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 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
125New |
$29.5K - $36.4K
|
125
$29K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
125+ 4.88% |
$29.5K - $36.4K
|
2.69K
$623K
|
|
|
Aug 06, 2025
Q2 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
125New |
$29.5K - $36.4K
|
125
$29K
|
|
|
Aug 07, 2025
Q2 2025
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
125+ 0.51% |
$29.5K - $36.4K
|
24.4K
$5.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
125+ 13.05% |
$29.5K - $36.4K
|
1.08K
$251K
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
124+ 6.89% |
$29.3K - $36.1K
|
1.92K
$445K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
123+ 4.26% |
$29.1K - $35.8K
|
3.01K
$698K
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
123+ 9.33% |
$29.1K - $35.8K
|
1.44K
$334K
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
122+ 1.11% |
$28.8K - $35.5K
|
11.1K
$2.57M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
122+ 1.6% |
$28.8K - $35.5K
|
7.77K
$1.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
121+ 6.2% |
$28.6K - $35.2K
|
2.07K
$480K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
121+ 3.98% |
$28.6K - $35.2K
|
3.16K
$732K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
120+ 6.35% |
$28.4K - $34.9K
|
2.01K
$465K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
120+ 1.2% |
$28.4K - $34.9K
|
10.1K
$2.34M
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
119+ 11.51% |
$28.1K - $34.6K
|
1.15K
$267K
|
|
|
Aug 01, 2025
Q2 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
119+ 3.12% |
$28.1K - $34.6K
|
3.94K
$912K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
119+ 195.08% |
$28.1K - $34.6K
|
180
$41.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
118+ 60.2% |
$27.9K - $34.4K
|
314
$72.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
116+ 4.21% |
$27.4K - $33.8K
|
2.87K
$666K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
115+ 5.57% |
$27.2K - $33.5K
|
2.18K
$505K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
114+ 5.98% |
$26.9K - $33.2K
|
2.02K
$468K
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
113+ 4.54% |
$26.7K - $32.9K
|
2.6K
$603K
|
|
|
Aug 12, 2025
Q2 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
113+ 9.54% |
$26.7K - $32.9K
|
1.3K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
113+ 0.32% |
$26.7K - $32.9K
|
35.8K
$8.29M
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
112+ 0.93% |
$26.5K - $32.6K
|
12.1K
$2.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
112+ 22.0% |
$26.5K - $32.6K
|
621
$144K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
112+ 658.82% |
$26.5K - $32.6K
|
129
$29.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
111+ 50.0% |
$26.2K - $32.3K
|
333
$77.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
111+ 284.62% |
$26.2K - $32.3K
|
150
$34.7K
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
110+ 10.18% |
$26K - $32K
|
1.19K
$276K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
107+ 0.88% |
$25.3K - $31.2K
|
12.3K
$2.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
106+ 3.72% |
$25K - $30.9K
|
2.96K
$685K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
106+ 9.0% |
$25K - $30.9K
|
1.28K
$297K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
105New |
$24.8K - $30.6K
|
105
$24.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
105+ 1.75% |
$24.8K - $30.6K
|
6.11K
$1.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
103+ 1.72% |
$24.3K - $30K
|
6.09K
$1.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
103+ 6.27% |
$24.3K - $30K
|
1.75K
$404K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
101+ 12.32% |
$23.9K - $29.4K
|
921
$213K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
101+ 1.08% |
$23.9K - $29.4K
|
9.45K
$2.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
101+ 7.59% |
$23.9K - $29.4K
|
1.43K
$332K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
BUY
|
- |
100+ 0.3% |
$23.6K - $29.1K
|
33.6K
$7.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
100+ 5.59% |
$23.6K - $29.1K
|
1.89K
$437K
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
100+ 13.97% |
$23.6K - $29.1K
|
816
$189K
|
|
|
Aug 12, 2025
Q2 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
100+ 7.22% |
$23.6K - $29.1K
|
1.49K
$344K
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
100+ 2.99% |
$23.6K - $29.1K
|
3.44K
$798K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
99+ 5.96% |
$23.4K - $28.8K
|
1.76K
$407K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
99+ 4.51% |
$23.4K - $28.8K
|
2.29K
$531K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
96+ 1.0% |
$22.7K - $28K
|
9.74K
$2.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
95+ 1.43% |
$22.4K - $27.7K
|
6.74K
$1.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
95+ 2.4% |
$22.4K - $27.7K
|
4.05K
$939K
|