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 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
32+ 5.03% |
$7.56K - $9.32K
|
668
$174K
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
31+ 1.75% |
$7.32K - $9.03K
|
1.8K
$469K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
31+ 1.08% |
$7.32K - $9.03K
|
2.9K
$754K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
30+ 2.44% |
$7.09K - $8.73K
|
1.26K
$327K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
30+ 0.17% |
$7.09K - $8.73K
|
18.2K
$4.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
28+ 2.42% |
$6.62K - $8.15K
|
1.18K
$307K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
28+ 0.36% |
$6.62K - $8.15K
|
7.9K
$2.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
BUY
|
- |
26+ 1.83% |
$6.14K - $7.57K
|
1.45K
$376K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
26+ 2.51% |
$6.14K - $7.57K
|
1.06K
$276K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
25New |
$5.91K - $7.28K
|
25
$6.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
25+ 1.55% |
$5.91K - $7.28K
|
1.63K
$425K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
21+ 1.67% |
$4.96K - $6.11K
|
1.28K
$332K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
20+ 1.04% |
$4.73K - $5.82K
|
1.95K
$506K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
20+ 1.04% |
$4.73K - $5.82K
|
1.95K
$506K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
20+ 0.27% |
$4.73K - $5.82K
|
7.34K
$1.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
20+ 2.43% |
$4.73K - $5.82K
|
842
$219K
|
|
|
Jul 17, 2025
Q2 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
19+ 0.32% |
$4.49K - $5.53K
|
5.99K
$1.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
19+ 0.33% |
$4.49K - $5.53K
|
5.74K
$1.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
19+ 0.46% |
$4.49K - $5.53K
|
4.18K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
17+ 2.01% |
$4.02K - $4.95K
|
864
$225K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
17+ 2.19% |
$4.02K - $4.95K
|
795
$207K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
17+ 1.33% |
$4.02K - $4.95K
|
1.3K
$337K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
14+ 1.42% |
$3.31K - $4.08K
|
997
$259K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
13+ 19.4% |
$3.07K - $3.78K
|
80
$20.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
12+ 1.49% |
$2.84K - $3.49K
|
815
$212K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
11+ 2.86% |
$2.6K - $3.2K
|
395
$103K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
11+ 0.23% |
$2.6K - $3.2K
|
4.8K
$1.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
10+ 0.32% |
$2.36K - $2.91K
|
3.18K
$825K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
9+ 0.08% |
$2.13K - $2.62K
|
10.9K
$2.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
9+ 0.93% |
$2.13K - $2.62K
|
980
$255K
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
9+ 0.69% |
$2.13K - $2.62K
|
1.32K
$342K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
8+ 0.57% |
$1.89K - $2.33K
|
1.41K
$367K
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
8+ 0.24% |
$1.89K - $2.33K
|
3.32K
$863K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
7+ 0.73% |
$1.65K - $2.04K
|
965
$251K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
7+ 0.58% |
$1.65K - $2.04K
|
1.21K
$314K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
7+ 0.22% |
$1.65K - $2.04K
|
3.12K
$811K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
5+ 0.3% |
$1.18K - $1.46K
|
1.67K
$433K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
5+ 0.63% |
$1.18K - $1.46K
|
803
$209K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.59% |
$1.18K - $1.46K
|
851
$221K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.23% |
$945 - $1.16K
|
1.72K
$446K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 0.1% |
$945 - $1.16K
|
4.03K
$1.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 0.12% |
$709 - $873
|
2.57K
$669K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3+ 2.86% |
$709 - $873
|
108
$28.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$236 - $291
|
4.16K
$1.08M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.11% |
$236 - $291
|
885
$230K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 1.03% |
$236 - $291
|
98
$25.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1+ 0.07% |
$236 - $291
|
1.45K
$376K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-2- 0.41% |
$473 - $582
|
485
$126K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-4- 0.28% |
$945 - $1.16K
|
1.43K
$371K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-4- 0.14% |
$945 - $1.16K
|
2.83K
$736K
|