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 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-146- 3.57% |
$34.5K - $42.5K
|
3.94K
$956K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-147- 11.75% |
$34.7K - $42.8K
|
1.1K
$268K
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
SELL
|
- |
-147- 10.22% |
$34.7K - $42.8K
|
1.29K
$314K
|
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-148- 0.27% |
$35K - $43.1K
|
55.1K
$13.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-148- 4.19% |
$35K - $43.1K
|
3.39K
$822K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-149- 8.21% |
$35.2K - $43.4K
|
1.67K
$404K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-152- 34.78% |
$35.9K - $44.3K
|
285
$69.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-153- 4.41% |
$36.1K - $44.5K
|
3.32K
$805K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-154- 7.35% |
$36.4K - $44.8K
|
1.94K
$471K
|
|
|
Aug 14, 2025
Q2 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-154- 5.38% |
$36.4K - $44.8K
|
2.71K
$657K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-154- 0.12% |
$36.4K - $44.8K
|
127K
$30.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-155- 16.35% |
$36.6K - $45.1K
|
793
$193K
|
|
|
Aug 11, 2025
Q2 2025
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-156- 2.13% |
$36.9K - $45.4K
|
7.17K
$1.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-156- 10.45% |
$36.9K - $45.4K
|
1.34K
$325K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-159- 10.42% |
$37.6K - $46.3K
|
1.37K
$332K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-159- 2.83% |
$37.6K - $46.3K
|
5.46K
$1.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-159- 4.09% |
$37.6K - $46.3K
|
3.73K
$905K
|
|
|
Jul 30, 2025
Q2 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-161- 2.81% |
$38K - $46.9K
|
5.58K
$1.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-161- 3.65% |
$38K - $46.9K
|
4.25K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-162- 1.66% |
$38.3K - $47.2K
|
9.62K
$2.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
SELL
|
- |
-165- 0.39% |
$39K - $48K
|
42.4K
$10.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-165- 2.76% |
$39K - $48K
|
5.82K
$1.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-165- 4.14% |
$39K - $48K
|
3.82K
$927K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-167- 0.99% |
$39.5K - $48.6K
|
16.6K
$4.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Geneva Capital Management LLC
|
SELL
|
- |
-167- 3.23% |
$39.5K - $48.6K
|
5K
$1.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-167- 1.28% |
$39.5K - $48.6K
|
12.9K
$3.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-167- 82.67% |
$39.5K - $48.6K
|
35
$8.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-169- 9.25% |
$39.9K - $49.2K
|
1.66K
$402K
|
|
|
Jul 29, 2025
Q2 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-175- 6.82% |
$41.3K - $51K
|
2.39K
$580K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-176- 3.3% |
$41.6K - $51.2K
|
5.15K
$1.25M
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-176- 8.38% |
$41.6K - $51.2K
|
1.93K
$467K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-178- 0.9% |
$42.1K - $51.8K
|
19.6K
$4.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-178- 6.47% |
$42.1K - $51.8K
|
2.57K
$624K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-180- 3.59% |
$42.5K - $52.4K
|
4.83K
$1.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-180- 1.46% |
$42.5K - $52.4K
|
12.2K
$2.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-180- 2.13% |
$42.5K - $52.4K
|
8.29K
$2.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-181- 3.0% |
$42.8K - $52.7K
|
5.86K
$1.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-182- 2.34% |
$43K - $53K
|
7.58K
$1.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-183- 3.25% |
$43.2K - $53.3K
|
5.45K
$1.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-183- 0.06% |
$43.2K - $53.3K
|
318K
$77.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-184- 14.8% |
$43.5K - $53.6K
|
1.06K
$257K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-185- 38.22% |
$43.7K - $53.9K
|
299
$72.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-187- 9.5% |
$44.2K - $54.4K
|
1.78K
$433K
|
|
|
Jul 23, 2025
Q2 2025
|
Baxter Bros Inc
|
SELL
|
- |
-188- 7.51% |
$44.4K - $54.7K
|
2.31K
$562K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-188- 4.32% |
$44.4K - $54.7K
|
4.17K
$1.01M
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
SELL
|
- |
-188- 2.66% |
$44.4K - $54.7K
|
6.87K
$1.67M
|
|
|
Jul 28, 2025
Q2 2025
|
Sage Advisors, LLC
Boulder, CO |
SELL
|
- |
-190- 14.22% |
$44.9K - $55.3K
|
1.15K
$278K
|
|
|
Aug 08, 2025
Q2 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-190- 2.36% |
$44.9K - $55.3K
|
7.86K
$1.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-191- 1.92% |
$45.1K - $55.6K
|
9.75K
$2.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-192- 4.21% |
$45.4K - $55.9K
|
4.37K
$1.06M
|