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 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.06K+ 37.64% |
$250K - $309K
|
3.88K
$898K
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.06K+ 103.41% |
$250K - $309K
|
2.09K
$483K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
1.06KNew |
$249K - $307K
|
1.06K
$244K
|
|
|
Aug 13, 2025
Q2 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
1.06K+ 4.5% |
$249K - $307K
|
24.5K
$5.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
1.05K+ 9.96% |
$249K - $307K
|
11.6K
$2.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
1.05KNew |
$249K - $306K
|
1.05K
$244K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
BUY
|
- |
1.05KNew |
$248K - $305K
|
1.05K
$243K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.05K+ 54.82% |
$247K - $305K
|
2.95K
$684K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.05KNew |
$247K - $304K
|
1.05K
$242K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.04KNew |
$246K - $303K
|
1.04K
$241K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.04K+ 16.55% |
$245K - $301K
|
7.29K
$1.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
1.03K+ 32.59% |
$244K - $300K
|
4.2K
$973K
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
1.03K+ 50.1% |
$243K - $300K
|
3.09K
$715K
|
|
|
Aug 14, 2025
Q2 2025
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
1.03KNew |
$243K - $299K
|
1.03K
$238K
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.03K+ 71.8% |
$242K - $299K
|
2.46K
$569K
|
|
|
Jul 21, 2025
Q2 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
1.02K+ 4.73% |
$242K - $298K
|
22.7K
$5.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.02K+ 0.95% |
$241K - $297K
|
109K
$25.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.02K+ 132.99% |
$241K - $297K
|
1.79K
$414K
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
BUY
|
- |
1.02K+ 10.32% |
$240K - $296K
|
10.9K
$2.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
1.02K+ 13.87% |
$240K - $296K
|
8.34K
$1.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.01K+ 118.89% |
$238K - $293K
|
1.85K
$429K
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 5.07% |
$238K - $293K
|
20.9K
$4.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
1.01KNew |
$238K - $293K
|
1.01K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1K+ 11.09% |
$237K - $292K
|
10.1K
$2.33M
|
|
|
Jul 30, 2025
Q2 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
1KNew |
$236K - $291K
|
1K
$232K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1K+ 4.2% |
$236K - $291K
|
24.8K
$5.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
1KNew |
$236K - $291K
|
1K
$232K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
999+ 16.78% |
$236K - $291K
|
6.95K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
996New |
$235K - $290K
|
996
$231K
|
|
|
Jul 25, 2025
Q2 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
992+ 29.03% |
$234K - $289K
|
4.41K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
991New |
$234K - $289K
|
991
$230K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
988+ 65.0% |
$233K - $288K
|
2.51K
$581K
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
987+ 25.56% |
$233K - $287K
|
4.85K
$1.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
984+ 80.52% |
$232K - $286K
|
2.21K
$511K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
978+ 14.0% |
$231K - $285K
|
7.96K
$1.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
974+ 3.81% |
$230K - $284K
|
26.5K
$6.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
973+ 9.61% |
$230K - $283K
|
11.1K
$2.57M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
970+ 11.37% |
$229K - $282K
|
9.5K
$2.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
964+ 4.51% |
$228K - $281K
|
22.3K
$5.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
963New |
$228K - $280K
|
963
$223K
|
|
|
Aug 11, 2025
Q2 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
959New |
$227K - $279K
|
959
$222K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
957+ 156.89% |
$226K - $279K
|
1.57K
$363K
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
957+ 14.64% |
$226K - $279K
|
7.5K
$1.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
956+ 15.24% |
$226K - $278K
|
7.23K
$1.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
950New |
$224K - $277K
|
950
$220K
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
943New |
$223K - $275K
|
943
$218K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
938+ 29.09% |
$222K - $273K
|
4.16K
$964K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
938+ 3.44% |
$222K - $273K
|
28.2K
$6.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
936+ 81.68% |
$221K - $273K
|
2.08K
$482K
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
936New |
$221K - $273K
|
936
$217K
|