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 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-17- 2.09% |
$4.02K - $4.95K
|
798
$194K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-17- 8.13% |
$4.02K - $4.95K
|
192
$46.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-18- 0.38% |
$4.25K - $5.24K
|
4.74K
$1.15M
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-19- 2.34% |
$4.49K - $5.53K
|
793
$193K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-19- 1.87% |
$4.49K - $5.53K
|
999
$243K
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-19- 1.18% |
$4.49K - $5.53K
|
1.6K
$388K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-20- 1.51% |
$4.73K - $5.82K
|
1.3K
$317K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.48% |
$4.73K - $5.82K
|
4.15K
$1.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-20- 4.52% |
$4.73K - $5.82K
|
422
$102K
|
|
|
Aug 11, 2025
Q2 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-20- 2.5% |
$4.73K - $5.82K
|
781
$190K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-20- 13.33% |
$4.73K - $5.82K
|
130
$31.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-20- 2.35% |
$4.73K - $5.82K
|
832
$202K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-20Closed |
$4.73K - $5.82K
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-22- 0.18% |
$5.2K - $6.41K
|
12.3K
$2.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-22- 0.43% |
$5.2K - $6.41K
|
5.04K
$1.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-23- 2.04% |
$5.43K - $6.7K
|
1.1K
$268K
|
|
|
Jul 22, 2025
Q2 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-23- 1.46% |
$5.43K - $6.7K
|
1.56K
$377K
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-23- 0.55% |
$5.43K - $6.7K
|
4.17K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-24- 7.0% |
$5.67K - $6.99K
|
319
$77.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24- 0.33% |
$5.67K - $6.99K
|
7.17K
$1.74M
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-24- 1.62% |
$5.67K - $6.99K
|
1.45K
$353K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-24- 1.12% |
$5.67K - $6.99K
|
2.13K
$517K
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-25- 1.01% |
$5.91K - $7.28K
|
2.44K
$592K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-25- 1.05% |
$5.91K - $7.28K
|
2.35K
$570K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-25- 3.15% |
$5.91K - $7.28K
|
769
$187K
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-25- 2.25% |
$5.91K - $7.28K
|
1.09K
$264K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-25- 0.58% |
$5.91K - $7.28K
|
4.3K
$1.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-25- 0.26% |
$5.91K - $7.28K
|
9.41K
$2.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-25- 29.41% |
$5.91K - $7.28K
|
60
$14.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-25- 0.85% |
$5.91K - $7.28K
|
2.91K
$706K
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-25- 2.0% |
$5.91K - $7.28K
|
1.23K
$298K
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-25- 2.05% |
$5.91K - $7.28K
|
1.2K
$291K
|
|
|
Aug 13, 2025
Q2 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-25- 1.2% |
$5.91K - $7.28K
|
2.06K
$500K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-26- 1.29% |
$6.14K - $7.57K
|
1.99K
$482K
|
|
|
Aug 12, 2025
Q2 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-26- 2.81% |
$6.14K - $7.57K
|
900
$218K
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-27- 0.88% |
$6.38K - $7.86K
|
3.04K
$737K
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-27- 0.48% |
$6.38K - $7.86K
|
5.56K
$1.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-28- 0.9% |
$6.62K - $8.15K
|
3.07K
$746K
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
SELL
|
- |
-29- 1.74% |
$6.85K - $8.44K
|
1.63K
$396K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-29- 6.59% |
$6.85K - $8.44K
|
411
$99.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-29- 65.91% |
$6.85K - $8.44K
|
15
$3.64K
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-29- 1.99% |
$6.85K - $8.44K
|
1.43K
$347K
|
|
|
Jul 24, 2025
Q2 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-30- 2.53% |
$7.09K - $8.73K
|
1.16K
$281K
|
|
|
Aug 07, 2025
Q2 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-30- 1.46% |
$7.09K - $8.73K
|
2.02K
$491K
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-31- 0.97% |
$7.32K - $9.03K
|
3.16K
$767K
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-32- 1.21% |
$7.56K - $9.32K
|
2.6K
$632K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-33- 6.52% |
$7.8K - $9.61K
|
473
$115K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-33- 0.5% |
$7.8K - $9.61K
|
6.57K
$1.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-33- 14.04% |
$7.8K - $9.61K
|
202
$49K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-34- 0.88% |
$8.03K - $9.9K
|
3.84K
$932K
|