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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.55K+ 148.14% |
$367K - $452K
|
2.6K
$603K
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.55K+ 0.74% |
$367K - $452K
|
211K
$48.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
1.55K+ 1.88% |
$366K - $451K
|
83.9K
$19.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.53KNew |
$361K - $445K
|
1.53K
$354K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.52K+ 19.66% |
$359K - $443K
|
9.26K
$2.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.5K+ 14.09% |
$355K - $438K
|
12.2K
$2.82M
|
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.5K+ 5.8% |
$355K - $438K
|
27.4K
$6.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.5K+ 25.7% |
$354K - $436K
|
7.33K
$1.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.48K+ 4.52% |
$350K - $432K
|
34.3K
$7.94M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.48K+ 18.5% |
$350K - $431K
|
9.48K
$2.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
1.48K+ 22.68% |
$349K - $430K
|
7.99K
$1.85M
|
|
|
Aug 01, 2025
Q2 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
1.47K+ 13.96% |
$348K - $429K
|
12K
$2.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.46K+ 41.44% |
$345K - $425K
|
4.99K
$1.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
1.46K+ 55.64% |
$344K - $424K
|
4.07K
$943K
|
|
|
Jul 21, 2025
Q2 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.45KNew |
$342K - $421K
|
1.45K
$335K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
1.44KNew |
$340K - $419K
|
1.44K
$334K
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
BUY
|
- |
1.43K+ 2.05% |
$337K - $416K
|
71.3K
$16.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.41K+ 20.18% |
$333K - $410K
|
8.39K
$1.94M
|
|
|
Jul 25, 2025
Q2 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
1.41K+ 24.73% |
$333K - $410K
|
7.1K
$1.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
1.41K+ 5.87% |
$333K - $410K
|
25.4K
$5.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
1.41K+ 24.89% |
$332K - $409K
|
7.05K
$1.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.4K+ 9.26% |
$331K - $408K
|
16.5K
$3.83M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.4K+ 8.48% |
$330K - $406K
|
17.9K
$4.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
1.39K+ 50.31% |
$328K - $404K
|
4.15K
$961K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
1.39K+ 6.58% |
$327K - $403K
|
22.4K
$5.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.38K+ 6.87% |
$327K - $402K
|
21.5K
$4.98M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.38K+ 10.53% |
$326K - $402K
|
14.5K
$3.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.38K+ 1.64% |
$326K - $402K
|
85.6K
$19.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.38K+ 40.59% |
$326K - $401K
|
4.77K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.38KNew |
$326K - $401K
|
1.38K
$319K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.38KNew |
$325K - $401K
|
1.38K
$319K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.38K+ 31.01% |
$325K - $400K
|
5.81K
$1.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.37K+ 2.04% |
$323K - $398K
|
68.5K
$15.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1.37K+ 167.07% |
$322K - $397K
|
2.18K
$505K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.35K+ 8.14% |
$320K - $394K
|
18K
$4.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.35KNew |
$319K - $393K
|
1.35K
$313K
|
|
|
Aug 07, 2025
Q2 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.35K+ 172.03% |
$318K - $392K
|
2.13K
$493K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1.35K+ 17.57% |
$318K - $392K
|
9.02K
$2.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.34K+ 12.94% |
$317K - $390K
|
11.7K
$2.71M
|
|
|
Aug 05, 2025
Q2 2025
|
Dillon & Associates Inc
|
BUY
|
- |
1.33K+ 4.53% |
$315K - $388K
|
30.8K
$7.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
1.33KNew |
$313K - $386K
|
1.33K
$307K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.32KNew |
$311K - $384K
|
1.32K
$305K
|
|
|
Jul 28, 2025
Q2 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
1.31K+ 2.05% |
$310K - $382K
|
65.3K
$15.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.31K+ 169.91% |
$310K - $381K
|
2.08K
$482K
|
|
|
Aug 13, 2025
Q2 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
1.31KNew |
$308K - $380K
|
1.31K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Fosun International LTD
|
BUY
|
- |
1.3KNew |
$308K - $379K
|
1.3K
$302K
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
1.3K+ 0.5% |
$307K - $378K
|
261K
$60.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.29K+ 9.11% |
$305K - $376K
|
15.5K
$3.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.29K+ 19.82% |
$305K - $375K
|
7.79K
$1.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.28K+ 6.93% |
$302K - $373K
|
19.8K
$4.58M
|