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 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.28K+ 2.84% |
$302K - $372K
|
46.3K
$10.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
1.27KNew |
$301K - $370K
|
1.27K
$295K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.25KNew |
$296K - $365K
|
1.25K
$291K
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.25K+ 8.91% |
$295K - $363K
|
15.2K
$3.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.24K+ 29.92% |
$292K - $360K
|
5.36K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.24K+ 8.9% |
$292K - $360K
|
15.1K
$3.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
1.23KNew |
$292K - $359K
|
1.23K
$286K
|
|
|
Jul 23, 2025
Q2 2025
|
Kidder Stephen W
|
BUY
|
- |
1.23K+ 16.15% |
$292K - $359K
|
8.88K
$2.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.23K+ 3.63% |
$291K - $359K
|
35.2K
$8.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.23K+ 173.27% |
$289K - $357K
|
1.93K
$448K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.22K+ 1.14% |
$288K - $355K
|
108K
$25M
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.22K+ 1.94% |
$288K - $354K
|
63.8K
$14.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.21K+ 24.45% |
$286K - $352K
|
6.16K
$1.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.21K+ 14.51% |
$285K - $352K
|
9.53K
$2.21M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.2KNew |
$284K - $350K
|
1.2K
$278K
|
|
|
Jul 31, 2025
Q2 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
1.19K+ 32.62% |
$282K - $347K
|
4.85K
$1.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.18KNew |
$278K - $343K
|
1.18K
$273K
|
|
|
Jul 14, 2025
Q2 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.17KNew |
$277K - $341K
|
1.17K
$272K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.17K+ 10.22% |
$276K - $340K
|
12.6K
$2.92M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.16K+ 13.28% |
$274K - $338K
|
9.9K
$2.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.16K+ 10.18% |
$274K - $338K
|
12.6K
$2.91M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.16K+ 23.46% |
$274K - $337K
|
6.1K
$1.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.16K+ 7.65% |
$273K - $337K
|
16.3K
$3.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Ecofi Investissements Sa
Nanterre, I0 |
BUY
|
- |
1.15K+ 35.38% |
$272K - $335K
|
4.4K
$1.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Broderick Brian C
|
BUY
|
- |
1.15K+ 10.71% |
$271K - $334K
|
11.8K
$2.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.14K+ 4.99% |
$270K - $332K
|
24K
$5.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.14K+ 27.04% |
$269K - $331K
|
5.34K
$1.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Heron Bay Capital Management
|
BUY
|
- |
1.14K+ 6.32% |
$268K - $330K
|
19.1K
$4.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
1.13KNew |
$267K - $330K
|
1.13K
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.13K+ 4.08% |
$267K - $329K
|
28.8K
$6.68M
|
|
|
Jul 28, 2025
Q2 2025
|
Alta Capital Management LLC
|
BUY
|
- |
1.12KNew |
$265K - $326K
|
1.12K
$259K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.12K+ 19.85% |
$264K - $325K
|
6.74K
$1.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.12KNew |
$263K - $325K
|
1.12K
$258K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.11K+ 0.84% |
$263K - $324K
|
134K
$31.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
1.11KNew |
$262K - $323K
|
1.11K
$257K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.11K+ 13.11% |
$262K - $323K
|
9.58K
$2.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.11K+ 43.41% |
$261K - $322K
|
3.65K
$846K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.11K+ 10.0% |
$261K - $322K
|
12.2K
$2.82M
|
|
|
Aug 01, 2025
Q2 2025
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
1.1K+ 57.71% |
$260K - $320K
|
3.01K
$696K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.1K+ 285.71% |
$260K - $320K
|
1.49K
$344K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.1K+ 0.77% |
$260K - $320K
|
144K
$33.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.09K+ 7.11% |
$258K - $318K
|
16.5K
$3.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.09K+ 4.5% |
$258K - $317K
|
25.3K
$5.86M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.09KNew |
$257K - $317K
|
1.09K
$252K
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
1.09K+ 144.49% |
$257K - $317K
|
1.84K
$426K
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.08K+ 10.69% |
$256K - $315K
|
11.2K
$2.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.08K+ 53.7% |
$254K - $313K
|
3.08K
$713K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
1.07K+ 21.61% |
$254K - $312K
|
6.04K
$1.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
1.06K+ 13.4% |
$251K - $310K
|
9.01K
$2.09M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.06KNew |
$251K - $309K
|
1.06K
$246K
|