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
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
6+ 300.0% |
$1.42K - $1.75K
|
8
$1.85K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6+ 60.0% |
$1.42K - $1.75K
|
16
$3.71K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
6+ 0.43% |
$1.42K - $1.75K
|
1.4K
$323K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
6+ 0.07% |
$1.42K - $1.75K
|
8.91K
$2.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.59% |
$1.18K - $1.46K
|
851
$197K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
5+ 0.3% |
$1.18K - $1.46K
|
1.67K
$386K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
5+ 0.63% |
$1.18K - $1.46K
|
803
$186K
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
5+ 2.5% |
$1.18K - $1.46K
|
205
$47.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
5+ 2.5% |
$1.18K - $1.46K
|
205
$47.5K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 0.1% |
$945 - $1.16K
|
4.03K
$933K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.23% |
$945 - $1.16K
|
1.72K
$397K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
4+ 400.0% |
$945 - $1.16K
|
5
$1.16K
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
BUY
|
- |
4+ 0.19% |
$945 - $1.16K
|
2.14K
$495K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4+ 0.45% |
$945 - $1.16K
|
893
$207K
|
|
|
Aug 13, 2025
Q2 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
4+ 0.05% |
$945 - $1.16K
|
7.55K
$1.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
4+ 0.04% |
$945 - $1.16K
|
11.2K
$2.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 0.12% |
$709 - $873
|
2.57K
$596K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
3+ 2.86% |
$709 - $873
|
108
$25K
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
3+ 0.09% |
$709 - $873
|
3.47K
$803K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3+ 0.17% |
$709 - $873
|
1.73K
$401K
|
|
|
Aug 05, 2025
Q2 2025
|
Core Alternative Capital
|
BUY
|
- |
3+ 1.6% |
$709 - $873
|
191
$44.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
3+ 0.28% |
$709 - $873
|
1.07K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.11% |
$709 - $873
|
2.65K
$614K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3+ 0.08% |
$709 - $873
|
3.62K
$839K
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2+ 0.13% |
$473 - $582
|
1.6K
$371K
|
|
|
Jul 25, 2025
Q2 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2+ 0.19% |
$473 - $582
|
1.08K
$250K
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2+ 0.21% |
$473 - $582
|
972
$225K
|
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
2+ 0.18% |
$473 - $582
|
1.09K
$253K
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 4.26% |
$473 - $582
|
49
$11.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
2+ 0.23% |
$473 - $582
|
888
$206K
|
|
|
Aug 12, 2025
Q2 2025
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
2+ 2.17% |
$473 - $582
|
94
$21.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
2+ 0.04% |
$473 - $582
|
5.69K
$1.32M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.11% |
$236 - $291
|
885
$205K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$236 - $291
|
4.16K
$963K
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1+ 0.07% |
$236 - $291
|
1.45K
$335K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 1.03% |
$236 - $291
|
98
$22.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 0.24% |
$236 - $291
|
423
$98K
|
|
|
Jul 28, 2025
Q2 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
1+ 0.09% |
$236 - $291
|
1.11K
$258K
|
|
|
Jul 29, 2025
Q2 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
1+ 0.11% |
$236 - $291
|
937
$217K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1+ 0.1% |
$236 - $291
|
1.03K
$238K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.78% |
$236 - $291
|
129
$29.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
1+ 0.03% |
$236 - $291
|
3.68K
$852K
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1+ 0.1% |
$236 - $291
|
1.02K
$237K
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
1+ 0.06% |
$236 - $291
|
1.69K
$392K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 1.08% |
$236 - $291
|
94
$21.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
1+ 0.12% |
$236 - $291
|
841
$195K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1+ 16.67% |
$236 - $291
|
7
$1.62K
|
|
|
Aug 14, 2025
Q2 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
1+ 0.02% |
$236 - $291
|
4.18K
$967K
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1+ 0.1% |
$236 - $291
|
1.02K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 0.01% |
$236 - $291
|
7.42K
$1.72M
|