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 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-106- 7.37% |
$25K - $30.9K
|
1.33K
$309K
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-107- 2.23% |
$25.3K - $31.2K
|
4.7K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-107- 3.19% |
$25.3K - $31.2K
|
3.24K
$751K
|
|
|
Aug 12, 2025
Q2 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-108- 7.59% |
$25.5K - $31.4K
|
1.32K
$305K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-109- 22.47% |
$25.8K - $31.7K
|
376
$87.1K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-109- 0.63% |
$25.8K - $31.7K
|
17.2K
$3.98M
|
|
|
Aug 07, 2025
Q2 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-109- 0.93% |
$25.8K - $31.7K
|
11.6K
$2.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-110- 1.09% |
$26K - $32K
|
10K
$2.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
SELL
|
- |
-111- 6.06% |
$26.2K - $32.3K
|
1.72K
$399K
|
|
|
Aug 05, 2025
Q2 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-111- 2.43% |
$26.2K - $32.3K
|
4.46K
$1.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-112- 0.99% |
$26.5K - $32.6K
|
11.2K
$2.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-112- 2.19% |
$26.5K - $32.6K
|
5K
$1.16M
|
|
|
Jul 02, 2025
Q2 2025
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-113- 10.97% |
$26.7K - $32.9K
|
917
$212K
|
|
|
Aug 12, 2025
Q2 2025
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-113- 9.09% |
$26.7K - $32.9K
|
1.13K
$262K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-114- 1.24% |
$26.9K - $33.2K
|
9.12K
$2.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-115- 4.36% |
$27.2K - $33.5K
|
2.52K
$584K
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-115- 9.74% |
$27.2K - $33.5K
|
1.07K
$247K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-115- 0.64% |
$27.2K - $33.5K
|
17.7K
$4.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-117- 3.61% |
$27.6K - $34.1K
|
3.12K
$723K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-119- 0.49% |
$28.1K - $34.6K
|
24.3K
$5.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-121- 1.74% |
$28.6K - $35.2K
|
6.84K
$1.58M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-121- 6.42% |
$28.6K - $35.2K
|
1.76K
$409K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-122- 8.36% |
$28.8K - $35.5K
|
1.34K
$310K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-122- 3.27% |
$28.8K - $35.5K
|
3.61K
$836K
|
|
|
Jul 29, 2025
Q2 2025
|
Progressive Investment Management Corp
|
SELL
|
- |
-122- 0.83% |
$28.8K - $35.5K
|
14.7K
$3.39M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-122- 6.32% |
$28.8K - $35.5K
|
1.81K
$419K
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-122- 0.14% |
$28.8K - $35.5K
|
89.9K
$20.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
SELL
|
- |
-123- 12.54% |
$29.1K - $35.8K
|
858
$199K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-124- 1.33% |
$29.3K - $36.1K
|
9.21K
$2.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-124- 2.92% |
$29.3K - $36.1K
|
4.12K
$955K
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-125- 1.98% |
$29.5K - $36.4K
|
6.2K
$1.44M
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-125- 9.14% |
$29.5K - $36.4K
|
1.24K
$288K
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-126- 9.05% |
$29.8K - $36.7K
|
1.27K
$294K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-128- 11.05% |
$30.2K - $37.3K
|
1.03K
$239K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-128- 12.43% |
$30.2K - $37.3K
|
902
$209K
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-128- 7.66% |
$30.2K - $37.3K
|
1.54K
$358K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-130- 2.66% |
$30.7K - $37.8K
|
4.75K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-131- 8.61% |
$31K - $38.1K
|
1.39K
$322K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-131- 10.4% |
$31K - $38.1K
|
1.13K
$262K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-131- 6.23% |
$31K - $38.1K
|
1.97K
$457K
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-131- 2.6% |
$31K - $38.1K
|
4.91K
$1.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-131- 4.34% |
$31K - $38.1K
|
2.89K
$669K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-132- 5.81% |
$31.2K - $38.4K
|
2.14K
$496K
|
|
|
Aug 06, 2025
Q2 2025
|
Middleton & CO Inc
|
SELL
|
- |
-132- 0.22% |
$31.2K - $38.4K
|
59.4K
$13.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-135- 13.69% |
$31.9K - $39.3K
|
851
$197K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-135- 78.49% |
$31.9K - $39.3K
|
37
$8.57K
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-135- 7.93% |
$31.9K - $39.3K
|
1.57K
$363K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-137- 2.01% |
$32.4K - $39.9K
|
6.67K
$1.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-137- 7.18% |
$32.4K - $39.9K
|
1.77K
$410K
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-137- 2.56% |
$32.4K - $39.9K
|
5.21K
$1.21M
|