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 11, 2025
Q2 2025
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-5- 0.52% |
$1.18K - $1.46K
|
955
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-5- 29.41% |
$1.18K - $1.46K
|
12
$2.91K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-6- 0.24% |
$1.42K - $1.75K
|
2.51K
$609K
|
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-6- 0.13% |
$1.42K - $1.75K
|
4.46K
$1.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Figure 8 Investment Strategies LLC
Boise, ID |
SELL
|
- |
-6- 0.63% |
$1.42K - $1.75K
|
945
$229K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-6- 0.48% |
$1.42K - $1.75K
|
1.23K
$299K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-7- 0.26% |
$1.65K - $2.04K
|
2.69K
$653K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-7- 0.64% |
$1.65K - $2.04K
|
1.09K
$265K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-7- 0.34% |
$1.65K - $2.04K
|
2.05K
$498K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-7- 0.87% |
$1.65K - $2.04K
|
794
$193K
|
|
|
Aug 14, 2025
Q2 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-7- 0.82% |
$1.65K - $2.04K
|
849
$206K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-8- 7.92% |
$1.89K - $2.33K
|
93
$22.6K
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-8- 0.53% |
$1.89K - $2.33K
|
1.51K
$366K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-8- 0.07% |
$1.89K - $2.33K
|
11.8K
$2.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
SELL
|
- |
-9- 0.09% |
$2.13K - $2.62K
|
10K
$2.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-9- 0.66% |
$2.13K - $2.62K
|
1.36K
$329K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-9- 1.08% |
$2.13K - $2.62K
|
827
$201K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-9- 0.39% |
$2.13K - $2.62K
|
2.3K
$557K
|
|
|
Aug 22, 2025
Q2 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-9- 0.39% |
$2.13K - $2.62K
|
2.28K
$554K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-10- 0.14% |
$2.36K - $2.91K
|
7.24K
$1.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-10- 0.59% |
$2.36K - $2.91K
|
1.68K
$408K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-10- 9.52% |
$2.36K - $2.91K
|
95
$23.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
SELL
|
- |
-10- 0.04% |
$2.36K - $2.91K
|
23.3K
$5.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-11- 22.45% |
$2.6K - $3.2K
|
38
$9.22K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-11- 91.67% |
$2.6K - $3.2K
|
1
$243
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-11- 1.77% |
$2.6K - $3.2K
|
612
$149K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-11- 9.24% |
$2.6K - $3.2K
|
108
$26.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-12- 1.57% |
$2.84K - $3.49K
|
750
$182K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-12- 0.51% |
$2.84K - $3.49K
|
2.33K
$566K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-12- 0.2% |
$2.84K - $3.49K
|
5.91K
$1.43M
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-12- 0.78% |
$2.84K - $3.49K
|
1.54K
$373K
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-13- 0.42% |
$3.07K - $3.78K
|
3.05K
$741K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-14- 0.15% |
$3.31K - $4.08K
|
9.25K
$2.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-14- 1.72% |
$3.31K - $4.08K
|
800
$194K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-14- 0.62% |
$3.31K - $4.08K
|
2.24K
$544K
|
|
|
Jul 31, 2025
Q2 2025
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-14- 1.86% |
$3.31K - $4.08K
|
738
$179K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-14- 0.46% |
$3.31K - $4.08K
|
3.04K
$737K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-14- 0.93% |
$3.31K - $4.08K
|
1.48K
$360K
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-14- 1.24% |
$3.31K - $4.08K
|
1.11K
$270K
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
SELL
|
- |
-15- 1.23% |
$3.54K - $4.37K
|
1.21K
$293K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-15- 1.99% |
$3.54K - $4.37K
|
740
$180K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-15- 1.0% |
$3.54K - $4.37K
|
1.48K
$359K
|
|
|
Aug 05, 2025
Q2 2025
|
Tufton Capital Management
|
SELL
|
- |
-15- 1.94% |
$3.54K - $4.37K
|
760
$184K
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-15- 1.92% |
$3.54K - $4.37K
|
765
$186K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-15- 0.2% |
$3.54K - $4.37K
|
7.66K
$1.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-15- 0.69% |
$3.54K - $4.37K
|
2.15K
$521K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-16- 0.16% |
$3.78K - $4.66K
|
9.94K
$2.41M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-16- 1.95% |
$3.78K - $4.66K
|
805
$195K
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-16- 0.46% |
$3.78K - $4.66K
|
3.45K
$837K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-16- 1.28% |
$3.78K - $4.66K
|
1.23K
$299K
|