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 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-45- 2.99% |
$10.6K - $13.1K
|
1.46K
$338K
|
|
|
Aug 13, 2025
Q2 2025
|
Optimize Financial Inc
Laguna Hills, CA |
SELL
|
- |
-46- 0.71% |
$10.9K - $13.4K
|
6.48K
$1.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-47- 0.72% |
$11.1K - $13.7K
|
6.45K
$1.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-47- 2.06% |
$11.1K - $13.7K
|
2.24K
$518K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-48- 2.8% |
$11.3K - $14K
|
1.67K
$386K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
SELL
|
- |
-48- 2.94% |
$11.3K - $14K
|
1.58K
$366K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-48- 2.52% |
$11.3K - $14K
|
1.85K
$429K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-48- 1.25% |
$11.3K - $14K
|
3.79K
$877K
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-49- 0.28% |
$11.6K - $14.3K
|
17.2K
$3.98M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-49- 1.86% |
$11.6K - $14.3K
|
2.59K
$600K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-50- 1.6% |
$11.8K - $14.6K
|
3.08K
$713K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-50- 29.94% |
$11.8K - $14.6K
|
117
$27.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-50- 0.73% |
$11.8K - $14.6K
|
6.8K
$1.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-50- 4.37% |
$11.8K - $14.6K
|
1.09K
$253K
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
SELL
|
- |
-50- 0.34% |
$11.8K - $14.6K
|
14.9K
$3.44M
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-51- 4.04% |
$12K - $14.8K
|
1.21K
$281K
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-51- 6.12% |
$12K - $14.8K
|
782
$181K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-51- 8.56% |
$12K - $14.8K
|
545
$126K
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-51- 3.21% |
$12K - $14.8K
|
1.54K
$357K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-54- 16.07% |
$12.8K - $15.7K
|
282
$65.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-55- 0.05% |
$13K - $16K
|
102K
$23.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-55- 4.44% |
$13K - $16K
|
1.19K
$275K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-55- 1.29% |
$13K - $16K
|
4.2K
$973K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-56- 0.86% |
$13.2K - $16.3K
|
6.44K
$1.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-56- 1.52% |
$13.2K - $16.3K
|
3.62K
$838K
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-57- 2.31% |
$13.5K - $16.6K
|
2.41K
$558K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-58- 2.14% |
$13.7K - $16.9K
|
2.65K
$615K
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-59- 5.68% |
$13.9K - $17.2K
|
980
$227K
|
|
|
Aug 14, 2025
Q2 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-59- 1.26% |
$13.9K - $17.2K
|
4.62K
$1.07M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-60- 61.22% |
$14.2K - $17.5K
|
38
$8.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-60- 0.36% |
$14.2K - $17.5K
|
16.5K
$3.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-61- 3.18% |
$14.4K - $17.8K
|
1.86K
$430K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-61- 1.14% |
$14.4K - $17.8K
|
5.27K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-61- 3.43% |
$14.4K - $17.8K
|
1.72K
$397K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-62- 1.23% |
$14.6K - $18.1K
|
5K
$1.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-63- 1.72% |
$14.9K - $18.3K
|
3.6K
$834K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-63- 2.75% |
$14.9K - $18.3K
|
2.23K
$515K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-63- 1.02% |
$14.9K - $18.3K
|
6.11K
$1.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-65- 7.37% |
$15.4K - $18.9K
|
817
$189K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-65- 1.27% |
$15.4K - $18.9K
|
5.07K
$1.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-65- 1.89% |
$15.4K - $18.9K
|
3.38K
$783K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-65- 7.85% |
$15.4K - $18.9K
|
763
$177K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-66- 7.56% |
$15.6K - $19.2K
|
807
$187K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-66- 6.87% |
$15.6K - $19.2K
|
895
$207K
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-67- 8.34% |
$15.8K - $19.5K
|
736
$171K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-68- 2.5% |
$16.1K - $19.8K
|
2.65K
$615K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-68- 4.94% |
$16.1K - $19.8K
|
1.31K
$303K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-69- 1.06% |
$16.3K - $20.1K
|
6.47K
$1.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-69- 4.76% |
$16.3K - $20.1K
|
1.38K
$320K
|
|
|
Aug 01, 2025
Q2 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-69- 5.34% |
$16.3K - $20.1K
|
1.22K
$283K
|