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 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
431+ 5.2% |
$102K - $125K
|
8.72K
$2.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
430+ 2.91% |
$102K - $125K
|
15.2K
$3.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
430+ 4.15% |
$102K - $125K
|
10.8K
$2.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
427+ 12.31% |
$101K - $124K
|
3.9K
$903K
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
426+ 1.12% |
$101K - $124K
|
38.4K
$8.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
424+ 11.37% |
$100K - $123K
|
4.15K
$962K
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
423+ 41.67% |
$99.9K - $123K
|
1.44K
$333K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
421+ 25.76% |
$99.5K - $123K
|
2.06K
$476K
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
419+ 28.16% |
$99K - $122K
|
1.91K
$442K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
419+ 8.64% |
$99K - $122K
|
5.27K
$1.22M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
415+ 9.45% |
$98K - $121K
|
4.81K
$1.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
415+ 3.97% |
$98K - $121K
|
10.9K
$2.52M
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
407+ 5.01% |
$96.2K - $118K
|
8.53K
$1.98M
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
406+ 5.95% |
$95.9K - $118K
|
7.23K
$1.67M
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
404+ 32.61% |
$95.4K - $118K
|
1.64K
$381K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
403New |
$95.2K - $117K
|
403
$93.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Wormser Freres Gestion
Paris, I0 |
BUY
|
- |
403+ 1.36% |
$95.2K - $117K
|
29.9K
$6.93M
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
400+ 7.34% |
$94.5K - $116K
|
5.85K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
397+ 42.51% |
$93.8K - $116K
|
1.33K
$308K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
396+ 1.89% |
$93.6K - $115K
|
21.3K
$4.94M
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
395+ 5.83% |
$93.3K - $115K
|
7.17K
$1.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
394+ 3.87% |
$93.1K - $115K
|
10.6K
$2.45M
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
394+ 22.1% |
$93.1K - $115K
|
2.18K
$504K
|
|
|
Jul 09, 2025
Q2 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
393+ 35.99% |
$92.9K - $114K
|
1.49K
$344K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
390+ 5.63% |
$92.1K - $114K
|
7.32K
$1.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
388+ 10.49% |
$91.7K - $113K
|
4.09K
$947K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
387+ 9.26% |
$91.4K - $113K
|
4.57K
$1.06M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
386+ 95.31% |
$91.2K - $112K
|
791
$183K
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
384+ 6.25% |
$90.7K - $112K
|
6.53K
$1.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
383+ 24.66% |
$90.5K - $112K
|
1.94K
$448K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
382+ 4.13% |
$90.3K - $111K
|
9.64K
$2.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
375+ 3.78% |
$88.6K - $109K
|
10.3K
$2.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
375+ 3.19% |
$88.6K - $109K
|
12.1K
$2.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
375+ 13.65% |
$88.6K - $109K
|
3.12K
$723K
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
374+ 1.89% |
$88.4K - $109K
|
20.2K
$4.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
370+ 3.51% |
$87.4K - $108K
|
10.9K
$2.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
369+ 2.29% |
$87.2K - $107K
|
16.5K
$3.82M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
367+ 7.12% |
$86.7K - $107K
|
5.52K
$1.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
365+ 43.2% |
$86.2K - $106K
|
1.21K
$280K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
365+ 4.38% |
$86.2K - $106K
|
8.69K
$2.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
365+ 23.55% |
$86.2K - $106K
|
1.92K
$444K
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
363+ 0.68% |
$85.8K - $106K
|
53.4K
$12.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
358+ 0.88% |
$84.6K - $104K
|
41.2K
$9.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
357+ 7.04% |
$84.3K - $104K
|
5.43K
$1.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
356+ 15.31% |
$84.1K - $104K
|
2.68K
$621K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
356+ 11.87% |
$84.1K - $104K
|
3.35K
$777K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
356+ 32.6% |
$84.1K - $104K
|
1.45K
$335K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
353+ 6.38% |
$83.4K - $103K
|
5.89K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
352+ 5.3% |
$83.2K - $102K
|
7K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
351+ 8.41% |
$82.9K - $102K
|
4.53K
$1.05M
|