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 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-368- 7.37% |
$86.9K - $107K
|
4.63K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-374- 17.26% |
$88.4K - $109K
|
1.79K
$466K
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-387- 25.08% |
$91.4K - $113K
|
1.16K
$300K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-400- 9.27% |
$94.5K - $116K
|
3.92K
$1.02M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-422- 5.53% |
$99.7K - $123K
|
7.21K
$1.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-426- 14.91% |
$101K - $124K
|
2.43K
$632K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-429- 2.84% |
$101K - $125K
|
14.7K
$3.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-451- 2.22% |
$107K - $131K
|
19.8K
$5.15M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-487- 6.32% |
$115K - $142K
|
7.22K
$1.88M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-491- 5.85% |
$116K - $143K
|
7.9K
$2.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-494- 26.86% |
$117K - $144K
|
1.35K
$350K
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-497- 3.3% |
$117K - $145K
|
14.6K
$3.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-520- 1.46% |
$123K - $151K
|
35.2K
$9.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
SELL
|
- |
-525- 9.82% |
$124K - $153K
|
4.82K
$1.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-527- 0.9% |
$125K - $153K
|
57.9K
$15M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-577- 5.25% |
$136K - $168K
|
10.4K
$2.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-640- 5.2% |
$151K - $186K
|
11.7K
$3.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-640- 0.65% |
$151K - $186K
|
98.1K
$25.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-684- 31.56% |
$162K - $199K
|
1.48K
$385K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-685- 9.23% |
$162K - $199K
|
6.74K
$1.75M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-686- 5.8% |
$162K - $200K
|
11.1K
$2.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-687- 14.36% |
$162K - $200K
|
4.1K
$1.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-712- 3.06% |
$168K - $207K
|
22.6K
$5.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-735- 30.42% |
$174K - $214K
|
1.68K
$437K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-739- 1.51% |
$175K - $215K
|
48.2K
$12.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Tran Capital Management, L.P.
|
SELL
|
- |
-816- 0.88% |
$193K - $238K
|
92.1K
$23.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-841- 22.41% |
$199K - $245K
|
2.91K
$757K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-892- 7.72% |
$211K - $260K
|
10.7K
$2.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-929- 2.93% |
$219K - $270K
|
30.8K
$7.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-969- 44.07% |
$229K - $282K
|
1.23K
$320K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-999- 4.3% |
$236K - $291K
|
22.2K
$5.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.01K- 51.01% |
$238K - $293K
|
966
$251K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-1.02K- 92.61% |
$240K - $296K
|
81
$21.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-1.02K- 14.05% |
$241K - $296K
|
6.23K
$1.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.02K- 4.08% |
$241K - $297K
|
24K
$6.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.06K- 19.92% |
$250K - $308K
|
4.25K
$1.11M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.06K- 12.16% |
$251K - $309K
|
7.68K
$2M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.09K- 16.37% |
$258K - $318K
|
5.58K
$1.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.17K- 60.54% |
$275K - $339K
|
760
$198K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.18K- 31.58% |
$278K - $343K
|
2.55K
$663K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.22K- 37.53% |
$288K - $354K
|
2.03K
$527K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.3K- 97.67% |
$307K - $378K
|
31
$8.06K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.38K- 1.14% |
$326K - $401K
|
120K
$31.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-1.46K- 14.2% |
$345K - $425K
|
8.83K
$2.29M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.46K- 11.62% |
$345K - $426K
|
11.1K
$2.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.59K- 43.01% |
$375K - $462K
|
2.1K
$547K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.6K- 8.8% |
$377K - $464K
|
16.5K
$4.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.71K- 28.98% |
$404K - $497K
|
4.19K
$1.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-1.72K- 20.24% |
$406K - $500K
|
6.77K
$1.76M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.75K- 4.92% |
$414K - $510K
|
33.9K
$8.81M
|