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 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-459- 97.87% |
$108K - $134K
|
10
$2.32K
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-463- 28.03% |
$109K - $135K
|
1.19K
$275K
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-468- 0.54% |
$111K - $136K
|
86K
$19.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-469- 15.47% |
$111K - $137K
|
2.56K
$594K
|
|
|
Aug 01, 2025
Q2 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-475- 2.37% |
$112K - $138K
|
19.5K
$4.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-481- 1.24% |
$114K - $140K
|
38.3K
$8.88M
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-482- 14.95% |
$114K - $140K
|
2.74K
$635K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-485- 57.33% |
$115K - $141K
|
361
$83.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-487- 6.32% |
$115K - $142K
|
7.22K
$1.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-487- 13.71% |
$115K - $142K
|
3.07K
$710K
|
|
|
Aug 04, 2025
Q2 2025
|
Everest Management Corp.
Cupertino, CA |
SELL
|
- |
-490- 12.57% |
$116K - $143K
|
3.41K
$789K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-491- 5.85% |
$116K - $143K
|
7.9K
$1.83M
|
|
|
Jul 29, 2025
Q2 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-492- 3.58% |
$116K - $143K
|
13.3K
$3.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-492- 13.87% |
$116K - $143K
|
3.05K
$707K
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-494- 26.86% |
$117K - $144K
|
1.35K
$312K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-496- 1.77% |
$117K - $144K
|
27.4K
$6.36M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-497- 3.3% |
$117K - $145K
|
14.6K
$3.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Suncoast Equity Management
|
SELL
|
- |
-511- 0.38% |
$121K - $149K
|
133K
$30.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-518- 5.05% |
$122K - $151K
|
9.74K
$2.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-520- 1.46% |
$123K - $151K
|
35.2K
$8.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-522- 33.38% |
$123K - $152K
|
1.04K
$241K
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
SELL
|
- |
-525- 9.82% |
$124K - $153K
|
4.82K
$1.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-527- 0.9% |
$125K - $153K
|
57.9K
$13.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-534- 20.92% |
$126K - $155K
|
2.02K
$468K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-538- 6.78% |
$127K - $157K
|
7.39K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-538- 35.58% |
$127K - $157K
|
974
$226K
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-541- 0.06% |
$128K - $158K
|
845K
$196M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-543- 10.72% |
$128K - $158K
|
4.52K
$1.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-549- 23.55% |
$130K - $160K
|
1.78K
$413K
|
|
|
Jul 30, 2025
Q2 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-550- 11.57% |
$130K - $160K
|
4.2K
$974K
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-558- 1.1% |
$132K - $162K
|
50.1K
$11.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-571- 25.04% |
$135K - $166K
|
1.71K
$396K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-577- 5.25% |
$136K - $168K
|
10.4K
$2.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-577- 39.9% |
$136K - $168K
|
869
$201K
|
|
|
Aug 13, 2025
Q2 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-585- 17.3% |
$138K - $170K
|
2.8K
$648K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-589- 8.44% |
$139K - $171K
|
6.39K
$1.48M
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-593- 23.2% |
$140K - $173K
|
1.96K
$455K
|
|
|
Aug 06, 2025
Q2 2025
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-600- 11.61% |
$142K - $175K
|
4.57K
$1.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-607- 20.97% |
$143K - $177K
|
2.29K
$530K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-609- 3.37% |
$144K - $177K
|
17.5K
$4.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-614- 5.85% |
$145K - $179K
|
9.88K
$2.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-623- 10.87% |
$147K - $181K
|
5.11K
$1.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-626- 1.65% |
$148K - $182K
|
37.3K
$8.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
SELL
|
- |
-626- 16.54% |
$148K - $182K
|
3.16K
$732K
|
|
|
Aug 12, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
SELL
|
- |
-633- 1.85% |
$150K - $184K
|
33.6K
$7.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-638- 6.94% |
$151K - $186K
|
8.55K
$1.98M
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-640- 5.2% |
$151K - $186K
|
11.7K
$2.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-640- 0.65% |
$151K - $186K
|
98.1K
$22.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-649- 7.86% |
$153K - $189K
|
7.6K
$1.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-654- 8.42% |
$155K - $190K
|
7.11K
$1.65M
|