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 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-12- 0.51% |
$2.84K - $3.49K
|
2.33K
$540K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-12- 0.2% |
$2.84K - $3.49K
|
5.91K
$1.37M
|
|
|
Aug 15, 2025
Q2 2025
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-12- 0.78% |
$2.84K - $3.49K
|
1.54K
$356K
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-13- 0.42% |
$3.07K - $3.78K
|
3.05K
$707K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-14- 0.15% |
$3.31K - $4.08K
|
9.25K
$2.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-14- 1.72% |
$3.31K - $4.08K
|
800
$185K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-14- 0.62% |
$3.31K - $4.08K
|
2.24K
$519K
|
|
|
Jul 31, 2025
Q2 2025
|
Avory & Company, LLC
Miami, FL |
SELL
|
- |
-14- 1.86% |
$3.31K - $4.08K
|
738
$171K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-14- 0.46% |
$3.31K - $4.08K
|
3.04K
$704K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-14- 0.93% |
$3.31K - $4.08K
|
1.48K
$344K
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-14- 1.24% |
$3.31K - $4.08K
|
1.11K
$258K
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
SELL
|
- |
-15- 1.23% |
$3.54K - $4.37K
|
1.21K
$280K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-15- 1.99% |
$3.54K - $4.37K
|
740
$171K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-15- 1.0% |
$3.54K - $4.37K
|
1.48K
$343K
|
|
|
Aug 05, 2025
Q2 2025
|
Tufton Capital Management
|
SELL
|
- |
-15- 1.94% |
$3.54K - $4.37K
|
760
$176K
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-15- 1.92% |
$3.54K - $4.37K
|
765
$177K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-15- 0.2% |
$3.54K - $4.37K
|
7.66K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-15- 0.69% |
$3.54K - $4.37K
|
2.15K
$498K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-16- 0.16% |
$3.78K - $4.66K
|
9.94K
$2.3M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-16- 1.95% |
$3.78K - $4.66K
|
805
$186K
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-16- 0.46% |
$3.78K - $4.66K
|
3.45K
$799K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-16- 1.28% |
$3.78K - $4.66K
|
1.23K
$285K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-17- 2.09% |
$4.02K - $4.95K
|
798
$185K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-17- 8.13% |
$4.02K - $4.95K
|
192
$44.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-18- 0.38% |
$4.25K - $5.24K
|
4.74K
$1.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-19- 2.34% |
$4.49K - $5.53K
|
793
$184K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-19- 1.87% |
$4.49K - $5.53K
|
999
$231K
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-19- 1.18% |
$4.49K - $5.53K
|
1.6K
$370K
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-20- 1.51% |
$4.73K - $5.82K
|
1.3K
$302K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.48% |
$4.73K - $5.82K
|
4.15K
$960K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-20- 4.52% |
$4.73K - $5.82K
|
422
$97.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-20- 2.5% |
$4.73K - $5.82K
|
781
$181K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-20- 13.33% |
$4.73K - $5.82K
|
130
$30.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-20- 2.35% |
$4.73K - $5.82K
|
832
$193K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-22- 0.18% |
$5.2K - $6.41K
|
12.3K
$2.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-22- 0.43% |
$5.2K - $6.41K
|
5.04K
$1.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-23- 2.04% |
$5.43K - $6.7K
|
1.1K
$256K
|
|
|
Jul 22, 2025
Q2 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-23- 1.46% |
$5.43K - $6.7K
|
1.56K
$360K
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-23- 0.55% |
$5.43K - $6.7K
|
4.17K
$965K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-24- 7.0% |
$5.67K - $6.99K
|
319
$73.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24- 0.33% |
$5.67K - $6.99K
|
7.17K
$1.66M
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-24- 1.62% |
$5.67K - $6.99K
|
1.45K
$337K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-24- 1.12% |
$5.67K - $6.99K
|
2.13K
$493K
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-25- 1.01% |
$5.91K - $7.28K
|
2.44K
$565K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-25- 1.05% |
$5.91K - $7.28K
|
2.35K
$544K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-25- 3.15% |
$5.91K - $7.28K
|
769
$178K
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-25- 2.25% |
$5.91K - $7.28K
|
1.09K
$252K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-25- 0.58% |
$5.91K - $7.28K
|
4.3K
$997K
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-25- 0.26% |
$5.91K - $7.28K
|
9.41K
$2.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-25- 29.41% |
$5.91K - $7.28K
|
60
$13.9K
|