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 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-192- 3.1% |
$45.4K - $55.9K
|
6K
$1.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-193- 2.18% |
$45.6K - $56.2K
|
8.66K
$2.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-195- 3.04% |
$46.1K - $56.8K
|
6.22K
$1.51M
|
|
|
Jul 24, 2025
Q2 2025
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-195- 2.27% |
$46.1K - $56.8K
|
8.41K
$2.04M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-197- 9.9% |
$46.5K - $57.4K
|
1.79K
$435K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-198- 21.88% |
$46.8K - $57.6K
|
707
$172K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-199- 13.4% |
$47K - $57.9K
|
1.29K
$312K
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-199- 19.43% |
$47K - $57.9K
|
825
$200K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-201- 2.66% |
$47.5K - $58.5K
|
7.36K
$1.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-201- 11.59% |
$47.5K - $58.5K
|
1.53K
$372K
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-204- 27.76% |
$48.2K - $59.4K
|
531
$129K
|
|
|
Aug 13, 2025
Q2 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-205- 3.87% |
$48.4K - $59.7K
|
5.09K
$1.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-206- 0.74% |
$48.7K - $60K
|
27.6K
$6.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-210- 18.65% |
$49.6K - $61.1K
|
916
$222K
|
|
|
Aug 13, 2025
Q2 2025
|
Arjuna Capital
|
SELL
|
- |
-211- 4.68% |
$49.9K - $61.4K
|
4.3K
$1.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-212- 1.73% |
$50.1K - $61.7K
|
12.1K
$2.93M
|
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-215- 3.02% |
$50.8K - $62.6K
|
6.9K
$1.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-217- 6.82% |
$51.3K - $63.2K
|
2.96K
$720K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
SELL
|
- |
-219- 3.15% |
$51.7K - $63.8K
|
6.74K
$1.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-224- 1.85% |
$52.9K - $65.2K
|
11.9K
$2.88M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-226- 13.98% |
$53.4K - $65.8K
|
1.39K
$338K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-227- 0.16% |
$53.6K - $66.1K
|
145K
$35.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-228- 4.02% |
$53.9K - $66.4K
|
5.45K
$1.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-230- 1.81% |
$54.3K - $67K
|
12.5K
$3.03M
|
|
|
Aug 01, 2025
Q2 2025
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-230- 14.41% |
$54.3K - $67K
|
1.37K
$332K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-232- 23.51% |
$54.8K - $67.5K
|
755
$183K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-233- 5.5% |
$55K - $67.8K
|
4K
$971K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-233- 11.66% |
$55K - $67.8K
|
1.77K
$429K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-234- 0.68% |
$55.3K - $68.1K
|
34.3K
$8.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-236- 1.4% |
$55.8K - $68.7K
|
16.6K
$4.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-238- 4.75% |
$56.2K - $69.3K
|
4.77K
$1.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-239- 9.2% |
$56.5K - $69.6K
|
2.36K
$572K
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-242- 60.5% |
$57.2K - $70.5K
|
158
$38.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-244- 36.69% |
$57.6K - $71K
|
421
$102K
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-246- 19.32% |
$58.1K - $71.6K
|
1.03K
$249K
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-250- 0.84% |
$59.1K - $72.8K
|
29.4K
$7.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-250- 11.88% |
$59.1K - $72.8K
|
1.85K
$450K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-252- 2.08% |
$59.5K - $73.4K
|
11.9K
$2.88M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-257- 5.61% |
$60.7K - $74.8K
|
4.32K
$1.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-258- 5.4% |
$61K - $75.1K
|
4.52K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-258- 6.13% |
$61K - $75.1K
|
3.95K
$958K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-259- 5.11% |
$61.2K - $75.4K
|
4.81K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-259- 0.17% |
$61.2K - $75.4K
|
153K
$37.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-261- 6.01% |
$61.7K - $76K
|
4.08K
$991K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-267- 13.99% |
$63.1K - $77.7K
|
1.64K
$398K
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
SELL
|
- |
-268- 6.25% |
$63.3K - $78K
|
4.02K
$976K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-270- 5.04% |
$63.8K - $78.6K
|
5.09K
$1.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-270- 9.08% |
$63.8K - $78.6K
|
2.7K
$656K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-271- 17.05% |
$64K - $78.9K
|
1.32K
$320K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-272- 2.33% |
$64.3K - $79.2K
|
11.4K
$2.77M
|