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 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-55- 0.05% |
$13K - $16K
|
102K
$24.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-55- 4.44% |
$13K - $16K
|
1.19K
$288K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-55- 1.29% |
$13K - $16K
|
4.2K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-56- 0.86% |
$13.2K - $16.3K
|
6.44K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-56- 1.52% |
$13.2K - $16.3K
|
3.62K
$878K
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-57- 2.31% |
$13.5K - $16.6K
|
2.41K
$585K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-58- 2.14% |
$13.7K - $16.9K
|
2.65K
$644K
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-59- 5.68% |
$13.9K - $17.2K
|
980
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-59- 1.26% |
$13.9K - $17.2K
|
4.62K
$1.12M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-60- 61.22% |
$14.2K - $17.5K
|
38
$9.22K
|
|
|
Aug 04, 2025
Q2 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-60- 0.36% |
$14.2K - $17.5K
|
16.5K
$4.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-61- 3.18% |
$14.4K - $17.8K
|
1.86K
$451K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-61- 1.14% |
$14.4K - $17.8K
|
5.27K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-61- 3.43% |
$14.4K - $17.8K
|
1.72K
$416K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-62- 1.23% |
$14.6K - $18.1K
|
5K
$1.21M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-62- 1.03% |
$14.6K - $18.1K
|
5.95K
$1.44M
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-63- 1.72% |
$14.9K - $18.3K
|
3.6K
$874K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-63- 2.75% |
$14.9K - $18.3K
|
2.23K
$540K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-63- 1.02% |
$14.9K - $18.3K
|
6.11K
$1.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-65- 7.37% |
$15.4K - $18.9K
|
817
$198K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-65- 1.27% |
$15.4K - $18.9K
|
5.07K
$1.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-65- 1.89% |
$15.4K - $18.9K
|
3.38K
$821K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-65- 7.85% |
$15.4K - $18.9K
|
763
$185K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-66- 7.56% |
$15.6K - $19.2K
|
807
$196K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-66- 6.87% |
$15.6K - $19.2K
|
895
$217K
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-67- 8.34% |
$15.8K - $19.5K
|
736
$179K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-68- 2.5% |
$16.1K - $19.8K
|
2.65K
$644K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-68- 4.94% |
$16.1K - $19.8K
|
1.31K
$318K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-69- 1.06% |
$16.3K - $20.1K
|
6.47K
$1.57M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-69- 4.76% |
$16.3K - $20.1K
|
1.38K
$335K
|
|
|
Aug 01, 2025
Q2 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-69- 5.34% |
$16.3K - $20.1K
|
1.22K
$297K
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-69- 1.47% |
$16.3K - $20.1K
|
4.62K
$1.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-70- 2.96% |
$16.5K - $20.4K
|
2.3K
$558K
|
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-70- 3.57% |
$16.5K - $20.4K
|
1.89K
$459K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-73- 4.88% |
$17.2K - $21.3K
|
1.42K
$345K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-73- 4.73% |
$17.2K - $21.3K
|
1.47K
$357K
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-73- 1.52% |
$17.2K - $21.3K
|
4.72K
$1.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-74- 1.22% |
$17.5K - $21.5K
|
6K
$1.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Warm Springs Advisors Inc.
Larkspur, CA |
SELL
|
- |
-74- 2.4% |
$17.5K - $21.5K
|
3K
$729K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-75- 0.46% |
$17.7K - $21.8K
|
16.2K
$3.94M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-75- 5.82% |
$17.7K - $21.8K
|
1.21K
$294K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-75- 7.81% |
$17.7K - $21.8K
|
885
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-75- 0.29% |
$17.7K - $21.8K
|
26K
$6.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-76- 0.94% |
$18K - $22.1K
|
8K
$1.94M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-78- 3.01% |
$18.4K - $22.7K
|
2.51K
$610K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-80- 25.81% |
$18.9K - $23.3K
|
230
$55.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-80- 1.0% |
$18.9K - $23.3K
|
7.9K
$1.92M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-80- 29.74% |
$18.9K - $23.3K
|
189
$45.9K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-80- 10.0% |
$18.9K - $23.3K
|
720
$175K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-83- 6.25% |
$19.6K - $24.2K
|
1.25K
$302K
|