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 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
541+ 1.22% |
$128K - $158K
|
44.8K
$10.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
534+ 2.5% |
$126K - $155K
|
21.9K
$5.08M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
533+ 1.21% |
$126K - $155K
|
44.4K
$10.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
531+ 25.64% |
$125K - $155K
|
2.6K
$603K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
530+ 3.32% |
$125K - $154K
|
16.5K
$3.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
529+ 2.58% |
$125K - $154K
|
21K
$4.87M
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
529+ 8.27% |
$125K - $154K
|
6.92K
$1.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
527+ 2.27% |
$125K - $153K
|
23.7K
$5.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
BUY
|
- |
526+ 30.23% |
$124K - $153K
|
2.27K
$525K
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
522+ 2.97% |
$123K - $152K
|
18.1K
$4.19M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
521+ 5.53% |
$123K - $152K
|
9.94K
$2.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
511+ 0.76% |
$121K - $149K
|
67.8K
$15.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
511+ 18.5% |
$121K - $149K
|
3.27K
$758K
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
509+ 4.36% |
$120K - $148K
|
12.2K
$2.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Steinberg Asset Management LLC
New York, NY |
BUY
|
- |
505+ 6.44% |
$119K - $147K
|
8.35K
$1.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
504+ 13.49% |
$119K - $147K
|
4.24K
$982K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
503+ 24.06% |
$119K - $146K
|
2.59K
$601K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
501+ 29.21% |
$118K - $146K
|
2.22K
$513K
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
BUY
|
- |
500+ 5.16% |
$118K - $146K
|
10.2K
$2.36M
|
|
|
Aug 06, 2025
Q2 2025
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
500+ 11.36% |
$118K - $146K
|
4.9K
$1.14M
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
494+ 1.06% |
$117K - $144K
|
47.2K
$10.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
494+ 6.88% |
$117K - $144K
|
7.68K
$1.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
493+ 2.63% |
$116K - $144K
|
19.2K
$4.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
490+ 13.49% |
$116K - $143K
|
4.12K
$955K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
478+ 0.12% |
$113K - $139K
|
387K
$89.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
477+ 1.35% |
$113K - $139K
|
35.8K
$8.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
472+ 12.76% |
$112K - $137K
|
4.17K
$966K
|
|
|
Jul 09, 2025
Q2 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
466+ 5.62% |
$110K - $136K
|
8.76K
$2.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
461+ 11.56% |
$109K - $134K
|
4.45K
$1.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
459+ 0.23% |
$108K - $134K
|
198K
$45.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
459+ 1.55% |
$108K - $134K
|
30.2K
$6.99M
|
|
|
Aug 07, 2025
Q2 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
458+ 10.77% |
$108K - $133K
|
4.71K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
455+ 115.19% |
$107K - $132K
|
850
$197K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
450+ 1.16% |
$106K - $131K
|
39.3K
$9.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
449+ 7.78% |
$106K - $131K
|
6.22K
$1.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
448+ 4.85% |
$106K - $130K
|
9.69K
$2.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
447+ 18.23% |
$106K - $130K
|
2.9K
$672K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
446+ 1.85% |
$105K - $130K
|
24.6K
$5.69M
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
442+ 0.41% |
$104K - $129K
|
108K
$25M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
441+ 4.88% |
$104K - $128K
|
9.49K
$2.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
441+ 12.65% |
$104K - $128K
|
3.93K
$910K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
440+ 3.11% |
$104K - $128K
|
14.6K
$3.38M
|
|
|
Aug 07, 2025
Q2 2025
|
Cypress Capital, LLC
|
BUY
|
- |
439+ 37.98% |
$104K - $128K
|
1.6K
$369K
|
|
|
Aug 12, 2025
Q2 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
438+ 2.49% |
$103K - $128K
|
18K
$4.17M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
435+ 58.78% |
$103K - $127K
|
1.18K
$272K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
435+ 4.26% |
$103K - $127K
|
10.7K
$2.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
435+ 18.72% |
$103K - $127K
|
2.76K
$639K
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
434+ 6.49% |
$103K - $126K
|
7.12K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
434+ 12.66% |
$103K - $126K
|
3.86K
$894K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
432+ 7.32% |
$102K - $126K
|
6.34K
$1.47M
|