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 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-103- 3.37% |
$24.3K - $30K
|
2.95K
$767K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-104- 11.05% |
$24.6K - $30.3K
|
837
$218K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-104- 6.76% |
$24.6K - $30.3K
|
1.44K
$373K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-105- 2.3% |
$24.8K - $30.6K
|
4.47K
$1.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-106- 0.51% |
$25K - $30.9K
|
20.6K
$5.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
SELL
|
- |
-111- 6.06% |
$26.2K - $32.3K
|
1.72K
$448K
|
|
|
Jul 02, 2025
Q2 2025
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-113- 10.97% |
$26.7K - $32.9K
|
917
$238K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-117- 3.61% |
$27.6K - $34.1K
|
3.12K
$812K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-121- 1.74% |
$28.6K - $35.2K
|
6.84K
$1.78M
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-122- 3.27% |
$28.8K - $35.5K
|
3.61K
$937K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-122- 8.36% |
$28.8K - $35.5K
|
1.34K
$347K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-124- 1.33% |
$29.3K - $36.1K
|
9.21K
$2.39M
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-125- 9.14% |
$29.5K - $36.4K
|
1.24K
$323K
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-125- 1.98% |
$29.5K - $36.4K
|
6.2K
$1.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-128- 12.43% |
$30.2K - $37.3K
|
902
$234K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-128- 11.05% |
$30.2K - $37.3K
|
1.03K
$268K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-130- 2.66% |
$30.7K - $37.8K
|
4.75K
$1.23M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-131- 8.61% |
$31K - $38.1K
|
1.39K
$361K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-135- 13.69% |
$31.9K - $39.3K
|
851
$221K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-137- 2.01% |
$32.4K - $39.9K
|
6.67K
$1.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-139- 12.44% |
$32.8K - $40.5K
|
978
$254K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-140- 14.45% |
$33.1K - $40.8K
|
829
$215K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-141- 9.61% |
$33.3K - $41.1K
|
1.33K
$345K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-149- 8.21% |
$35.2K - $43.4K
|
1.67K
$433K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-154- 7.35% |
$36.4K - $44.8K
|
1.94K
$505K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-159- 2.83% |
$37.6K - $46.3K
|
5.46K
$1.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-159- 10.42% |
$37.6K - $46.3K
|
1.37K
$355K
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
SELL
|
- |
-165- 0.39% |
$39K - $48K
|
42.4K
$11M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-167- 0.99% |
$39.5K - $48.6K
|
16.6K
$4.33M
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-180- 3.59% |
$42.5K - $52.4K
|
4.83K
$1.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-181- 3.0% |
$42.8K - $52.7K
|
5.86K
$1.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-183- 3.25% |
$43.2K - $53.3K
|
5.45K
$1.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-195- 3.04% |
$46.1K - $56.8K
|
6.22K
$1.62M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-197- 9.9% |
$46.5K - $57.4K
|
1.79K
$466K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-201- 2.66% |
$47.5K - $58.5K
|
7.36K
$1.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-224- 1.85% |
$52.9K - $65.2K
|
11.9K
$3.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-230- 1.81% |
$54.3K - $67K
|
12.5K
$3.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-233- 5.5% |
$55K - $67.8K
|
4K
$1.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-233- 11.66% |
$55K - $67.8K
|
1.77K
$459K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-238- 4.75% |
$56.2K - $69.3K
|
4.77K
$1.24M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-272- 2.33% |
$64.3K - $79.2K
|
11.4K
$2.96M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-296- 5.31% |
$69.9K - $86.2K
|
5.28K
$1.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-304- 28.92% |
$71.8K - $88.5K
|
747
$194K
|
|
|
Jul 16, 2025
Q2 2025
|
Wd Rutherford LLC
|
SELL
|
- |
-305- 2.17% |
$72.1K - $88.8K
|
13.7K
$3.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-310- 18.96% |
$73.2K - $90.3K
|
1.33K
$344K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-314- 18.22% |
$74.2K - $91.4K
|
1.41K
$366K
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
SELL
|
- |
-314- 1.33% |
$74.2K - $91.4K
|
23.3K
$6.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-323- 3.16% |
$76.3K - $94K
|
9.91K
$2.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-331- 5.14% |
$78.2K - $96.4K
|
6.1K
$1.59M
|
|
|
Jul 07, 2025
Q2 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-367- 0.47% |
$86.7K - $107K
|
77.8K
$20.2M
|