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 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-138- 11.07% |
$32.6K - $40.2K
|
1.11K
$257K
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-138- 4.73% |
$32.6K - $40.2K
|
2.78K
$644K
|
|
|
Aug 15, 2025
Q2 2025
|
Synergy Financial Group, LTD
|
SELL
|
- |
-138- 6.49% |
$32.6K - $40.2K
|
1.99K
$460K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-139- 12.44% |
$32.8K - $40.5K
|
978
$227K
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-139- 2.17% |
$32.8K - $40.5K
|
6.26K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-139- 6.18% |
$32.8K - $40.5K
|
2.11K
$489K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-140- 14.45% |
$33.1K - $40.8K
|
829
$192K
|
|
|
Aug 13, 2025
Q2 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-140- 0.32% |
$33.1K - $40.8K
|
43.2K
$10M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-140- 2.96% |
$33.1K - $40.8K
|
4.6K
$1.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-141- 9.61% |
$33.3K - $41.1K
|
1.33K
$307K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-142- 1.37% |
$33.5K - $41.3K
|
10.2K
$2.36M
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
SELL
|
- |
-142- 3.89% |
$33.5K - $41.3K
|
3.51K
$812K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-144- 1.88% |
$34K - $41.9K
|
7.52K
$1.74M
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-145- 0.92% |
$34.3K - $42.2K
|
15.7K
$3.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-145- 8.04% |
$34.3K - $42.2K
|
1.66K
$384K
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-146- 13.87% |
$34.5K - $42.5K
|
907
$210K
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-146- 3.57% |
$34.5K - $42.5K
|
3.94K
$913K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-147- 11.75% |
$34.7K - $42.8K
|
1.1K
$256K
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
SELL
|
- |
-147- 10.22% |
$34.7K - $42.8K
|
1.29K
$299K
|
|
|
Jul 21, 2025
Q2 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-148- 0.27% |
$35K - $43.1K
|
55.1K
$12.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-148- 4.19% |
$35K - $43.1K
|
3.39K
$784K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-149- 8.21% |
$35.2K - $43.4K
|
1.67K
$386K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-152- 34.78% |
$35.9K - $44.3K
|
285
$66K
|
|
|
Aug 13, 2025
Q2 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-153- 4.41% |
$36.1K - $44.5K
|
3.32K
$768K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-154- 7.35% |
$36.4K - $44.8K
|
1.94K
$450K
|
|
|
Aug 14, 2025
Q2 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-154- 5.38% |
$36.4K - $44.8K
|
2.71K
$627K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-155- 16.35% |
$36.6K - $45.1K
|
793
$184K
|
|
|
Aug 11, 2025
Q2 2025
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-156- 2.13% |
$36.9K - $45.4K
|
7.17K
$1.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-156- 10.45% |
$36.9K - $45.4K
|
1.34K
$310K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-159- 10.42% |
$37.6K - $46.3K
|
1.37K
$317K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-159- 2.83% |
$37.6K - $46.3K
|
5.46K
$1.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-159- 4.09% |
$37.6K - $46.3K
|
3.73K
$864K
|
|
|
Jul 30, 2025
Q2 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-161- 2.81% |
$38K - $46.9K
|
5.58K
$1.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-161- 3.65% |
$38K - $46.9K
|
4.25K
$985K
|
|
|
Aug 14, 2025
Q2 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-162- 1.66% |
$38.3K - $47.2K
|
9.62K
$2.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
SELL
|
- |
-165- 0.39% |
$39K - $48K
|
42.4K
$9.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-165- 2.76% |
$39K - $48K
|
5.82K
$1.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-165- 4.14% |
$39K - $48K
|
3.82K
$885K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-167- 0.99% |
$39.5K - $48.6K
|
16.6K
$3.86M
|
|
|
Aug 04, 2025
Q2 2025
|
Geneva Capital Management LLC
|
SELL
|
- |
-167- 3.23% |
$39.5K - $48.6K
|
5K
$1.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-167- 1.28% |
$39.5K - $48.6K
|
12.9K
$2.99M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-167- 82.67% |
$39.5K - $48.6K
|
35
$8.11K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-169- 9.25% |
$39.9K - $49.2K
|
1.66K
$384K
|
|
|
Jul 29, 2025
Q2 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-175- 6.82% |
$41.3K - $51K
|
2.39K
$554K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-176- 3.3% |
$41.6K - $51.2K
|
5.15K
$1.19M
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-176- 8.38% |
$41.6K - $51.2K
|
1.93K
$446K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-178- 0.9% |
$42.1K - $51.8K
|
19.6K
$4.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-178- 6.47% |
$42.1K - $51.8K
|
2.57K
$596K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-180- 3.59% |
$42.5K - $52.4K
|
4.83K
$1.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-180- 1.46% |
$42.5K - $52.4K
|
12.2K
$2.82M
|