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 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
200New |
$47.3K - $58.2K
|
200
$46.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
200+ 76.05% |
$47.3K - $58.2K
|
463
$107K
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
200+ 10.65% |
$47.3K - $58.2K
|
2.08K
$481K
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
200+ 2.04% |
$47.3K - $58.2K
|
10K
$2.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
200+ 1.29% |
$47.3K - $58.2K
|
15.7K
$3.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
199+ 10.87% |
$47K - $57.9K
|
2.03K
$470K
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
197+ 21.79% |
$46.5K - $57.4K
|
1.1K
$255K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
197+ 35.37% |
$46.5K - $57.4K
|
754
$175K
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
196+ 13.11% |
$46.3K - $57.1K
|
1.69K
$392K
|
|
|
Aug 14, 2025
Q2 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
196+ 19.6% |
$46.3K - $57.1K
|
1.2K
$277K
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
195+ 2.3% |
$46.1K - $56.8K
|
8.69K
$2.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
193+ 4.11% |
$45.6K - $56.2K
|
4.89K
$1.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
193+ 1.04% |
$45.6K - $56.2K
|
18.8K
$4.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
193+ 22.21% |
$45.6K - $56.2K
|
1.06K
$246K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
192+ 7.28% |
$45.4K - $55.9K
|
2.83K
$655K
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
191+ 4.25% |
$45.1K - $55.6K
|
4.68K
$1.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
BUY
|
- |
191+ 0.83% |
$45.1K - $55.6K
|
23.2K
$5.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
190+ 5.94% |
$44.9K - $55.3K
|
3.39K
$785K
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
190+ 5.75% |
$44.9K - $55.3K
|
3.49K
$809K
|
|
|
Jul 24, 2025
Q2 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
190+ 4.24% |
$44.9K - $55.3K
|
4.67K
$1.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
188+ 1.25% |
$44.4K - $54.7K
|
15.3K
$3.54M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
187+ 3.96% |
$44.2K - $54.4K
|
4.91K
$1.14M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
187+ 11.64% |
$44.2K - $54.4K
|
1.79K
$416K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
185+ 13.17% |
$43.7K - $53.9K
|
1.59K
$368K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
185+ 1.16% |
$43.7K - $53.9K
|
16.1K
$3.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
183+ 5.25% |
$43.2K - $53.3K
|
3.67K
$851K
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
181+ 13.12% |
$42.8K - $52.7K
|
1.56K
$362K
|
|
|
Aug 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
179+ 5.06% |
$42.3K - $52.1K
|
3.72K
$861K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
179+ 4.49% |
$42.3K - $52.1K
|
4.17K
$966K
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
177+ 1.43% |
$41.8K - $51.5K
|
12.6K
$2.92M
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
176+ 0.9% |
$41.6K - $51.2K
|
19.7K
$4.56M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
175+ 3.91% |
$41.3K - $51K
|
4.65K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
173+ 12.61% |
$40.9K - $50.4K
|
1.55K
$358K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
171+ 2.34% |
$40.4K - $49.8K
|
7.47K
$1.73M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
170+ 4.35% |
$40.2K - $49.5K
|
4.08K
$945K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
170New |
$40.2K - $49.5K
|
170
$39.4K
|
|
|
Aug 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
170+ 6.08% |
$40.2K - $49.5K
|
2.97K
$687K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
170+ 10.55% |
$40.2K - $49.5K
|
1.78K
$413K
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
170+ 12.44% |
$40.2K - $49.5K
|
1.54K
$356K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
170+ 0.56% |
$40.2K - $49.5K
|
30.6K
$7.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
169+ 17.86% |
$39.9K - $49.2K
|
1.12K
$258K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
169+ 18.86% |
$39.9K - $49.2K
|
1.07K
$247K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
169+ 16.52% |
$39.9K - $49.2K
|
1.19K
$276K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
169+ 18.86% |
$39.9K - $49.2K
|
1.07K
$247K
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
168+ 2.91% |
$39.7K - $48.9K
|
5.94K
$1.37M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
168+ 0.69% |
$39.7K - $48.9K
|
24.7K
$5.71M
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
167+ 15.02% |
$39.5K - $48.6K
|
1.28K
$296K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
165+ 16.22% |
$39K - $48K
|
1.18K
$274K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
165+ 13.91% |
$39K - $48K
|
1.35K
$313K
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
163+ 5.6% |
$38.5K - $47.5K
|
3.07K
$712K
|