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 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
130+ 9.97% |
$30.7K - $37.8K
|
1.43K
$373K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
125New |
$29.5K - $36.4K
|
125
$32.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
121+ 3.98% |
$28.6K - $35.2K
|
3.16K
$821K
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
121+ 6.2% |
$28.6K - $35.2K
|
2.07K
$539K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
120+ 6.35% |
$28.4K - $34.9K
|
2.01K
$522K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
114+ 5.98% |
$26.9K - $33.2K
|
2.02K
$525K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
106+ 9.0% |
$25K - $30.9K
|
1.28K
$334K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
106+ 3.72% |
$25K - $30.9K
|
2.96K
$769K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
101+ 12.32% |
$23.9K - $29.4K
|
921
$239K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
99+ 4.51% |
$23.4K - $28.8K
|
2.29K
$596K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
99+ 5.96% |
$23.4K - $28.8K
|
1.76K
$457K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
95+ 1.43% |
$22.4K - $27.7K
|
6.74K
$1.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
92+ 383.33% |
$21.7K - $26.8K
|
116
$30.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
90+ 33.58% |
$21.3K - $26.2K
|
358
$93K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
89+ 3.14% |
$21K - $25.9K
|
2.93K
$760K
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
89+ 9.28% |
$21K - $25.9K
|
1.05K
$272K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
87+ 3.63% |
$20.6K - $25.3K
|
2.48K
$646K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
85+ 32.32% |
$20.1K - $24.7K
|
348
$90.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
77+ 4.71% |
$18.2K - $22.4K
|
1.71K
$445K
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
69+ 6.53% |
$16.3K - $20.1K
|
1.13K
$293K
|
|
|
Jul 09, 2025
Q2 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
69+ 1.38% |
$16.3K - $20.1K
|
5.09K
$1.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
69+ 2.18% |
$16.3K - $20.1K
|
3.23K
$839K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
69+ 0.87% |
$16.3K - $20.1K
|
7.96K
$2.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
68+ 2.17% |
$16.1K - $19.8K
|
3.2K
$831K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
66+ 6.75% |
$15.6K - $19.2K
|
1.04K
$271K
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
BUY
|
- |
65+ 1.84% |
$15.4K - $18.9K
|
3.6K
$934K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
65+ 260.0% |
$15.4K - $18.9K
|
90
$23.4K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
64+ 0.06% |
$15.1K - $18.6K
|
102K
$26.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
63+ 0.51% |
$14.9K - $18.3K
|
12.4K
$3.22M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
62+ 1.94% |
$14.6K - $18.1K
|
3.26K
$848K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
62+ 1.21% |
$14.6K - $18.1K
|
5.19K
$1.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
60+ 4.45% |
$14.2K - $17.5K
|
1.41K
$366K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
59+ 0.97% |
$13.9K - $17.2K
|
6.16K
$1.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
56+ 12.07% |
$13.2K - $16.3K
|
520
$135K
|
|
|
Jul 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
56+ 2.55% |
$13.2K - $16.3K
|
2.26K
$586K
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
56+ 1.47% |
$13.2K - $16.3K
|
3.88K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
BUY
|
- |
55+ 4.47% |
$13K - $16K
|
1.29K
$334K
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
55+ 0.05% |
$13K - $16K
|
114K
$29.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
55+ 5.21% |
$13K - $16K
|
1.11K
$288K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
52+ 3.34% |
$12.3K - $15.1K
|
1.61K
$418K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
52+ 5.22% |
$12.3K - $15.1K
|
1.05K
$272K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
47+ 0.66% |
$11.1K - $13.7K
|
7.16K
$1.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
44+ 46.81% |
$10.4K - $12.8K
|
138
$35.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
43+ 2.21% |
$10.2K - $12.5K
|
1.99K
$518K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
42+ 1.89% |
$9.92K - $12.2K
|
2.26K
$588K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
39+ 6.87% |
$9.21K - $11.4K
|
607
$158K
|
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
39+ 0.67% |
$9.21K - $11.4K
|
5.85K
$1.52M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
37+ 2.04% |
$8.74K - $10.8K
|
1.85K
$480K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
34+ 1.27% |
$8.03K - $9.9K
|
2.71K
$704K
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
32+ 228.57% |
$7.56K - $9.32K
|
46
$12K
|