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 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
701+ 15.71% |
$166K - $204K
|
5.16K
$1.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
700+ 5.98% |
$165K - $204K
|
12.4K
$2.87M
|
|
|
Aug 05, 2025
Q2 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
698+ 5.45% |
$165K - $203K
|
13.5K
$3.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
697+ 26.92% |
$165K - $203K
|
3.29K
$761K
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
694+ 1.63% |
$164K - $202K
|
43.2K
$10M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
687+ 57.39% |
$162K - $200K
|
1.88K
$436K
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
BUY
|
- |
685+ 14.46% |
$162K - $199K
|
5.42K
$1.26M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
677+ 7.66% |
$160K - $197K
|
9.51K
$2.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
669+ 2.48% |
$158K - $195K
|
27.6K
$6.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
666+ 15.77% |
$157K - $194K
|
4.89K
$1.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
662+ 34.35% |
$156K - $193K
|
2.59K
$600K
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
660+ 3.83% |
$156K - $192K
|
17.9K
$4.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
BUY
|
- |
657+ 11.39% |
$155K - $191K
|
6.42K
$1.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
657+ 10.21% |
$155K - $191K
|
7.09K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
L1 Capital Pty LTD
Melbourne Vic 3000, C3 |
BUY
|
- |
648New |
$153K - $189K
|
648
$150K
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
644+ 32.99% |
$152K - $188K
|
2.6K
$601K
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
641+ 10.98% |
$151K - $187K
|
6.48K
$1.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
637+ 11.12% |
$150K - $185K
|
6.37K
$1.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
633+ 32.6% |
$150K - $184K
|
2.58K
$597K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
629+ 6.68% |
$149K - $183K
|
10K
$2.33M
|
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
622+ 8.58% |
$147K - $181K
|
7.87K
$1.82M
|
|
|
Jul 28, 2025
Q2 2025
|
Nvest Financial, LLC
|
BUY
|
- |
618+ 22.78% |
$146K - $180K
|
3.33K
$772K
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
615+ 7.99% |
$145K - $179K
|
8.31K
$1.93M
|
|
|
Jul 07, 2025
Q2 2025
|
Verde Capital Management
|
BUY
|
- |
614+ 7.28% |
$145K - $179K
|
9.05K
$2.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
603+ 11.44% |
$142K - $176K
|
5.88K
$1.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
601+ 20.67% |
$142K - $175K
|
3.51K
$813K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
601+ 0.92% |
$142K - $175K
|
66.2K
$15.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
596+ 5.8% |
$141K - $174K
|
10.9K
$2.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
595+ 14.25% |
$141K - $173K
|
4.77K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
591+ 6.25% |
$140K - $172K
|
10.1K
$2.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
589+ 5.48% |
$139K - $171K
|
11.3K
$2.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
588+ 6.68% |
$139K - $171K
|
9.4K
$2.18M
|
|
|
Aug 12, 2025
Q2 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
588+ 0.89% |
$139K - $171K
|
66.5K
$15.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
587+ 6.23% |
$139K - $171K
|
10K
$2.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
580+ 0.67% |
$137K - $169K
|
87.4K
$20.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
578+ 8.11% |
$137K - $168K
|
7.71K
$1.78M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
577+ 20.02% |
$136K - $168K
|
3.46K
$801K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
575+ 24.67% |
$136K - $167K
|
2.91K
$673K
|
|
|
Aug 04, 2025
Q2 2025
|
Mill Capital Management, LLC
|
BUY
|
- |
570+ 1.05% |
$135K - $166K
|
54.8K
$12.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
568+ 3.1% |
$134K - $165K
|
18.9K
$4.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
566+ 7.03% |
$134K - $165K
|
8.62K
$2M
|
|
|
Jul 16, 2025
Q2 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
565+ 6.06% |
$133K - $164K
|
9.89K
$2.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
564+ 9.08% |
$133K - $164K
|
6.78K
$1.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
563+ 7.78% |
$133K - $164K
|
7.8K
$1.81M
|
|
|
Jul 28, 2025
Q2 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
563+ 3.38% |
$133K - $164K
|
17.2K
$3.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
562+ 0.77% |
$133K - $164K
|
73.6K
$17M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
560+ 10.07% |
$132K - $163K
|
6.12K
$1.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
555+ 4.55% |
$131K - $162K
|
12.7K
$2.95M
|
|
|
Aug 07, 2025
Q2 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
553+ 7.58% |
$131K - $161K
|
7.85K
$1.82M
|
|
|
Aug 01, 2025
Q2 2025
|
Pettee Investors, Inc.
|
BUY
|
- |
544+ 45.71% |
$129K - $158K
|
1.73K
$402K
|