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 01, 2025
Q2 2025
|
Jericho Financial, LLP
Westerville, OH |
SELL
|
- |
-83- 0.46% |
$19.6K - $24.2K
|
17.9K
$4.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-84- 2.23% |
$19.8K - $24.5K
|
3.68K
$892K
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-85- 6.69% |
$20.1K - $24.7K
|
1.19K
$288K
|
|
|
Aug 14, 2025
Q2 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-85- 7.91% |
$20.1K - $24.7K
|
989
$240K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-86- 3.35% |
$20.3K - $25K
|
2.49K
$603K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-86- 8.5% |
$20.3K - $25K
|
926
$225K
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-87- 6.04% |
$20.6K - $25.3K
|
1.35K
$329K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-88- 7.35% |
$20.8K - $25.6K
|
1.11K
$269K
|
|
|
Aug 08, 2025
Q2 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-89- 3.59% |
$21K - $25.9K
|
2.39K
$580K
|
|
|
Jul 29, 2025
Q2 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-90- 3.98% |
$21.3K - $26.2K
|
2.17K
$527K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-92- 8.29% |
$21.7K - $26.8K
|
1.02K
$247K
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-92- 1.03% |
$21.7K - $26.8K
|
8.82K
$2.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-92- 10.31% |
$21.7K - $26.8K
|
800
$194K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-92- 10.62% |
$21.7K - $26.8K
|
774
$188K
|
|
|
Aug 04, 2025
Q2 2025
|
Field & Main Bank
|
SELL
|
- |
-95- 1.22% |
$22.4K - $27.7K
|
7.72K
$1.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-97- 4.4% |
$22.9K - $28.2K
|
2.11K
$512K
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-98- 10.02% |
$23.2K - $28.5K
|
880
$214K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-99- 19.57% |
$23.4K - $28.8K
|
407
$98.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-100- 5.42% |
$23.6K - $29.1K
|
1.75K
$424K
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-100- 1.72% |
$23.6K - $29.1K
|
5.72K
$1.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-101- 7.67% |
$23.9K - $29.4K
|
1.22K
$295K
|
|
|
Aug 13, 2025
Q2 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-101- 10.15% |
$23.9K - $29.4K
|
894
$217K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-102- 7.37% |
$24.1K - $29.7K
|
1.28K
$311K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-103- 3.37% |
$24.3K - $30K
|
2.95K
$716K
|
|
|
Aug 07, 2025
Q2 2025
|
Retirement Solution Inc.
|
SELL
|
- |
-103- 9.88% |
$24.3K - $30K
|
939
$228K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-104- 6.76% |
$24.6K - $30.3K
|
1.44K
$348K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-104- 11.05% |
$24.6K - $30.3K
|
837
$203K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-105- 2.3% |
$24.8K - $30.6K
|
4.47K
$1.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-105Closed |
$24.8K - $30.6K
|
0
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-106- 0.51% |
$25K - $30.9K
|
20.6K
$5M
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-106- 5.79% |
$25K - $30.9K
|
1.73K
$419K
|
|
|
Aug 11, 2025
Q2 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-106- 7.28% |
$25K - $30.9K
|
1.35K
$328K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-106- 7.37% |
$25K - $30.9K
|
1.33K
$323K
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-107- 2.23% |
$25.3K - $31.2K
|
4.7K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-107- 3.19% |
$25.3K - $31.2K
|
3.24K
$787K
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-108- 7.59% |
$25.5K - $31.4K
|
1.32K
$319K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-109- 22.47% |
$25.8K - $31.7K
|
376
$91.3K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-109- 0.63% |
$25.8K - $31.7K
|
17.2K
$4.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-109- 0.93% |
$25.8K - $31.7K
|
11.6K
$2.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-110- 1.09% |
$26K - $32K
|
10K
$2.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
SELL
|
- |
-111- 6.06% |
$26.2K - $32.3K
|
1.72K
$418K
|
|
|
Aug 05, 2025
Q2 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-111- 2.43% |
$26.2K - $32.3K
|
4.46K
$1.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-112- 0.99% |
$26.5K - $32.6K
|
11.2K
$2.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-112- 2.19% |
$26.5K - $32.6K
|
5K
$1.21M
|
|
|
Jul 02, 2025
Q2 2025
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-113- 10.97% |
$26.7K - $32.9K
|
917
$223K
|
|
|
Aug 12, 2025
Q2 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-113- 9.09% |
$26.7K - $32.9K
|
1.13K
$274K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-114- 1.24% |
$26.9K - $33.2K
|
9.12K
$2.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-115- 4.36% |
$27.2K - $33.5K
|
2.52K
$612K
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-115- 9.74% |
$27.2K - $33.5K
|
1.07K
$259K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-115- 0.64% |
$27.2K - $33.5K
|
17.7K
$4.31M
|