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 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
265+ 6.29% |
$62.6K - $77.2K
|
4.48K
$1.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
264+ 4.5% |
$62.4K - $76.9K
|
6.13K
$1.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
260+ 2.96% |
$61.4K - $75.7K
|
9.05K
$2.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
260+ 5.52% |
$61.4K - $75.7K
|
4.97K
$1.15M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
259+ 8.81% |
$61.2K - $75.4K
|
3.2K
$741K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
259+ 20.64% |
$61.2K - $75.4K
|
1.51K
$351K
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
259+ 2.29% |
$61.2K - $75.4K
|
11.6K
$2.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
255+ 7.96% |
$60.2K - $74.2K
|
3.46K
$801K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
254+ 1.05% |
$60K - $74K
|
24.4K
$5.66M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
252New |
$59.5K - $73.4K
|
252
$58.4K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
250+ 1.19% |
$59.1K - $72.8K
|
21.3K
$4.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
250+ 2.7% |
$59.1K - $72.8K
|
9.5K
$2.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
249+ 7.11% |
$58.8K - $72.5K
|
3.75K
$869K
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
248+ 4.05% |
$58.6K - $72.2K
|
6.36K
$1.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
247+ 12.47% |
$58.4K - $71.9K
|
2.23K
$516K
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
244+ 18.61% |
$57.6K - $71K
|
1.56K
$360K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
243+ 4.65% |
$57.4K - $70.7K
|
5.47K
$1.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
242+ 21.88% |
$57.2K - $70.5K
|
1.35K
$312K
|
|
|
Aug 12, 2025
Q2 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
241+ 20.27% |
$56.9K - $70.2K
|
1.43K
$331K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
240+ 2.57% |
$56.7K - $69.9K
|
9.59K
$2.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
240+ 1.67% |
$56.7K - $69.9K
|
14.6K
$3.38M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
240+ 34.99% |
$56.7K - $69.9K
|
926
$215K
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
236+ 1.19% |
$55.8K - $68.7K
|
20.1K
$4.66M
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
236+ 4.6% |
$55.8K - $68.7K
|
5.37K
$1.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
235+ 5.69% |
$55.5K - $68.4K
|
4.37K
$1.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Eads & Heald Wealth Management
|
BUY
|
- |
232+ 7.46% |
$54.8K - $67.5K
|
3.34K
$774K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
232+ 18.38% |
$54.8K - $67.5K
|
1.49K
$346K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
229+ 11.05% |
$54.1K - $66.7K
|
2.3K
$533K
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
224+ 6.7% |
$52.9K - $65.2K
|
3.57K
$827K
|
|
|
Aug 06, 2025
Q2 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
224+ 4.13% |
$52.9K - $65.2K
|
5.64K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
223+ 4.2% |
$52.7K - $64.9K
|
5.54K
$1.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
221+ 5.02% |
$52.2K - $64.3K
|
4.63K
$1.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
219+ 11.17% |
$51.7K - $63.8K
|
2.18K
$505K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
218+ 12.16% |
$51.5K - $63.5K
|
2.01K
$466K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
218+ 8.77% |
$51.5K - $63.5K
|
2.7K
$626K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
216+ 0.65% |
$51K - $62.9K
|
33.4K
$7.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
216+ 6.96% |
$51K - $62.9K
|
3.32K
$769K
|
|
|
Aug 05, 2025
Q2 2025
|
Mathes Company, Inc.
|
BUY
|
- |
215+ 1.75% |
$50.8K - $62.6K
|
12.5K
$2.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
215New |
$50.8K - $62.6K
|
215
$49.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
214+ 21.13% |
$50.6K - $62.3K
|
1.23K
$284K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
213+ 2.25% |
$50.3K - $62K
|
9.7K
$2.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
213+ 195.41% |
$50.3K - $62K
|
322
$74.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
213+ 24.71% |
$50.3K - $62K
|
1.08K
$249K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
211+ 22.16% |
$49.9K - $61.4K
|
1.16K
$269K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
207+ 195.28% |
$48.9K - $60.3K
|
313
$72.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
207+ 2.91% |
$48.9K - $60.3K
|
7.32K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
206New |
$48.7K - $60K
|
206
$47.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
206+ 10.88% |
$48.7K - $60K
|
2.1K
$486K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
202+ 7.33% |
$47.7K - $58.8K
|
2.96K
$685K
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
200+ 6.64% |
$47.3K - $58.2K
|
3.21K
$744K
|