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 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-117- 3.61% |
$27.6K - $34.1K
|
3.12K
$758K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-119- 0.49% |
$28.1K - $34.6K
|
24.3K
$5.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-121- 1.74% |
$28.6K - $35.2K
|
6.84K
$1.66M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-121- 6.42% |
$28.6K - $35.2K
|
1.76K
$428K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-122- 8.36% |
$28.8K - $35.5K
|
1.34K
$325K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-122- 3.27% |
$28.8K - $35.5K
|
3.61K
$876K
|
|
|
Jul 29, 2025
Q2 2025
|
Progressive Investment Management Corp
|
SELL
|
- |
-122- 0.83% |
$28.8K - $35.5K
|
14.7K
$3.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-122- 6.32% |
$28.8K - $35.5K
|
1.81K
$439K
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-122- 0.14% |
$28.8K - $35.5K
|
89.9K
$21.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
SELL
|
- |
-123- 12.54% |
$29.1K - $35.8K
|
858
$208K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-124- 1.33% |
$29.3K - $36.1K
|
9.21K
$2.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-124- 2.92% |
$29.3K - $36.1K
|
4.12K
$1M
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-125- 1.98% |
$29.5K - $36.4K
|
6.2K
$1.51M
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-125- 9.14% |
$29.5K - $36.4K
|
1.24K
$302K
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-126- 9.05% |
$29.8K - $36.7K
|
1.27K
$308K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-128- 11.05% |
$30.2K - $37.3K
|
1.03K
$250K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-128- 12.43% |
$30.2K - $37.3K
|
902
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-128- 7.66% |
$30.2K - $37.3K
|
1.54K
$375K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-130- 2.66% |
$30.7K - $37.8K
|
4.75K
$1.15M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-131- 8.61% |
$31K - $38.1K
|
1.39K
$338K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-131- 10.4% |
$31K - $38.1K
|
1.13K
$274K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-131- 6.23% |
$31K - $38.1K
|
1.97K
$479K
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-131- 2.6% |
$31K - $38.1K
|
4.91K
$1.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-131- 4.34% |
$31K - $38.1K
|
2.89K
$701K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-132- 5.81% |
$31.2K - $38.4K
|
2.14K
$520K
|
|
|
Aug 06, 2025
Q2 2025
|
Middleton & CO Inc
|
SELL
|
- |
-132- 0.22% |
$31.2K - $38.4K
|
59.4K
$14.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-135- 13.69% |
$31.9K - $39.3K
|
851
$207K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-135- 78.49% |
$31.9K - $39.3K
|
37
$8.98K
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-135- 7.93% |
$31.9K - $39.3K
|
1.57K
$381K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-137- 2.01% |
$32.4K - $39.9K
|
6.67K
$1.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-137- 7.18% |
$32.4K - $39.9K
|
1.77K
$430K
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-137- 2.56% |
$32.4K - $39.9K
|
5.21K
$1.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-138- 11.07% |
$32.6K - $40.2K
|
1.11K
$269K
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-138- 4.73% |
$32.6K - $40.2K
|
2.78K
$675K
|
|
|
Aug 15, 2025
Q2 2025
|
Synergy Financial Group, LTD
|
SELL
|
- |
-138- 6.49% |
$32.6K - $40.2K
|
1.99K
$482K
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-138- 7.16% |
$32.6K - $40.2K
|
1.79K
$434K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-139- 12.44% |
$32.8K - $40.5K
|
978
$237K
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-139- 2.17% |
$32.8K - $40.5K
|
6.26K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-139- 6.18% |
$32.8K - $40.5K
|
2.11K
$512K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-140- 14.45% |
$33.1K - $40.8K
|
829
$201K
|
|
|
Aug 13, 2025
Q2 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-140- 0.32% |
$33.1K - $40.8K
|
43.2K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-140- 2.96% |
$33.1K - $40.8K
|
4.6K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-141- 9.61% |
$33.3K - $41.1K
|
1.33K
$322K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-142- 1.37% |
$33.5K - $41.3K
|
10.2K
$2.47M
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
SELL
|
- |
-142- 3.89% |
$33.5K - $41.3K
|
3.51K
$851K
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-142- 4.41% |
$33.5K - $41.3K
|
3.08K
$747K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-144- 1.88% |
$34K - $41.9K
|
7.52K
$1.83M
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-145- 0.92% |
$34.3K - $42.2K
|
15.7K
$3.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-145- 8.04% |
$34.3K - $42.2K
|
1.66K
$402K
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-146- 13.87% |
$34.5K - $42.5K
|
907
$220K
|