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 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-323- 3.16% |
$76.3K - $94K
|
9.91K
$2.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-329- 19.53% |
$77.7K - $95.8K
|
1.36K
$314K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-331- 5.14% |
$78.2K - $96.4K
|
6.1K
$1.41M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-339- 31.39% |
$80.1K - $98.7K
|
741
$172K
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-340- 37.78% |
$80.3K - $99K
|
560
$130K
|
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-343- 8.68% |
$81K - $99.9K
|
3.61K
$836K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-345- 47.46% |
$81.5K - $100K
|
382
$88.5K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-350- 1.3% |
$82.7K - $102K
|
26.7K
$6.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-352- 6.48% |
$83.2K - $102K
|
5.08K
$1.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management LLP
London, |
SELL
|
- |
-352- 1.48% |
$83.2K - $102K
|
23.4K
$5.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-366- 3.41% |
$86.5K - $107K
|
10.4K
$2.4M
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-366- 2.29% |
$86.5K - $107K
|
15.6K
$3.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-367- 0.47% |
$86.7K - $107K
|
77.8K
$18M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-368- 7.37% |
$86.9K - $107K
|
4.63K
$1.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-370- 0.58% |
$87.4K - $108K
|
63.9K
$14.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-372- 1.07% |
$87.9K - $108K
|
34.3K
$7.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-374- 17.26% |
$88.4K - $109K
|
1.79K
$415K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-374- 32.86% |
$88.4K - $109K
|
764
$177K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-376- 9.46% |
$88.8K - $109K
|
3.6K
$833K
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-376- 21.51% |
$88.8K - $109K
|
1.37K
$318K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-378- 1.52% |
$89.3K - $110K
|
24.4K
$5.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-380- 5.29% |
$89.8K - $111K
|
6.8K
$1.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-387- 25.08% |
$91.4K - $113K
|
1.16K
$268K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-390- 5.11% |
$92.1K - $114K
|
7.25K
$1.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-390- 13.55% |
$92.1K - $114K
|
2.49K
$577K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-392- 31.39% |
$92.6K - $114K
|
857
$199K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-394- 5.16% |
$93.1K - $115K
|
7.25K
$1.68M
|
|
|
Jul 28, 2025
Q2 2025
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-396- 34.59% |
$93.6K - $115K
|
749
$174K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-400- 9.27% |
$94.5K - $116K
|
3.92K
$907K
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-401- 3.9% |
$94.7K - $117K
|
9.87K
$2.29M
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-402- 6.81% |
$95K - $117K
|
5.5K
$1.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-403- 22.44% |
$95.2K - $117K
|
1.39K
$323K
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
SELL
|
- |
-404- 2.49% |
$95.4K - $118K
|
15.8K
$3.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-407- 3.38% |
$96.2K - $118K
|
11.6K
$2.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-408- 34.78% |
$96.4K - $119K
|
765
$177K
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-410- 1.73% |
$96.9K - $119K
|
23.3K
$5.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-410- 4.89% |
$96.9K - $119K
|
7.98K
$1.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-413- 0.99% |
$97.6K - $120K
|
41.4K
$9.58M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-415- 26.64% |
$98K - $121K
|
1.14K
$265K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-422- 5.53% |
$99.7K - $123K
|
7.21K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-423- 5.25% |
$99.9K - $123K
|
7.63K
$1.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Abc Arbitrage Sa
Paris, I0 |
SELL
|
- |
-424- 7.24% |
$100K - $123K
|
5.43K
$1.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-425- 11.96% |
$100K - $124K
|
3.13K
$725K
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-426- 14.91% |
$101K - $124K
|
2.43K
$563K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-429- 2.84% |
$101K - $125K
|
14.7K
$3.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-443- 2.22% |
$105K - $129K
|
19.5K
$4.52M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-447- 10.6% |
$106K - $130K
|
3.77K
$873K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-449- 7.1% |
$106K - $131K
|
5.88K
$1.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-451- 2.22% |
$107K - $131K
|
19.8K
$4.59M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-458- 5.1% |
$108K - $133K
|
8.53K
$1.98M
|