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 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
65+ 1.4% |
$15.4K - $18.9K
|
4.71K
$1.09M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
65+ 8.95% |
$15.4K - $18.9K
|
791
$183K
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
65+ 56.03% |
$15.4K - $18.9K
|
181
$41.9K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
64+ 0.06% |
$15.1K - $18.6K
|
102K
$23.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
64+ 3.3% |
$15.1K - $18.6K
|
2K
$464K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
63+ 0.51% |
$14.9K - $18.3K
|
12.4K
$2.87M
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
63+ 2.13% |
$14.9K - $18.3K
|
3.03K
$701K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
63+ 2.59% |
$14.9K - $18.3K
|
2.5K
$578K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
63+ 0.95% |
$14.9K - $18.3K
|
6.72K
$1.56M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
62+ 1.94% |
$14.6K - $18.1K
|
3.26K
$756K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
62+ 1.21% |
$14.6K - $18.1K
|
5.19K
$1.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
62+ 6.04% |
$14.6K - $18.1K
|
1.09K
$252K
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
61+ 1.66% |
$14.4K - $17.8K
|
3.73K
$864K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
61+ 6.14% |
$14.4K - $17.8K
|
1.06K
$244K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
60+ 4.45% |
$14.2K - $17.5K
|
1.41K
$326K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
60+ 5.84% |
$14.2K - $17.5K
|
1.09K
$252K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
60+ 1.85% |
$14.2K - $17.5K
|
3.31K
$766K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
59+ 0.97% |
$13.9K - $17.2K
|
6.16K
$1.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
59+ 2.57% |
$13.9K - $17.2K
|
2.36K
$546K
|
|
|
Jul 30, 2025
Q2 2025
|
Jacobsen Capital Management
|
BUY
|
- |
59+ 3.47% |
$13.9K - $17.2K
|
1.76K
$407K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
59+ 18.27% |
$13.9K - $17.2K
|
382
$88.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
58+ 0.85% |
$13.7K - $16.9K
|
6.9K
$1.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
57+ 2.57% |
$13.5K - $16.6K
|
2.28K
$527K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
57+ 1.3% |
$13.5K - $16.6K
|
4.45K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
56+ 0.24% |
$13.2K - $16.3K
|
23.7K
$5.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
56+ 1.47% |
$13.2K - $16.3K
|
3.88K
$898K
|
|
|
Jul 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
56+ 2.55% |
$13.2K - $16.3K
|
2.26K
$522K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
56+ 12.07% |
$13.2K - $16.3K
|
520
$120K
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
BUY
|
- |
55+ 4.47% |
$13K - $16K
|
1.29K
$298K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
55+ 5.21% |
$13K - $16K
|
1.11K
$257K
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
55+ 0.05% |
$13K - $16K
|
114K
$26.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
55+ 4.78% |
$13K - $16K
|
1.21K
$279K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
55+ 4.33% |
$13K - $16K
|
1.32K
$307K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
55+ 2750.0% |
$13K - $16K
|
57
$13.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
54+ 2.69% |
$12.8K - $15.7K
|
2.06K
$477K
|
|
|
Aug 11, 2025
Q2 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
54+ 2.66% |
$12.8K - $15.7K
|
2.08K
$482K
|
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
53+ 2.0% |
$12.5K - $15.4K
|
2.7K
$625K
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
53+ 2.39% |
$12.5K - $15.4K
|
2.27K
$526K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
52+ 5.22% |
$12.3K - $15.1K
|
1.05K
$243K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
52+ 3.34% |
$12.3K - $15.1K
|
1.61K
$373K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
52+ 2.49% |
$12.3K - $15.1K
|
2.14K
$496K
|
|
|
Aug 14, 2025
Q2 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
52+ 2.88% |
$12.3K - $15.1K
|
1.86K
$430K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
51+ 0.27% |
$12K - $14.8K
|
18.7K
$4.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
50+ 5.98% |
$11.8K - $14.6K
|
886
$205K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
50New |
$11.8K - $14.6K
|
50
$11.6K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
50+ 1.99% |
$11.8K - $14.6K
|
2.56K
$594K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
50+ 2.89% |
$11.8K - $14.6K
|
1.78K
$413K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
49+ 12.63% |
$11.6K - $14.3K
|
437
$101K
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
48+ 2.2% |
$11.3K - $14K
|
2.23K
$517K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
47+ 0.66% |
$11.1K - $13.7K
|
7.16K
$1.66M
|