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 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-69- 1.47% |
$16.3K - $20.1K
|
4.62K
$1.07M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-70- 2.96% |
$16.5K - $20.4K
|
2.3K
$532K
|
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-70- 3.57% |
$16.5K - $20.4K
|
1.89K
$438K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-73- 4.88% |
$17.2K - $21.3K
|
1.42K
$330K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-73- 4.73% |
$17.2K - $21.3K
|
1.47K
$341K
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-73- 1.52% |
$17.2K - $21.3K
|
4.72K
$1.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-74- 1.22% |
$17.5K - $21.5K
|
6K
$1.39M
|
|
|
Aug 06, 2025
Q2 2025
|
Warm Springs Advisors Inc.
Larkspur, CA |
SELL
|
- |
-74- 2.4% |
$17.5K - $21.5K
|
3K
$696K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-75- 0.46% |
$17.7K - $21.8K
|
16.2K
$3.76M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-75- 5.82% |
$17.7K - $21.8K
|
1.21K
$281K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-75- 7.81% |
$17.7K - $21.8K
|
885
$205K
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-75- 0.29% |
$17.7K - $21.8K
|
26K
$6.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-76- 0.94% |
$18K - $22.1K
|
8K
$1.85M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-78- 3.01% |
$18.4K - $22.7K
|
2.51K
$582K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-80- 25.81% |
$18.9K - $23.3K
|
230
$53.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-80- 1.0% |
$18.9K - $23.3K
|
7.9K
$1.83M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-80- 29.74% |
$18.9K - $23.3K
|
189
$43.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-83- 6.25% |
$19.6K - $24.2K
|
1.25K
$288K
|
|
|
Aug 01, 2025
Q2 2025
|
Jericho Financial, LLP
Westerville, OH |
SELL
|
- |
-83- 0.46% |
$19.6K - $24.2K
|
17.9K
$4.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-84- 2.23% |
$19.8K - $24.5K
|
3.68K
$851K
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-85- 6.69% |
$20.1K - $24.7K
|
1.19K
$275K
|
|
|
Aug 14, 2025
Q2 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-85- 7.91% |
$20.1K - $24.7K
|
989
$229K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-86- 3.35% |
$20.3K - $25K
|
2.49K
$576K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-86- 8.5% |
$20.3K - $25K
|
926
$215K
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-87- 6.04% |
$20.6K - $25.3K
|
1.35K
$314K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-88- 7.35% |
$20.8K - $25.6K
|
1.11K
$257K
|
|
|
Aug 08, 2025
Q2 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-89- 3.59% |
$21K - $25.9K
|
2.39K
$553K
|
|
|
Jul 29, 2025
Q2 2025
|
Bxm Wealth LLC
Englewood, CO |
SELL
|
- |
-90- 3.98% |
$21.3K - $26.2K
|
2.17K
$503K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-92- 8.29% |
$21.7K - $26.8K
|
1.02K
$236K
|
|
|
Jul 30, 2025
Q2 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-92- 1.03% |
$21.7K - $26.8K
|
8.82K
$2.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-92- 10.31% |
$21.7K - $26.8K
|
800
$185K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-92- 10.62% |
$21.7K - $26.8K
|
774
$179K
|
|
|
Aug 04, 2025
Q2 2025
|
Field & Main Bank
|
SELL
|
- |
-95- 1.22% |
$22.4K - $27.7K
|
7.72K
$1.79M
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-97- 4.4% |
$22.9K - $28.2K
|
2.11K
$489K
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-98- 10.02% |
$23.2K - $28.5K
|
880
$204K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-99- 19.57% |
$23.4K - $28.8K
|
407
$94.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-100- 5.42% |
$23.6K - $29.1K
|
1.75K
$404K
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-100- 1.72% |
$23.6K - $29.1K
|
5.72K
$1.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-101- 7.67% |
$23.9K - $29.4K
|
1.22K
$282K
|
|
|
Aug 13, 2025
Q2 2025
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-101- 10.15% |
$23.9K - $29.4K
|
894
$207K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-102- 7.37% |
$24.1K - $29.7K
|
1.28K
$297K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-103- 3.37% |
$24.3K - $30K
|
2.95K
$683K
|
|
|
Aug 07, 2025
Q2 2025
|
Retirement Solution Inc.
|
SELL
|
- |
-103- 9.88% |
$24.3K - $30K
|
939
$218K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-104- 6.76% |
$24.6K - $30.3K
|
1.44K
$332K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-104- 11.05% |
$24.6K - $30.3K
|
837
$194K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-105- 2.3% |
$24.8K - $30.6K
|
4.47K
$1.03M
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-105Closed |
$24.8K - $30.6K
|
0
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-106- 0.51% |
$25K - $30.9K
|
20.6K
$4.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-106- 5.79% |
$25K - $30.9K
|
1.73K
$400K
|
|
|
Aug 11, 2025
Q2 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-106- 7.28% |
$25K - $30.9K
|
1.35K
$313K
|