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 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
30+ 18.29% |
$7.09K - $8.73K
|
194
$44.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
30+ 0.39% |
$7.09K - $8.73K
|
7.75K
$1.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
28+ 2.42% |
$6.62K - $8.15K
|
1.18K
$274K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
28+ 0.36% |
$6.62K - $8.15K
|
7.9K
$1.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
28+ 1.99% |
$6.62K - $8.15K
|
1.44K
$332K
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
BUY
|
- |
28+ 0.14% |
$6.62K - $8.15K
|
20.7K
$4.79M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
28New |
$6.62K - $8.15K
|
28
$6.49K
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
27+ 1.47% |
$6.38K - $7.86K
|
1.87K
$433K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
27+ 0.17% |
$6.38K - $7.86K
|
16K
$3.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
27+ 1.45% |
$6.38K - $7.86K
|
1.88K
$436K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
27+ 1.01% |
$6.38K - $7.86K
|
2.69K
$623K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
26+ 2.51% |
$6.14K - $7.57K
|
1.06K
$246K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
BUY
|
- |
26+ 1.83% |
$6.14K - $7.57K
|
1.45K
$335K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
25+ 1.55% |
$5.91K - $7.28K
|
1.63K
$379K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
25New |
$5.91K - $7.28K
|
25
$5.79K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
25+ 2.58% |
$5.91K - $7.28K
|
995
$231K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
25+ 0.91% |
$5.91K - $7.28K
|
2.78K
$644K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
24+ 1.1% |
$5.67K - $6.99K
|
2.21K
$511K
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
24+ 0.34% |
$5.67K - $6.99K
|
7.13K
$1.65M
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
24+ 1.23% |
$5.67K - $6.99K
|
1.98K
$458K
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
24+ 0.67% |
$5.67K - $6.99K
|
3.63K
$840K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
22+ 0.92% |
$5.2K - $6.41K
|
2.43K
$562K
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
BUY
|
- |
22+ 1.02% |
$5.2K - $6.41K
|
2.17K
$502K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
22+ 12.09% |
$5.2K - $6.41K
|
204
$47.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
22+ 137.5% |
$5.2K - $6.41K
|
38
$8.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
21+ 1.67% |
$4.96K - $6.11K
|
1.28K
$296K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
21+ 0.65% |
$4.96K - $6.11K
|
3.25K
$752K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
21+ 2.0% |
$4.96K - $6.11K
|
1.07K
$248K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
21+ 18.75% |
$4.96K - $6.11K
|
133
$30.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
21New |
$4.96K - $6.11K
|
21
$4.86K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
20+ 1.04% |
$4.73K - $5.82K
|
1.95K
$451K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
20+ 0.27% |
$4.73K - $5.82K
|
7.34K
$1.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
BUY
|
- |
20+ 2.43% |
$4.73K - $5.82K
|
842
$195K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
20+ 1.04% |
$4.73K - $5.82K
|
1.95K
$451K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
20+ 0.61% |
$4.73K - $5.82K
|
3.29K
$763K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
20+ 1.09% |
$4.73K - $5.82K
|
1.85K
$429K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
20+ 0.32% |
$4.73K - $5.82K
|
6.37K
$1.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
19+ 0.46% |
$4.49K - $5.53K
|
4.18K
$969K
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
19+ 0.33% |
$4.49K - $5.53K
|
5.74K
$1.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
19+ 0.32% |
$4.49K - $5.53K
|
5.99K
$1.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
19+ 0.35% |
$4.49K - $5.53K
|
5.39K
$1.25M
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
19+ 1.67% |
$4.49K - $5.53K
|
1.15K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
19+ 126.67% |
$4.49K - $5.53K
|
34
$7.88K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
18+ 2.36% |
$4.25K - $5.24K
|
780
$181K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
18+ 2.37% |
$4.25K - $5.24K
|
777
$180K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
17+ 2.19% |
$4.02K - $4.95K
|
795
$184K
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
17+ 2.01% |
$4.02K - $4.95K
|
864
$200K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
17+ 1.33% |
$4.02K - $4.95K
|
1.3K
$301K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
16+ 0.62% |
$3.78K - $4.66K
|
2.61K
$604K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
16+ 51.61% |
$3.78K - $4.66K
|
47
$10.9K
|