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 08, 2025
Q2 2025
|
1776 Wealth LLC
|
BUY
|
- |
16+ 0.24% |
$3.78K - $4.66K
|
6.66K
$1.54M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
16+ 6.13% |
$3.78K - $4.66K
|
277
$64.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
15+ 0.92% |
$3.54K - $4.37K
|
1.64K
$379K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
15+ 0.14% |
$3.54K - $4.37K
|
11.1K
$2.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
BUY
|
- |
15+ 1.32% |
$3.54K - $4.37K
|
1.16K
$268K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15+ 3.25% |
$3.54K - $4.37K
|
477
$111K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
15+ 1.54% |
$3.54K - $4.37K
|
987
$229K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
15+ 214.29% |
$3.54K - $4.37K
|
22
$5.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
15New |
$3.54K - $4.37K
|
15
$3.47K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
14+ 1.42% |
$3.31K - $4.08K
|
997
$231K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
14+ 3.09% |
$3.31K - $4.08K
|
467
$108K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
14+ 0.66% |
$3.31K - $4.08K
|
2.13K
$494K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
14+ 0.62% |
$3.31K - $4.08K
|
2.28K
$528K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
14+ 1.66% |
$3.31K - $4.08K
|
859
$199K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
13+ 19.4% |
$3.07K - $3.78K
|
80
$18.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
13+ 0.8% |
$3.07K - $3.78K
|
1.65K
$381K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
13+ 0.7% |
$3.07K - $3.78K
|
1.86K
$432K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
13+ 0.12% |
$3.07K - $3.78K
|
10.8K
$2.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
12+ 1.49% |
$2.84K - $3.49K
|
815
$189K
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
12+ 0.7% |
$2.84K - $3.49K
|
1.73K
$400K
|
|
|
Aug 12, 2025
Q2 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
12+ 0.56% |
$2.84K - $3.49K
|
2.17K
$503K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
11+ 0.23% |
$2.6K - $3.2K
|
4.8K
$1.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
11+ 2.86% |
$2.6K - $3.2K
|
395
$91.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
11New |
$2.6K - $3.2K
|
11
$2.55K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
11+ 7.14% |
$2.6K - $3.2K
|
165
$38.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
10+ 0.32% |
$2.36K - $2.91K
|
3.18K
$736K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
10+ 0.2% |
$2.36K - $2.91K
|
5.11K
$1.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
10+ 0.81% |
$2.36K - $2.91K
|
1.25K
$290K
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
10+ 1.27% |
$2.36K - $2.91K
|
798
$185K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
10+ 25.0% |
$2.36K - $2.91K
|
50
$11.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
10+ 0.65% |
$2.36K - $2.91K
|
1.54K
$357K
|
|
|
Aug 08, 2025
Q2 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
10+ 0.81% |
$2.36K - $2.91K
|
1.25K
$289K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
9+ 0.08% |
$2.13K - $2.62K
|
10.9K
$2.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
9+ 0.93% |
$2.13K - $2.62K
|
980
$227K
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
9+ 0.69% |
$2.13K - $2.62K
|
1.32K
$305K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
9+ 47.37% |
$2.13K - $2.62K
|
28
$6.49K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
9+ 0.5% |
$2.13K - $2.62K
|
1.8K
$417K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
9+ 0.8% |
$2.13K - $2.62K
|
1.13K
$262K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
8+ 0.57% |
$1.89K - $2.33K
|
1.41K
$328K
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
8+ 0.24% |
$1.89K - $2.33K
|
3.32K
$769K
|
|
|
Aug 13, 2025
Q2 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
8+ 0.14% |
$1.89K - $2.33K
|
5.85K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
8+ 0.63% |
$1.89K - $2.33K
|
1.27K
$295K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
7+ 0.58% |
$1.65K - $2.04K
|
1.21K
$280K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
7+ 0.73% |
$1.65K - $2.04K
|
965
$224K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
7+ 0.22% |
$1.65K - $2.04K
|
3.12K
$723K
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
7+ 0.85% |
$1.65K - $2.04K
|
826
$191K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
7+ 1.86% |
$1.65K - $2.04K
|
384
$89K
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
BUY
|
- |
7+ 0.19% |
$1.65K - $2.04K
|
3.65K
$845K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
7+ 0.12% |
$1.65K - $2.04K
|
6.03K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
7+ 3.3% |
$1.65K - $2.04K
|
219
$50.7K
|