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 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-34- 1.7% |
$8.03K - $9.9K
|
1.97K
$478K
|
|
|
Jul 25, 2025
Q2 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-34- 0.62% |
$8.03K - $9.9K
|
5.44K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-34- 0.16% |
$8.03K - $9.9K
|
21.3K
$5.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-35- 1.72% |
$8.27K - $10.2K
|
2K
$486K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-35- 3.36% |
$8.27K - $10.2K
|
1.01K
$244K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-35- 4.55% |
$8.27K - $10.2K
|
734
$178K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-36- 16.22% |
$8.51K - $10.5K
|
186
$45.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-36- 2.6% |
$8.51K - $10.5K
|
1.35K
$327K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-37- 1.83% |
$8.74K - $10.8K
|
1.98K
$481K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-38- 1.99% |
$8.98K - $11.1K
|
1.87K
$454K
|
|
|
Jul 25, 2025
Q2 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-38- 4.64% |
$8.98K - $11.1K
|
781
$190K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-39- 1.75% |
$9.21K - $11.4K
|
2.19K
$531K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-39- 4.23% |
$9.21K - $11.4K
|
882
$214K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-39- 0.61% |
$9.21K - $11.4K
|
6.33K
$1.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-40- 0.08% |
$9.45K - $11.6K
|
49.9K
$12.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Stenger Family Office, LLC
Naperville, IL |
SELL
|
- |
-40- 4.16% |
$9.45K - $11.6K
|
922
$224K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-41- 20.6% |
$9.69K - $11.9K
|
158
$38.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-41- 12.31% |
$9.69K - $11.9K
|
292
$70.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-41- 1.97% |
$9.69K - $11.9K
|
2.04K
$496K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-42- 2.73% |
$9.92K - $12.2K
|
1.5K
$364K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-42- 5.1% |
$9.92K - $12.2K
|
781
$190K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-42- 2.04% |
$9.92K - $12.2K
|
2.01K
$488K
|
|
|
Aug 12, 2025
Q2 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-42- 0.72% |
$9.92K - $12.2K
|
5.79K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-42- 9.95% |
$9.92K - $12.2K
|
380
$92.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-43- 0.63% |
$10.2K - $12.5K
|
6.79K
$1.65M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-43- 4.78% |
$10.2K - $12.5K
|
857
$208K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-43- 3.76% |
$10.2K - $12.5K
|
1.1K
$267K
|
|
|
Aug 04, 2025
Q2 2025
|
Gam Holding Ag
|
SELL
|
- |
-43- 0.76% |
$10.2K - $12.5K
|
5.62K
$1.36M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-44- 21.46% |
$10.4K - $12.8K
|
161
$39.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-45- 4.68% |
$10.6K - $13.1K
|
916
$222K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-45- 2.99% |
$10.6K - $13.1K
|
1.46K
$354K
|
|
|
Aug 13, 2025
Q2 2025
|
Optimize Financial Inc
Laguna Hills, CA |
SELL
|
- |
-46- 0.71% |
$10.9K - $13.4K
|
6.48K
$1.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-47- 0.72% |
$11.1K - $13.7K
|
6.45K
$1.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-47- 2.06% |
$11.1K - $13.7K
|
2.24K
$543K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-48- 2.8% |
$11.3K - $14K
|
1.67K
$405K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
SELL
|
- |
-48- 2.94% |
$11.3K - $14K
|
1.58K
$384K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-48- 2.52% |
$11.3K - $14K
|
1.85K
$450K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-48- 1.25% |
$11.3K - $14K
|
3.79K
$919K
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-49- 0.28% |
$11.6K - $14.3K
|
17.2K
$4.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-49- 1.86% |
$11.6K - $14.3K
|
2.59K
$629K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-50- 1.6% |
$11.8K - $14.6K
|
3.08K
$747K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-50- 29.94% |
$11.8K - $14.6K
|
117
$28.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-50- 0.73% |
$11.8K - $14.6K
|
6.8K
$1.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-50- 4.37% |
$11.8K - $14.6K
|
1.09K
$266K
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
SELL
|
- |
-50- 0.34% |
$11.8K - $14.6K
|
14.9K
$3.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-51- 4.04% |
$12K - $14.8K
|
1.21K
$294K
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-51- 6.12% |
$12K - $14.8K
|
782
$190K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-51- 8.56% |
$12K - $14.8K
|
545
$132K
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-51- 3.21% |
$12K - $14.8K
|
1.54K
$374K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-54- 16.07% |
$12.8K - $15.7K
|
282
$68.5K
|