
|
1.99K
$483K
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
73+ 6.11% |
$17.2K - $21.3K
|
1.27K
$308K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
70+ 0.47% |
$16.5K - $20.4K
|
15K
$3.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
70+ 6.55% |
$16.5K - $20.4K
|
1.14K
$277K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
69+ 0.87% |
$16.3K - $20.1K
|
7.96K
$1.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
69+ 1.38% |
$16.3K - $20.1K
|
5.09K
$1.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
69+ 2.18% |
$16.3K - $20.1K
|
3.23K
$784K
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
69+ 6.53% |
$16.3K - $20.1K
|
1.13K
$273K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
69+ 8.91% |
$16.3K - $20.1K
|
843
$205K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
69+ 7.02% |
$16.3K - $20.1K
|
1.05K
$255K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
68+ 2.17% |
$16.1K - $19.8K
|
3.2K
$776K
|
|
|
Aug 07, 2025
Q2 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
68+ 4.5% |
$16.1K - $19.8K
|
1.58K
$384K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
68+ 2.81% |
$16.1K - $19.8K
|
2.49K
$604K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
66+ 6.75% |
$15.6K - $19.2K
|
1.04K
$253K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
66+ 3.0% |
$15.6K - $19.2K
|
2.27K
$550K
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
BUY
|
- |
65+ 1.84% |
$15.4K - $18.9K
|
3.6K
$873K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
65+ 260.0% |
$15.4K - $18.9K
|
90
$21.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
65+ 1.4% |
$15.4K - $18.9K
|
4.71K
$1.14M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
65+ 8.95% |
$15.4K - $18.9K
|
791
$192K
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
65+ 56.03% |
$15.4K - $18.9K
|
181
$43.9K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
64+ 0.06% |
$15.1K - $18.6K
|
102K
$24.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
64+ 3.3% |
$15.1K - $18.6K
|
2K
$486K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
63+ 0.51% |
$14.9K - $18.3K
|
12.4K
$3.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
63+ 2.13% |
$14.9K - $18.3K
|
3.03K
$735K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
63+ 2.59% |
$14.9K - $18.3K
|
2.5K
$606K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
63+ 0.95% |
$14.9K - $18.3K
|
6.72K
$1.63M
|
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
63+ 5.52% |
$14.9K - $18.3K
|
1.2K
$292K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
62+ 1.94% |
$14.6K - $18.1K
|
3.26K
$792K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
62+ 1.21% |
$14.6K - $18.1K
|
5.19K
$1.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
62+ 6.04% |
$14.6K - $18.1K
|
1.09K
$264K
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
61+ 1.66% |
$14.4K - $17.8K
|
3.73K
$906K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
61+ 6.14% |
$14.4K - $17.8K
|
1.06K
$256K
|
|
|
Aug 18, 2025
Q2 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
61+ 3.75% |
$14.4K - $17.8K
|
1.69K
$410K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
60+ 4.45% |
$14.2K - $17.5K
|
1.41K
$342K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
60+ 5.84% |
$14.2K - $17.5K
|
1.09K
$264K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
60+ 1.85% |
$14.2K - $17.5K
|
3.31K
$803K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
59+ 0.97% |
$13.9K - $17.2K
|
6.16K
$1.49M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
59+ 2.57% |
$13.9K - $17.2K
|
2.36K
$572K
|
|
|
Jul 30, 2025
Q2 2025
|
Jacobsen Capital Management
|
BUY
|
- |
59+ 3.47% |
$13.9K - $17.2K
|
1.76K
$427K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
59+ 18.27% |
$13.9K - $17.2K
|
382
$92.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
58+ 0.85% |
$13.7K - $16.9K
|
6.9K
$1.67M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
57+ 2.57% |
$13.5K - $16.6K
|
2.28K
$552K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
57+ 1.3% |
$13.5K - $16.6K
|
4.45K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
56+ 0.24% |
$13.2K - $16.3K
|
23.7K
$5.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
56+ 1.47% |
$13.2K - $16.3K
|
3.88K
$941K
|