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 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
56+ 2.55% |
$13.2K - $16.3K
|
2.26K
$547K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
56+ 12.07% |
$13.2K - $16.3K
|
520
$126K
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
BUY
|
- |
55+ 4.47% |
$13K - $16K
|
1.29K
$312K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
55+ 5.21% |
$13K - $16K
|
1.11K
$269K
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
55+ 0.05% |
$13K - $16K
|
114K
$27.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
55+ 4.78% |
$13K - $16K
|
1.21K
$293K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
55+ 4.33% |
$13K - $16K
|
1.32K
$321K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
55+ 2750.0% |
$13K - $16K
|
57
$13.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
54+ 2.69% |
$12.8K - $15.7K
|
2.06K
$500K
|
|
|
Aug 11, 2025
Q2 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
54+ 2.66% |
$12.8K - $15.7K
|
2.08K
$505K
|
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
53+ 2.0% |
$12.5K - $15.4K
|
2.7K
$655K
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
53+ 2.39% |
$12.5K - $15.4K
|
2.27K
$552K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
52+ 5.22% |
$12.3K - $15.1K
|
1.05K
$254K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
52+ 3.34% |
$12.3K - $15.1K
|
1.61K
$390K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
52+ 2.49% |
$12.3K - $15.1K
|
2.14K
$520K
|
|
|
Aug 14, 2025
Q2 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
52+ 2.88% |
$12.3K - $15.1K
|
1.86K
$451K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
51+ 0.27% |
$12K - $14.8K
|
18.7K
$4.53M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
50+ 5.98% |
$11.8K - $14.6K
|
886
$215K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
50New |
$11.8K - $14.6K
|
50
$12.1K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
50+ 1.99% |
$11.8K - $14.6K
|
2.56K
$622K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
50+ 2.89% |
$11.8K - $14.6K
|
1.78K
$433K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50New |
$11.8K - $14.6K
|
50
$12.1K
|
|
|
Aug 25, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
50+ 138.89% |
$11.8K - $14.6K
|
86
$20.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
49+ 12.63% |
$11.6K - $14.3K
|
437
$106K
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
48+ 2.2% |
$11.3K - $14K
|
2.23K
$542K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
47+ 0.66% |
$11.1K - $13.7K
|
7.16K
$1.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
46+ 1.45% |
$10.9K - $13.4K
|
3.21K
$780K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
46+ 3.89% |
$10.9K - $13.4K
|
1.23K
$298K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
46+ 1.86% |
$10.9K - $13.4K
|
2.52K
$612K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
45+ 2.25% |
$10.6K - $13.1K
|
2.05K
$496K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
45+ 562.5% |
$10.6K - $13.1K
|
53
$12.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
45+ 214.29% |
$10.6K - $13.1K
|
66
$16K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
44+ 46.81% |
$10.4K - $12.8K
|
138
$33.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
44+ 1.17% |
$10.4K - $12.8K
|
3.8K
$923K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
44+ 8.66% |
$10.4K - $12.8K
|
552
$134K
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
44+ 1.41% |
$10.4K - $12.8K
|
3.16K
$767K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
43+ 2.21% |
$10.2K - $12.5K
|
1.99K
$484K
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
43+ 0.17% |
$10.2K - $12.5K
|
24.9K
$6.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
42+ 1.89% |
$9.92K - $12.2K
|
2.26K
$550K
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
42+ 4.44% |
$9.92K - $12.2K
|
989
$240K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
41+ 3.58% |
$9.69K - $11.9K
|
1.19K
$288K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
40+ 2.9% |
$9.45K - $11.6K
|
1.42K
$345K
|
|
|
Aug 12, 2025
Q2 2025
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
40+ 1.02% |
$9.45K - $11.6K
|
3.95K
$958K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
40New |
$9.45K - $11.6K
|
40
$9.71K
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
39+ 0.67% |
$9.21K - $11.4K
|
5.85K
$1.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
39+ 6.87% |
$9.21K - $11.4K
|
607
$147K
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
39+ 4.22% |
$9.21K - $11.4K
|
964
$234K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
39+ 2.33% |
$9.21K - $11.4K
|
1.72K
$417K
|
|
|
Aug 05, 2025
Q2 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
39+ 2.34% |
$9.21K - $11.4K
|
1.71K
$414K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
39+ 0.29% |
$9.21K - $11.4K
|
13.6K
$3.29M
|