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 31, 2025
Q2 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 5.26% |
$236 - $291
|
18
$4.17K
|
|
|
Jul 30, 2025
Q2 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-1- 0.06% |
$236 - $291
|
1.79K
$415K
|
|
|
Aug 05, 2025
Q2 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-1- 0.03% |
$236 - $291
|
3.96K
$918K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-1- 0.91% |
$236 - $291
|
109
$25.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-2- 0.41% |
$473 - $582
|
485
$112K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2- 0.11% |
$473 - $582
|
1.88K
$436K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
SELL
|
- |
-2- 0.13% |
$473 - $582
|
1.55K
$360K
|
|
|
Jul 25, 2025
Q2 2025
|
Oak Ridge Investments LLC
|
SELL
|
- |
-2- 0.1% |
$473 - $582
|
1.96K
$454K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-2- 2.74% |
$473 - $582
|
71
$16.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-2- 3.7% |
$473 - $582
|
52
$12K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-2- -0.0% |
$473 - $582
|
51.3K
$11.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
SELL
|
- |
-2- 0.19% |
$473 - $582
|
1.06K
$246K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-3- 0.31% |
$709 - $873
|
973
$225K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-4- 0.28% |
$945 - $1.16K
|
1.43K
$331K
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-4- 0.2% |
$945 - $1.16K
|
2.02K
$469K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-4- 0.14% |
$945 - $1.16K
|
2.83K
$656K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-4- 0.59% |
$945 - $1.16K
|
677
$157K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-4- 4.88% |
$945 - $1.16K
|
78
$18.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-4- 4.88% |
$945 - $1.16K
|
78
$18.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-5- 0.43% |
$1.18K - $1.46K
|
1.17K
$271K
|
|
|
Jul 24, 2025
Q2 2025
|
Krs Capital Management, LLC
|
SELL
|
- |
-5- 0.09% |
$1.18K - $1.46K
|
5.38K
$1.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-5- 0.52% |
$1.18K - $1.46K
|
955
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-5- 29.41% |
$1.18K - $1.46K
|
12
$2.78K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-6- 0.24% |
$1.42K - $1.75K
|
2.51K
$581K
|
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-6- 0.13% |
$1.42K - $1.75K
|
4.46K
$1.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Figure 8 Investment Strategies LLC
Boise, ID |
SELL
|
- |
-6- 0.63% |
$1.42K - $1.75K
|
945
$219K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-6- 0.48% |
$1.42K - $1.75K
|
1.23K
$285K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-7- 0.26% |
$1.65K - $2.04K
|
2.69K
$623K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-7- 0.64% |
$1.65K - $2.04K
|
1.09K
$253K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-7- 0.34% |
$1.65K - $2.04K
|
2.05K
$475K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-7- 0.87% |
$1.65K - $2.04K
|
794
$184K
|
|
|
Aug 14, 2025
Q2 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-7- 0.82% |
$1.65K - $2.04K
|
849
$197K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-8- 7.92% |
$1.89K - $2.33K
|
93
$21.5K
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
SELL
|
- |
-8- 0.53% |
$1.89K - $2.33K
|
1.51K
$350K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-8- 0.07% |
$1.89K - $2.33K
|
11.8K
$2.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
SELL
|
- |
-9- 0.09% |
$2.13K - $2.62K
|
10K
$2.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-9- 0.66% |
$2.13K - $2.62K
|
1.36K
$314K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-9- 1.08% |
$2.13K - $2.62K
|
827
$192K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-9- 0.39% |
$2.13K - $2.62K
|
2.3K
$532K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-10- 0.14% |
$2.36K - $2.91K
|
7.24K
$1.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-10- 0.59% |
$2.36K - $2.91K
|
1.68K
$389K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-10- 9.52% |
$2.36K - $2.91K
|
95
$22K
|
|
|
Aug 11, 2025
Q2 2025
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
SELL
|
- |
-10- 0.04% |
$2.36K - $2.91K
|
23.3K
$5.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-11- 22.45% |
$2.6K - $3.2K
|
38
$8.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-11- 91.67% |
$2.6K - $3.2K
|
1
$232
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-11- 1.77% |
$2.6K - $3.2K
|
612
$142K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-11- 9.24% |
$2.6K - $3.2K
|
108
$25K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-12- 1.57% |
$2.84K - $3.49K
|
750
$174K
|