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 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-4- 0.2% |
$945 - $1.16K
|
2.02K
$526K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-5- 0.43% |
$1.18K - $1.46K
|
1.17K
$304K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-6- 0.24% |
$1.42K - $1.75K
|
2.51K
$652K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-7- 0.26% |
$1.65K - $2.04K
|
2.69K
$699K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-8- 7.92% |
$1.89K - $2.33K
|
93
$24.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
SELL
|
- |
-9- 0.09% |
$2.13K - $2.62K
|
10K
$2.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-9- 0.66% |
$2.13K - $2.62K
|
1.36K
$352K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-10- 0.59% |
$2.36K - $2.91K
|
1.68K
$437K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-10- 0.14% |
$2.36K - $2.91K
|
7.24K
$1.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-11- 22.45% |
$2.6K - $3.2K
|
38
$9.88K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-12- 1.57% |
$2.84K - $3.49K
|
750
$195K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-14- 0.15% |
$3.31K - $4.08K
|
9.25K
$2.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-14- 1.72% |
$3.31K - $4.08K
|
800
$208K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-14- 0.62% |
$3.31K - $4.08K
|
2.24K
$582K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-20- 1.51% |
$4.73K - $5.82K
|
1.3K
$339K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.48% |
$4.73K - $5.82K
|
4.15K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-23- 2.04% |
$5.43K - $6.7K
|
1.1K
$287K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-24- 7.0% |
$5.67K - $6.99K
|
319
$82.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-25- 1.05% |
$5.91K - $7.28K
|
2.35K
$611K
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-25- 1.01% |
$5.91K - $7.28K
|
2.44K
$634K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-29- 6.59% |
$6.85K - $8.44K
|
411
$107K
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
SELL
|
- |
-29- 1.74% |
$6.85K - $8.44K
|
1.63K
$424K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-33- 6.52% |
$7.8K - $9.61K
|
473
$123K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-34- 0.88% |
$8.03K - $9.9K
|
3.84K
$997K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-35- 1.72% |
$8.27K - $10.2K
|
2K
$521K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-35- 3.36% |
$8.27K - $10.2K
|
1.01K
$261K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-37- 1.83% |
$8.74K - $10.8K
|
1.98K
$515K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-39- 4.23% |
$9.21K - $11.4K
|
882
$229K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-39- 1.75% |
$9.21K - $11.4K
|
2.19K
$569K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-41- 20.6% |
$9.69K - $11.9K
|
158
$41.1K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-42- 2.73% |
$9.92K - $12.2K
|
1.5K
$390K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-43- 0.63% |
$10.2K - $12.5K
|
6.79K
$1.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-47- 0.72% |
$11.1K - $13.7K
|
6.45K
$1.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-49- 1.86% |
$11.6K - $14.3K
|
2.59K
$673K
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-49- 0.28% |
$11.6K - $14.3K
|
17.2K
$4.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-50- 29.94% |
$11.8K - $14.6K
|
117
$30.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-50- 1.6% |
$11.8K - $14.6K
|
3.08K
$800K
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-55- 4.44% |
$13K - $16K
|
1.19K
$308K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-55- 0.05% |
$13K - $16K
|
102K
$26.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-56- 0.86% |
$13.2K - $16.3K
|
6.44K
$1.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-58- 2.14% |
$13.7K - $16.9K
|
2.65K
$690K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-60- 61.22% |
$14.2K - $17.5K
|
38
$9.88K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-69- 1.06% |
$16.3K - $20.1K
|
6.47K
$1.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-73- 4.88% |
$17.2K - $21.3K
|
1.42K
$370K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-74- 1.22% |
$17.5K - $21.5K
|
6K
$1.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-80- 25.81% |
$18.9K - $23.3K
|
230
$59.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-80- 1.0% |
$18.9K - $23.3K
|
7.9K
$2.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-86- 3.35% |
$20.3K - $25K
|
2.49K
$646K
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-100- 5.42% |
$23.6K - $29.1K
|
1.75K
$453K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-101- 7.67% |
$23.9K - $29.4K
|
1.22K
$316K
|