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
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-250- 11.88% |
$59.1K - $72.8K
|
1.85K
$429K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-252- 2.08% |
$59.5K - $73.4K
|
11.9K
$2.75M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-257- 5.61% |
$60.7K - $74.8K
|
4.32K
$1M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-258- 5.4% |
$61K - $75.1K
|
4.52K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-258- 6.13% |
$61K - $75.1K
|
3.95K
$915K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-259- 5.11% |
$61.2K - $75.4K
|
4.81K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-259- 0.17% |
$61.2K - $75.4K
|
153K
$35.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-261- 6.01% |
$61.7K - $76K
|
4.08K
$945K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-267- 13.99% |
$63.1K - $77.7K
|
1.64K
$380K
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
SELL
|
- |
-268- 6.25% |
$63.3K - $78K
|
4.02K
$931K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-270- 5.04% |
$63.8K - $78.6K
|
5.09K
$1.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-270- 9.08% |
$63.8K - $78.6K
|
2.7K
$626K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-271- 17.05% |
$64K - $78.9K
|
1.32K
$305K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-272- 2.33% |
$64.3K - $79.2K
|
11.4K
$2.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-273- 2.87% |
$64.5K - $79.5K
|
9.25K
$2.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-274- 12.56% |
$64.7K - $79.8K
|
1.91K
$442K
|
|
|
Aug 08, 2025
Q2 2025
|
Beck Bode, LLC
|
SELL
|
- |
-276- 17.6% |
$65.2K - $80.4K
|
1.29K
$299K
|
|
|
Aug 14, 2025
Q2 2025
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-278- 2.33% |
$65.7K - $80.9K
|
11.7K
$2.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-278- 16.81% |
$65.7K - $80.9K
|
1.38K
$319K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-279- 2.42% |
$65.9K - $81.2K
|
11.2K
$2.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-285- 6.78% |
$67.3K - $83K
|
3.92K
$907K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-291- 0.36% |
$68.8K - $84.7K
|
80.6K
$18.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-291- 18.07% |
$68.8K - $84.7K
|
1.32K
$306K
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-293- 23.09% |
$69.2K - $85.3K
|
976
$226K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-293- 3.5% |
$69.2K - $85.3K
|
8.09K
$1.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-295- 91.05% |
$69.7K - $85.9K
|
29
$6.72K
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-295- 1.79% |
$69.7K - $85.9K
|
16.2K
$3.75M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-295- 4.33% |
$69.7K - $85.9K
|
6.51K
$1.51M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-296- 5.31% |
$69.9K - $86.2K
|
5.28K
$1.22M
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-298- 99.33% |
$70.4K - $86.8K
|
2
$463
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-300- 25.91% |
$70.9K - $87.3K
|
858
$199K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-304- 28.92% |
$71.8K - $88.5K
|
747
$173K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-304- 5.41% |
$71.8K - $88.5K
|
5.32K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-304- 9.49% |
$71.8K - $88.5K
|
2.9K
$671K
|
|
|
Jul 16, 2025
Q2 2025
|
Wd Rutherford LLC
|
SELL
|
- |
-305- 2.17% |
$72.1K - $88.8K
|
13.7K
$3.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-307- 14.68% |
$72.5K - $89.4K
|
1.78K
$413K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-310- 18.96% |
$73.2K - $90.3K
|
1.33K
$307K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-310- 88.07% |
$73.2K - $90.3K
|
42
$9.73K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-310- 5.78% |
$73.2K - $90.3K
|
5.05K
$1.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-313- 52.25% |
$73.9K - $91.1K
|
286
$66.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-313- 4.46% |
$73.9K - $91.1K
|
6.7K
$1.55M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-313- 5.99% |
$73.9K - $91.1K
|
4.91K
$1.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-314- 18.22% |
$74.2K - $91.4K
|
1.41K
$326K
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
SELL
|
- |
-314- 1.33% |
$74.2K - $91.4K
|
23.3K
$5.4M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-314- 8.95% |
$74.2K - $91.4K
|
3.19K
$740K
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
SELL
|
- |
-315- 4.08% |
$74.4K - $91.7K
|
7.4K
$1.71M
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-320- 0.27% |
$75.6K - $93.2K
|
116K
$26.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-320- 1.38% |
$75.6K - $93.2K
|
22.9K
$5.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-321- 0.35% |
$75.8K - $93.5K
|
90.6K
$21M
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-322- 22.36% |
$76.1K - $93.8K
|
1.12K
$259K
|