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 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
39+ 3.34% |
$9.21K - $11.4K
|
1.21K
$293K
|
|
|
Aug 01, 2025
Q2 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
38+ 0.31% |
$8.98K - $11.1K
|
12.3K
$3M
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
38+ 3.85% |
$8.98K - $11.1K
|
1.02K
$249K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
37+ 2.04% |
$8.74K - $10.8K
|
1.85K
$448K
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
37+ 2.78% |
$8.74K - $10.8K
|
1.37K
$332K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
36+ 0.82% |
$8.51K - $10.5K
|
4.41K
$1.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
35+ 0.41% |
$8.27K - $10.2K
|
8.48K
$2.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
35+ 0.24% |
$8.27K - $10.2K
|
14.4K
$3.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
35+ 1.55% |
$8.27K - $10.2K
|
2.3K
$558K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
35New |
$8.27K - $10.2K
|
35
$8.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
34+ 1.27% |
$8.03K - $9.9K
|
2.71K
$658K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
34New |
$8.03K - $9.9K
|
34
$8.25K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
34+ 109.68% |
$8.03K - $9.9K
|
65
$15.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
32+ 5.03% |
$7.56K - $9.32K
|
668
$162K
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
32+ 228.57% |
$7.56K - $9.32K
|
46
$11.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
31+ 1.08% |
$7.32K - $9.03K
|
2.9K
$704K
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
31+ 1.75% |
$7.32K - $9.03K
|
1.8K
$438K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
31New |
$7.32K - $9.03K
|
31
$7.53K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
31+ 2.86% |
$7.32K - $9.03K
|
1.12K
$271K
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
BUY
|
- |
31+ 0.33% |
$7.32K - $9.03K
|
9.35K
$2.27M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
31+ 55.36% |
$7.32K - $9.03K
|
87
$21.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
31+ 1.9% |
$7.32K - $9.03K
|
1.66K
$403K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
31+ 1.32% |
$7.32K - $9.03K
|
2.38K
$577K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
30+ 0.17% |
$7.09K - $8.73K
|
18.2K
$4.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
30+ 2.44% |
$7.09K - $8.73K
|
1.26K
$305K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
30+ 2.48% |
$7.09K - $8.73K
|
1.24K
$302K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
30+ 18.29% |
$7.09K - $8.73K
|
194
$47.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
30+ 0.39% |
$7.09K - $8.73K
|
7.75K
$1.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
28+ 2.42% |
$6.62K - $8.15K
|
1.18K
$287K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
28+ 0.36% |
$6.62K - $8.15K
|
7.9K
$1.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
28+ 1.99% |
$6.62K - $8.15K
|
1.44K
$348K
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
BUY
|
- |
28+ 0.14% |
$6.62K - $8.15K
|
20.7K
$5.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
28New |
$6.62K - $8.15K
|
28
$6.8K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
28+ 0.03% |
$6.62K - $8.15K
|
87.8K
$21.3M
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
27+ 1.47% |
$6.38K - $7.86K
|
1.87K
$453K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
27+ 0.17% |
$6.38K - $7.86K
|
16K
$3.89M
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
27+ 1.45% |
$6.38K - $7.86K
|
1.88K
$457K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
27+ 1.01% |
$6.38K - $7.86K
|
2.69K
$653K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
26+ 2.51% |
$6.14K - $7.57K
|
1.06K
$258K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
BUY
|
- |
26+ 1.83% |
$6.14K - $7.57K
|
1.45K
$352K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
25+ 1.55% |
$5.91K - $7.28K
|
1.63K
$397K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
25New |
$5.91K - $7.28K
|
25
$6.07K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
25+ 2.58% |
$5.91K - $7.28K
|
995
$242K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
25+ 0.91% |
$5.91K - $7.28K
|
2.78K
$674K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
24+ 1.1% |
$5.67K - $6.99K
|
2.21K
$536K
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
24+ 0.34% |
$5.67K - $6.99K
|
7.13K
$1.73M
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
24+ 1.23% |
$5.67K - $6.99K
|
1.98K
$480K
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
24+ 0.67% |
$5.67K - $6.99K
|
3.63K
$881K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
22+ 0.92% |
$5.2K - $6.41K
|
2.43K
$589K
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
BUY
|
- |
22+ 1.02% |
$5.2K - $6.41K
|
2.17K
$527K
|