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 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
350+ 9.65% |
$82.7K - $102K
|
3.98K
$921K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
349+ 38.23% |
$82.5K - $102K
|
1.26K
$292K
|
|
|
Jul 31, 2025
Q2 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
345+ 28.35% |
$81.5K - $100K
|
1.56K
$362K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
343+ 59.14% |
$81K - $99.9K
|
923
$214K
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
342+ 13.7% |
$80.8K - $99.6K
|
2.84K
$657K
|
|
|
Aug 01, 2025
Q2 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
338+ 7.8% |
$79.9K - $98.4K
|
4.67K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
338+ 1.83% |
$79.9K - $98.4K
|
18.8K
$4.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
336+ 2.0% |
$79.4K - $97.8K
|
17.1K
$3.97M
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
334+ 20.45% |
$78.9K - $97.2K
|
1.97K
$456K
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
333+ 0.51% |
$78.7K - $97K
|
65.3K
$15.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
333+ 6.75% |
$78.7K - $97K
|
5.26K
$1.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
332+ 1.33% |
$78.4K - $96.7K
|
25.2K
$5.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
332+ 2.81% |
$78.4K - $96.7K
|
12.1K
$2.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
331+ 11.0% |
$78.2K - $96.4K
|
3.34K
$774K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
331+ 7.84% |
$78.2K - $96.4K
|
4.55K
$1.05M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
326+ 9.44% |
$77K - $94.9K
|
3.78K
$875K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
326+ 18.03% |
$77K - $94.9K
|
2.13K
$494K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
324+ 10.7% |
$76.5K - $94.3K
|
3.35K
$777K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
323+ 1.69% |
$76.3K - $94K
|
19.4K
$4.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
321+ 0.59% |
$75.8K - $93.5K
|
54.6K
$12.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
318+ 0.86% |
$75.1K - $92.6K
|
37.2K
$8.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
317+ 5.22% |
$74.9K - $92.3K
|
6.39K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
316+ 29.15% |
$74.7K - $92K
|
1.4K
$324K
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
315+ 3.58% |
$74.4K - $91.7K
|
9.13K
$2.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
314+ 0.97% |
$74.2K - $91.4K
|
32.7K
$7.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
313+ 1.35% |
$73.9K - $91.1K
|
23.6K
$5.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
309New |
$73K - $90K
|
309
$71.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
307+ 40.77% |
$72.5K - $89.4K
|
1.06K
$246K
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
307+ 2.01% |
$72.5K - $89.4K
|
15.6K
$3.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
301+ 26.83% |
$71.1K - $87.6K
|
1.42K
$330K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
300+ 5.69% |
$70.9K - $87.3K
|
5.57K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
293+ 5.41% |
$69.2K - $85.3K
|
5.71K
$1.32M
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
292+ 1.78% |
$69K - $85K
|
16.7K
$3.87M
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
292+ 0.2% |
$69K - $85K
|
149K
$34.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
290+ 9.44% |
$68.5K - $84.4K
|
3.36K
$779K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
290+ 0.48% |
$68.5K - $84.4K
|
60.9K
$14.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
285+ 9.26% |
$67.3K - $83K
|
3.36K
$779K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
284+ 710.0% |
$67.1K - $82.7K
|
324
$75.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
283+ 13.67% |
$66.9K - $82.4K
|
2.35K
$545K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
281+ 2.96% |
$66.4K - $81.8K
|
9.76K
$2.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
279+ 3.2% |
$65.9K - $81.2K
|
9K
$2.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
277+ 8.7% |
$65.4K - $80.6K
|
3.46K
$802K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
275New |
$65K - $80.1K
|
275
$63.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
273+ 3.81% |
$64.5K - $79.5K
|
7.44K
$1.72M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
271+ 6.68% |
$64K - $78.9K
|
4.33K
$1M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
271+ 11.77% |
$64K - $78.9K
|
2.57K
$596K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
271+ 5.77% |
$64K - $78.9K
|
4.97K
$1.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
268+ 3.15% |
$63.3K - $78K
|
8.78K
$2.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
267+ 30.8% |
$63.1K - $77.7K
|
1.13K
$263K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
265+ 4.87% |
$62.6K - $77.2K
|
5.7K
$1.32M
|